VFF

confidentbeaver

VFF will be the winner in the sea of shitty Canadian LPs

Forest_City_Frolfer

XLY, VFF, LOVE I'm invested in ROMJ, DB, CRON - ones I'm watching

Jules337x

VFF earnings in 8 days.

SwordfishOk504

VFF, Cronos, Aurora, Aphria, maybe OGI

FoodCooker62

 The CBD space has been gutted and commoditized and from what I have seen, BHB has managed to hold the line better than most. So i do give the BHB team props for making the best of it and if the CBD space gets a new lease on life through Trump's initiative, I do believe that BHB has a better chance than most of reinvigorating the business.  But for my long-VFF thesis, in my mind i have written these assets off completely. I assign more value to even VFF's energy section.  I do think the BHB episode has been a humbling experience for management though. Just wish the lesson wasnt so expensive. Share price would have never reached 50 cents if they kept that $70m on the balance sheet. But I am still a happy shareholder, there are no flawless management scorecards for any company in this sector  

FoodCooker62

Cost them $70M Usd and expected growth didnt materialize. Comparing to HITI's CBD business as a comparison... I will give props to VFF because BHB mostly had flat sales instead of full on implosion like HITI, so kudos to BHB management. But the goodwill writedowns poisoned the income statement for years. Hindsight is 20/20 but if they just diluted for cash and kept it over the years they would have avoided the disastrous share issuance of 2022 (which netted them only half of what BHB cost and caused warrant overhang until this very day) 

FoodCooker62

Thx for sharing. VFF acquisitions so far 1 hit (rose life science) and a miss (balanced health botanicals). Not counting the Leli acquisition since so small. I suppose the logic of buying a distributor makes sense, but it does increase exposure risk to Germany. Not sure what to think of it... suppose it would also depend on the price. But they do have a very strong foothold in the German market so I understand if they want to be more vertically integrated.

mfairview

VFF rumors http://stocktwits.com/Tomyboy11/message/646017700

hambone_83

Was looking forward to this print for one reason, this......*Fourth quarter 2025 International revenue of $51 million* Why? Because Boris has previously stated that they are VFF's largest customer as they buy mostly from them to fulfill their international needs. As for Curaleaf - nothing in this report makes me want to own the stock

Forest_City_Frolfer

I was in at $17.... Averaged down when they were 0.60 and got my avg cost down to $2.8 I started in the sector November 2020 with Aphria, VFF, HEXO and FIRE. Learned a lot since then, and didn't see green again till last year.

AverageNo130

Must have got in VFF after iit hit $15.00 in "21.

Forest_City_Frolfer

It's why I picked them! I've been in LOVE and VFF for years now and they've treated me well. XLY is a new pick for me. I wouldn't have touched them with a 10ft pole this time last year, but they really seem to have finished the turnaround and look really good now.

Forest_City_Frolfer

Did something new and decided to consolidate all my cannabis holdings. Instead of having a whole bunch of small positions. I now only have a very large position in Auxly, and a small position in VFF and LOVE. I previously had some HITI, some CRON, some GTI, some OILS, some ROMJ. But I think the best strategy is to pick the one you are the most confident in. We shall see how it goes when the annual fins for Auxly come out next month.

hambone_83

VFF is where I'm diverting some of my funds. I think it's a high likelihood they are chosen to participate in the CBD medicare program. They also have lots of other good things going on so if it doesn't happen I"m still comfortable holding them

Twist_of_Fate_44

That's not exactly true CWEB is by far the winner CRON and VFF are holding their own and at the same (or better) level as CGC

Fearless_fx

Ready for the sector to give up some gains tomorrow. OPEX pressure will be heavy and market makers will want to burn as many calls as they can. Usual shenanigans. That said, long term I’m still accumulating shares of VFF, GTII and TSND.

Orennji

Too early to tell. I'm 2x on my individual MSO holdings that I bought in 2024-2025. 3x on VFF. Bagholding on some OGI and micro caps, which I'll rebalance into MSOS if I don't see improvement. 

Tommygun194

VFF easyyyy.

Gambelero

Geo is right of course. Dilution is not the primary cause of CGC’s stock price resiliency. SNDL is worth a lot more now because they diluted whole hog at the top of their meme run. VFF was very smart to dilute at the end of the Texas hemp run-up.

