There are pro's and con's here, it's good to see they are still onboarding large customers (Tilray) but it would have been good to see revenue being a bit more resilient in Q3 which as said above is usually their seasonal low. I was hoping an expanded customer base would offset this period during the harvest where they have the highest operational expenditure (due to their expansion). I also would have liked to see an actual target date for their B2C launch e.g. has the new supplier already received their TGA cert?
Anyway, their products are gaining in popularity and hopefully this will translate through to their own brand when that launches. Next quarterly should be pretty big given operational costs will drop due to the harvest being completed in May and they will have millions more in inventory to be sold.
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