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Canopy Growth Corp T.WEED

Alternate Symbol(s):  T.WEED.DB | CGC

Canopy Growth Corporation is a cannabis company. It delivers innovative products with a focus on premium and mainstream cannabis brands, including Doja, 7ACRES, Tweed, and Deep Space, in addition to category-defining vaporizer technology made in Germany by Storz & Bickel. The principal activities of the Company are the production, distribution and sale of a diverse range of cannabis and cannabinoid-based products for both adult-use and medical purposes under a portfolio of distinct brands in Canada. Its Canada cannabis segment includes the production, distribution, and sale of a range of cannabis, hemp, and cannabis related products in Canada. International markets cannabis segment includes the production, distribution, and sale of a range of cannabis and hemp products internationally. Storz & Bickel segment includes the production, distribution, and sale of vaporizers. This Works segment includes the production, distribution and sale of beauty, skincare, wellness and sleep products.


TSX:WEED - Post by User

Bullboard Posts
Comment by SquishyIncon Aug 12, 2017 2:01pm
91 Views
Post# 26574674

RE:RE:RE:RE:RE:RE:RE:If Aphria is so good

RE:RE:RE:RE:RE:RE:RE:If Aphria is so goodWell i admire your dogged persistence, Montie, if Queenie was here, (another MJ investor and CGC long), he'd say "Montie, it's a beautiful summer Saturday, put yer velcro shoes on and go outside and play. Go on now, git!" =D

Oh, here's some relevant risk analysis from Aphria's annual report, have you read through it?

the Board has undertaken to consider, evaluate, assess and provide additional disclosure on any risks there may be to investors as a result of certain investments in entities involved with medical marijuana in the United States. Outlined below is a summary of certain risks that the Board has identi ed as being appropriate to highlight to investors at this time. These risks will continue to be considered, evaluated, reassessed, monitored and analyzed on an on-going basis and will be supplemented, amended and communicated to investors as necessary or advisable in the Company’s future public disclosure.

While marijuana is legal in many US state jurisdictions, it continues to be a controlled substance
under the United States federal Controlled Substances Act

Unlike in Canada which has federal legislation uniformly governing the cultivation, distribution, sale and possession of medical marijuana under the Access to Cannabis for Medical Purposes Regulations, investors are cautioned that in the United States, marijuana is largely regulated at the state level. To the Company’s knowledge, there are to date a total of 28 states, plus the District of Columbia, that have legalized marijuana
in some form, including Arizona and Florida as noted above in connection with the investments in Copperstate and Liberty. Notwithstanding the permissive regulatory environment of medical marijuana at the state level, marijuana continues to be categorized as a controlled substance under the
Controlled Substances Act
(the “CSA”) in the United States and as such, may be in violation of federal law in the United States.

The United States Congress has passed appropriations bills each of the last three years that have not appropriated funds for prosecution of marijuana offenses of individuals who are in compliance with state medical marijuana laws. American courts have construed these appropriations bills to prevent the federal government from prosecuting individuals when those individuals comply with state law. However, because
this conduct continues to violate federal law, American courts have observed that should Congress at any time choose to appropriate funds to fully prosecute the CSA, any individual or business—even those that have

fully complied with state law—could be prosecuted for violations of federal law. And if Congress restores funding, the government will have the authority to prosecute individuals for violations of the law before it lacked funding under the CSA’s ve-year statute of limitations.

Violations of any federal laws and regulations could result in signi cant nes, penalties, administrative sanctions, convictions or settlements arising from civil proceedings conducted by either the federal government or private citizens, or criminal charges, including, but not limited to, disgorgement of pro ts, cessation of business activities or divestiture. This could have a material adverse effect on the Company, including its reputation and ability to conduct business, its holding (directly or indirectly) of medical marijuana licenses in the United States, the listing of its securities on various stock exchanges, its nancial position, operating results, pro tability or liquidity or the market price of its publicly traded shares. In addition, it is dif cult for the Company to estimate the time or resources that would be needed for the investigation of any such matters or its nal resolution because, in part, the time and resources that may be needed are dependent on the nature and extent of any information requested by the applicable authorities involved, and such time

or resources could be substantial.

The approach to the enforcement of marijuana laws may be subject to change or may not proceed
as previously outlined

As a result of the con icting views between state legislatures and the federal government regarding marijuana, investments in marijuana businesses in the United States are subject to inconsistent legislation and regulation. The response to this inconsistency was addressed in August 2013 when then Deputy Attorney General, James Cole, authored a memorandum (the “Cole Memorandum”) addressed to all United States district attorneys acknowledging that notwithstanding the designation of marijuana as a controlled substance at the federal level in the United States, several US states have enacted laws relating to marijuana for medical purposes.

