The lift cannabis guy said he knew what the mystery was. so whatever it is, it's not material to the stock price, because of insider trading disclosure rules. so, it really doesn't matter.
The added square footage is nice, and continues a trend of management execution. But above all else the company needs to focus on selling as much marijuana as possible. This to me means customer acquisition. The production side seems like less of a problem in the industry, given the inventory build. Fortunately, selling marijuana has, culturally and historically speaking, not been a difficult proposition.
The dispensary trolls on the board... The dispensaries might have a better selection, less rules and paperwork around who can buy and how much, etc, but it has one significant problem -- it's illegal. When you invest capital, it's better to stay on the legal side of the fence. The risk profile drops significantly.