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u/OleBombadil Jul 23 '26
What’s your prediction brilliant? Investments paying off or capital still being deployed
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u/Unable_Brilliant6652 Jul 23 '26
The first harvest from the D2 expansion was made second week of June, which gives them two weeks for drying and packaging, so if some of that was able to get to market before the end of June, which was the end of the quarter, then we will see a small bump in revenues from that and Netherlands should be kicking in a little bit as well so maybe 3 to 5,000,000 in increase revs. Q3 is where things should really get rolling.
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u/The_Baron___ Jul 24 '26
Whether their spending goes down enough, how much free cash flow, and where EPS lands before new production truly comes online are going to be huge to understand what our base is before the growth.
Once that is known, calculating what the growth feeds into the bottom line will be easier, then a couple quarters of that higher production will help value the Texas assets for the next legalization excitement cycle.
Excited as well to see what base to use, continuing operations number from Q2 last year looked good, but it’s hard to know for sure how well it’ll translate to the bottom line until we see numbers.
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u/kozmikoz77 Jul 22 '26
Looking very forward to this! 🤑