EPISODE · Nov 14, 2019 · 44 MIN
How to Fix Canada's BROKEN Cannabis Economy - Market Update - Nov/14/2019
from Cannabis Investing Network · host CIN Podcast
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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How to Fix Canada's BROKEN Cannabis Economy - Market Update - Nov/14/2019
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