RE:Good listenMuch appreciated Mrd, this is a spot on assessment of the market/ marketplace...the assessor has a clear bias toward Broken Coast but we need competition. He nails the current state of the market and either doesn't have the full FIREstrory sourced yet or he is bias blind.
Everything he identifies speaks straight to the value and the future success of FIRE...leading in everything discussed the entire FIRE menu is of premium quality, the ultra premium yet to come could be growing by year's end, if not early '19. If Broken Coast is the best competition we are why ahead in my opinion.
The success of many in the market is on shaky ground at best, with WEED and ABC having a hard time keeping market share and will have to improve quality of product. Net margins are going to play a big part in this sector, like any other sector, and FIRE will be far ahead of most and have a balance sheet as good as or better than the those at the top of the heap.
FIRE is not behind anyone but rather ahead in most all material areas....with the best and improving menu and will generate the sweetest balance sheet in the industry, all of which was promised and being delivered. This will not just be handed to FIRE, they will have to get that product on the shelves as planned starting this quarter and no letting up on the gas, as the writing is on the wall that quality is what the market demands and there will be an ever increasing improvement on quality that others supply if they want to suvive and grow.
There is no shortage of green for investment in this sector and it will be going to the LPs that can generate big green on healthy net margins and in order to do so will only increase pressure on FIRE....no time for lolly gagging, just get that product on the shelves and keep them stocked and reward will be second to none for those that own, JMHO...Opt