Ventura Cannabis and Wellness Corp CVHIF

RE:Long Term Outlook

[brentski99]

ChristopherStew wrote: Great news out but what do you think the long term outlook will be? I am trying to decide whether this one will continue to go up or if I should buy this other one I have been looking at StockOfTheMonth

Stricktly a matter of taste I guess. My personal research leads me to believe that VCAN has a superior business model being put in place that shares the risk of expansion and integration with partners (franchisees) using OPM. GARP (growth at a reasonable price) applied to a franchise type of business model could be dynamite in the cannabis space. So far and into the foreseable future it seems that a substantial amount of growth is and will be funded with cashflow and cash on hand. Then 15 to 20 million dollars will become monetized from the sale of their very profitable Rehab Business which by the way includes valuable California Real Estate.

Kind of looks like MEDMEN without all the advertising, hype and debt that goes with it. There are growers and there are showers. MEDMEN is the showboat and superhyped pornstar in this space. 3 Billion market cap, around 1 Billion shares outstanding, huge cash burn and mountains of mounting losses. They have i believe 32 stores so far (10 in California) and not a lot of revenues considering how much they have spent to get this far. And the Q coming out shortly is expected to be ugly.

VCAN can emmulate all the good stuff they have done as a pioneer in this sector. And it can learn from their mistakes. Being debt free as VCAN is and having people at the helm that can walk away from an iffy deal helps.The art of renegotiation. MEDMEN overpaid for a lot of its aquisitions - a mistake VCAN won't make. Growth just to speed up growth of the topline just isn't worth it. Yet MEDMEN is expected to be one of the top players in the US cannabis sector and are compared to APPLE. VCAN will be right behind them if not ahead of them when all is said and done. IMHO