I did a bunch more dd on these guys A couple things worth noting that may not be as obvious.
20% stake in agrifarm with canopy and greenhouse
they are a fully licensed Canadian lp... that means even now they are making revenue from its operations. You know this will be the vehicle to launch into Canada once edibles are legalized. Miller has stated this will also be the vehicle to launch to international medical and recreational markets. With Canopy’s backing this should be a pretty easy move.
I also now understand the point of the firefly acquisition and it doesn’t appear to be geared towards its legacy dry herb vape, but in obtaining prototypes related to high end vape cartridges as well as increased bench strength in industrial design and engineering from a former apple executive that started the company.
Just wanted to get this down while it was in my head.
Ill follow up if anything else comes to mind.