Lowell Farms Inc. (LOWLF)

[kahlua]

Agreed. Economies of scale 101. It’s all about unit economics on the upstream side and the “lightening in a bottle” brand on the downstream side. George intends on capitalizing on both. Not arguing any of the bigger picture points here. I find George’s strategy to be quite remarkable thus far. But I also stand by my cautionary posts. The company needs a lot more cash to get this upstream tailwind. Commodity economics in California also need to stay robust or ebitda projections would collapse. The company also needs to prove they can break the cycle of 3 very poorly executed quarters in a row and to stop blaming exogenous and unforeseen event after event. It sets a very bad precedent and eventually operational leadership must be called into question (and yes I mean Mark) if projections continue to be missed. All imo.