RE:No Institutional Following
You want them following, you gotta cut deals with them. It's obvious JM wants to do this alone, at least for now.
My parents did business in Asia for decades and I spent a dozen years there so I'm not really surprised with the lack of IR/PR or transparency or whatever you call it, if he really does it the Asian way as I call it. I know it's frustrating for sure when you see many releasing news of any kind to try to get the market share but he already said at the beginning I believe that the share price will get to where he wants in the future without pumping.
I don't have issue with all these but I gotta say he needs to keep all the options open, not just try to go up against the big boys alone. When opportunity comes and some with big money shows interest, do it. Canopy was in free-fall mode even with FI backings before Constellation stepped in. And slowly bleeding until Constellation put more money in again.
I'm a traditional O&G investor so even short-term ones, we're talking years. So good luck to JM and the team. Ambitious without JV but I like the executions so far. Got the goods, they will come. That's what my mom always said to me.