RE:Food for thought...next Aurora Sky?Great question . . . regarding how many 800,000 sqft facilities the sector will support . . . Even with the big 3 at full operating capacity (after Aurora Sky is built and up and running, Canopy's expansions are complete, Aphria's expansions complete. . . ) there will still be more demand than there will be supply. I think prior to that there will be more consolodation in the industry and many small cap companies will be scooped up by the big boys. How many big players there will be a couple years from now would definitely be a guess, but I'd say it's a safe bet to say a minimum of 4 to 5, since even with increased acquisitions and expansions the big 3 now won't be able to cover the entire medical and rec demand. So I'd say expect another 1 or 2 (maybe 3) major players to emerge (possibly through mergers . . . ) over the next year or so. All IMO and based on my own extensive DD . . . I'm open to and curious to hear other opinions, or if anyone agrees with me. I think the list of truely good investments in terms of big players is relatively small and on that list you are either one of the big 3 already, or you're an acquisition target of those 3, OR you're smart enough to team up with another smaller cap company and merge to compete as the 4th big boy (SUPER EXCITED to see something like that happen! Maybe THCX with EMH, or something of the sort!).
GOOD LUCK! EXCITING WEEK! :D
Ps. awfully quiet around here. . . so odd that we haven't been hearing much from shorts and bashers lol