I have been selling my Aphria position over the last two weeks, and I'm doubling down on NXTTF. Namaste certainly appears to be establishing the most technically substantial and far reaching business model of all the Cannabis companies, with investments in technology-e commerce instead of the majority of companies investing in production.
It certainly appears Namaste is well run, with loads of experience and success in e commerce, and already tens of thousands of customers worldwide in their database. I am curious why their valuation is so low still, but just taking the opportunity to buy. Namaste currently has approx.9% of valuation of Canopy growth, with over 25% of comparative sales, with what I predict will be at least 50% of Canopy sales by next year some time.Namaste one of the only undervalued stocks in the sector.
Just waiting and watching now.