Fearless_fx

VFF is moving steady sideways rather than just drilling into the ground. Glad they have their tomato and veggies business to diversify their profile. Otherwise they’d probably be -20% too on the day.

Difficult_Fig_1582

I have only lost 20,000 shares. Vie exercised. But I made a ton on it. VFF alone made me 300k last year.

Difficult_Fig_1582

So I do have 300,000 shares of VFF But only have 60,000 in covered calls. I do 1 mth out. And never do a call on earnings mths

Difficult_Fig_1582

I do calls on VFF. And UAN

FoodCooker62

Yeah, anxious to hear something as well. HITI will have another earnings report just over a month from now. Their core business works and they produce cash, so they can afford a few missteps. my hope (and my bet by holding these shares) is that they learned from their past mistakes and that now, hopefully forged by fire, they are taking another shot at expansion outside of their core market. But if this turns into another CBD or e-commerce misadventure I will likely sell my shares. Cant be long on a position where i dont trust management to responsibly manage my money, no matter how much is like the core brick&mortar business. I've been following the german market closely and there is still a lot of regulatory uncertainty with many aspects of the medical cannabis program. Its growing explosively, this is true, but there still remains tremendous uncertainty with regards to the framework in which these companies operate. Both of my cannabis holdings (HITI and VFF) have solid core businesses but got hosed by acquiring expensive (and ultimately worthless) CBD assets. This has directly muted my returns on these stocks so it sits deep with me. Just some rant like thoughts.

steph31199

pretty sure you meant VFF ? Maybe also try not to pump so hard ?

Unable_Brilliant6652

Yes, VFF number one in my books

Zarmit

VFF - financials are stellar since privatizing their Produce division. Expanding Canadian capacity 33% and Netherlands 400%.

FoodCooker62

From the top of my head a quick list of companies based on cash flow, a solid balance sheet, organic revenue growth, no excessive dilution:  Canada: HITI, VFF, Rubicon, Decibel, perhaps Auxly  US: GTBIF, TCNNF, perhaps Cresco.  There's almost certainly more but these are the ones i have some experience with analyzing. Im not well known wirh US MSOS. Avoid the meme names like CGC, TLRY like the plague. 

UsedState7381

Best MSO: GTBIF Best LP: VFF

Kbarbs4421

I call bullshit on that. Hile true in theory, its not true in practice. I've had accounts with Schwab for more than a decade now. Not once have any of the equities I hold been subject to such restrictions, and I've held some real sketchy shit at certain points. And these are some of the strongest companies in the sector with respect to balance sheets, reporting compliance, leadership, institutional investment, etc. CRON, VFF, SNDL. Meanwhile the underwater sketchy ass companies are still good. I get your point, but it's a bit disingenuous.

bourbonwarrior

Not a conspiracy, I have to call into Schwab to buy VFF and SNDL. Once purchased, I can direct the sell, but I am unable to secure shares without a broker, they are viewed as "restricted". This started, for me, about 10 trading days ago.

Kbarbs4421

That's what makes so little sense. The equities reportedly subject to this restriction (SNDL, VFF, and HITI) are among the lowest risk in the cannabis sector. Strange.

JoeMammy_1

I was going to buy some VFF last week but Schwab gave me the call in message. I was going to call in but then I thought, how many other VFF buyers will say fuck it I'm not calling in? Who wants a stock that's a bitch to buy?

