Sentiment is a huge factor. President of the USA endorsing cannabis. Doesn’t get better than that,
We have huge know how and IP and real world experience - 40% of all Cannabis Beverage sales in Canada - wouldn’t be surprised if one of the major US breweries come knocking to replicate in US.
Minimal risk - huge margin value added products. Bit like Lithium - the value is downstream, not with the miners or in this case cannabis growers.
Similarily Cannabis growers at the mercy of overproduction/low pricing, pests and weather events and huge capital expenditure.
Whereas we focus on high margin engineered solutions that customers cannot make themselves.
Choose to be better - not bitter.
DYOR IMO
Managment, page-23
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