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Cannabis aandelen

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Osho
0
Cannabis is echt voor de lange adem. En dan kan het nog 2 kanten op. Aurora lijkt met haar aanwezigheid in 20+ landen wel een uitstekende basis te leggen voor meer omzet dan het nu behaald. Hoe het allemaal uitpakt weet niemand.

Zelf zit ik er niet meer in. Tevreden met mn winst begin van het jaar op 13 CAD.

Als je erin zit denk ik echt dat het nog minimaal 1 jaar duurt voordat ze verdubbelen of iets in die richting, tenzij er een deal a la Canopy & Constallation wordt gemaakt.
[verwijderd]
1
Dat klopt inderdaad, maar als je het geduld hebt om een gespreid mandje 3-4 jaar weg te leggen en je niet steeds te laten leiden door de waan van de dag, kan het nog wel eens een mooie belegging blijken te zijn. Zeker, er zijn argumenten om niet mee te doen of nu uit te stappen, maar er zijn ook genoeg redenen om het tegenovergestelde te doen. Feit is dat legalisering in een groot aantal landen dichterbij komt. Ik denk hierbij op korte of middellange termijn aan Mexico en Zuid-Amerika. In Europa gaat alles wat stroperiger als gevolg van Brussel. Belangrijk zijn ook de ontwikkelingen in Amerika. Er wordt onderzocht of de Safe Banking Act er gaat komen, dat zou de cannabisbedrijven veel financiële lucht geven en dat zal een verdere stap zijn in de richting van volledige legalisering. Er wordt veel onderzoek gedaan naar de medicinale werking van cannabis. Mocht daar uit komen dat die voordelen er niet zijn, dan zal dit de branche een tik geven. Mocht echter wetenschappelijk bewezen worden dat de cannabisplant wel degelijk eigenschappen bevat die goed zijn voor de gezondheid, dan kan het hard omhoog gaan. Dan de legalisering van edibles in Canada, dit zal de markt een zeker een boost geven. Niet uitgesloten is bijvoorbeeld dat er drankjes op de markt komen die groot en straks wereldwijd aanslaan. Dan nog even wat Amerika betreft. Mocht er over anderhalf jaar een democratische president gekozen worden, dan zal ook dit gunstig zijn voor de markt. Maar ook Trump zou wel eens een konijn uit de hoed kunnen toveren, indien hij de komende tijd merkt dat hij achterop begint te raken in de polls. Tweederde van de Amerikanen is voor volledige legalisering, dus zou hij goede sier kunnen maken bij veel (jongere) zwevende kiezers. Niet omdat hij dit graag wil, maar uit puur opportunisme. Kortom, ik snap dat veel beleggers niets (meer) zien in cannabisaandelen, maar blijf geloven in een succesvolle belegging op middellange termijn.
DeZwarteRidder
0
quote:

Hombre schreef op 23 juli 2019 11:12:

in de laatste zin moet "blijf geloven" zijn: "blijf ik geloven",
Je had ca 15 minuten de tijd om je eigen tekst te verbeteren: zie pen-symbool.
Osho
0
www.globenewswire.com/news-release/20...

Zit er zelf sinds een week niet meer in. Dit zal het aandeel over de 1 CAD tillen gok ik.

Auxly Welcomes $123 Million Investment and R&D Partnership with Imperial Brands
Driving future growth in derivative cannabis products
Email Print Friendly Share
July 25, 2019 06:00 ET | Source: Auxly Cannabis Group Inc.
Imperial Brands to invest approximately $123 million by way of a debenture convertible into 19.9% ownership of Auxly at a conversion price of $0.81 per share
Auxly granted global licences to Imperial Brands’ vaping technology and intellectual property and access to its vapor innovation business, Nerudia
Auxly to become Imperial Brands’ exclusive partner for cannabis-related initiatives
Jointly establish a Commercial Cooperation Group to foster collaboration between the parties
Ideally timed to benefit from the legalization of cannabis derivative products in Canada later this year
VANCOUVER, British Columbia, July 25, 2019 (GLOBE NEWSWIRE) -- Auxly Cannabis Group Inc. (TSX.V: XLY) (OTCQX: CBWTF) (“Auxly”), an international cannabis company, today announced that Imperial Brands PLC (“Imperial Brands”) will invest approximately $123 million in Auxly by way of a convertible debenture and grant Auxly global licences to Imperial Brands’ vaping technology and access to its vapor innovation business, Nerudia (the “Transaction”).

“This investment from Imperial Brands will enhance Auxly’s ability to continue to deliver on our business plans and accelerate our growth initiatives to expand our portfolio of branded derivative products,” said Hugo Alves, President of Auxly. “The timing is ideal as we prepare to bring our portfolio of innovative cannabis products to the Canadian market following the legalization of edibles, extracts and topicals later this year.”