bourbonwarrior

Yep, SNDL, VFF for example. Started about 10 trading days ago for me

Forest_City_Frolfer

I am also invested in Cannara, Rubicon and Auxly (and also VFF, and GTI) Auxly is my biggest position right now, I think they are the best value in the sector right now. Tangible Book Value 176M, Market Cap of 196M, and posting consistent profits. The thing that worries me is that I don't really see a downside, and that usually means I am missing something. But I think the only reason they are trading so low is because they were in a terrible financial position before Imperial bailed them out and they were really bad for dilution in previous years. To the point they have 1.3 Billion shares outstanding currently and they had 631 million shares in 2020. But they have really turned around and are no longer in a position where they should need to dilute anymore. So I think the very high share count, and how fast the price has jumped has scared people from jumping in and moving it higher at the moment. I expect as they continue to be consistently profitable the concerns around the share count will go away. Cannara is my old favourite. I've been in them since before the reverse split and I've been slowly picking up more. They look really good. I don't think they are in as good of a position as Auxly because they still need to build out a lot of capacity and keep growing marketshare. But they are consistently profitable. I was worried about their debt earlier, but with them resolving the convertible debentures they look really good. They had a stock option fluff a month ago, which I don't fully understand the significance of. I think they are pretty close to fairly valued right now, but they have been performing really well and don't see that changing anytime soon Rubicon Organics is the one I am a bit concerned about. They have incredible products, but I have been in them for a few years and I am down on them a bit (Cost basis 0.60). They were supply constrained and had no more capacity and were still not consistently profitable. Now they are building out the old Medipharm Labs facility they purchased, so they will have some expenses related to that. I expect them to lose money next year because of that. They will also have some risks associated with the additional costs of the new facility, so they will need to grow marketshare rather quickly to cover the expenses of the new facility. They have shown that they are more than capable, and I expect them to succeed, but I expect more patience with this one, and there are risks things can go wrong. Their balance sheet is in an okay spot, but they don't have as much wiggle room as the larger and better capitalized companies. So overall, I like all 3. My investment thesis for the past few years has been to target the profitable companies that are executing well in their niche. It seems to have started to work in 2025. I expect they will shine more in 2026 as they separate themselves from the pack more. They already know how to win, and with the ability to use cash from their operations to invest in growing the business, they are in a great position to win more.

halfbeerhalfhuman

wait till VFF has a bad Q. Ill be here first laughing at you... Jk i dont do that, im not a total POS

FoodCooker62

It's a meme stock in a meme sector. It can do anything. It is astounding that its worth as much as Auxly, VFF, OGI, HITI, Cannara and Decibel combined when any of these companies are operationally far stronger and more trustworthy. 

Forest_City_Frolfer

I currently track Canadian Cannabis companies. There's 25 publicly traded cannabis companies (that I could find) as of Dec 31,2025. There were 51 at the end of 2021. I think we lose 4 more (to bankruptcy and M&A) to finish with 21 at the end of the year, assuming none of the hundreds of private companies go public to increase that number. I think Canadian LPs that are profitable continue to do so and start to get more attention. (Auxly, VFF, Cannara, I'm sure there will be more that finally become profitable). I think nothing changes with Canadian Excise tax US wise it's hard to say. Performance is pretty reliant on US Politics and Trump is unpredictable. I just expect volatility without any real change.

Fearless_fx

The more research I do into VFF the more it makes me think it’s probably the most effective and diversified operator in the cannabis space right now… - $35M mortgage debt tied to greenhouse facilities worth ~10x the debt; no financial debt and they aren’t using their credit facility. - $88M cash on hand, so essentially no net debt. - $389M annual revenue; $10.8M quarterly net profit diversified between cannabis and greenhouse grown vegetables. - 5.5M square feet of Texas greenhouse ready to convert to cannabis pending licensing (hopefully April 2026) - Canadian operations cash flowing and 700%+ growth in European operations. - Already trades on NASDAQ. I wish I had just gone all in on VFF a year ago… it has to be one of the most impressive business turnaround stories in any sector in 2025. Might still drop off a cliff if it can’t get its Texas license in April, but if it does, I think it could quickly become one of the top MSOS by 2030 in terms of market share. Also needs Schedule 3 and for the NASDAQ to loosen rules on THC-touching assets though I suppose.

Fearless_fx

I’m just going to stick to buying VFF and GTI. Both seem to have solid management, significant cash on hand and are profitable. The only other speculative cannabis company I have in my portfolio is TerrAscend, which interests me since the CEO has such a big ownership stake, is cash flow positive, trades on the TSX and since Canopy US has optionality. I don’t like their debt ratio, but it may not matter once 280E is done and they become net profitable.

Difficult_Fig_1582

Dude. Invest in VFF. This time next year it will be double.

TomorrowLow5092

VFF is The Boss. Up 300% in one year with huge growth expected in 2026 across the globe.

Difficult_Fig_1582

VFF. Buying a ton of

Humungusminimaglight

There’s one to rule them all and that’s VFF.

Difficult_Fig_1582

Damn. You need VFF. Will double in 2026

Difficult_Fig_1582

https://preview.redd.it/dsy5wxmgbt9g1.jpeg?width=1179&format=pjpg&auto=webp&s=f4dde4539a73d1055982c1d44e87842d487aa5c3 All VFF and UAN.

Difficult_Fig_1582

VFF. 100% all day long. Will double in 2026.

