GREY:ALEAF - Post by User
Comment by
Joe455on Feb 15, 2022 2:11pm
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Post# 34430901
RE:RE:Only 100% plus wrong Towering
RE:RE:Only 100% plus wrong ToweringToweringmars wrote: I almost missed this on account of it being posted at 4:30am. I don't know many MD's that's are up that early, especially those without any shares long or short. Most work long hours into the night. I take it you must be retired given your ability to post with the lakehouse swagger and freedom you do. You wouldn't happen to be a specialist would you? You seem like an as$man to me? Maybe a proctologist? I think my friend might have been sent your license plates by mistake? I got my 17-20 projections from my Fischer Price lil' barometer index. I thought I made that rather clear. This was based on their sales ramp up and transition from wholesale to B2b. Looking at previous Q4's we clearly did not do as much wholesale as I forcasted but nonetheless a required transition. I do hope it was sticky enough for you. Seems like Tricia knows what needs to be done to take this to the next level, the time to act is now, and the board must realize that. I don't think the timing of the CEO change was accidental on the boards part. Nice to see them enter Quebec and the UK. They also made note of a push into BC and Sask, though BC the much bigger opportunity of the two. SG&A has come down in a big way. Outdoor yielded 23 TIMES more grade A saleable flower than last year. That's going to change things and IMO is why they didn't pad the numbers and sell it wholesale just for the sake of moving it. That allows them to feed the Adult Rec avenue for the YEAR and Q5 is where you're going to see the large improvement in adult use margins accordingly. You'll notice they mentioned adult use could have been higher but there was an operational inefficiency with Grimsby, so they didn't have the outdoor yet and we're using indoor to feed the Divvy brand, as I said, these numbers change in a big way once that transitions, especially given the potency and terp profiles. Although I did notice you declined to make any predictions? I know I'm fine with my holdings, both the ones I have and the ones I don't have. Might be too risky with your 0.00% ownership here to make a prediction though? I get it. I suppose finance isn't your thing either. And that's okay, paper trading is hard too eh? I do wish you well. https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcQuvwf2LV5Z77a2Av-_W0SEitdsCGBsmsWeqKOVExbCsWFvIGRlPAEHKfdHTw&s
rad10 wrote: Your Q4 revenue projection was "a little" optimistic Towering. Where did you get 17 - 20 million from?
Finance really isn't your thing. Good luck guys.
More upside than downside but it's risky.