Good to discuss Ambi. I also agree with your line of thought in the fundamentals.
I'm thinking from a simplistic trader view. That and the current SPs across the board with the only two holding above 50c are those with the licenses. Let me know if I'm wrong here.
Really is interesting to see the other view, two completely different takes.
As always all my own opinion.
CPH Price at posting:
47.5¢ Sentiment: Buy Disclosure: Not Held
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