Canopy Growth Corp T.WEED

RE:RE:RE:RE:RE:are these accurate comparisons

[Interpolation1]

Brent said the same thing just more plainly and better to understand than I did ....  so go with his reply ....   :

Interpolation1 wrote: No snub ... I own GLH.  The "dollar has no conscience" ... no snub.  Famous cliche for good reason.  It happens ... look at the SP of NSP ... defies logic.  Do I personally think GLH's SP should be north of where it is ... YES.   I misinterpreted your question that's all.   APH has 7% of the market and is sitting at $1.45.  MT is #2 and at $1.95.   If we assume APH and MT are valued correctly (morningstar would support this) then CGC with a third of the market should have a SP where ...?   Where it was a few months ago.     In this "space" sometimes the technicals and fundamentals say one thing and the SP another.  OR maybe the "market" believes APH and MT will do better hence the SP of CGC being where it is with a third of the market?   Any by all of that logic, MT is under valued as #2 plus its hemp business.  Sometimes friend ... it is what it is.

JobeAustin wrote:

Interpolation1 wrote: I agree with FalconM.  Also ...

- Clinton is the frontrunner and opposed to recreational and for medical wants a moratorium for more study to be commissioned.

- DEA rescheduling from yesterday appears to be all but debunked but even if true most agree that would not be good either.  Schedule II is akin to our "narcotic" classification and all advertising is illegal.  Schedule II drugs cannot be sold online or in storefronts in edibles etc etc ....

-  More and more competitors in that space and Oregon has less population than our GTA.

- Canadian climate is more stable and favourable and moving to the TSX even more so.

- To a degree, Candian clients are somewhat locked in ... yes sure they can choose their own LP but how many are doing that every few days or even weeks VS trying different edibles?

- A SP is also, at least according to the "text books", based in part to future growth.  CGC's future growth is infinite compared to right now ... what about GLH's?  

Both companies may be very successful but the comparison of the two is irksome.  USA GAAP and Canadian GAAP are also quite different and within each ompanies have a range of options for revenue and expense recognition.    Such an apples to oranges comparison.  

Now why is the SP similar to that of SL, BE?  Why less than VRT?  Those are the questions I would be asking ... not why is GLH valued less than CGC.  Either that or the market is a cruel unfair creature of indifference unjustly punishing GLH ...  no matter the cause ... it is what it is.

Interpolation1,

I believe my question was about  the sp price of other LPs and/or it's sp comparison to it's revs not "why is GLH valued less than CGC". If you interpreted my post as a direct comparison with GLH and CGC then thats your deal not mine...

.  I feel it's still worthy of  a discussion but thanks for the snub remark at the end "Either that or the market is a cruel unfair creature of indifference unjustly punishing GLH ...  no matter the cause ... it is what it is."

Tell you what bud,  you ask your questions and I'll ask mine....


Joe