Congrats to all holders of EMH. The oil license is paramount to success in this new sector. I started out with a substantial position in APH well under a buck and sold at 1.45. Through dd and lots of research, I moved to CGC and I am long. I have been looking extensively at other smaller players OGI,MT,EAT (small position in EAT) and of course your little baby EMH. Very exciting news indeed!! I am watching EMH and will consider a good position on the oil license merit alone....There is not much else to like to be honest with you but OIL/TINCTURES ARE THE FUTURE!!!
Here is a blog I wrote on the CGC site that hit me like a ton of bricks one day. Some might think I am wrong but I believe I am so RIGHT!!! If you think it's hogwash then thats okay as well. Read it and remember this post in about two years from now!
HIT ME LIKE A TON OF BRICKS!!
The last few days I have been thinking about some of the posts a few of you have been writing regarding the logistics/math of making a profit selling legal bud in a competative capitalistic market . Many of you have tried to break down the user quantity and math and then equate to share price and investor profit to come up with a meager profit margin of a dollar per gram. This has been troubling to me. How on earth can you and I (the investors) make money when the margins are so small? Troubling question no? Especially with watered down shares from reinvestment in operations, advertising, bank notes and aquisitions!! right? RIGHT!!
You see, producing/cultivating, warehousing, distributing and selling raw bud is FLAWED!!!!
So let me try and explain the lightbulb moment I had this morning and ultimately give you some insight as to why I titled this post the way it reads. I was walking around my work this morning, looking in at office to office and I saw a few guys hitting their vapor pens. Releasing huge plumes of vapor in the air with a look of total contentment on their faces and then it hit me!!
IT HIT ME LIKE A TON OF BRICKS!!! ******IT'S OIL PEOPLE******** CANADIAN HONEY GOLD baby!! *******OIL*******OIL*********OIL*******
You see, most of us haven't been looking at the big picture!! These "white shirts" running these new companies aren't content with a dollar profit either!! The pioneers are smarter than that!! Once this industry goes green (pun intended), It's going to be HUGE!!!! you know what's going to take us their? not raw bud that's for sure it's.......OIL!.......... yes...........Canadian honey gold!!!!
Here's a few points why I think the current business model of selling/distributing raw cultivated bud is FLAWED!! but ofcourse I will not give you a problem without a solution because that's how I roll...
Problem 1,
Raw bud goes stale!! short shelf life...lots of wastage, degradation in potency and most importantly to the investors spoiled inventory = spoiled profits
Solution, SUPER CRITICAL EXTRACTED OIL. CANADIAN HONEY GOLD!!! converting million plus dollar inventory from fresh cultivated bud to air tight contained long lasting product warehoused in a secure environment for super long shelf life!!
Problem 2,
Smoking is ANTIQUATED!! nobody smokes anymore! (well you know what I mean) It's bad for your health, it smells up your clothing, ashtray mouth, collateral damage to children and pets blah blah blah.
Solution, SUPER CRITICAL EXTRACTED OIL. CANADIAN HONEY GOLD!!! a few drops on your gums or sublingually under your tongue and BOOM for the first time in your married life you are enjoying shopping with your wife for Christmas ornaments and decorations!! The best part, a completely undetected and cloaked medicinally relaxed buzz with nobody the wiser!!
Problem 3,
DISTRIBUTION!!! How hard is it to distribute fluffy fresh bud through our Canadian delivery systems? SPACE is HUGE money. Fluffy bud takes up space. Right? RIGHT! How do you ensure freshness when it takes time to process, contain, pack and distrubute?
Solution, SUPER CRITICAL EXTRACTED OIL. CANADIAN HONEY GOLD!!! little vials of pure potent honey gold. Easy to distribute, no spoilage, flashed fresh and cheaper to move!!
Are you getting the picture? Let me continue.....
Problem 4,
WE ARE A LAZY SOCIETY!! Remote controls, fast foods, drive through windows and high expectations for instant results....No one wants to take out a container of marijuana, find a nice looking bud, look for your grinder (you misplaced it on your last bender) grind up the weed, insert it in a vaporizer and administer. Clean your vap, clean your grinder and put everything away!! WHO ARE WE KIDDING!! we use instant coffee machines now with prepackaged coffee pods for instant results!
Solution, SUPER CRITICAL EXTRACTED OIL. CANADIAN HONEY OIL. You get the picture. A few drops sublingually and Rinse and Repeat!! BOOM grab the remote and throw the game on!! Instant results!!
Problem 5 and the most important one of the bunch!!
SHOW ME THE MONEY!!!! A dollar a gram profit after the gov gets ahold of the proceeds and big business is eating bologna and Kraft dinner. NOPE!!! no thanks NO MONEY!!!!! I don't know about you but I want a nice Porterhouse steak and a finely aged vintage bottle of wine for dindin!! I am sure the CEOs and equal opportunity "white shirts" share my sentiment!!
Solution, SUPER CRITICAL EXTRACTED OIL BABY!! CANADIAN HONEY GOLD!! Since this is the most important aspect of this new and equally exciting industry, let me add a more detailed description of where I KNOW this industry is heading...
1, OILS, TINCTURES AND EDIBLES (say NO to raw bud)
2, DIFFERENT STRAINS OF OILS/TINCTURES/EDIBLES. Some Sativa infused, some indiga infused, some with more THC, some with more CDB, some with infused flavours (I'll try the Hawaiian Tropical Pineapple please) and last but not least, are the Canadian Honey Gold capsules on sale? No? How about the slow release arm patches for my arthritis? Are they on sale?
3, Number 2 leads me to #3. Come down to my oil bar and pick out something that you fancy? Thats right folks. Since SUPER CRITICAL EXTRACTED OIL has a super long shelf life and some investors might think how do we get faster repurchase out of the patients/recreational users. Well here it is! COLLECTABLES!!! Yup I said it! COLLECTABLES! I don't know about you but I'll be of the ilk that has a thousand dollar oil bar filled with strains, hybrids, Sativas, Indicas and flavours!! why you ask? Is this Joe Boston guy a pot head? Nope I'm not! I'll give you the simple reason.why this investor wants an amazing Oil/tincture bar.......It's just really cool!!!
I can go on and on. My mind is running a mile a minute right now but I will spare you an even longer post!! All I can say is this. There are some of you that might think I am way off base. Some of you might think I am only a talking head, but mark my words people and remember this post.....
I BELIEVE THAT I AM EFFIN SPOT ON!!
over and out!
Joe
Read more at https://www.stockhouse.com/companies/bullboard/bullboard/v.cgc/canopy-growth-corporation#ELr7sRkUvPVLoQtd.99