GREY:FFLWF - Post by User
Comment by
SquishyIncon Dec 03, 2016 11:50am
191 Views
Post# 25550501
RE:RE:RE:RE:MT Acquired by Willy Wonka
RE:RE:RE:RE:MT Acquired by Willy WonkaI answered you cuz you were my old ACB BB buddy. CGC will be increasing their current built out footprint by multiples in the next year, it's entirely feasible that they'll be expanding to 3 plus million square feet, dwarfing ACB's current plans. They haven't committed to any platform at all yet, that we know of. But nobody, by a very wide margin, has more data on growing platforms, input variables and yields than Canopy, Bedrocan and Mettrum. Nobody will have the economies of scale of CGC moving forward, and this will be reflected more and more in EBITDA and COGS as time goes on. Not only will Canopy be competitive, they are the one to beat. Will ACB do that saddled with it's current share structure? We shall see. Take er ease Bob.
.
BobTBuilder wrote: My opinion is long-term and clearly this is meant to be comical. Obviously I wish I had sold MT at $8 vs <$6 but I don't have a time machine and it doesn't make my opinion less accurate.
Get every nickel and dime you can out of this deal but I will not be with the ones who decide to hold CGC long. I do not like the way they are going about things. ACB's earnings vs CGC are going to be like night vs day. This is going to be a competitive market and the government want's prices below illegal weed which is ~$8-10/g. The way they are setting up how can they possibly be competitive?
There is a lot of cheap ACB paper and the hold period will effectively end December 12, 2016. I think it's 57.5 million plus up to half that in warrants but I might be wrong. I've gotten past that and am focusing on the future. The price is going to rebound huge before year end imo.
Hybrid greenhouses in Alberta vs. expensive indoor grows in Ontario. I think you know I'm right which is why you responded. Good luck.