CEO cluesIrwin from TLRY comments in a recent interview sales have been challenging with store closures and the merger has had its challenges as well, but then goes on to state how proud he is of his employees efforts. He then comments on the 30% goal of a 9 billion market in Canada and growth in Europe after being asked about the USA (TLRY will be locked out of US for some time).
Klein over at Canopy welcomes the US legalization bill but comments its not on their timeline but at least he knows they will have access to the US once a safe baking act passes probably within 9 months, but again the MSO's will have no competition on THC in the US from Canadian LP's.
Boris is all smiles, his comments are simple "game changer" he has also commented in the past that a slower approach to lehalization is better for his company as it will slow Canadian entry. When the US market finaly opens up Cura will be so big and established very few new entrants will have much success. When CURA gets access to banking it will be game over for most accept those companies with massive cahs funds or backers like Canopy.
The choice seems pretyy obvious to me between LP's and MSO's, ETFs are rebalancing prices are flat more and more funds will find ways to get in before the green rush...MMs are getting ready to go imo.