Replies to post #19122 on Medicine Man Technologies Inc (SHWZ)

[In Plain Sight]

Why I mentioned their dispensaries as potential slice and dice pickups. AZ is interesting from a geography point of view, but the space is crowded -- that never stopped this company in CO! I see an entree into FL as an opportunity, point here will be timing as TX seems content to hold the line on progress. Probably more than a year, perhaps several more before Rec even in FL.

The number of private companies is what is perhaps the best course, vis-a-vis cost, to pursue, but their NM model seems to have wheels with traction already. A full effort to drive investors here from failed models run by the competitors is a strike fast moment which is plainly upon us. I've watched Jushi, Acreage, and Planet 13 all implode in under a week. At the same time Glasshouse is defying gravity and the most lead weighted of the bunch imo, with CA only, an oversupply of illicit and no IC. lol.

At some point WHEN, WHEN does the retail crowd look critically at what they have been steered into (CRAP) and say they can do better than the Twitter canna bro squad? The MSOS (ETFs) have grossly skewed the sector with repetition and dollar cost averaging into oblivion. 7 million shares of PLNHF? Really??? Nobody else does anything better they've emphatically told us all for their size and Tier. Hey, have any of them "Schwazzed" their own portfolios much? Guess not. I see moldy yellow leaves. I watch option volume grow to nosebleed levels and at the end of the day, what do they own? Doing the same thing again and again and expecting something about results...there is only one extremely well run company, imo.

Problem is too damn many dopey ones.

And this one, despite it's strides, is a Rodney Dangerfield special. Get JD on CNBC and this flies unlike the fools that have plowed and lost zillions listening to the likes of Seymour or Ahrens. Watch. The redemptions ARE coming. Call volume will implode as funds dry up along with more desperate worthless contracts expire. The bigger ugly is upon the sector. Will it have an effect on the underlying securities they are betting upon? Sure it will. That separation of what good actually looks like here must be articulated to a larger audience clearly, forcefully, and often.