RE:RE:RE:Something to considerPlantManager013 wrote: Hemp being federally legal is what I was thinking about. Maybe at that point Canopy can use some of the 5 bil to set up production in the US, to the standards required. That is another revenue stream while we are waiting for mj cbd and thc to be federally legal.
speaking to both Radient and Neptune, Canopy and the LPs dont have the technological experience or the ambition to get into the extraction business and would rather use the extractors like a refinery/toll which puts the execution risk on these third parties.
Aurora actually already owns a good chunk of Radient, not sure if Canopy has put money into Neptune though. So again - they are already there and Radient/Neptune wont need to tap their current LPs to find sourcing as they expand.
And I am fairly certian the Hemp upside is largely priced in to these stocks given the probablity of success.