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thehumanchessmachine

05/27/22 10:47 PM

#16983 RE: StevenRisk #16982

Hello my old friend! That’s what I admire about you ,you tell it like you see it!… I got trashed by this charlatan drugguy because I sold out and move this capital somewhere else that by the way it turned out to be a great move!
this is like a cult to him and this co.can do no wrong ,I think this guy is up to his ass on this and refuses to admit a contrarian opinion even though this is starting to smell really bad!
All the best to you and everyone here!!!

megazoo

05/28/22 5:44 AM

#16988 RE: StevenRisk #16982

Now do the same for your favorites. TCNNF appears to do well because margin compression has not hit FL. VRNOF has negative working capital. Yes, SHWZ had a quarter below expectations. Your other big MSO’s are faking it. Whenever a new state opens up for rec, all of them jump in there. Imagine how much profit margin erosion will happen in NY, NJ etc.

Dye is going all in in CO and NM. They are increasing their footprint one zipcode at a time. That’s the only way to increase margins in this semi legal business. That and having your own grow, distillate and slowly your own products.