Neptune Wellness Solutions Inc (NEPT)

[DS CPA]

Thanks for sharing. The color commentary makes for a better story than the bleak numbers. The $100m PO’s are intact and possibly in the wipes or home care product line? Plus they had $60m of the loss related to non-cash items. I think at this point Neptune is in “show me” territory. They have talked a big game but unless the stock price tumbles down further I’m not sure I like the value here yet.