They can ditch their Led technology, RGI is my hydroponics play and will be leader if things go as it seems they're going.
The moves they've made in medicinal cannabis ALONE make it fair value at about 10C with a license.
We'll see. The repositioning in MC is why I'm invested in AEB, and this industry as a whole is a 10 year hold for serious money. I've got time to see 3 differents MDs / CEOs running this if need be.
The current vibe I get is energy, good ideas and the moves to make things happen. I haven't held them for a long time so possible I've missed out on stuff.
But at 2c it was a bargain for sure.
AEB Price at posting:
4.8¢ Sentiment: Buy Disclosure: Held