Hello team Schwazze ,
What a very informative and crystalizing experience over at Boca Raton on Monday.
1. JD expects to get to 100 dispensaries in Colorado
2. There are 2 more Nm Dispos plus 4 previously reported
3. 80% of New Mexico population is on the South east corner of NM , JD said the down side of purchasing R Greenleaf , that none of the current Dispos are located there , All of the new 6 locations are located in that area
4 . Starbuds cost 4.1 x ebitda to purchase ,, current deals are going for lees then 2x , probably closer to1x in this distressed market
5.California is not an option , too much black market Comp and too many lawsuits
6.JD and his team probably have more experience then any other C suite in Cannabis ..... From Mergers to Deep market Penetration , Mechandising,
7.Due to out super regional penetration , We are probably the most Unique MSO , Future Locations and Mergers in Co are a priority if they add too concentration in Denver , being spread to thin are the mistakes with Alberstons, A and P ,Krogers.
I will add more later
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