Post by
quinlash on Jan 04, 2024 2:48pm
RE:RE:RE:RE:RE:RE:Tilray vs US MSO's (Quick Thoughts)
Canadian Marketing Requirements are MORE restrictive than US Marketing therefore MSO's coming to Canada will need to adjust their marketing campaigns downward while Canadian Operators going into the US can ramp UP their marketing. This includes such things as Product Labeling and packaging (child safety seals etc).
Canadian Companies are already used to working with tight margins, to get into a price war with the US MSOs the Canadians just need to sell for the same prices they do TODAY while US MSOs are enjoying high prices / high margins even with inefficencies in their operations.
The Canadian Companies are already "Lean and Mean" I see the US MSOs as "Fat and Happy". If I were to be ring-side and betting on who would win a fight between the two I certainly would not be putting money on the cubby-guy. The one with the battle-scars is where I would place my $$$
Anyhow, I can see we differ on views, if everyone agreed on everything then shareprices would never change. I'll continue on my path, you continue on your's.
See you Ring-Side.
Q
Comment by
Oldweed on Jan 04, 2024 2:52pm
Cheers to that, stay nimble, this market is dynamic!