I got a chance to listen and it does all sound good. If they can break even off 6000kg then this could be a monster of a company, even as they scale up. They have solid answers for all the questions and I like how the callers railed on their cash flows.
They certainly paint a picture of being in a fantastic position. Still need to see it. Pretty sure I've said basically the same thing the last 2 or 3 quarters. Overall, I think I'm going to add to my position based on the expectation that this could start taking off next quarter.
They currently have a market cap of 650mm and have facilities that can grow many multiple billions worth of flower in a year
Quote:
Originally Posted by coordi
Any idea what kind of contractual revs they have coming in for the weed going out right now, or is predicated on sales
This was answered on call. All their revs are sales based
Last edited by coordi; 08-14-2019 at 05:27 PM.