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In this episode we explore the pains and issues Canada is having.
What are the core problems? What are the solutions? Will these problems be solved? When?
- Forecasting the Canadian Weed Stocks going forward (how to play the volatility)
- The Good News: Many of the problems are fixable and will eventually be solved
- The Bad News: We are 12-24 months away from any earnings relief. Many companies won't survive
- Explaining today's issues in terms of Supply & Demand
- Companies are missing revenue guidance (HEXO, OGI, Canopy, etc)
- Large build-up of inventory in the system (exploring the numbers)
- 3 Core Problems: Retail, Marketing and Distribution
Retail: Ontario is far lagging behind and needs 20x the retail stores
- Why this problem might get solved and how long it will take
- Why private owned retail is SO important
Marketing: Why the strict rules are hurting the system
- Why retail can help solve this problem
Distribution: Government playing middle-man causing huge issues
- This may change in Ontario but unlikely to in Quebec
Picking Winners: What to look for in companies that can weather the storm
Conclusion: How investors should act going forward knowing what is coming next
4.6
6767 ratings
In this episode we explore the pains and issues Canada is having.
What are the core problems? What are the solutions? Will these problems be solved? When?
- Forecasting the Canadian Weed Stocks going forward (how to play the volatility)
- The Good News: Many of the problems are fixable and will eventually be solved
- The Bad News: We are 12-24 months away from any earnings relief. Many companies won't survive
- Explaining today's issues in terms of Supply & Demand
- Companies are missing revenue guidance (HEXO, OGI, Canopy, etc)
- Large build-up of inventory in the system (exploring the numbers)
- 3 Core Problems: Retail, Marketing and Distribution
Retail: Ontario is far lagging behind and needs 20x the retail stores
- Why this problem might get solved and how long it will take
- Why private owned retail is SO important
Marketing: Why the strict rules are hurting the system
- Why retail can help solve this problem
Distribution: Government playing middle-man causing huge issues
- This may change in Ontario but unlikely to in Quebec
Picking Winners: What to look for in companies that can weather the storm
Conclusion: How investors should act going forward knowing what is coming next
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