RE:Risk versus rewardThe risk is " Does HEXO Meet the Adj EBITDA Positive" requirement for the QTR ending this month? "
Even my rough numbers are pointing to a positive outcome to that question as the Q over Q growth plus the additional month of sales we can expect to see from Redecan will close the gap. The $10.1 Million from Bellville will also be included in the QTR Report and considering the method to be used is an adjusted EBITDA measure then it is not impossible that this too could be added to HEXO's bottom line and contribution to the adjusted EBITDA (Positive) measure.
The longer term question mark is " How well will HEXO do in the years to come? "
For that one I see them continuing to do well and they have a footprint in the US. The US WILL Legalize IMHO and I douth many would agrue with that. Once the US Legalizes HEXO is going to have a strong suite of products WELL proven out in Canada with some amount of those product lines already being circulated in 17 US States so again, I see them doing well south of the border once legalization takes place.
The Trade may be HIGH RISK / HIGH REWARD however I see the Risk being worth the time it is taking to hold this one to see the rewards at the end
JMHO
Q