Goodbody Health Ltd GDBYF

Stil - Jason starting to make an appearance again on Twitter

[Uknowit]

We all know what StillCanna has accomplished over the past year or more and it is nothing short of impressive starting with the closing a pp worth close to $26 mil. We now have two major facilities built with one awaiting the final permit (Origin Romania). And yes, that will happen and when it does it will add significantly to Stil's revenue generation stream but for the moment we need to focus on the Nexus facility. Poland (Nexus) has now been upgraded with industrial scale chromatography equipment and is ready to take on white label contracts. They will also be producing their own nutraceutical line at some point and are currently distributing small isolate lots under the Stillcanna/Olimax name (see tweet below). These ventures will maximize profit by adding maximum value to the isolate produced there. Don't get me wrong, isolate sales will continue but these value added revenue streams will make for a much higher profit margin. They are producing THC, pesticide, heavy metal and microbial free isolate at an anticipated capacity of 1,320 kg/month (expect full capacity in February now that upgrades have been done and they can run 2 shifts) . Even at the rock bottom price of $1800 US/kg that represents almost $2.4 million per month without going the value added route. Do the math. We have seen a drop in isolate pricing this past year due to oversupply but that won't last for long. Many producers are now trying to sell product at less than their input costs and most will be out of business this year or next at the latest. Meanwhile Stil has the $ that allow them to store isolate and wait for the spot price to increase. AND they're adapting to this pricing climate by maximizing returns through selling CBD in forms other than straight isolate. This from the ACS Laboratory website: "For farmers, key strategies may be to grow a little less than capacity, set up contracts in advance, and safely store hemp that cannot be immediately sold. It may also mean changing strategies for growing, harvesting, drying and extracting to ensure that the end product warrants the highest prices. The hemp industry has an incredible trajectory and its vital to stay focused on producing the best quality product available." https://acslabcannabis.com/blog/education/hemp-cbd-market-value-price-trends-for-crude-flower-biomass-isolate/ This is precisely what Stillcanna is doing. They're adapting to the market and not relying on bulk isolate sales for their entire revenue stream. And for a good portion of the isolate sales they will be using their B2B portal where they can sell smaller lots at higher prices. The portal also makes available a certificate of Good Farming Practices, EU registered hemp varietals used, a Material Safety Data Sheet and verification of EU GMP compliant construction and anticipated filing for certification. So they are GMP compliant and are just waiting on certification. Im not sure how many of you are on Twitter but Jason Dussault tweeted this this morning: https://twitter.com/jasondussault/status/1228316289107681280?s=21 I dont have a crystal ball regarding news. I would suspect it starts next week but I know they have a ton of news lined up for March. Theyre focusing on the company right now and letting the share price do its thing. Im ok with that because when the news flow starts its going to be steady. Have a good weekend all.