Stock price when the opinion was issued
They each have their own strengths. He would pick Canopy (WEED-T) because they are the 800 lb gorilla. Aurora has lots of news about balance sheet challenges but they have low costs that he thinks will still come down further.
He is only interested in Canopy (WEED-T). New technology has brought huge breakouts here. It is hard to know where it could be acquired.