Thanks for your thoughts.
I'm not sure if I agree with your analogy.
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CbAI has an interesting business model but isn't a research and development company. Matt has been purchasing storage potential. More of a data back up rack space business model if I can be that crude. That business model can get very competitive quickly.
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IMO what he is doing is putting together processing facilities, with storage a natural byproduct.
I really think it functions more like a winery.
-- The grapes come in (placenta,cords,andipose,esc.)
-- there fermented (processed) depending what they are- pinot over here, cabernet there, chardonnay in room 2.
-- Then they are bottled and either stored in cellar until needed or shipped out to be stored elswhere until needed, or they are ship to be drunk right away.
-- wine is organic so it must be stored in a temprature controlled environment or it spoils.
-- the winery chooses the quality of its equipment to make the quality level they wish.
-- a winery is subject to rules of the FDA.
-- It takes alot of money to start a winery.
-- If CEO is positioning us to be a leader in processing of stems, then I think he is to stems what Robert Mondavi was to Napa Cabernet in 1966.
The difference between wine and stems is stems save lives, which makes their value a thousand times greater than a case of fine Napa Cabernet.
AIMHO GLTY
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