The Cole Memorandum outlined certain priorities for the Department of Justice relating to the prosecution
of marijuana offenses. In particular, the Cole Memorandum noted that in jurisdictions that have enacted
laws legalizing marijuana in some form and that have also implemented strong and effective regulatory and enforcement systems to control the cultivation, distribution, sale and possession of marijuana, conduct in compliance with those laws and regulations is less likely to be a priority at the federal level. Notably, however, the Department of Justice has never provided speci c guidelines for what regulatory and enforcement systems it deems suf cient under the Cole Memorandum standard.

In light of limited investigative and prosecutorial resources, the Cole Memorandum concluded that the Department of Justice should be focused on addressing only the most signi cant threats related to marijuana. States where medical marijuana had been legalized were not characterized as a high priority. In March of this year, newly appointed Attorney General Jeff Sessions again noted limited federal resources and acknowledged that much of the Cole Memorandum had merit, however, he disagreed that it had been implemented effectively and has not committed to utilizing the Cole Memorandum framework going forward.

The Board has informed its decision to authorize and approve the investments in Copperstate and Liberty based on the guidelines outlined in the Cole Memorandum and believes that the risk of federal prosecution and enforcement is currently unlikely. However, unless and until the Cole Memorandum is memorialized in federal legislation, there can be no assurance that the federal government will not seek to prosecute cases involving medical marijuana businesses that are otherwise compliant with state law.

Such potential proceedings could involve signi cant restrictions being imposed upon the Company or third parties, while diverting the attention of key executives. Such proceedings could have a material adverse effect on the Company’s business, revenues, operating results and nancial condition as well as the Company’s reputation, even if such proceedings were concluded successfully in favour of the Company.

APHRIA ANNUAL REPORT 2017 | MANAGEMENT’S DISCUSSION AND ANALYSIS 25

The Company’s investments in the United States are subject to applicable anti-money laundering laws
and regulations

The Company is subject to a variety of laws and regulations domestically and in the United States that involve money laundering, nancial recordkeeping and proceeds of crime, including the Currency and Foreign Transactions Reporting Act of 1970 (commonly known as the Bank Secrecy Act), as amended by Title III of the Uniting and Strengthening America by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism Act of 2001 (USA PATRIOT Act), the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (Canada), as amended, and the rules and regulations thereunder, the Criminal Code (Canada) and any related or similar rules, regulations or guidelines, issued, administered or enforced by governmental authorities in the United States and Canada.

In February 2014, the Financial Crimes Enforcement Network (“FCEN”) of the Treasury Department issued a memorandum providing instructions to banks seeking to provide services to marijuana-related businesses. The FCEN Memo states that in some circumstances, it is permissible for banks to provide services to marijuana-related businesses without risking prosecution for violation of federal money laundering laws.
It refers to supplementary guidance that Deputy Attorney General Cole issued to federal prosecutors relating to the prosecution of money laundering offenses predicated on marijuana-related violations of the CSA.
It is unclear at this time whether the current administration will follow the guidelines of the FCEN Memo.

In the event that any of the Company’s investments, or any proceeds thereof, or any dividends or distributions therefrom, or any pro ts or revenues accruing from such investments in the United States were found to be in violation of money laundering legislation or otherwise, such transactions may be viewed as proceeds of crime under one or more of the statutes noted above or any other applicable legislation. This could restrict

or otherwise jeopardize the ability of the Company to declare or pay dividends, affect other distributions or subsequently repatriate such funds back to Canada. Furthermore, while the Company has no current intention to declare or pay dividends on its Common Shares in the foreseeable future, in the event that a determination was made that the investments in Copperstate or Liberty (or any future investments in the United States) could reasonably be shown to constitute proceeds of crime, the Company may decide or be required to suspend declaring or paying dividends without advance notice and for an inde nite period of time.

As of the date hereof, following discussions with its legal counsel, the Company is not aware of any violation of the above noted statutes as a result of its investments in Copperstate and Liberty and has no reason to believe that such investments may be constituted as, whether directly or indirectly, money laundering or proceeds of crime. However, any future exposure to money laundering or proceeds of crime could subject the Company to nancial losses, business disruption and damage to the Company’s reputation. In addition, there is a risk that the Company may be subject to investigation and sanctions by a regulator and/or to civil and criminal liability if the Company has failed to comply with the Company’s legal obligations relating to the reporting of money laundering or other offences.

The Company’s investments in the United States may be subject to heightened scrutiny

For the reasons set forth above, the Company’s existing investments in the United States, and any future investments, may become the subject of heightened scrutiny by regulators, stock exchanges and other authorities in Canada. As a result, the Company may be subject to signi cant direct and indirect interaction with public of cials. There can be no assurance that this heightened scrutiny will not in turn lead to the imposition of certain restrictions on the Company’s ability to invest in the United States or any other jurisdiction.

Government policy changes or public opinion may also result in a signi cant in uence over the regulation of the marijuana industry in Canada, the United States or elsewhere. A negative shift in the public’s perception of medical marijuana in the United States or any other applicable jurisdiction could affect future legislation or

regulation. Among other things, such a shift could cause state jurisdictions to abandon initiatives or proposals to legalize medical marijuana, thereby limiting the number of new state jurisdictions into which the Company could expand. Any inability to fully implement the Company’s expansion strategy may have a material adverse effect on the Company’s business, nancial condition and results of operations.

