GREY:FFLWF - Post by User
Comment by
SquishyIncon Sep 28, 2016 4:56pm
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Post# 25287845
RE:RE:RE:RE:RE:RE:mettrum?
RE:RE:RE:RE:RE:RE:mettrum?I knew you'd like that, lol. Not bad right? I always did have a flair for the dramatic.
brentkosta wrote: SquishyInc wrote: I did my DD. I got out of SL because i don't like the business model. But i don't go to the SL board and talk shite about it or sow seeds of doubt in peoples minds, i respect that they've made the choices they have and shut my face. You've made it clear you got out of all positions except SL. Stay outta my neighbpurhood and i'll stay outta yours, capiche? Consider this a shot across yer bow. LYLAS
brentkosta wrote: SquishyInc wrote: Well, i'm certainly glad you put "i think" at the beginning of that. I personally see rec coming a little sooner. It won't just happen overnight one year from x date, it'll be phased in, possibly starting with mail order. Each "phase" will open up huge streams of revenue to the LP's with the demand and capacity to fill it. It takes more time than people think for these companies to scale up and perfect their growing. Look at SL for instance, their first grow was absolute garbage. They have a lot of work to do, all the "little guys" do.
And onto your 30% drop in COMA, i'd love to see your math on that, but it's not the number i disagree with as much as the drop part. Both Mettrum and CGC will likely be reporting positive earnings in the next two quarters and with their huge revenue growth will never look back. I suspect that'll be the real driver of sp in the near to mid term. It's more about performance now for the bigger producers. Again, all imho. The cool thing is we can look back at our posts and see who was right.
brentkosta wrote: SquishyInc wrote: On August 31 MT closed at 2.63 Today she's trading at 3.30, which is .67, or 25.5% increase for the month. Not too shabby really. It's easy to see some of the gains being made by companies who don't even have sales or production licenses yet and get frustrated, but it just goes to show you how hot the MJ market is right now. While i do think MT is substantially undervalued and i'd love to see another good run, sometimes it helps to take a step back and get some perspective. 25% per month mighg be nice.
WRT the smaller LP's, I think a lot of investors are banking that these small guys are great value plays by looking at the road ahead and how long it will take for rec to kick in. If rec is 2 years away from today, that's 2 years of building out and catching up to the other bigger guys. Yes, branding and market share and all that stuff is behind, but I don't think spec buyers care about these two things just yet. Everybody wants in at the ground floor. And its tough for a disciplined and sophisticated investor to buy into say COMA when they could potentially stand to drop by 30% before the next Gov't update.
SL first crop was "absolute garbage" because they flew threw it to get sales license as soon as possible. There is next to no quantity and doesn't show their final product in any way. Do your DD.
Capiche??? you never cease to amaze me. Youre just a giant loser. Nobody is bashing MT. You somehow get offended because Im out right this second. I waste too much time on peple like you.