Origin House (fka ORHOF)

[nsomniyak]

While the % premium has decreased, so too has the time period over which you would have to carry the arb.

In other words, a 5% discount with 1 month to go gives the same annualized return as a 10% discount with 2 months to run (and there is less uncertainty now).

As long as you are willing to go a week or so without liquidity while the shares are exchanged, buying ORHOF is still the most attractive way to get into the to-be CRLBF powerhouse.

Given that my time frame on ORHOF and the entire cannabis industry is long term, I am not concerned about a short period during which I will not be able to sell my shares.