RE:Seems to me EMH has the better return than VFFA good conversation. Couldn't I make the case that VFF is the better play?
Village Farms is the expert grower with a sound fundamental business behind them. I like both plays in the JV, but actually lean towards VFF as the better play. What if VFF goes a different direction on who they partner with for the rest of the grow space? I highly doubt the CEO will drop shares at this valuation. I believe a 300 million market cap is probably coming for both companies.
Will Emerald be selling to the recreational market? Can they sell it all for medicinal use? Get better margins that way?