I haven't had time to delve too deeply into it but the main...

I haven't had time to delve too deeply into it but the main company here is doing a lot with COVID PCR testing. rapid turnaround and offer services to set up at weddings, funerals, schools, workplaces etc. This is obviously part of the 'new normal' and I think has legs.

Ultimately, MMJ for me is a wildcard position. it's small and I bought in recently at least 50% discount to assets which includes the cash they used to invest in this. I almost see this as my way of getting exposure to weird speccy stuff so I don't actually mind what they invest in as the position is small for me and the discount was enough of a margin of safety to give me that comfort.