You read this week’s publication New Cannabis Ventures Weekly Newsletter we publish from October 2015. We no longer send them. By mail as before but we post this and all newsletters On our website hereA number
Friends,
The Cannabis Global stock index had a rough beginning until September. After 45.5% growth in August and increased by 54.2% after the end of the month, the figure decreased from 7.74 to 6.99 in just two days. The result is now only 1.6% per annum. The Great Cannabis Etf MSOS, which is 21.0%, decreased by 17.2% in late August.
Currently there are 23 shares in the Global Cannabis stock index, and they are now 39.2% now. The return frame is from -19.6% to + 186.0%.
There are more than doubled three shares in late June and 13 are two-digit winners. In the last 2nds of June, two shares that have been added to the index are double digit dismantling.
Leading three shares are Canadian LPs, and this newsletter has called the best two coats this year this year. Of course, I alerted here TILRAY is a dangerous stock On August 20, and while he fell a lot from his last peak, it is still higher than at that time (and it is dangerous to stay.)
Today I want to give some caution on some of these names and explain why I’m worried. I have written articles about some, looking for alpha, which are carbon (Tilre and farms), and I continue to be very negative on MSOS ETF (bad diversification). I will celebrate the shares that are in the Global Cannabis stock index, which depict me in alphabetical order.
Aurora Cannabis (ACB)I was closely following this one but it’s no longer on my focus list to 420 investors. The company exploded it in Canada’s adult market, but it has expanded internationally medical hemp. I don’t think the General Director has done a good job, and the shares that make up 15.4% a year as if they are not attractive.
Canopy growth (CGC): I’m closely following CGC and I have been very negative on it for a while. It has become exclusively cannabis, but it continues to harm its actions and fight with many debts. The share decreased by 49.1% to time, and I design it will post a new time low.
Glass Home Brands (Glasf)I don’t contain this one in my focus list, but I pay attention to it, because it is only three MSOS index. I like the CEO, but I think the stock is overestimated. Two investors have been supported who support the Fund very loudly. Glasf is 21.7% per annum.
Rhythm (force): This one, who was known as Agri, was difficult to start in September, but it is 23.0% per annum. I wrote about it before here and I’ve watched it even though it’s not in my focus list. I am interested, because the green thumb industry has such a large share. While I love the idea of haunting beverage-based drinks, the company has a lot of work to do to justify its mass assessment.
SNDL (SNDL): I don’t contain this one in my focus list, but I said to the CEO I like me. The company has what I consider bad MSOS, and it now trades on the value of a tangible book. It makes 40.5% a year.
TILRAY brands (TLRY): I started providing Tlry for a long time since I was not satisfied. I appreciate the better balance and likes what the company does with the drinks in the United States, but the fund, which now goes down by 10.9%, seems very expensive. Share-Count has exploded. One year from now on my target is essentially below if the shares trade and the company does not benefit from transformation.
Trulieve (TCNNF)To date, 44.7%, shares are cheaply designed with adjusted EBITDA. I think that the margins expected by analysts are too high, and I am very careful for Florida, where it is quite large. I also don’t like the balance sheet that has many tax liabilities. If 280E tax is clinging around, this one will fall sharply.
Village farms (VFF)Although it has fallen from the last peak, it still ends 234.6% a year. I think it’s a good company and looks like a transformation, but the fund looks ahead of her. The company could receive a medical cannabis license in Texas, but it may not be. I loved it under $ 1. While I don’t expect it to be a lot I think it could fall a lot.
I covered here just stocks that are in Cannabis Global Stock Index, although there are shares that are not in the indumin. I wrote about some of them while looking for Alpha and I recently parted the post in my blog some cannabis shares that refer to meA number
If I didn’t mention a share with me I don’t want readers to believe the name I like at the current price. My model portfolio has 19.3% cash in the 420 investors, which is about 20%, and positions in two Canadian LPS, two MSOS and three auxiliary names. I try to create a portfolio that has less flaws than Cannabis Global Stock Index.
