RE:U.S. Strategygolfyeti wrote: Delta 9 must clearly deliniate thier U.S. market strategy.
I have been following this company closely for a couple of years and to me their U.S. strategy isn't being communicated clearly. I thought it was about pod sales, and I know they have been trying there already, but I can't remember the last time we sold even a single pod anywhere.
We shouldn't expect a share price reaction to U.S. legalization if cannabis industry investors don't clearly see Delta 9 as a legitimate participant in that market.
Presentation done last November Ian said they are selling/installing pods in several states in the US. I've also been told by Ian that B2b pod sales is a 9 month process roughly so work done in Q3 and Q4 last year may not see payment until Q3 of this year. John also said he's more bullish on latter half of this year then he was on first half and I think referenced b2b getting going again... should see a spike in b2b numbers this quarter