Difficult_Fig_1582

VFF

Gambelero

I remember a day where VFF was up 10%, then down 10% and closed exactly to the penny where it started.

skyplt29

Actually Tilray and Canopy Growth, they have been trading in unison today. VFF is slightly green. I agree with what you are saying, but that was the same rationale for the drop on 23 and 24 Dec as well. How long does it take to sink in? Tilray is complicated by the reverse split, but it was trading at 20USD a share (adjusted for split) on Oct 9 after a surprise earnings beat and “rumor” of S3. I would argue that S3 will have an impact on Tilray Medical USA and the company appears to be poised to take advantage of S3 for medical. My query was more short term focused. For most stocks, a plus or minus 5 to 7 percent swing is usually the result of disrupter type news, of which there was none today that I could ferret out

sdkiko

This sector never changes and it's kind of hilarious... Potential (far-fetched) legislation rumors hypes up the sector, new buyers come in Legislation inevitably goes nowhere, new buyers panic and turn into new bag holders Rinse and repeat. And I'm just a boy buying GTII and VFF when they go from green color to red color.

peanut8789

VFF, fundamentally very strong and the cannabis sector looks to have a bright future in general

GeoLogic23

VFF's CEO just sold off about $1.3M in shares on the open market. [https://www.sec.gov/Archives/edgar/data/1040739/000119312525327232/xslF345X05/ownership.xml](https://www.sec.gov/Archives/edgar/data/1040739/000119312525327232/xslF345X05/ownership.xml)

Dew_Master_Flash

Dude, I wish I got into VFF before the explosion. It looked pretty well valued before it 4xed and I have no doubt it could keep going, just hard to justify an investment after it has already run up this much.

sdkiko

If you're going to throw 5% at Vext you need to look into VFF. Solid picks.

Humungusminimaglight

”Earlier this year, Village Farms’ legal strategy in the DEA hearing process sought to prevent a failure to reschedule cannabis. We had a unique opportunity to represent our industry in the ALJ proceedings, and we’re proud that our actions and advocacy efforts helped contribute to President Trump’s thoughtful, evidenced based approach to enacting federal reform.” I knew it was thanks to VFF rescheduling happened!

sdkiko

So the $600 I threw at the $4 VFF calls turned into $3k. I just threw $500 of those profits into $6 calls for tomorrow. Good luck all!

sdkiko

If VFF touches $6 tomorrow don't come saying I didn't warn you it could happen 🫂

Revel-yell

Surprised you didn't mention VFF. Their chart looks very nice.

sdkiko

hey u/Competitive-Ant2876, the VFF calls you said were impossible to make money on are in the money and spiked at +500% at one point today and are heading there again post-market, with 2 days left to expiry. Just wanted to let you know. I'm sure you're watching, though.

Tommygun194

You clearly are not in any cannabis stocks, specifically $VFF.

tstrand1204

Pretty crazy action on VFF today. Spiked to $4.75 (15% up) shortly after open and traded all the way down to just a 1% daily gain

Gambelero

The stocks underlying the MSOS ETF will benefit a lot from S3. It’s hard to see how Tilray benefits in any way from the administrative law change. Some Canadian LPs (VFF, CGC, Cronos) are poised to enter the U.S. not Tilray.

TomorrowLow5092

VFF is the Boss! Take a look at the growth,it is expected to triple output in the Netherlands next year.

tstrand1204

I’ve been in VFF for 5 years. It’s tempting but these all have a long way to run from here. At least wait until it’s overvalued to cash out. Its still <20 PE ignoring growth catalysts

ApprehensiveRadio5

I’m in the green with VFF for the first time in years. Really tempted to cash out.

Flipside68

Xly has no skin in the game - they have no connection to USA cannabis - all other big names WEED, TILRAY, OGI, CHRON, VFF actually have potential to increase international presence. XLY is to local.

sdkiko

LMAOOO I've been in this sector for 8 years. I made a lot of money on decent companies like GTII and VFF the last few days. I also made a lot of money on Aphria before you were probably even aware of this sector. Get the fuck out of here.

sdkiko

Two weeks ago /u/Competitive-Ant2876 called me crazy for saying there would be a rotation into this sector. Yesterday he tried to lecture me on my VFF calls, saying it would be impossible to profit off of them. Sir, you are 0 for 2.

