: Erst wenn die Instis genügend akkumuliert haben...
Cannabis stocks will explode once institutional asset managers start buying into the industry in large numbers
I work in the financial industry and am exposed to all types of big institutional asset managers (pensions, mutual funds etc...) on a regular basis. The cannabis industry is not even on their radar yet from an investment standpoint, they know the industry well but many of the biggest funds have more conservative mandates, thus can?t invest in startups or small companies until they reach a certain size. When the industry matures to the point where we?ve got some profitable winners you?ll start to see a flood of institutional money buying up shares for the long term. Institutional investors are where the big moneys at, they could potentially invest tens of billions into the industry over the coming years. Those investments will help cannabis companies expand more rapidly, increasing shareholders returns further.
In my opinion I think when the NA industry has matured around 2028 (projected sales $100b +) the top cannabis companies will be the equivalent of blue chip stocks that become the dividend paying backbone of many balanced equity funds. I?m obviously speculating, but if the projections are correct regarding sales in 2028 the NA industry could have a total market cap over $1T +. That?s insane value compared to where things are now, the largest cannabis company today has a market cap of $7-8b. I can?t wait to see the $200b + behemoths that develop from this industry over the coming decades.
Just my thoughts, would love to hear from feedback from people with industry experience.
Do your own research and invest in those companies who you think will be long term winners. Then just sit back and enjoy the ride
Angehängte Grafik: 152fd813-8951-45aa-88aa-b3d372b9dfc9.jpeg (verkleinert auf 38%)
: Coca Cola und Aurora .. jetzt macht mal nen DEAL!
...weiterhin lebt die SpeKUH ;-)
Tim Haas Connection Renews Speculation Surrounding A Deal With Coca-Cola And Cannabis Company; Aurora And Aphria In Spotlight
A former Coca-Cola executive is joining the cannabis industry. Colorado-based Charlotte?s Web, which specializes in hemp-based cannabidiol (CBD) wellness products, has named Eugenio Mendez to its newly-established role of chief growth officer. Mendez???who previously served as Coca-Cola?s vice-president of global marketing for water, enhanced water and sport drinks, and as an adviser to Charlotte?s Web for nearly two years???will step into his new role at the Canadian Securities Exchange-listed firm on Jan. 15. The appointment comes after the U.S. legalized hemp last month, removing a major obstacle for companies that are interested in selling CBD-infused drinks.
Wenn Cannabis kein Wachstumsmarkt sein soll weis ich auch nicht so recht. Klar man muss nichts durch die rosarote oder hier besser türkisgrüne Brille sehen aber Wachstum ist hier ja mal auf alle fälle Garantiert. Ob das jetzt Aurora oder sonst ein Cannabisplayer ist spielt hier keine Rolle. Der Markt ist wie ne Jungfrau die noch einige Kilometer vor sich hat. Cannabis kommt mit Sicherheit ins große Rollen. Ich bin bei Aurora eigentlich froh darüber, dass die Dinge sich zunächst langsam entwickeln. Das Zeigt mir, dass im Hintergrund vorsichtig an den richtigen Schrauben gedreht wird. Ich brauche keine täglichen Wasserstandsmeldungen. Hauptsache das Wasser fließt die richtigen Bahnen entlang. Klar wir sind alle keine Hellseher mit der Glaskugel in der Hand, jedoch scheint mir die Ausbau und Expanditions Strategie von Aurora als richtig. Ohne Ausgaben kann man nicht wachsen. Doch wenn die Gelder an richtiger Stelle investiert werden hat man wenn der Starschuss fällt sehr gute Karten. Der Kurs hat sich über 8 ? stabilisiert und wenn der nächste Newsflash von Kooperationen und neuen Deals kommt wird die Aktie wandern und das Schritt für Schritt gegen Norden. Peace
: Aurora erfüllt alle Ausschreibungsanforderungen
in DE ...und mehr: Die Konzepte haben Hand und Fuß !
