I agree with your homophone choice of "peak" vs a "peek". Is NV a real necessity? One Hell'va drive through Utah or Arizona to Colorado or NM to gain a forward staging area reefer rest break next to the Back Hole of Calcutta illicit market in CA which (imo) has/is destroying Med Men, Statehouse, Lowell, and Glasshouse (and Jushi?). Planet 13 has opted to do both CA and NV and now is looking to FL. Telling us the future perhaps two years too soon? Unless three-dimensional chess is already in play and both of the latter are playable dominoes, I can't see this without a lot more information which I don't pretend to possess.
A strategic "mIsteak", are what I see this hitch as in immediate terms, but does "pique" my interest, nonetheless. Good scouting report on the potential terrain! Oddly, I also keep looking at Ianthus' holdings in a couple of areas closer to and farther from home as potential bargains as the current owners are in some $25MM as their total investment on 18-dispensaries +++ plus/minus any 280(e) that follows them. That is a divided set of numbers that makes sense, perhaps. Logistics and scalability is an already proven problem there too.
Moreover, I keep coming back to the model that works --and in use now. I agree that TW has a overflowing set of plates of Hors d'oeuvres this year to choose or stay organic, less cash buys in CO. A Merger? Well, that's why he is getting paid the big bucks!
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