RE:Does a Wheaton model work in the Cannabis space? I've been wondering why LPs would want to finance this way when they can simply issue shares at very attractive prices. Looking at the recent Harvest One (HVST) deal PanCann takes a significant equity interest in HVST as well as a stream. Taking an equitty interest is different from the mineral streaming approach. Looks to me more like this is a approach to build a portfolio of equity investments with a streaming sweetener. It's tough enough to figure out what LPs are really worth with all the uncertainty around future pricing, demand etc. Now try to figure out what this kind of entity is really worth.