?The Opportunities And Risks For The Aurora Cannabis Win In Germany? ?The 5 lots that Aurora Cannabis had won were not challenged and the company noted that their concept received the highest ranking out of all concepts submitted. Concepts were rated on facility design, security and logistics. Source: ACB Press Release? ?By being awarded the most licenses in the Germany tender, Aurora Cannabis has a potentially great opportunity ahead for them. Large Canadian LPs have a considerable head start now both in Germany and expected for the rest Europe. This article confirms that European firms trying to get into the cannabis space will have to spend money on research and safety, regulatory issues, as well as building strong advisory boards. This put firms like Aurora Cannabis and Aphria, who have won the Germany licenses in a strong position.? https://seekingalpha.com/article/...risks-aurora-cannabis-win-germany
: Update : Warum Aurora noch kein "BIG DEAL"
UPDATE: Why Aurora Cannabis hasn't signed a deal with a U.S. giant like other pot companies 7:01 am ET May 2, 2019 (MarketWatch) Share Print
By Max A. Cherney Aurora's Cam Battley says adviser Nelson Peltz strongly influenced the decision to remain independent TORONTO -- Aurora Cannabis Inc. is one of only two major Canadian cannabis companies with a market value of more than $1.5 billion that has yet to ink a partnership or investment deal with a major U.S. company, but that's because a rich American advised executives not to do it. Canopy Growth Corp. (WEED.T) (WEED.T) paved the way for such deals, singing an agreement with Constellation Brands Inc. (STZ) , which ultimately invested $4 billion in the Smiths Falls, Ontario, weed producer (http://www.marketwatch.com/story/...ewer-increases-stake-2018-08-15). Much smaller rival Hexo Corp. (HEXO.T) has signed a joint venture with Molson Coors Brewing Co (http://www.marketwatch.com/story/...beer-sales-fall-2018-08-01).(TAP) , while Cronos Group Inc. (CRON.T) (CRON.T) opted to take a $1.8 billion investment from Big Tobacco (http://www.marketwatch.com/story/...is-just-the-beginning-2018-12-07) in the form of Marlboro-maker Altria Group Inc. (MO) . Privateer Holdings-backed Tilray Inc. (TLRY) is the only other highly valued pot company that has not sold pieces of its business to large, established American companies, but it did make partnership arrangements with Big Pharma (http://www.marketwatch.com/story/...nd-with-big-marijuana-2018-12-18) and a beverage company (http://www.marketwatch.com/story/...research-weed-drinks-2018-12-19). Several sources in the cannabis industry have suggested that the absence of such a pact for Aurora (ACB.T) (ACB.T) is conspicuous. But it has not held the company back: Revenue nearly quadrupled in its most recent reported quarter, and the company said it had captured about 20% of Canada's recreational market. MarketWatch recently sat down with Aurora's chief corporate officer, Cam Battley, to talk about why the company hasn't made a deal with a major U.S. company, as well as his plans for the future and how Aurora is tackling the recreational market in Canada. Previously: A Q&A with Cronos's CEO (http://www.marketwatch.com/story/...s-and-the-rise-of-cbd-2019-04-27) and with Canopy Growth's quiet co-CEO (http://www.marketwatch.com/story/...ns-in-the-us-and-more-2019-04-26) The following has been edited for clarity and length. MarketWatch: Why hasn't Aurora inked a deal with a major U.S. tobacco, beverage or other company, like your rivals? Battley: We've talked to everybody who have done deals already. We are taking a different approach. We started to get counsel from a very sage source [hedge-fund manager Nelson Peltz (http://www.marketwatch.com/story/...son-peltz-as-adviser-2019-03-13)] in the United States several months ago, which was in view of some other companies handing control to a larger entity in a mature industry, like Constellation or Altria. In those cases, they've got board control of those companies and they're on the path to majority ownership. So [Peltz] said "don't do that" and here's why: If you sell out now, it's going to mean selling your shareholders short because the value of your company is rising every quarter. There's no need to do that. The opportunity exists to create strategic partnerships across more than one vertical. You don't have to become a tobacco company. You don't have to become a distiller. You can partner on a strategic level with multiple companies across multiple verticals and remain independent. The key to that is separating in your mind the concepts of strategic partnership and capital raise. There's no need to assume that those two things go together. If you have sufficient capital, especially if you're moving into a cash-flow-positive situation as we are in 2019, there's no need to necessarily combine those two concepts. I was there with him, along with our executive chairman Michael [Singer] and [Chief Executive] Terry [Booth] and our CFO Glen [Ibbott]. And it was fascinating, because not only did Nelson participate, but he got his entire senior team together and devoted two full days in New York to us and invited in very, very big players into his offices to