Initiated a positionI did some dd over the weekend on this company and I really like what I see. I initiated a modest position today as I continue to feel out the way it trades. I am hoping for a bit more of a pullback to continue adding incrementally, although CRZ has better relative strength than the average MJ stock, understandably. I really like the strategy of this company, the CEO is maneuvering brilliantly IMHO and I believe CRZ will be a behemoth. My only current concerns are with exogenous factors such as the regulatory kinks to be worked out in CA and the unpredictability of the Federal govt. Without those 2 factors, the mkt cap would already be 700M - 1B I believe based on projected revs over the next 18 months. I'm a relative novice to the MJ space, still watchng, reading and learning as I can but I look forward to reading and contributing any insights here to better understand CRZ and its future!
Best to all!