RE:RE:The Good, The Bad, The Ugly@RoughStart- good question. A number of possiibilities, the Canopy Rivers involvement has always been the most plausible due to the large supply agreement and Constellation/Canopy desire to enter California in a big way. Now, I am not so sure because Sunniva is aligned to lead the entire state in cultivation and revenue in 2019 so less dependent on having to capitulate to limitations on their future revenue gains through royalties and fixed pricing acquistion in California, as I assume that would be what Canopy would be after. Anyhow, it could evolve to that for the upcoming product launch of sleep aids products that Canopy is preparing to launch or a limited California partnership. Here's a couple of other potential scenarios.
- a supply deal/partnership with a tier 1 Canadian LP for pharmaceutical product development to supply Canada and international markets, I know Tilray cannot meet international contract committments due to supply volume and quality, as quoted by the CEO.
- if legalization of medicinal in US occurs in 2019 as per consensus, a partnership with Sunniva USA or other companies for US import and/or export to international markets.
- NHS growth and expansion (franchising) would require expansion of cultivation assets, I assume at that point the vendor could be a national bank.