RE:RE:your opinion plzIt's not a zero sum game so not an all or none decision. VIDA for me came "late" in the sense I have a significant 60,000 ISOL at just over .21, so I knew when VIDA was announced pre IPO, I knew I would want some of this..and I eventually bought in taking MJ profits off the table late December.
The key for me is their focus on CBDs generated through their owned processes with some smartly chosen consumer wellness products. So they can wholesale or license their formulations and do deals with the likes of Level Brands as well anyone who could move bulk formulations of CBDs
So I bought VIDA being already exposed to CBDs via ISOL. It's actually inside a passive Morneau Portfolio inside my corporation, so not as sprinkled around other RRSP, TFSA and cash accounts as is ISOL, but then again I have 10,000 of each in that portfolio
I switched a lot of MJ for CBDs last april\may when I realized hemp was so much easier to extract CBDs from and ISOL was already there when it was bought by Laguna Blends. The real money is in value added products I felt those from hemp would be far better than CBDs that came from MJ plants with THC.
So because I am betting big on hemp and CBDs and wellness products, I am definitely for holding both if you can, but I am very happy at my 6:1 ISOL\VIDA holdings which was purely a historical dynamic and no choice I had to make. It was just that's the way things were when I bought.
So if I had to choose today, I think I would lean towards ISOL over VIDA in terms of proportion, but I expect those chosing will make their own best decisions.
BuddyGuyMan wrote: My opinion is it's best to hold both. Both companies should do very well, but it's better to split your investment rather than putting all your eggs in one basket. A lot of people have been learning that lesson the hard way. People have jumped out of VIDA for ISOL and then missed out on a run, and vice versa. Easier to buy both and hold them long term.
Isodiol is very well diversified in the space with many acquisitions, many current and future revenue streams, and a head start on Phivida in many respects. They are now a leading company in the CBD space and I definitely wouldn't be without my shares. Their head start is already reflected in ISOL's $430 million market cap vs. VIDA's $61 million.
Phivida has an all-star management team, nice looking products, and they are working quickly to get their products to market. They boast a low share float and small market cap with no dilution so far, and no immediate need to raise more capital (plenty of cash in the bank for the rest of the year). You're getting in super early in the game which could also indicate more upside if the management team continues to execute efficiently (which I have no doubt they will given their track records).
So overall, both are great bets. Personally, I'm weighted 50/50 between the two since I believe both are going up from here, and it's impossible to time exactly when either one will make the next move higher. I plan to hold both for a long time though, since I believe one or both will eventually hit $10+ per share in the next couple years.
Good luck with your decision.
Roxylove wrote: Looking for your opinions. Iso has 280 million shares comparied to vida 40 million...SP is about the same. Will Isodiol's share count be hurting them going forward? compaired to vida?
what comany is in a better position to be the leader of the CBD space?
thanks