Last quarterI have reduced my core holdings this morning. I think they moved up the ER date given the positive momentum with legalization.
Also a major concern, in BC, inventory has been challenged all of last quarter. There has been barely anything available through the government website. Specifically with Solei and RIFF.
Heard an interesting theory about fertilizer costs and LP's potentially wanting to miss a planting cycle to get rid of excess inventory. Makes sense.