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In Plain Sight

08/24/21 7:29 AM

#13044 RE: damAcon1 #13043

https://twitter.com/cashflow_free/status/1428843727255126018/photo/1

Per the chart, unless run like say a MMNFF (into the ground repeatedly) there isn't a lot of room for margin compression for a Dangerfield SSO in CO, as the chart would point to increasing sales (and the team has created the cost structure with the mfg base and grow facilities to widen profits going forward)
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StevenRisk

08/24/21 8:13 AM

#13046 RE: damAcon1 #13043

Well thought out post. I agree and as some of these Mso's run into financial issues and believe me that is when SHWZ goes in and scoops up a large acquisition. To much aggressive expansion without a good financial footprint. As someone pointed out these undeveloped growth opportunities are overpaying for product and once competition comes is when s%$t hits the fan. Best example is Fl. & CO. EXCEPT for TCNNF who is profitable. Prices are almost double in Fl. Vrs Co yet almost no one is making money except the forementioned while SHWZ is profitable. We are the golden goose.