AlphaNooner - Inside LEEF's Strategy for California and Beyond

Beautifully said.

And yes, I personally am waiting on new states, Pennsylvania especially.

I had my eye on for so long coming from Pennsylvania.

But even Hirsch, I think when he was on, did a great job of also explaining even in states where they have adult use in some programs or even medical use and really expanding those, the sort of the people who are able to get access and qualify for those conditions, I think is also another area of growth.

But I think it's slightly underappreciated, but still important.

But I think beautifully laid out.

I am curious.

I know we saw this week the hemp extension for a month.

I feel like it's, you know, I'm curious in terms of your view on that.

To me, it's sort of an extra month, but I don't know what it all amounts to ultimately.

But curious if you have any specific thoughts there.

Yeah, I think it's good to give it more time.

A month isn't a ton more time, but if people focus, you can get a lot done in four weeks.

I mean, my overarching view, Mackenzie, is this is all at the big picture, fairly stupid in terms of the overall construct, right? I'm a big fan of this notion of one plant, one set of rules.

I think if you have Delta nine THC, if that's hemp derived versus cannabis derived, those shouldn't have just different distribution, different tax, different taxation.

And so I think that's my most firmly held view is if we're having intoxicating products like that, I think we should have one set of rules.

I don't think that happens in the next two or three months here.

But longer term, I think that's where we have to end up.

Otherwise, this dual channel system just doesn't make a heck of a lot of sense to me.

I also find the notion of the beverage carve-out fascinating.

I'm not opposed to it.

I'm not a beverage guy in terms of form factors that I consume, but that's more of a me thing.

I understand it's a valuable entrance to the category.

Some people like drinking things to get high.

I would probably be more the type that would say, give me a five milligram soft gel.

Beautifully said.

And yes, I personally am waiting on new states, Pennsylvania especially.

I had my eye on for so long coming from Pennsylvania.

But even Hirsch, I think when he was on, did a great job of also explaining even in states where they have adult use in some programs or even medical use and really expanding those, the sort of the people who are able to get access and qualify for those conditions, I think is also another area of growth.

But I think it's slightly underappreciated, but still important.

But I think beautifully laid out.

I am curious.

I know we saw this week the hemp extension for a month.

I feel like it's, you know, I'm curious in terms of your view on that.

To me, it's sort of an extra month, but I don't know what it all amounts to ultimately.

But curious if you have any specific thoughts there.

Yeah, I think it's good to give it more time.

A month isn't a ton more time, but if people focus, you can get a lot done in four weeks.

I mean, my overarching view, Mackenzie, is this is all at the big picture, fairly stupid in terms of the overall construct, right? I'm a big fan of this notion of one plant, one set of rules.

I think if you have Delta nine THC, if that's hemp derived versus cannabis derived, those shouldn't have just different distribution, different tax, different taxation.

And so I think that's my most firmly held view is if we're having intoxicating products like that, I think we should have one set of rules.

I don't think that happens in the next two or three months here.

But longer term, I think that's where we have to end up.

Otherwise, this dual channel system just doesn't make a heck of a lot of sense to me.

I also find the notion of the beverage carve-out fascinating.

I'm not opposed to it.

I'm not a beverage guy in terms of form factors that I consume, but that's more of a me thing.

I understand it's a valuable entrance to the category.

Some people like drinking things to get high.

I would probably be more the type that would say, give me a five milligram soft gel.