VFF - buying opp here. From what I have heard from the company, VFF proposed JV facility in Delta is on ALR land and so as others have noted, is not subject to land use restrictions from the municipality.
As well, we've had a huge run up in the stock on large gaps and so a correction is probably merited. Having said that, if you look at VFF most recent presentation from their website (Oct 5th) you can see the real valuation discrepancy between the incumbent LP's and VFF (on 2018 ProFormas) . If they build out according to plan theres a lot of upside here.