I own a healthy amount and think .80 to 1.00 is a realistic target for end of year, but they still have a lot to prove.
It's an option, but we see all MJ companies at a -50% to -80% discount(Canadian & US), so I think "buying the leaders" maybe a better option.
And to take a step further, I'm thinking the "US" leaders. Cresco, green thumb, harvest, curaleaf, trulieve, charlottes web...etc for top tier.
Mid tier. ...1933 industries (favorite going into next year)
I like the discounted USA names for better return potential over time.
Not trying to talk you out of N, but thinking USA names / leadership maybe a safer place to allocate new capital. My 2 cents.
GL
