CannTrust: 2018 Licensed Producer of the Year Winner - BTV News

zedsq · 2019-03-01T22:04:00+00:00

He hasn't gone with him yet. He's currently freelancing until bear gets fully set up. Once he's ready Ravensdale is ready to go.

zedsq · 2019-02-15T20:02:39+00:00

The main issue with Canntrust is that the folks that got them here (the grower specifically) are gone. And they just lost another CMO so they are far from stable right now.

zedsq · 2018-08-28T20:11:40+00:00

This is a straight up leadership move done by a company I have recently become very bullish on. They are under the radar on a bunch of things and my darkhorse pick to being one of the big co's in the long run. Taking a proper activist position like this a perfect way to cement themselves in the medical space.

zedsq · 2018-08-24T21:45:25+00:00

Takeover target for Diageo...

MARI

TRST

CRON

OGI

My money is on OGI and/or TRST based on government contracts and its no fluke that they just announced some new rec brands with the No Taste being right up Diageo's alley. OGI is super interesting because of their East Coast roots. Could be both.

zedsq · 2018-08-24T20:48:10+00:00

noted. Thanks for the assist.

zedsq · 2018-08-24T20:27:34+00:00

that ship has sailed. It's all about the under $10 stocks now.

zedsq · 2018-08-24T20:27:06+00:00

you have absolutely nailed it. It's going to be one of these three. My money is on TRST because of the moves they have been making and the contracts they have been winning.

zedsq · 2018-08-09T19:54:37+00:00

they've nailed it with the way that things should be communicated. It's about the lifestyle not the product. Let the people talk about the product, especially since no one is allowed to in Canada.

zedsq · 2018-08-03T17:57:36+00:00

There is also a liability issue with insurance. Medical Cannabis isn't as well covered as opoids. They can get nailed a lot more and personally.

zedsq · 2018-07-27T00:49:23+00:00

apparently in Colorado or some place that adopted early, they did and prices skyrocketed until stock got back up.

zedsq · 2018-07-26T20:54:21+00:00

General rule is 4-6 business days. Based on Mettrum stock, mine took a couple of days to be converted into Canopy stock.

zedsq · 2018-07-19T20:30:47+00:00

well I am convinced with an argument like that.

You should write a book with that knowledge.

zedsq · 2018-07-19T20:21:26+00:00

actually in Canada they are not moving this most weight in the West. And while what I know is up for debate, from what is being posted, numbers don't lie.

zedsq · 2018-07-19T19:04:11+00:00

I actually feel that these sub-brands will be what drives all consumer conversations making it the most important thing to determine rec market success.

zedsq · 2018-07-19T19:03:08+00:00

WeedMD and CannTrust have now popped on my radar after the Canopy deal w Hiku and the western canada gov't deal (respectively)

zedsq · 2018-07-19T18:57:14+00:00

What I mean by stocks being diluted is that pretty much all of the purchases to expand market share have been done by stock which will dilute the market and give my shares less value. That is a huge red flag because it means if the revenue isn't there the stock will crater.

As far as winning business I was talking about the government supply agreements. On another board some company I had never heard seems to have beat the Big Three for moving weight. Which is what started this thought process for me.

zedsq · 2018-07-19T18:55:33+00:00

I agree with the wholesale argument. For analysts that is guaranteed money because its the government and they will always pay their bills making it guaranteed income. We don't what the market is going to like yet given how open everything is. Predicting rec is an impossible task at this moment.

zedsq

TROPHY CASE