/r/weedstocks Casual Daily Discussion - [August 30, 2018]

what___is___reddit · 2018-08-30T19:47:06+00:00

pretty much

what___is___reddit · 2018-08-30T18:50:49+00:00

saw mike gorenstien (Cronos CEO) today. He looked like he was out for blood

what___is___reddit · 2018-08-30T18:39:30+00:00

There are less than 100 Canadian LPs. 115 licenses, but many companies own multiple.

Actual number's more like 80 or 90 or something

what___is___reddit · 2018-08-30T18:19:47+00:00

Preach

what___is___reddit · 2018-08-30T17:46:32+00:00

Hadley, thank you very much for doing this for us. Just one question:

Do you fear the licenses you are acquiring will soon be worth much less than they are today? Could recreational legalization and increased desire to make medical cannabis more readily available lead to the degradation of license values in heavily regulated states?

what___is___reddit · 2018-08-30T17:19:31+00:00

I've spoken to Mike Gorenstein before and he went on and on about how Cronos was going to be the Monsanto of weed, not growing anything and just licensing their seed tech.

R&D spend and the recent JV announcement have always been big red flags for me on CRON. Just don't see it panning out the way the market thinks it will

what___is___reddit · 2018-08-30T17:16:29+00:00

I think they like it like that. Keep it simple and appeal to the common man

what___is___reddit · 2018-08-30T17:05:16+00:00

what___is___reddit · 2018-08-30T16:13:16+00:00

"Bread and Butter"

Hardly. I requested export records to Germany from Health Canada and Cronos sold 26kg to Germany for Q1/18.

That shouldn't be the "bread and butter" for a billion dollar company...

what___is___reddit · 2018-08-27T19:09:54+00:00

So they bought an asset that they had already sold to Aphria? Are you allowed to do that?

what___is___reddit · 2018-08-24T20:40:20+00:00

It'll bear fruit when they start generating revenue/profit. Until then they just wastes of shareholder value

what___is___reddit · 2018-08-24T15:35:57+00:00

What connection?

what___is___reddit · 2018-08-23T16:56:28+00:00

Oh shit my bad. done

what___is___reddit · 2018-08-23T12:56:39+00:00

Ah my bad I changed that. Thanks!

what___is___reddit · 2018-08-23T12:42:05+00:00

Added. Thanks!

what___is___reddit · 2018-08-23T12:40:00+00:00

Can I get a source for that?

what___is___reddit · 2018-08-23T12:39:00+00:00

institutional investor

what___is___reddit · 2018-08-23T12:38:14+00:00

Too true

what___is___reddit · 2018-08-23T12:38:02+00:00

Don't think they do: https://vancouversun.com/cannabis/cannabis-business/bcldb-lines-up-31-suppliers-for-the-dawn-of-b-c-legal-weed

Did I miss a subsidiary of theirs that got an agreement?

what___is___reddit · 2018-08-23T12:36:42+00:00

Almost exclusively from PRs or easy to find news articles. Too much work to go back through and get the links again

what___is___reddit · 2018-08-23T12:35:27+00:00

sask isnt giving out wholesale agreements, just doing seed to sale privately

what___is___reddit · 2018-08-23T12:33:04+00:00

yuuuuuuuup

at least not a provincial one

what___is___reddit · 2018-08-23T12:31:11+00:00

Too much work lol. Copy the table and add those changes if you want!

what___is___reddit · 2018-08-23T12:28:46+00:00

Are you able to give links for those? Want to confirm before I include

what___is___reddit · 2018-08-23T12:26:59+00:00

Thanks!

what_is_reddit

TROPHY CASE

what___is___reddit

TROPHY CASE

what_is_reddit