Finally had a chance to read through all of this. Seems alright...

Finally had a chance to read through all of this. Seems alright but noticed a few things.

First cannabis harvest now aimed for H1 CY20, rather than Q1.

Gibio pushed back to Q4 CY19 and their production has changed from 36,000 heads of lettuce a day to 20,700. Not sure what happened there, that's almost halved. Might have to go back and have a look from where 36,000 heads was announced.

Freshero also moved to H2 CY19 rather than June as we were told a few months ago. Not sure what the hold up is there.

Basically everything pushed back by up to 3 months. I think I need to see some reasoning to these delays in the quarterly coming up. I understand this is a presentation so understandably there was no information about delays in it. Freshero was supposed to have their first machines in June, now its sometime before December. That's a big delay.
It's a little hard to get a feel for timelines really. When they say Q1 2020 for first cannabis harvest and then they say H1, technically we could be talking about 1 day difference (March 31 - April 1) but i get the feeling its more than a few days delayed. I get that converting the license could be a big pain in the butt, just something else I'd like some more information on regarding the delays.

I like this Co, think they have a real chance and making it big. There's just so. many. delays. - on all fronts too it seems.
Hopefully the quarterly provides the goods for us (along with a down-to-earth explanation for the delays).


Technically, there's a gap at 17.5c which needs to be filled. I posted recently some TA which said I wouldn't be surprised to see a retrace from that 20c level. Seem's like we're getting it. I'm really hoping for a gap fill at 17.5c followed by some sideways action for a week or so to let things cool off.