essentially pitch to us -- the biggest financial institutions. So that's our strategy: It's to do things a little bit differently. We do things differently across our business strategy. Cultivation is one where we're the only one of our peers that's producing at mass scale, that hasn't simply rushed into retrofitted greenhouses and millions of square feet. And I think that decision has shown a great payoff thus far. We haven't faced the kinds of issues that other companies have. MW: What are some of the shifts in expectations you're seeing from investors and the market? Battley: What I'm hearing is that people are really interested in actual, believable estimates of how much cannabis you're going to have for sale in a quarter, in two quarters, in three quarters. And that's been a little bit of a credibility problem for some companies. So you know, for now, in this very first era in the cannabis sector, one of the things that is most important to establishing leadership is to be able to produce a lot of cannabis without fail, without crop loss and deliver that predictably, because revenues are tied directly to production. You can say what you like about any of the other aspects of the business, but for now if you can't produce and sell a large amount of cannabis in a number of different distribution channels -- Canadian medical, Canadian consumer and then global medical -- you're not going to be able to compete. MW: Is Aurora experiencing the production bottlenecks that many of the licensed producers in Canada have publicly talked about? Battley: Aurora is a standout in the industry. We don't -- we're not like others, we didn't have the problems with logistical issues around the initial consumer launch. People kept complaining, "Well, we couldn't get tax stamps" -- we had a plan A, B, C, D, we had backup plans. And I think that's one of the reasons why we came out of the gate so fast in the consumer system. We knew that there were going to be issues. We had multiple backup plans to make sure that we could get the keep the product out the door, you know. And so I heard some of the other CEOs complaining about the excise-tax stamps (http://www.marketwatch.com/story/...just-cant-deliver-it-2019-04-15), but we didn't -- it was not a serious challenge for us. Well, it's not that it wasn't a challenge -- it was a surmountable challenge. MW: What do you make of the rising cannabis inventory numbers? Why are companies stockpiling cannabis? Battley: We're not building up massive inventories because we know that we can sell every gram and gram equivalent that we produce. It's not that there aren't logistical operational challenges along the way. It's just that thus far -- touch wood -- we've been able to resolve them. But I think that when you see the rising inventory numbers, I think you're seeing perhaps three things, and I've been hearing this across the sector. One is, perhaps, there is some of that product that's not salable, the quality is not particularly good -- the cannabinoid levels may not be there and so it's being held for future extraction. Two, is that you've got to bear in mind there's a lag time after you harvest product before it hits the market. For us, it's about 10 days to get flower into the medical cannabis system in Canada, to maybe 45 days for something like a soft gel to get into the consumer system. So there is that lag time, so you do see how reported inventory levels rise before they actually get sold into the system. The third consideration is companies across the sector that have sufficient production, maybe holding some back so that they have it ready for extraction and creation of derivative products. MW: What brought you to Aurora instead of some of its competitors? [Prior to Aurora, Battley ran a health-management consulting company that has worked in biotechnology, pharmaceuticals and medical devices, and helped develop a law that protects patents for new pharmaceuticals as a legislative assistant.] Battley: Chief Executive Terry Booth was one of the two reasons why I chose to come to Aurora. I had offers from multiple licensed producers -- as it turned out, Medreleaf [which Aurora acquired in 2018] was one of them. Of all the CEOs in the industry, and I knew them all through the industry association, he was the one who saw a global opportunity right from the very beginning. His energy was high. And I believe that his strategic vision at the time was the sharpest and most on-point of any CEO in the industry. I think he's been proven right. One example of that is that commitment to purpose-built facilities and also indoor production. The other thing that persuaded me, when Aurora was on nobody's radar screen, was that purpose-built facility, Aurora Mountain, north of Calgary. It's just a 55,000-square-foot facility, which at the time was considered pretty big. But it was the first purpose-built cannabis-production facility in the world. And that made sense to me as a guy coming from the biopharmaceutical industry, built to GMP standards. That was novel and made sense to me, given my whole career. -Max A. Cherney; 415-439-6400; AskNewswires@dowjones.com
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