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kahlua

08/08/22 11:51 PM

#117 RE: Marillionaire #116

To add to that guys comment, I think if George is able to scratch together just a little capital over the next few quarters, he will acquire at least one of these under-funded branded players. Lowell’s greenhouse and LFS platform feeding industrial scale equipment means they can radically alter marginal unit costs of any acquired competitors. Having said that I appreciate how intensely discerning he is with this process. “Miles of bad road in California cannabis…”. Look no further than the disastrous example of TPCO for an example of how plugging together assets can backfire.