RE:Benedictus Yes, my expectations are more modest; I'm guessing roughly $5.6M revs and 34% GM when they report. I agree that sku rationalization, clever cost cutting measures and the shift to owned brands is resulting in solid GM improvements but without ramped up tolling revenue or sizable contributions from the Agritech side, I'm assuming mid to upper 30's GM's over the course of 2023 and will be happily surprised if they get into the 40's.
For Agtech and SCM I'm keying off the timeline provided in the investor deck and so I still believe 2023 is a year of trials and tests with the possibility of meaningful off-take agreements coming down the line. Just my take.