RE:RE:Long SharesYou mention $20 possible. That isn't a number many would put out there on a bullboard and expect to be taken serious. I happen to agree with you though. GMP has a $10 target and they are using < 50% capacity utilization in 2020.
In 2 years time, > 50% of the cannabis market will need to be extracted (that could be conservative). There isn't remotely enough capacity yet. VGW should have multiple more contracts announced as a result of this bottleneck, and while the margin and cashflow should be excellent, it really sets the stage for white labelling and in particular liquids.
Look at the revenue per acre of dry bud sales, vs vape, vs liquids. Staggering.
Next time a doomsdayer says that wholesale bud prices are going to $1 and no one will make money longterm in pot, you can safely look them in the eye and laugh as you drink your cannabis infused beer on the beach.