I joined late, but yes it was! I was listening specifically for 'Easter Eggs'...thought I heard a few. Let's compare notes:
1.) Fundamentally a new company as of March!
2.) Possibility of their own credit card line
3.) "Dense up Denver"
4.) Specifically stated: "conservative revenue estimates" to under promise and overdeliver.
5.) When discussing acquisition financing strategy talked a lot about just cash for smaller operators. Expect to go deep in Colorado, north of 100 stores in the state. Their $500-600M revenue was a several years down the road projection. They want to make acquisitions the "right way with no shortcuts". Comprised of seller notes, equity and cash...thoughtful and careful with dilution that has to be a win-win transaction for all parties...but by the end of the year may look to debt and liquidity.
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