My PerspectiveMy opinion, Canopy is the only MJ, which is guaranteed to suceed (long term play). Rationale as follows:
(1) We saw a great article which correlates volume aith PPS. I believe in this article (why MJ in Canada is good).
(2) About 8 MJ stocks are doing very poorly and in survival mode.
(3) BL said "Only 3 or 4 MJ will ultimately survive".
(4) Most MJ will have 2 hurdles (a) Cash burn rate, hence survival (profitability to survive is away) (b) Inability to expand. After edibles, Canada is done in MJ. LPs will need to expand in other Countries.
(5) Very few stocks have ability to survive, and ability to expand. It is said APHA also so not have funds to expand further. Even Aurora has shortage of funds to expand (with low share price, not much able to generate funds).
(6) So, strictly my personal opinion, only Canopy may be safer invest long term (others may be hit and miss). DYODD. Thanks.