LT

[LT @targetedcap1]

@ragingbullcap Yes was going to listen later. Thanks man

[LT @targetedcap1]

@ragingbullcap Did Mike mention when Growco expansion would start to bake into numbers? Seems like he said we would start to see if around this time if I recall….thanks

[LT @targetedcap1]

@2x4caster Odd considering tariffs firmly in place?

[LT @targetedcap1]

@LionheartInves1 $ivro interesting business with potential tailwinds. But CEO made prior wealth and doesn’t have any fire under him. Looks like ok with slow development side project. Thoughts on that critique? That’s always held me back. New/hungry CEO would be different story…

[LT @targetedcap1]

@IgnoreNarrative @PaulBunyanCap Welp….seems like the time if there ever was one Mike….peak pessimism?

[LT @targetedcap1]

@IgnoreNarrative @PaulBunyanCap Now the question is when are you going to back the truck back on Greenfirst? It’s rhetorical, I know you cannot answer that one lol

[LT @targetedcap1]

@SebKrog $ICLTF when lumber turns in 10 years…

[LT @targetedcap1]

@iancassel $iehc ceo

[LT @targetedcap1]

@Wolfdog_Capital What about .75? Looks like someone is liquidating. Maybe Ian or Seb?

[LT @targetedcap1]

@PaulBunyanCap Ha! Truth

[LT @targetedcap1]

@PaulBunyanCap is that you again hitting the Bid? 😂 It is alive….$icltf

[LT @targetedcap1]

@2x4caster I concur. Anything possible though

[LT @targetedcap1]

@2x4caster You think this is a precursor to Canada as well?

[LT @targetedcap1]

@realmostafah Reversion to the mean. Insurance duopoly.

[LT @targetedcap1]

@Wolfdog_Capital I agree, but it does count as a mark against them. The M&a is ultimately important and was touted as plug and play growth strategy. Seems like the current valuation is now more reasonable considering it will be a slower process most likely to improve top line..

[LT @targetedcap1]

@ragingbullcap Fair. It’s probably hard to get motivated for the earning calls when you have 2 people listening (you and I lol) and no analyst.

[LT @targetedcap1]

@ragingbullcap Unfortunately catalyst will likely be when U.S descheduels. Will be watching closely for this growco expansion. They need to deliver increased revs and scale as they have promised will drop to bottom line. I think market waiting for that to happen with some shown profitability.

[LT @targetedcap1]

@ragingbullcap One critique, Gorenstrein has made his riches and happy with slow build. Not a hustler, kind of turtle mentality…concerning? Just seems like he is not the hustle type. Not sure if that should be concern or not. Cap allocation looks great in hindsight to hold cash so far to tbf.

[LT @targetedcap1]

@ragingbullcap Good news on Israel. Veto stays. That is becoming a vital market with substantial portion of profits. Let’s hope for similar playbook across Europe. U.S free call option in next decade, with tax stamp, and excise reform. Lots of ways to win.