Any trader or investor that counts 280e taxes can see this to happen. I don’t suppose that it will be, but luck for all those who bet it will be.
Frankly,
Alan
This week’s newsletter is sponsored by Paul. Sapperstein Co.
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Based on the Houston, Alan cries out his experience as the founder of the online community 420 InvestorThe first and still the biggest decent diligent platform focused on the shares sold in the cannabis industry. Alan continues to find new ways to connect industry and facilitate its sustainable growth in the Canepuni community. Approximately New hemp enterprisesHe is responsible for content development and strategic alliances. Until the early 2013 focuses on the cannabis industry, Alan, who began his career in Wall Street, worked as more than two decades of research and portfolio. Article 650 of the Article 650 published in 2007 Looking for alphaWhere he has 70,000 followers, Alan is a frequent speaker for industry conferences and a Frequent source The media, including NY Times, Wall Street Journal, Fox Business and Bloomberg TV. Contact Alan. Ration | Facebook | Connection | Email
Statistics Canada released retail sales in June for country The growth of hemp sale Up to 0.2% to C $ 480.2 million from May level. This sequential growth was better due to the additional day of the previous month. It may initially register for C $ 485.4 million, $ 479.3 million was revised. In June, sales increased by 7.4% a year ago, from November 20, from the strongest growth of annual growth in May. On September 2024, September 2024, September 2024, September 2024, September 2024, September 2024, September 2024, the rate of 20.3% growth in foreign currency was decreased. In 2024, the total sale increased by 4.5% – $ 5.39 billion, and they rose by 5.5% by 2025.
The increase in the number of stores, as well as the fall of flower prices, which consumers bring off the illegal market, increase sales. The largest state of the population in Ontario could decreased by 3.4% and 9% a year ago. Alberta dropped from 3.0% to May and increased from 5% a year ago. British Columbia has increased from 12.6% since May, as 6% rose a year ago, and Quebec was 1.4% to 11% a year ago.
July sales data will be released on September 19.
Based on the Houston, Alan cries out his experience as the founder of the online community 420 InvestorThe first and still the biggest decent diligent platform focused on the shares sold in the cannabis industry. Alan continues to find new ways to connect industry and facilitate its sustainable growth in the Canepuni community. Approximately New hemp enterprisesHe is responsible for content development and strategic alliances. Until the early 2013 focuses on the cannabis industry, Alan, who began his career in Wall Street, worked as more than two decades of research and portfolio. Article 650 of the Article 650 published in 2007 Looking for alphaWhere he has 70,000 followers, Alan is a frequent speaker for industry conferences and a Frequent source The media, including NY Times, Wall Street Journal, Fox Business and Bloomberg TV. Contact Alan. Ration | Facebook | Connection | Email
This data-based intelligencer will continue to be updated based on new financial documents so that readers can stay modern. Companies must submit with SEC or SEDAR and be modern to be considered for inclusion. When we started this resource in May 2019, quarterly-income companies, more than $ 2.5 million. As the industry has received a scale, since more companies have published, we later raised the minimum, including $ 12.5 million on September 2020. $ 50 million ($ 68.8 million), and the junior list now has at least $ 25 million ($ 34.4 million).
Note about regulated operating income
In May 2019 we added an additional meter, “adjusted operating income” We detailed In our news. The calculation takes the reported operating income and adjusts it for any change in the real value of biological assets required under IFRS accounting. We believe that this adjustment improves the comparison of companies in IFRS and NAS accounting. We note that frequently income can include one-time compensation, inventory writing or public listing costs, and we recommend that readers understand this unterior materials on quarterly finance. Many companies have been transferred from ITMS to NAS Account, which reduced our need to make adjustments. Please note that our ranking includes only actual reported income and not Pro Forma IncomeWe also note that companies with non-Cannabis actions should provide financial statements in the level of sector, which details not only income, but also operating profits, which must have their operating profits. Aurora Canepis is currently (TSX: ACB), Jazz Pharma (NASDAQ: JH) and TILRAY (TSX: TLRY) does not provide this information.
