We moved 4Front Ventures to #2 on our long position monitor. We see significant upside in FFNTF (2-3x) over the next 1-2 years, driven by strong fundamental performance. In our black book presentation, we went through the changes to our position monitor, our thesis on FFNTF, and a state-by-state look at the company assets base.
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Lastly, we have seen many Canadian LPs building a war chest of cash waiting for permission to enter the USA Cannabis market. FFNTF's operational performance, knowledge, and a broad array of assets likely puts the company on the shortlist of acquisition candidates.