Chuck Rifici, Chairman and CEO of Auxly, added: “Following its extensive evaluation of the Canadian cannabis market, we’re thrilled that Imperial Brands selected Auxly as its partner of choice due to the high calibre of our assets, people and capabilities. We are particularly excited to partner with Imperial Brands on current and future intellectual property and product development, starting with immediate access to its portfolio of vaping technologies and research and development capabilities.”

Imperial Brands is an international fast-moving consumer goods company that continually evolves to embrace changing market dynamics and develop new consumer experiences. Its Next Generation Products prioritizes the fast-growing vapor segment with innovative products and proprietary technologies, including its pioneering brand, blu.

Strategic Rationale

This collaborative partnership accelerates the delivery of Auxly’s business plan ahead of significant regulatory change to the Canadian cannabis market, as Auxly continues to focus on the development of science-backed, innovative, branded derivative products. As part of the Transaction, Imperial Brands will grant Auxly global licences to its vaping technology for cannabis use and access to its vapor innovation business, Nerudia. The shared ability to rapidly innovate as the Canadian market evolves is key to future growth and Auxly will work closely with a small dedicated team from Nerudia in developing a portfolio of new and enhanced vapor products and brands.

Upon completion of the Transaction, Auxly will:

Receive an immediate capital injection of approximately $123 million to continue to execute on its strategic objectives and capitalize on emerging growth opportunities;
Obtain rights to Imperial Brands’ industry-leading vaping technology and intellectual property for cannabis use globally;
Be granted access to Imperial Brands’ vapor innovation business, Nerudia, which has a growing team dedicated to cannabis research and a facility that is already licensed for research and development activities with cannabis;
Become Imperial Brands’ exclusive partner for the future development, manufacture, commercialization, sale and distribution of cannabis products of any kind anywhere in the world; and
Further strengthen its governance through the addition of one director nominee and one non-voting observer to Auxly’s Board of Directors, each to be designated by Imperial Brands.
Osho
0
quote:

Osho schreef op 25 juli 2019 12:56:

www.globenewswire.com/news-release/20...

Zit er zelf sinds een wee niet meer in:

Auxly Welcomes $123 Million Investment and R&D Partnership with Imperial Brands
Driving future growth in derivative cannabis products
Email Print Friendly Share
July 25, 2019 06:00 ET | Source: Auxly Cannabis Group Inc.
Imperial Brands to invest approximately $123 million by way of a debenture convertible into 19.9% ownership of Auxly at a conversion price of $0.81 per share
Auxly granted global licences to Imperial Brands’ vaping technology and intellectual property and access to its vapor innovation business, Nerudia
Auxly to become Imperial Brands’ exclusive partner for cannabis-related initiatives
Jointly establish a Commercial Cooperation Group to foster collaboration between the parties
Ideally timed to benefit from the legalization of cannabis derivative products in Canada later this year
VANCOUVER, British Columbia, July 25, 2019 (GLOBE NEWSWIRE) -- Auxly Cannabis Group Inc. (TSX.V: XLY) (OTCQX: CBWTF) (“Auxly”), an international cannabis company, today announced that Imperial Brands PLC (“Imperial Brands”) will invest approximately $123 million in Auxly by way of a convertible debenture and grant Auxly global licences to Imperial Brands’ vaping technology and access to its vapor innovation business, Nerudia (the “Transaction”).

“This investment from Imperial Brands will enhance Auxly’s ability to continue to deliver on our business plans and accelerate our growth initiatives to expand our portfolio of branded derivative products,” said Hugo Alves, President of Auxly. “The timing is ideal as we prepare to bring our portfolio of innovative cannabis products to the Canadian market following the legalization of edibles, extracts and topicals later this year.”

Chuck Rifici, Chairman and CEO of Auxly, added: “Following its extensive evaluation of the Canadian cannabis market, we’re thrilled that Imperial Brands selected Auxly as its partner of choice due to the high calibre of our assets, people and capabilities. We are particularly excited to partner with Imperial Brands on current and future intellectual property and product development, starting with immediate access to its portfolio of vaping technologies and research and development capabilities.”

Imperial Brands is an international fast-moving consumer goods company that continually evolves to embrace changing market dynamics and develop new consumer experiences. Its Next Generation Products prioritizes the fast-growing vapor segment with innovative products and proprietary technologies, including its pioneering brand, blu.

Strategic Rationale

This collaborative partnership accelerates the delivery of Auxly’s business plan ahead of significant regulatory change to the Canadian cannabis market, as Auxly continues to focus on the development of science-backed, innovative, branded derivative products. As part of the Transaction, Imperial Brands will grant Auxly global licences to its vaping technology for cannabis use and access to its vapor innovation business, Nerudia. The shared ability to rapidly innovate as the Canadian market evolves is key to future growth and Auxly will work closely with a small dedicated team from Nerudia in developing a portfolio of new and enhanced vapor products and brands.

