RE:RE:It is so obvious Here! Posters who Bought Hi And sold Low In my opinion, Colorado doesn't have 40000+ acmpr personal production licenses, doesn't have health canada, doesn't have 3 layers of taxation. Not even comparable. I'd actually invest in Colorado cannabis, not a chance for Canadian cannabis. Not even apha with 100m+ quarters break even without adjusted numbers, it's a joke. Gross margins only slimming as more LPs join the fun.
Want a stat? Measure the drop in gross margins compared to increase in sales per quarter.
johnale wrote:
That's an understated point. As much as supreme is 1yr behind in terms of shifting to rec market - the majority of new stores are just coming online.
these new partnerships with retail - as supreme has great products and great price points- will set a foundation for a partnership which will have an advantage moving forward.
Canopy and aphria seemed to drop the ball, ogi/hexo too and possibly burned some early bridges with their aggressive sales tactics.
opportunity for supreme-
look at Colorado - 5years! Straight of growth......