GREY:SNNVF - Post by User
Comment by
Bluechip2on Aug 17, 2018 8:28am
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Post# 28476534
RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Sectors gonna run today..... Giddy up
RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Sectors gonna run today..... Giddy upThanks for the feedback Bluesguy and Sunrize, simply trying to disseminate today's news and get a better insight on tomorrow's with other investors' help. To be clear though, everything is speculative at this stage and laying as many optionalities out there as plausible based on the information at hand can at times be helpful. Anyhow, I have been following Canopy's trajectory for quite some time for obvious reasons. Some of the longterm investors are trying to determine the upcoming US play for Canopy, I have come in early on Sunniva, no question on that. However, Bruce has turned his attention to this market now and is fully capitalized, so by default the investment community is now following suit. When the time comes to enter the US market physically it will be a multipronged strategy with the intent of grabbing the pole position as he has done in every jurisdiction that Canopy has entered. So, it's not going to be simply a large tomato greenhouse, and definitely Canopy will want to control the supply chain at least at entry. The sophisticated network in California and variability of multiple jurisdictions will dictate an initial buying spree of market leaders in the largest states. Additionally, the strategy is and always has been to establish a verticle integration strategy for each jurisdiction to control the segregated markets then eventually a well connected network, as we see in Canada and formulating in Europe. Sunniva execution (large revenue) in California,legalization (US elections), California cultivation license restrictions expiring are converging to form an enviable and enticing position in and around 2020. From an investment perspective, cultivation is the first stage to enter a market at least that is what history has presented. That's my 2 cent full disclosure.