Curaleaf Holdings Inc T.CURA

So Now there are Two!

[Oldweed]

MSO/LP/Euro/International players on CURAs home turf, will be interesting to see how these two gorillas (CURA and CGC) battle to take control of the North American market. Setting up to be a classic Coca Cola/Pepsi race. In both cases they have 1 very large private majority holder, have expansion plans set up, and have right sized their business for the battle.

[blackspade799]

Two Gorilias? CGC is still a Cub. CURA Gererated over $1.3Billion in 2023. CURA is #1 in Europe and #1 in the United States and still growing. Small Canadian LPs like CGC does not make the top 5 list, not even top 10 in the U.S .. CGC generated $300Mil in 2023, Curaleaf does that in one Quarter. Canadian LPs can not compete with American MSOs. Always know, America eats first. 

[Luminous]

Not to mention the enormous debt CGC carries.  With Curaleaf moving into Canada it just may take a big bite out of CGC's core business. Over 7 now, prophet ;)

[Oldweed]

I believe you will find CGC combined revenue in US and Canada exceeds 1B, they are definately in the top tier, and yes they are indeed an MSO now (pending procedures). As for debt, I believe they are in the 1/2B range so on par with CURA, but intersstingly enough, only 1/4 of the share count! Just want to clarify the facts, not trying to say either is better than the other.

[blackspade799]

Wana Brands makes about $60Mil a yr, Jetty Extracts 20Mil a yr, Acreage Holding $235Mil a year and have a 18% stake in Terracend. With their German market and vap company still way below $700Mil a year, and its not even a top 3 company in Canada. If you add up all the debt from all these companies it well be way above $1.3 Billion in debt. Curaleaf $880 Million in Debt and makes over $1.3 Billion

[blackspade799]

Your statement is incorrect, but anyways Canopy is not even close to Curaleaf, please stop posting about CGC LPa on our our BB and move to their BB. Thxs and best of luck.

[Oldweed]

Oh, OK, is it OK with yoiu if I post CURA has only on real competitor without mentioning the companies name. Please do let me know if I have you permission, I would not want to upset you.

[blackspade799]

LPs are not close in comparison to the Top U.S. MSOs. You are comparing Raptors G League to the Boston Celtics. CURA, GTII, VERNO, TRUL (MSOS) are in a different league. Canadian LPs will now have to pay more in corporate tax thanks to your finance minister and did not give any tax break LPs were looking for in order to be profitable in Canada. Expect more red days for CGC in the days ahead, thank