Cannabis Investing Network

How to Fix Canada's BROKEN Cannabis Economy - Market Update - Nov/14/2019


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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

...more
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Cannabis Investing NetworkBy CIN Podcast

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