Curaleaf Holdings Inc T.CURA

Key Differential

[Oldweed]

CURA has taken a similar approach to LP's with 2 major factors that differentiate them:

LP's invested with the intent to be a major player in the USA and are now running out of time, CURA is already in the USA making tons of cash.

CURA also looked to international investment in Germany, now legalized so early player in yet another massive market.

Hard not to see the advantages!

[TheProphetElijah]

What I don't like about Cura is it's liabilities to assets ratio 1.7 b liability 3.5 b assets =48% This is high, especially in a rising rate environment.  Around 30% is ok. Plays like PLTH sit at 13%.   But I dunno maybe that's too simplistic an analysis.

[Oldweed]

Yep, CURA has debt (what I was reffering to with the same game plan as the LP's) but it has the US market and sales to maintain that debt. CURA is at the end of a big growth phase and now is entering a more mature US market phase. With less capital required in the US it can easily turn a profit even before the 280e issue is resolved. They will soon have that issue removed and will be insanely

[Oldweed]

Keep in mind they might even be on track to exceed 1.7B in annual revenue, vs the 1.6B debt load!

[Sampic]

Cura costs are high because of the current legal status in 5 years Cura won't even grow cannabis just like Starbucks doesn't grow coffee beans Louis Vuitton doesn't grow cotton and Grey gooose doesn't grow grain.Limited licence locations Branding and first movers advantage are the key to the business.Revenues will continue to rise and costs will fall by 90 percent once this happens