RE:Just jumped in In my opinion, your missing the legislation, another licensing type available that competes with LP license, the mass surplus in the market, tremendous competition including native owned stores and the inability to break even without using "adjusted" numbers. High capex, with extremely long sales cycle, mixed with generally long lead times to the consumer, with Health Canada's involvement not allowing branding, I mean I could go on all day this is just the starting of the problems.
aurorahigh wrote: Started a small position in Fire today. I didn’t take a deep dive yet but recent Qs release do show they’re turning things around.
with 20m cash , 11m net revenue, I think they’re trading at a discount to assets.
Ive been around this sector long enough to know it’s not enough to move the needle but am I really missing something here?