RE:Consolidation?Look up the Consolidation Curve by Harvard OR I think the June issue of Cannaivestor had an article on the industry (American and Canadian) and hit on this. APH and OGI have lots of money now. Look at MJN .. from $0.14 to $0.50 in the blink of an eye and acquired PN and is the bicoastal LP yet has a market cap still under $22M ... MJN to me is a prime M&A target potentially. APH likely needs to merge .... customer growth is slow. Where is the oils licence due in June? MT is growing too fast and cannot get stock ... what a match made in heaven!
CAV3MAN wrote: Any thoughts on consolidation within the Canadian producers?
Canopy has really been moving lately. I have to wonder if they will acquire additional producers maybe not Aphria but perhaps Supreme Pharm. or any others that are going through MMPR licensing process.
I would expect consolidation to start happening prior to legalization.
Any thoughts as to whether or not U.S. producers will be given access to Canadian markets?
CAV3MAN wrote: Any thoughts on consolidation within the Canadian producers?
Canopy has really been moving lately. I have to wonder if they will acquire additional producers maybe not Aphria but perhaps Supreme Pharm. or any others that are going through MMPR licensing process.
I would expect consolidation to start happening prior to legalization.
Any thoughts as to whether or not U.S. producers will be given access to Canadian markets?