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happyglass

06/14/21 6:43 PM

#3136 RE: Diogenes of Sinope #3134

I think those who held and accumulated will be very handsomely rewarded. The Canadian market is finally opening up and everybody is so focused on the US mess they will miss it. That works for me lol!
I think the MSOs are going to have the same problem now faced by the LPs. They have to buy large quantities of assets that will be baggage when the laws become rational 1 or 2 mfg facilities will be enough to serve the country when they can ship across borders. What will they do with all of the extra ones they are building in each state just so they can have first mover advantage? I’ve seen this movie before and the ending is frustrating.
The reason Aleafia is poised to thrive is their “2nd mover advantage” it is a real thing. They do not have to get rid of useless assets the first movers bought just to get licenses. Actually I think they got one of their state of the art facilities on a first mover fire sale didn’t they? History is very helpful.