South American presence!
Cronos has understood (like the other major players) that reducing their costs has to be by taking positions in South America.
Unfortunately the joint ventures made this summer won't be sufficient in the short term. The lincensing process are completely different there.
Pharmacielo is the most advance (at least 1 year) ahead of the local players there.
https://seekingalpha.com/instablog/49332322-paul-samuelson/5260908-pharmacielo-pclo-tsunami-cannabis-space