RE:Hey Muttley! So the company had 8.2 million usd in revenue in Q3. This number already reflects the weakness in the entire cannabis sector post Covid lockdowns. The other downside hit to revenue for this quarter would be sale of the Oregon assets. This impact will be small.
Thus it boils down to how quickly they have been selling their new organic growth inventory and whether they have sold it externally or kept it for internal use. If kept most for internal use then revenue won't ramp as quickly but margins and cash flow will be much better.
Personally I think we will get the trifecta this quarter. Revenue will be over 10 million along with better margins and more free cash flow. Just my opinion so we will see.