tstrand1204

Buy VFF

tstrand1204

Very memey, but those others will get theirs. VFF is highly profitable and generating a bunch of cash for organic growth. They were very involved in rescheduling efforts in US, so will definitely be a player

heliumbox

TLRY and CGC up bigly. CRON SNDL VFF HITI all hardly moving despite drastically better financials. Sector is so memey

tstrand1204

About time for VFF to catch up to these rescheduling gains. I know YTD its a world of its own, but would be nice to move up with the sector right now

Humungusminimaglight

Feels good to be balls deep in CL, GTII and VFF. Goodbye tech (except RKLB), weedstocks, you have my full attention.

sdkiko

Seconds before closing, I managed to queue the following order: \- Buy to open, $VFF (NASDAQ) DEC 19 2025 $4 Calls @ 0.15 cents I'll update on the gamble later

Humungusminimaglight

Sell VFF??! WTF!

MoonManBigFish

Our Father, Hail Mary, and Glory Be TLRY, VFF, CGC Short squeeze of a lifetime! Trump to sign executive order as soon as Monday to change cannabis from Schedule 1 to Schedule 3 Relief from Federal Tax Burden (IRC Section 280E) This is one of the most immediate and significant changes for state-legal cannabis businesses: • Tax Deduction: Moving to Schedule III would lift Internal Revenue Code Section 280E, which currently prevents businesses dealing in Schedule I or II substances from deducting standard operating expenses (like rent, payroll, and utilities) on their federal taxes.  • Financial Benefit: This change would dramatically lower the effective federal tax rate for many cannabis operators, potentially increasing their profit margins by a substantial amount (some estimates suggest a 70-90% increase in the bottom line). This relief could help state-legal businesses better compete with the illicit market.  2. Boost to Medical Research Rescheduling would likely simplify and encourage scientific study of cannabis:  • Reduced Requirements: Research on Schedule III substances is generally subject to less burdensome requirements from the DEA compared to Schedule I substances, making it easier for scientists to obtain and study cannabis.  • Medical Acceptance: The move officially acknowledges that cannabis has a currently accepted medical use and is less dangerous than Schedule I substances (which include heroin and LSD).  3. Impact on Healthcare and Stigma • Prescribing: While rescheduling doesn't automatically approve cannabis as a federal medicine, it could make it more practical for mainstream physicians to prescribe cannabis products, especially in states with medical marijuana programs.  • Reduced Stigma: It could help reduce the stigma faced by medical cannabis patients in areas like child custody cases, employment, and access to housing or medical treatments.  4. Criminal Justice and Legal Status (Limited Change) It is crucial to understand what the change would not do: • Still Federally Illegal: Reclassification would not federally legalize cannabis for recreational or general medical use. Cannabis would remain a federally controlled substance, meaning its unauthorized manufacture, distribution, and possession would still be illegal under the Controlled Substances Act.  • Federal Prosecution: Federal criminal penalties for Schedule III substances can be less severe than for Schedule I, but the core issue of state-legal cannabis businesses violating federal law remains. State and local marijuana laws would not be preempted.  5. Potential Industry Changes • Banking Access: While not a complete fix, the shift could encourage more banks and financial institutions to work with cannabis businesses, potentially improving access to financial services.

Ow_My_Bootey

Sold before the RS but then bought back in. Currently holding 5,129 shares at $9.19! The rest of the money I put into MSOS, VFF, YCBD, and XRP! Gonna be a wild Monday!

sdkiko

I've been in the sector for 8 years. Please do not put your money into cash furnaces like CGC and TLRY. You will be diluted into oblivion. Look into GTBIF and VFF.

FoodCooker62

Some differences in the strategies of the names you listed. High Tide is a retailer and imports other brands flower to Germany. They use their scale to purchase bulk flower and export it to Germany. Many of the others are growers themselves. For what its worth, VFF mentioned in their last quarters earnings call that theyre the largest exporter to Germany, which is by far the largest EU market.  Many of the public companies break down their revenues by segment so you can get a good idea how they're doing at this point. For an idea about the future you can check filings to see how much they are expanding capacity  

DadmomAngrypants

VFF made me pitch a tent today

sdkiko

Yes, I did. VFF, HITI and CRON. But they are small positions ($1-2k) invested in each. My VFF average is $0.78 usd. My GTII investment was 10x as big.

sdkiko

My holdings are GTBIF, VFF, CRON & HITI

Ok-Replacement9595

For Export? Glasshouse is the obvious winner, if that happens, maybe Truleive, though I don't know what their capacity is on grows. VFF if importing becomes a thing, or Texas adopts rec after Trumps example for the GOP.

