RE:OH RevenueI think what has happened here is that Lustig has a number of acquisitions (specifically in distribution) he is working on and each acquisition has a run rate attached to it. I get the sense that many of these distribution companies are taking longer to acquire as we saw with RVR. Think about it... he's had enough cash on the books for a while to add more brands and distribution to his portfolio but these things take time. Some might pop up here by the end of the year as I suspect he's been working on some for a while. I'm guessing discussions on 180 Smoke started a long time ago... I don't think it happened as fast as can sometimes be perceived by us shareholders.
What jumped out at me the most during the conference call was the realization that the amount of legal dispensaries in California could increase exponentially. What publically traded companies other than OH are going to have the infrastructure in place to distribute to them?
I'm not preaching here just making sure people are thinking big picture...
By the way, proud italian said in the past he wants to cover at $7.00