Two ScenariosAnnoucing an undefined supply agreement
Scenario #1
Ontario turns to THC as THC states they are the largest, leading medicinal supplier in Canada. So Ontario now in boardroom discussion turns to THC as states you will supply through our distribution chain to hospitals, hostices, etc.
Manulife Insurance recently announced the medicinal cannabis will be offered to corporate benefit packages as an option. We Ontario government, will regulate Manulife, and their suppliers to ensure 'medicinal' cannabis is supplied.
THC has announced their Ontario deal - SP barely ticks because, well, we fellow investors knew they were supply something so thank you for telling what it is and let's move on.
Scenario #2
The supply arrangement for THC is extremely minimal. Scraps after the pride has their feast (sorry stupid National Geographic analogy)
THC has announced their Ontario deal - far, far, far below expetations.. SP falls like a stone in the lake (another Nature related analogy, sorry for that).
Personally call it and me what you will, I lean on the side of defined agreements that as an investor I can monetize and derive future earnings from which allow me to derive a price to earning ratios, evaluate that ratio to the industry, and determine in the SP is below, fair, or above earnings value - sell with above, hold when fair, buy when below.
Don't have facebook and never will, don't care what people are doing and up to next socially, but put some numbers in it and you have my undevoted attention.