Struggle to See the PathLooking at the new combined comapny I think the top line is roughly 1.2B which puts it in the top 5 MSO's on paper but with some significant differences. Apx 500M of that is in Canada where they have yet to make a profit and it will likley take at least a couple more years to sort that market out. This will be an important drag on the US operatioins bottom line at a time of critcal expansion needs accross the US and at a time of rising interest rates with little to no access of funds from big brother. Epansion will be critical as cross state bussness will still be limited until federally legal so infrastructure will be needed likely with another major MSO aquisition. This willl cost $$$ and time is of the essence to stay relevant in the market. Timing could not be worse, the top MSO's already have their infrastructure in place and pricing will drop as they fight for market share and try to squeeze the black market out slowly while waiting for 280e to be resolved. So yet another 2 years of compressed pricing like we saw in Canada will now happen in the US. This will now put pressure on the US operations potentailly putting WEED into their US operations not being profitable along with the Canadian sinking operations. Other than selling more shares and or borrowing more money at high interest I struggle to see how WEED can stretch the runway long enough to weather the coming storm and still attract investors without giving away the shop. That being said if the new company is formed and then does go bankrupt then the US operation could be an attractive aquisition with the debt wiped to pennies on the dollar, but with the asset light model the Canadian opeartions will be sold off in pieces!