RE:bumped up Q release
Your right we have had one heck of a beat down, and I have the bruises to prove it over the years. I have been in and out of just about all of the main plays and have now positioned myself in a 3 prong approach coming into the US green rush. To even my own surprise I am not in any MSO for now, only because they have lost so much value but at the same time will have to either overpay to consolidate at low SP and or write down assets if the vertical approach is the wrong play and the states all open up. I have ended up with 2 big brother plays CGC and FAF, and one international CPG play with TLRY. CGC is a no brainer with over a billion in cash and the USA partners in place, along with Constellation finance, distribution, and oh Constellation's CPG partners! FAF is a retailer set to explode into every circle K so no more needs to be said other than a massive international distribution network also in place. My outlier is TLRY with no big brother yet, but I think they are positioned well with seriously low cost capacity for both CPG partnerships and international medical play...standing by for an F200 play:) For what it's worth that's my two cents...do your own DD...for myself it's been a while I have slept this well:)