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In Plain Sight

01/03/23 10:55 AM

#19195 RE: StevenRisk #19194

Cash flow from....see the shiny? This fickle bunch on twitter has a new metric for the year after painting aebita with feces last year.

In the meantime, recall a couple of tidbits (I read foot stomping):

Schwazze Ends 2022 Strong With Additional Cannabis Dispensary Opening In New Mexico, Bringing R.Greenleaf Dispensary Store Count To 16

Since April 2020, Schwazze has acquired, opened or announced the planned acquisition of 41 cannabis retail dispensaries as well as seven cultivation facilities and two manufacturing plants in Colorado and New Mexico. In May 2021, Schwazze announced its Biosciences division and in August 2021 it commenced home delivery services in Colorado.

More than the following:

Jushi
TerAscend
Cansortium
IAnthus
Ascend Wellness
Acreage Holdings
MedMen
Goodness Growth
Statehouse Holdings
Red, White & Bloom
MariMed
Glass House Brands
Body & Mind
4Front Ventures
VEXT Sciences
The Parent Company
TILT Holdings
Planet 13
C21 Investments

All or most of these in that same 2-year period have been stagnant or reached a point of growth which they could not sustain being onesies in each market they entered and have ground to a halt because of overhead? In Jushi's case where are the 50+ dispensaries? There's now a question re the Blockbuster syndrome. A market is what it is WHEN it is. Are there still liquor stores? Well run ones, of course! It's a fascinating case study for most of the these in zero penetration with birdshot while confronting cocaine bears.
Bullish
Bullish

StevenRisk

01/03/23 11:08 AM

#19197 RE: StevenRisk #19194

Free cash flow after expenses. Sorry didnt make myself clear.