Medmen Enterprises Inc MMNFQ

RE:RE:RE:RE:RE:MedMen Investor Presentation 7/30/18

[danocoats]

I didn’t say HIKU would dominate the US market I said HIKU/TWEED will dominate the Canadian market because of first mover advantage and the Capital that Canopy has to implement strategy. I said that MedMen has the advantage in the US because of first movers advantage and an already established brand. But because Canopy has so much Capital and the market is still in its infancy if the laws were to change in the US tomorrow They could come in and establish a brand. But my reply was to a post referencing the CRON/MedMen deal in Canada and in reference to this deal I said I wouldn’t put to much stock in it. And I agree about Aurora but it has nothing to do with it’s relationship with Alcanna, the real estate that Alcanna is willing to commit to cannabis stores giving them the opportunity to flush the market with stores. First mover Advantage. IMO it comes down to who has the Capital to establish a brand the fastest. And I don’t think that MedMen has the Capital to continue to expand in the US and proliferate the market in Canada with its stores. But I still think MedMen is a good Company. Just MO time will tell.