Chart, page-20

Crunching numbers on the Cannabis plays, LGP appears to be showing some good form despite the legislative red tape the sector is currently facing. The management team at Yr2 also appears to be following a logical path for growth when considering LGP's growth curve against the standard cycle of growth for the lifecycle of a public company.

They need to keep an eye on their FCF (Free Cash Flow), and even though there is a good bank account, don't get too cocky with massive increases in CAPEX just because they have new investments until cash deals are secured or raise main admin remuneration or increase staff numbers too early in their present stage of growth. There is plenty of time to reward management once there are guaranteed contracts that will secure ongoing revenues and maintain their profitability.

EOFY - Preliminary Report - (Did my best to add correct data: DYOR to confirm accuracy)



Company lifecycle


Fundamentals Health cycle for Cannabis companies (Simply Wall Street)






Cheers