Upon completion of the Transaction, Auxly will:

Receive an immediate capital injection of approximately $123 million to continue to execute on its strategic objectives and capitalize on emerging growth opportunities;
Obtain rights to Imperial Brands’ industry-leading vaping technology and intellectual property for cannabis use globally;
Be granted access to Imperial Brands’ vapor innovation business, Nerudia, which has a growing team dedicated to cannabis research and a facility that is already licensed for research and development activities with cannabis;
Become Imperial Brands’ exclusive partner for the future development, manufacture, commercialization, sale and distribution of cannabis products of any kind anywhere in the world; and
Further strengthen its governance through the addition of one director nominee and one non-voting observer to Auxly’s Board of Directors, each to be designated by Imperial Brands.
Tobacco Giant Imperial Brands to Take 20% Stake in Canadian Cannabis Company Auxly for C$123 Million in het kort
Osho
0
quote:

Osho schreef op 25 juli 2019 13:00:

[...]

Tobacco Giant Imperial Brands to Take 20% Stake in Canadian Cannabis Company Auxly for C$123 Million in het kort
+ 20%
Osho
0
Dixie Brands
Altijd handig om aandelen te hebben van ondernemingen die een hand in de pap hebben in een niche markt.

www.marketwatch.com/press-release/dix...

Dixie Brands in samenwerking met XLY (voorheen Cannabis Wheaton)
www.globenewswire.com/news-release/20...

FCMaud
0
quote:

Hombre schreef op 23 juli 2019 11:12:

in de laatste zin moet "blijf geloven" zijn: "blijf ik geloven",
geloven doe je in een kerk
zonnedaal
0
Tijdens de jaarlijkse zomerdip naderen veel fondsen mooie entry levels. Komende periode eens bekijken.
Osho
0
quote:

Osho schreef op 25 juli 2019 15:50:

Dixie Brands
Altijd handig om aandelen te hebben van ondernemingen die een hand in de pap hebben in een niche markt.

www.marketwatch.com/press-release/dix...

Dixie Brands in samenwerking met XLY (voorheen Cannabis Wheaton)
www.globenewswire.com/news-release/20...

Vandaag +21%
www.marketwatch.com/investing/stock/d...

Het aandeel heeft flink geleden de afgelopen weken. Heb maar een klein plukje, maar wel mooi op de bodem gekocht.
Weetwel
0
quote:

zonnedaal schreef op 26 juli 2019 14:44:

Tijdens de jaarlijkse zomerdip naderen veel fondsen mooie entry levels. Komende periode eens bekijken.
Aurora nadert stilaan weer een niveau waarop ik overweeg opnieuw in te stappen.
DeZwarteRidder
1
quote:

Weetwel schreef op 26 juli 2019 22:26:

[...]
Aurora nadert stilaan weer een niveau waarop ik overweeg opnieuw in te stappen.
Het kan nog veel lager.
mexico
0
Terug Yahoo FINANCE
Aurora Cannabis (ACB): Partnerschappen vormen een cruciaal onderdeel van de toekomst
TipRanks
TipRanks
26 juli 2019, 16:53 GMT + 2
Het blijft voor mij buitengewoon dat veel commentatoren, analisten en experts nog steeds ontkennen over de partnerschapsstrategie van Aurora Cannabis ( ACB ), die zeer duidelijk is uiteengezet.

Ze blijven suggereren dat Aurora op de een of andere manier moeite heeft om partners aan te trekken die in het bedrijf zouden kunnen investeren, terwijl het management in feite een aantal keren heeft verklaard dat het geen belang heeft bij de controle over de richting van het bedrijf voor een grote investering.

Heeft niemand aandacht besteed aan hoe dat is gelukt voor Canopy Growth ( CGC ) en de miljarden die het heeft ontvangen van Constellation Brands? Ik vraag me af of ze er nu spijt van krijgen?

Nadat Constellatie het bestuur had overgenomen, was het slechts een kwestie van tijd voordat het in actie kwam om te krijgen wie ze het bedrijf wilden leiden. Aurora Cannabis ziet dit als een waarschijnlijke uitkomst van het nemen van een grote investering van een gigantisch bedrijf, en in het geval dat het misschien wel het beste managementteam in de branche heeft, zou dit een ramp zijn voor de aandeelhouders.

De controle over het bedrijf verliezen

In the case of Canopy Growth, there were some issues that were inherent in the top management that was very apparent in my view, especially the lack of expertise in the allocation of capital once the company received the cash infusion from Constellation.

Part of the problem there was the company, because of the billions it now had at its disposal, partially at least, stopped thinking and acting entrepreneurial, and began to operate in terms of an entrenched player. This resulted in it losing some of the edge it had in the earlier days of the business, and resulted in obvious confusion, as demonstrated in the contradictory statements made at times from its leaders.