VOLATILE MARKET PRICE OF THE COMMON SHARES

The market price of the Common Shares may be volatile and subject to wide uctuations in response to numerous factors, many of which are beyond the Company’s control. This volatility may affect the ability
of holders of Common Shares to sell their securities at an advantageous price. Market price uctuations
in the Common Shares may be due to the Company’s operating results failing to meet expectations of securities analysts or investors in any period, downward revision in securities analysts’ estimates, adverse changes in general market conditions or economic trends, acquisitions, dispositions or other material public announcements by Aphria or its competitors, along with a variety of additional factors. These broad market uctuations may adversely affect the market price of the Common Shares. Financial markets historically at times experienced signi cant price and volume uctuations that have particularly affected the market prices of equity securities of companies and that have often been unrelated to the operating performance, underlying asset values or prospects of such companies. Accordingly, the market price of the Common Shares may decline even if the Company’s operating results, underlying asset values or prospects have not changed. Additionally, these factors, as well as other related factors, may cause decreases in asset values that are deemed to be other than temporary, which may result in impairment losses. There can be no assurance that continuing uctuations in price and volume will not occur. If such increased levels of volatility and market turmoil continue, the Company’s operations could be adversely impacted and the trading price of the Common Shares may be materially adversely affected. 



Monteviale wrote: I'll look for that separation that your are referring to on Monday, even a slight hint of it, although you dont expect it to multiply exponentially untill early next year.  

I've mentioned it a few times since Bruce's appearance on BNN earlier in the week, but I think its worth mentioning again.  Aphria's play in the USA market should make it easioer for Bruce to attract the big funds since Canopy is playing outside of what he describes as the grey area.  No need to worry about big investors jumping onboard with Aphria.  

I had a hard time understanding why Bruce was whinning so much on BNN.  The big investors Bruce is trying to attract think like you.  They dont want companies taking risks with their money.  Therefore Aphria's operation in the USA should make it easier for Bruce to attract the large US investment funds, UNLESS they are staying away for other reasons. 

ChacenAces wrote: Not sure of the grams per per square foot off the top of my head. The first full harvest from all 350 square feet was Q3/17. Bruce has stated costs are substantially lower than Smith Falls. Canopy/Bruce rarely promotes that type of thing right or wrong...for the most part Bruce imo is of the "actions speak louder than words" mentality.

As for why not go full greenhouse research GMP Certification as it relates to DIN & pharmacy. There is a reason APH is not in Germany and will have a hard time breaking into the European market at this time which is a mistake by Vic imo. Pharmacy imo will not enter the market selling dry bud. When they do it will be with capsules on a script basis...IMO THIS WILL REQUIRE A DIN AND SUPPLIERS THAT RUN ACCORDING TO GMP....greenhouse environment will not get you to this level imo. The main reason I chose to invest in Canopy last August was the diversity of growing platform. Besides, no chance Pharmacy enters the space by committing to any one supplier so betting all your chips on this as APH shareholders have basically done is not the way to go imo. Lowest cost means nothing if you have no product to sell because you have not learned to ramp up & run economies of scale.

All this talk of ACB & APH surpassing Canopy soon because they have PLANS of 1 million square feet is laughable. The growing pains Canopy is going through NOW is because they are already doing this...ACB & APH will have to go through it eventually and it will be much later than Canopy....the separation will continue to be more and more obvious as time goes on and will multiply exponentially imo early next year. Time will tell if I am right of course but I could see this last year and it has basically come to exactly what I thought it would so far.

Also I personally believe that the European market is also far more important than the US and Germany is the gateway...I'm happy to let APH play in the mud of uncertainty...imo Bruce has it right not taking risks with my money.


Monteviale wrote: ChacenAce, So I was right in my earlier post wehn i said they had a greenhouse in Niagara region.  Any idea how many grams per sq. ft. they are producing ?  Are they growing in the full 350K s. ft. or only a portion of the facility?  How do their costs compare to their Smith Falls operation?  Any reason why they dont promote it more?

ChacenAces wrote: They already have. Tweed Farms:
"Tweed Farms is the largest marijuana-producing greenhouse in the world, certainly legally that we’ve ever come across, with over 350,000 square feet of licensed cannabis production space. The scale and the passive processes allow the Farm to produce environmentally friendly cannabis at extremely competitive cost per gram. The Farm combines traditional and state-of-the art agricultural techniques, using the natural power of the sun and recycled rainwater to nurture genetically identical plants produced in the on-site tissue culture propagation lab."



DirkDiggler2 wrote:
  Could canopy built a super monster low cost greenhouse with their war chest? The answer is yes.Why they do not?
 
Sorry for my english.

 

 

 




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