Cronos Group Inc T.CRON

peer valuation shows Cronos as most attractive risk

[deadlock]

I have made a cannabis peer valuation table available at MicroCap.com/PDF - it is too large for here and I also cannot get images to display on this board. Most of the companies are drowning in debt while Cronos Group is "notably" attractive risk/reward. 

The table tracks the 19 primary players in this industry that are listed in Canada (several dual listed in the U.S.). Financials are current to the most recent publicly filed quarter. Table is sorted by EV to Sales multiple but also pay close attention to the columns showing (1) Market Cap to Adjusted Book Value (2) Enterprise Value and (3) Debt. The heavy debt load for many of these companies is a glaring risk of further capital losses.

The large majority of these companies have seen 90% of their share price eroded since Q1/21 when the sector peaked. And it is estimated investors have lost $130 BILLION on this sector over the past few years.

Astute investors will look forward vs back and will recognize value here with a company like Cronos. The days of grossly over-valued acquisitions are over as is "growth at any cost". Now these companies must learn to turn a profit - or die.

[McBeth]

I agree, and I think this compnay is laying low , while at the same time setting themselves up to leap ahead of a lot of the compatition. Wish I had a bigger holding . working on picking up more.

[Danno13]

I agree Cronos is a Bargain