Canopy Growth Corp (WEED)

[MMPRuser]

I was not too impressed by the financials, but I did like a lot that Bruce Linton had to say about the quarter during the conference call.

When it comes to facilities - the first step is to get it operational, then you stress it, then you tune it.

From what I understand I think we had idle work force at Mettrum and Grasslands, working on licensing or SOPs - so we should see more value being produced out of those compared to Q1 going forward for sure.

I really liked hearing about automation - from what I understand they have automated pre packing (weighing(or counting) and bottling the dried buds, oils, and capsules and they will be implementing automated order fulfillment where the machines will choose the right products and add appropriate customer labels to the products and put them all together.

So they are looking everywhere to bring down the marginal cost per grams to produce, process, package, and ship cannabis from multiple sources outside and underneath the Canopy to anywhere in Canada

I like that they broke down the costs per gram - obviously CGC is the leader in the pack - with over a million square ft of operational and pre license production space on deck and over 110 acres or room to grow.

Vert has 90 acres of land - and we know greenhouses

I especially like hearing about an additional 200k sq. ft at Tweed Farms greenhouse. They already have 350k, and a processing facility, so I suspect they will build an advanced flowering black out light assisted greenhouse built to complement the current facility - so they can flower buds in the middle of the summer or winter....