200cents

VFF still did not move...

Otherwise_Answer_146

Village Farms. They have their own licenses for Netherlands and an EU-GMP certified faculty in Canada. They also grow for other companies that have international licenses. Curaleaf CEO stated that they buy significant amounts of product from VFF that they then ship internationally.

boofybutthole

that's not entirely true. I bought VFF back in like 2020/21 and lost about 99%, but now with the recent rally I'm only at like a 65% loss lol

Gambelero

The executive order won’t be rescheduling, itself. It will direct the DEA to.finish the process of making its proposed rule final. I saw early summer as the expected date for the rule to actually take effect. At a minimum it will mean no 280e taxes for 2026.for our stocks. That, in and of itself, will be huge for our stocks and there will be new positive momentum every time another milestone is passed along the way. Uplisting won’t automatically go into effect, but I’ve never thought that mattered much. It’s 280e, not listing issues, that have kept the Canadian companies out of the U.S. Those with U.S. aspirations will delist fron NASDAQ and move ahead with those plans. Outside of VFF and a couple others, I don’t see Canadian companies coming in and outcompeting Trulieve and Green Thumb in the markets they dominate. And no one is making much in the hyper-competitive states.

Few-Education-5613

Correction, VFF is only down 56.5%

200cents

VFF only up 12%? sounds wierd saying that. 12% is good runup.

skyplt29

I guess it is too much to ask for the silly LP vs MSO bitterness to take a break. I own both…for different reasons. Tilray, Canopy, and VFF are on real exchanges. They are going to get the gains out of the gate. MSOs have more to gain in the long run…I am hopeful we start to see the NASDAQ or NYSE start listing them (not sure what the criteria for that is…legalization?). Accessibility to trading is the issue. If either a LP or MSO announces a partnership with pharma or alcohol the sector is going to rocket.  But go ahead, let’s wish for your neighbor’s second goat to die rather than focus on being happy both of you might be able to buy a herd of them.

tstrand1204

VFF fo sho

GeoLogic23

Within an hour you are defending VFF, while also saying that the entire sector is broken. So which is it? The entire sector is cooked? Or are specific companies still investible, and you can simply ignore companies you aren't invested in? Maybe VFF's president just listened to your advice and decided to bail on this shithole sector lol

FoodCooker62

Sure I'll take a swing. VFF insiders own more than 14 milion shares on 113ish milion shares outstanding. Orville's sale concerns 120k shares which is less than 1% of what insiders own. I would have preferred to see him hold it but it is indeed not a big deal. He's a young dude in possession of a lot of money, who knows maybe he wants a boat or a nice car god forbid.

No_Love_Gained

Now, wait for VFF pampers to swoop in and explain how it's not a big deal.smh

heliumbox

Damn... VFF Cana President sold 2/3 of his shares in the last 2 weeks?

GeoLogic23

VFF's President of Canadian Cannabis is selling more shares on the open market. [Sold about $200k worth at a price of $3.30 a few days ago.](https://archive.fast-edgar.com/20251210/AN2BG22FZC2R42ZA222P2MYOUQ3OZZ22Z272/) Sold about $250k worth at a price of $3.92 on December 1st. He only has about $165k worth of stock left.

Equivalent_Smell_325

I can't post screenshots here, but I can see it's the same pattern for CGC, TLRY, ACB, VFF, and SNDL has to be a glitch

No_Love_Gained

With recent ETF redemptions, what's everyone's thoughts on potential draw downs in some of their holdings. Which one of these big names will we see get dumped in the next few days? My thoughts are GTII, VFF, and Cura.

No_Love_Gained

>VFF bidding on a license for facilities they already own is fairly low-risk, This makes sense, esp with their existing facilities, but still, they don't grow cannabis there today, and it'd still mean sizable investment if they were to be awarded a license. >IMO the only thing stopping other companies from doing something similar is uncertainty. Agreed. I still baffles me why someone like Cronos (or even an OGI) whose sitting on a pile of cash hasn't ventured out to go down this path, while VFF seems to very sure (esp with their CEO's comments from earlier this week) that it'll work and they want to be in the play. At the end of the day, making an entry into US and still being on big exchange is a big deal, and I am surprised why others haven't jumped into it.