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dalekirkwood

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Posts posted by dalekirkwood

  1. On 7/30/2021 at 9:37 PM, Libs said:

    The simplified version is, if all goes well, they'll be growing over a million pounds of weed in a few years, at a cost of $150 a pound. A pound of cannabis in CA goes for $2,000 a pound now. 

    Market cap is under $500MM now.

    Small, obviously very speculative position. There's a thread. My contention is CA will not suffer from oversupply and the selling price will hold up.

     

    Thanks for getting back to me. I did read a bit more into it, and it's a very interesting proposition. I'd be interested in a small speculative position. Best of luck!

     

  2. Not really a value stock but bought Xiaomi - 3CP today. Plan to sell off some of it at 3eur. Been looking at Xiaomi for a while. I bought a load of their Asian market stuff like a steam cleaner, vacuum, robot vacuum, pens, notebooks, defusiers and a few other bits. The quality is good! And not just Chinese good.

     

    I will do a write up soon.

  3. 17 hours ago, Gregmal said:

    Got loose confirmation that there is indeed some retard with a semi sized fund liquidating MSGE, so Im buying more. Added little bit more ALCO as well. Shorted more CLF puts.

    MSGE Wasn't on my radar. After having a good look, that can be added to my buy list! Thanks!

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