RE:RE:Dear TLRY InsidersDuDliedingle wrote: Book value is not a clear indication of where the trading will happen. I would greatly like to see a better breakdown on sales projections and a better plan for growth. IE.... how they intend on growing the MB hemp products. I believe they should be able to grow the spirits and beer products with some nice upside, it's the margin growth that will intrigue me. Simon has to get better at som issues in the Canadian MJ business, no doubt. But we are seeing the next show to drop with the Delta 9/ SNDL issue. I don't believe either of these companies succeed long term. It's still going to take years for the issues in Canada to play out. The USA thats a whole other ballgame and how it will affect Tlry. They need to do a massive Hemp drink invasion of all the States that are allowing it. You wait too long and you are playing catch-up and then buying your way in. Germany and EU possibly pan out better for them right now.
One other thing, when the USA does open up look for a big boy like PM who had very nice guidance and conference call this morning to pounce and take out a biggie. They are not going to leave it all to the Lillys and JNJ's etc. Cause if anyone thinks those medical companies are well let's just leave it there.