Post by
TheGrapeOne on Mar 26, 2021 10:14am
Waiting to see how the M & A plays out.
I feelthey will focus strictly on the US market place, Either MSO's or IP
Anyone have any guesses or leads?
Comment by
Iminlong on Mar 26, 2021 10:29am
I've been a fan of TRUL for a long time (prior to the Acreage deal). I wrote about that years back. To me, that company makes sense to me as an acquisition. Just not sure the Canopy and STZ folks see it that way. Maybe too expensive now. STZ knows what they are doing. I'm very comfortable with the decisions being made.
Comment by
WeedTheNorth on Mar 26, 2021 11:06am
I think they have time for the US, the legislative process is grueling and has road bumps still in it. If I was borrowing 750 million today, I would be figuring out how Mexico plans on distributing weed. Buy a part of a large Mexican national chain that's getting involved, partner with some CPG suppliers and get our brands in there. Asset light, brand heavy. But that's just me.