I know what you mean, we're all human and I would be lying if I...

I know what you mean, we're all human and I would be lying if I said my heart didn't skip a beat when I saw the figures. Things take longer than people expect when it comes to licensing and compliance in Australia. While a pain in the rear it also provides it's own moat as business can't just start up overnight here and start growing medicinal cannabis. It takes time and money.

While everyone is hyperfocused on the numbers the one thing that really stood out to me is that they now have Tilray as a customer. That's two of the largest cannabis companies in the world using ECS products - Curaleaf and Tilray. Curaleaf is the largest and Tilray Brands isn't far behind with a market cap of US $1.38b.