Canadian Cannabis: Strategic Options

Canada gold, junior mining companies

As the various Canadian Cannabis companies jockey for position in the recreational marijuana market it’s time to consider which are best placed to meet the market strategically.

While there is a lot to be said for simply growing pot in large quantity, the American experience suggests that this strategy rapidly becomes a race to the bottom in a highly competitive market. “Dried flower” marijuana sales in the US States which have legalized recreational pot have settled down to around 50% of the overall cannabis market. Edibles, concentrates and other value-added uses of cannabis have grown steadily.

I’ve written about strategic options for cannabis in Canada over at Seeking Alpha. Here’s the link.

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