Aug. 19 at 10:40 AM
$VFF someone check my math but first half of d2 is done so add 15 metric tons to supply which starts harvesting end of aug. if all goes to europe at 3.5-4.5/g thats an extra 35-45m going to our pockets in q4/q1. conservatively I'd say an extra 20-25m on q4. traditionally we're about 35m cannadbis in q4. can we expect 50-60m this q4 just on d2.
that's just on d2 first half expansion which will produce 15t. 2nd half expansion will bring in 25t and due to complete by q3 2027. so 2028 we are doing 100m+ cannibis a quarter?
haven't factored in netherlands.
also, with inflation rampant on tomatoes (12%) shouldn't we see a nice bump there too?
