GREY:DXBRF - Post by User
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Benedictuson Apr 03, 2019 12:28pm
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Post# 29576619
RE:RE:RE:Anyone reviewing the OH CL deal
RE:RE:RE:Anyone reviewing the OH CL dealthanks VENMan, completely agree, let's see the execution plans come together and dixi should not remain under the radar for long I imagine. i could certainly see dixi get to that 1B valuation potentially within 24 - 36 months if the expansion plans all come to fruition and bear fruit as anticipated . This would also assume the general market backdrop continues to support lofty valuations and buyout premiums. oh was bought for a psr of about 10 - 11 and was not even mentioning ebitda on conf calls at this point. lot of short sighted investors are not realizing just how much air can be let out of unprofitable mj companies with nosebleed psr's, if there is a serious liquidity drain event.
The yoy comparables should open some eyes starting in Q1.
out of curiosity, do you or anyone have any insight into the relaunch into cali mentioned in the recent presentation? i would have assumed cali would be a bread and butter state for dixi for many years before now, so just looking for a little schooling from anyone who might know more on that.
also thanks for posting that excellent interview snippet (a lifetime of market savvy condensed into 7 mins!). couldn't agree more.. large calculated bets in well researched companies along with patience to see the execution plan come together is the key to building wealth. i have made so many mistakes on that front i could type for days - the market will always be teaching...