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In Plain Sight

07/19/23 12:35 AM

#20358 RE: damAcon1 #20354

Hmm...

It's difficult to have a set of variables up showing say Mesa Organics or Nancy Huber as currently meaningful to a NEW prospective investor. Sorry. They aren't. At present. Instead, They were - then. When it mattered -then. This site's references as it relates to the company is at best historical with no qualifications and quoting past projections or dated stuff is at best reaching all at once-- and not in a good way. If the lead was where they came from, sure, but it's not as it is displayed and reads.

It could be...

If there are significant objections, then lead each sig set of points in a year with a title say beginning with the year MMT was founded and leading up to becoming Schwazze. Give the viewer with history in a short synopsis of how a small collection of independent Colorado and New Mexico companies became the 8th largest by dispensary count playing Risk well by count per State in the United States and landmark it. Enjoy. Then, it would be additive over time instead of rewriting what was, what is, or will be. I'll volunteer to help. Bet some of the other board members here have recall of this stuff in spades.

The point is a ready reference for the current investor. Give them a meaningful track record to look at. A synopsis of people, culture, with a white board of progress in both good and leaner times. Hell, it could be a spreadsheet that would annoy every #Msogang person forever that has been a denier of what was and is a plan that has been articulated and well executed.

Suggestions:

Year and box displayed "white board" (# states # persons, #cultivations, # dispensaries (# by sub banner) YE Revs and YE GAAP

key personnel hires/transitions
companies included by type business and number
key locations (cities/states)
purpose and intent
results GAAP, Revs, OCF Year End (and something that is at least consistent if measurable without changing a letter of what is EBITDA) I recommend GAAP and where there is no figure, NA. If this is to become significant, GAAP will be the standard, so why not embrace it and play with the rest of the world?*

This should be fun. If you like, I'll help and let you format as to the tolerances of Ihub pages which I know not.

*Because the rest of the world doesn't play by the rules of 280e? I still recommend this is a time to embrace the suck (GAAP) by keeping a level playing field with reality and letting competitors look silly talking about fantasy numbers while going out of business or being denied a license renewal where they have no meaningful footprint or business acumen because of State's well...idiocracy.