Tracker Inclusion Updates:
On July 27, at the time of our latest update, 16 companies are qualified for the inclusion of senior lists, including $ 13 and 3 in Canadian currency and 3 have had 13 companies. Currently, 13 companies presenting US dollars and 3 that file in Canadian dollars are the Senior lists, 16 in total. The younger list includes 11 companies that make 11 companies in Canadian dollars. The income of the public Cannabis and the income search engine now includes 29 companies. One company, farmland (NASDAQ. In Canada, both junior list names, canopy growth and organ have moved to a senior list.
Companies were reported to be reported in late July
Since our latest update, almost all Armenian companies have announced their June quarterly reports.
Senior and Junior – US Dollar Report
All recently reported all five MSOS, and the results were not particularly impressive. Curaleaf (OTC: Curlf) (TSX: Cura) has saved the income leader, which decreased by 8% a year ago. Thuelieve (OTC: TCNNF) (CSE: TRUL) saw the income unchanged a year ago. Green Thumb Industries (OTC: GTBIF) (CSE: GTII) has experienced an income that increased by 5% compared to the previous year, but operating profits were sharply dipped. Verano Holdings (OTC: VRNOF) (NEO: VRNO) MSOS was 4th place in MSOS, but its income fell a year ago. CRESCO LABS (OTC: CRLBF) (CSE: CL) had the largest biggest MSOS downfall.
Looking ago, all senior list companies reported, although there are several companies in the junior list that have not yet been submitted. Before mid-November, none of the 5 largest MSOs provided for their Q3 financial statements, but here are the current prospect by Learn:
Curaleaf (OTC: Curlf) (TSX: Cura) – Revenues will drop from 4% to 317.2 million dollars, $ 10%
Thuelieve (OTC: TCNNF) (CSE:
Green Thumb Industries (OTC: GTBII) (CSE: GTII) – Revenues are expected to increase by 1% by 291.0 million dollars, 82.3 million dollars
Verano Holdings (OTC: VRNOF) (Neo: VRNO) – Revenues will be reduced from 6% to $ 203.1 million, with an Ebitda, 6% to $ 60.6 million
Cresco Labs (OTC: CLBF) (CSE: CL) – Revenues will be reduced by 9% to $ 163.8 million adjusted eBitda, decreased by $ 36.7 million
Senior and Junior – Canadian Dollar Report
Nipple (NASDAQ: SNDL) (CSE: SNDL) is possible cannabis income and a year ago. Aurora hemp (NASDAQ. ACB) (TSX: ACB) The revenues seen again a year ago, but slipped successively. Canopy (NASDAQ. CGC) (TSX. Weed) had a great operational loss, although it was a decline a year ago. Organic global (NASDAQ. OGI) (TSX. OGI) has shown a large increase in revenue that stimulates achievements.
Currently, there are still calls for senior companies.
Cannabis Cannabis Revenue Tracker is not a proposal by New Cannabis Ventures, and you should not use it as investment advice. Tilde next to the date means an approximate date. All calculations come from sec or sedar files. For any question or licensing requests please Contact usA number
Based on the Houston, Alan cries out his experience as the founder of the online community 420 InvestorThe first and still the biggest decent diligent platform focused on the shares sold in the cannabis industry. Alan continues to find new ways to connect industry and facilitate its sustainable growth in the Canepuni community. Approximately New hemp enterprisesHe is responsible for content development and strategic alliances. Until the early 2013 focuses on the cannabis industry, Alan, who began his career in Wall Street, worked as more than two decades of research and portfolio. Article 650 of the Article 650 published in 2007 Looking for alphaWhere he has 70,000 followers, Alan is a frequent speaker for industry conferences and a Frequent source The media, including NY Times, Wall Street Journal, Fox Business and Bloomberg TV. Contact Alan. Ration | Facebook | Connection | Email
