I want to have more, but a few concerns.
It's a US play, and while I think the upside with banking reform exist and the market is bigger, I like the clear Federal legislation in Canada.
Heavy dilution will hit, but it's a positive too as it will flush them with cash for their Canada initiatives and East Coast expansion.
While I like the management pedigree, on the other hand, they have a couple of Namaste guys. That could be good, as Namaste made deals and got licenses from high places, but it was also a shit show.
AGEEF has the best upside, probably, so don't necessarily need as big a position.
I tend to outsize my positions towards what I feel is the higher probability outcome. In my mind, MLCPF has my highest confidence.
I may buy more AGEEF. My total portfolio is at about 75% extraction plays, so that AGEEF position is larger than my average position size.
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