We have made several changes to our Cannabis Position monitor, including moving 4Front Ventures to the #2 ranked position. We see significant upside in FFNTF (2-3x) over the next 1-2 years, driven by strong fundamental performance. On the call, we will be walking through the changes to our position monitor our thesis on FFNTF, including a state-by-state look at the company assets base.
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Our three critical points on FFNTF are:
Lastly, we have seen many Canadian LPs building a war chest of cash waiting for permission to enter the USA Cannabis market. FFNTF operational performance, knowledge, and a broad array of assets likely puts the company on the shortlist of acquisition candidates.