There is next to no love for it at this point in time yes. Even larger renewable players like Brookfield have taken a backseat to other investments during this large runup.
The difference here between this company and GDNP is that Greenlane has no long-term debt. However, it will be difficult for this company to turn profitable over the next few years here as long as renewables remain unpopular, and with the Republicans winning the election, they're typically not as spend-happy in this industry as the democrats are. If the Conservatives win the election here in Canada, it could put even further pressure on it.
The stock is beat up right now, zero question. It was a speculative play we introduced in a very small position sizing in one of our model portfolios, and it looks like it may not work out. We continue to hold it, in hopes the company can turn things around, but if I don't see some positive movement over the next 2-3 quarter here, may choose to move on.