RE:Auxly article
This article highlights how low Auxly's market cap is - especially in relation to the cash they are holding. XLY's big question mark used to be 'how will they remain competitive once costs per gram go down, and their streaming costs stay constant?' Their expanding capacity and their supply chain strength answers that question. They are now much bigger and more involved in the industry than anticipated. The stock is still valued with all the old assumptions that it is streaming only.