Small cap recommendations from PPP, page-41

My 420's worth, and to stir things up:

Supply chain:
I would question Chile and Slovenia as supplier countries e.g. changing nature of the EU and global ties with South American countries in doubt.
I would further question Canopy's commitment to supply to Australia. If Canadian demand outstrips supply, who will be satisfied first? To the detriment of whom?
10% ownership means jack when it comes to home supply against the rigors of exportation, AC8 worries me in terms of their supply chain and a reliance on Canopy.

CR's and share consolidation:
Both highly dilutive, and the main targets; ZLD and MXC.

Product differentiation:
CPH? Any of the major players can garner approval for the pet market, and has anyone done a google search on the two companies they've recently signed LOI's with? Geez. Still wondering about the CPH buccal patch and whether it contravenes MMJ intellectual property.
Don't get me started on the skin care ranges....Fads, fads, fads, but perhaps they'll market them as green skins.....or kermits? Boutique niche market perhaps, but one that doesn't set my skin ablaze. Oh, and haven't they been making hemp products for ages with underwhelming sales?
Delivery systems? Nasal v oral? MXC and MMJ on these fronts.

Trials:
Too many same/same....but whomever comes out with positive Phase II's with immediate Phase III's, will probably win the battle.

Commercialisation:
Who is close to commercialisation? None of them.

How's that? Have I stirred the 'pot'???