RE:Bruce LintonMayham, it will be great to have Bruce back in the game and leading the industry forward. If I was gong to hazard a guess I would think it will be an MSO that is deep in certain States and not overly spread out and running thin. He mentioned a few months ago that some of the best MSOs were not necessarily the one's with the most States, but rather the one's that had strength in key markets.
-Based on this and the strength of the various balance sheets I would think Trulieve and Green Thumb Industries might be a possbility.
-Cresco is also a contender although not sure about the Origin House deal right now
-I doubt it will be Harvest Health because they have a lot of deals right now to try and pull together and are a bit of a mess at the moment.
-Curaleaf I doubt as well...not sure but my spidey senses are up when it comes to Curaleaf. Just don't trust what is goig on there with some shady stuff at Select and russians apparently trying to bribe licensing officials.
-Definitely staying away from Curaleaf right now particulrly given its large market cap which it needs to grow into big time.
-Ianthus would be interesting. Hadley and Stavola need the help right now for sure. Christ if he landed at Ianthus that might be huge...the only issue with Ianthus is the toxic debt they just took on to keep building out.
I wish I had the balls right now to place some bets, but my balls are crushed of late and I'm a bit gun shy. I am hoping that things become more clear for the MSOs when they report quarterlys in November. Be well.