At times the CEO would state the company's strategy was to focus on the Canadian market in order to work out the kinks in the business in preparation for scaling it globally, and other times the idea of expanding globally as soon as possible was proferred.

It was also evident when different outlooks and statements were made after the removal of co-CEO Bruce Linton. Weak financials was offered as a reason for his removal, which was contradicted by Constellation Brands, which stated it wasn't related to his firing.

The official reason for removing him was allegedly because Constellation believed it needed different leadership to bring it to the next growth stage. That doesn't make a lot of sense when Canopy Growth and Bruce Linton were considered the faces of the cannabis industry. Since that time the sector has taken a beating because people believe wrongly, if Canopy Growth is struggling, the rest of the cannabis industry must be too. That's wrong, but it's the conclusion that has been drawn.

It has also given the bears an opportunity to put forth all their disaster scenarios, including in relationship to Aurora Cannabis, which has put significant downward pressure on its share price for now.

What matters is it's readily apparent that there were two entities vying for the control of the direction of the company, and was the direct result of Canopy Growth opting for the billions in capital in exchange for board seats and a big stake in the company.

Without a doubt Aurora management understands the consequences of receiving a giant influx of cash in exchange for a stake in the company, and the accompanying board seats that would be expected to come with it.

The point here isn't that there aren't times when weak management needs to be replaced, but in the case of Aurora Cannabis, that isn't the case, and that's especially true now that it is close to achieving positive EBITDA.

Aurora's outlook for partnerships

Aurora isn't looking for the type of partnerships where it gives up control, it's looking for deals that are complementary to each participant, and is able to leverage the strengths of each company to the benefit of one another. The recent partnership it entered into with UFC is a good example of that.

It's obvious that Aurora Cannabis has a lot going for it, and giving up control would totally disrupt its business model and growth trajectory.

As key adviser Nelson Pelz has said, there is no need to take on a partnership that would be disruptive when the company is so close to positive EBITDA.

Nonetheless, some keep on beating the drum concerning the company needing to take on a larger partner in order to get an infusion of capital. In my view that would be among the worse things the company could do.

Conclusion

Aurora Cannabis has been very open and clear concerning the fact it isn't interested in giving up shares and board seats in exchange for an investment from a big company.

Up until the firing of Bruce Linton, Canopy Growth was held up as the model for Aurora Cannabis to follow concerning that type of investment. You don't hear a lot of that coming from the analysts and pundits now, even though some still refuse to acknowledge Canopy Growth is in disarray because of the conflicts over the future direction of the company concerning how it's going to continue to grow.

In the near future I believe the business model of Aurora Cannabis is going to be vindicated, and when it starts to consistently generate positive EBITDA even as it boosts revenue, the overall market will finally start see how the company has positively differentiated itself from the rest of the cannabis pack, and will scramble to get in before the shares start to skyrocket.

Uiteindelijk heeft het Aurora Cannabis-aandeel de afgelopen 3 maanden 4 'koop'-ratings versus 4' hold'-beoordelingen gekregen. Het is duidelijk dat Wall Street grotendeels is verdeeld tussen de stieren en de hekwerkers als het gaat om de marktkansen van Aurora. Dat gezegd hebbende, wijst het consensusgemiddelde koersdoel op USD $ 9,10, of bijna 40% opwaarts potentieel voor het aandeel. Dit suggereert dat de stieren vooralsnog winnen bij Aurora. ( Zie de prijsdoelen en analistenratings van ACB op TipRanks )

Openbaarmaking: de auteur heeft een lange positie in Aurora Stock.

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Wat te lezen
DeZwarteRidder
0
quote:

Businessmen schreef op 29 juli 2019 16:33:

En we blijven maar dalen iemand enig idee wat er aan de hand is?
De hype is voorbij.
DeZwarteRidder
0
quote:

Osho schreef op 29 juli 2019 22:04:

Onder de 8CAD ga ik langzaam starten. Kleine plukjes
Dit aandeel is bodemloos.
Osho
0
quote:

DeZwarteRidder schreef op 29 juli 2019 22:40:

[...]
Dit aandeel is bodemloos.
Hmm.. het inbrengen van een financier gaat niets betekenen voor dit bedrijf? 0,0 % kans is jouw inschatting? Kan toch bijna niet. Risico's.. zeker, maar Aurora heeft in doorprint in meer dan 20 landen. Inmiddels richting de 30. Dat moet iets waard zijn/worden.

Waarom is dit een bodemloze put naast de huidige cashburn? Dat zal steeds minder worden (is de prognose). En een postieve Ebitda is dit jaar het streven. Plus het accent voor de toekomst ligt op medisch vlak. UFC is partner geworden etc..etc..
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