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In Plain Sight

05/14/21 10:09 AM

#11277 RE: Drugdoctor #11273

Edibles...from the transcript Q&A re Schwazze Biosciences no pun intended a "bite sized investment", indeed! Quick series of new products using PB's and Remy's combined acumen. Another example of Lean manufacturing of product mix.

Doc, can you bring yourself to read and understand the financials or just cheerlead? I did a better job calling this with bravo to the pro forma revs and what is now called adjusted earnings by noting a "mark it" (loss) without cheerleading. If we are unable to discuss this without a bias, and we all have one as longs (or shorts) the wishing / ignoring that it was different doesn't help imho. Having read your disbelief and deflection the conversation about the actual loss is unfortunate. Rah-rah got you there.

It's just useless cheerleading. Where is Joe Gomes? Wasn't he picking .02 vs (.09)? The revs are fantastic and in all the right places and the synergies ripe to grow. It just doesn't mean we are going to be totally profitable until we need to be, imho. Death and taxes. Taxes. Damn Taxes are worse on profits that might otherwise be spent on growth. The ultimate prize is an enterprise value realized in M&A in a couple of years. Rather see this at $25 than $6 because we post a profit of .01-.06 for a quarter and can be an AW unicorn? How did that ultimately end up? I know, you want both --now. Me too, perhaps just more patient with the process. Sorry to rain on the parade. Still long and closer to my goal of 1% when 42MM was the magic number.