The LPs HAVE tankedIf rescheduling and/or SAFER ever pass - MSOs will have access to full banking services and new financing, access to the senior exchanges, access to instituional ownership and more.
Federal legalization isn't even necessary.
Cannabis ownership - especially senior money funds will transfer from Canadian cannabis to the larger and greater opportunity in US cannabis, resulting in even more difficulty for Canadian companies.
As we've seen this past month - MSOs are taking off, even with the slightest of positive news, while Canadian LPs are stuck facing the same issues they have been for some time. Oversupply, taxes, government restrictions - it's a dead, stagnant sector in Canada and none of that will change with new US legislation - THAT DOESN'T HAVE ANY EFFECT ON THEM.
FUTURE GROWTH? While Canadian companies sit dead in the water, they missing the growth opportunties that US MSOs are experiencing NOW. If you think Canadian companies are going to 'invade' the US amnd take over any meaningful or sizable market share - from companies that have been established for years.....think again
The best Canadian LPs can hope for I think is to be acquired by the larger US MSOs looking for cheap, established grow facilities - that will see more and more of them declare bankruptcy if not acquired.
Post by
geodcanon Jan 25, 2024 9:19pm 
31 Views
Post# 35846305
LPs vs MSOs
Seems like the MSOs are getting more juice sharepricewise than the LPs.
Does that make the LPs the first ones likely to tank or is it a bigger money making opportunity because they have been so depleted?