RE:RE:RE: New Deal Toll processing with CO2 is not profitable for reasons laid out on this wall innumerable times. 1000kg would take Nextleaf ~3 days with one shift, CO2 would be 1 week - several depending on the number of machines and staff. You also have to factor what value added services were applied pricing wise (is it being returned in a vape pen, as distillate, or crude).
This is why I'm waiting for quarterlies with numbers that will demonstrate margins. There's no use wasting time by applying Medipharms/Valens margins since it's a completely different process.
By not spending capital on biomass their expenses are effectively limited to opex of running the facility, sales breakeven is 50kg-60kg per month. Any sales beyond that is entirely profit. With OCS rolling out stores at significantly increased rates and the market having doubled monthly sales YoY (September 2019: $130M / 2020: $256M) they're stepping into a completely different market than the one Valens and Medipharms stumbled into.
While Im here, Eve & Co's bath bombs are neat but they are just an advertisement for Nextleaf's distillate if anything. That deal was toll processing where Nextleaf kept a portion of the oil as payment. If they blow up, great, lots of future orders. If not oh well, there's a ton of other companies with old biomass to unload.