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Auxly Cannabis Group Inc T.XLY

Alternate Symbol(s):  CBWTF

Auxly Cannabis Group Inc. is a Canada-based consumer packaged goods company in the cannabis products market. The Company is focused on developing, manufacturing and distributing branded cannabis products. Its brands include Parcel, Back Forty, Foray, Dosecann and Kolab Project. It provides various products, including vaporizers, edibles, dried flowers, pre-rolls, capsules and oils and concentrates. The Company also conducts wholesale bulk sales of dried cannabis to various licensed producers in Canada. Its subsidiaries include Auxly Charlottetown Inc., Auxly Ottawa Inc., and Auxly Leamington Inc. The Company’s primary Cannabis 2.0 Product development, manufacturing and R&D activities are conducted by its subsidiary Auxly Charlottetown Inc. at a cannabis processing facility located in Charlottetown, Prince Edward Island. Auxly Ottawa Inc. holds licenses for cultivation and processing and conducts the Company’s primary dried flower and pre-roll manufacturing.


TSX:XLY - Post by User

Bullboard Posts
Post by archdiamondon Jan 14, 2018 4:26pm
424 Views
Post# 27354298

Private Placement

Private Placement I've seen a fair bit of negativity surrounding the recent fund raising CBW has been undertaking on these boards. I'm a little surprised at this as every dollar we raise will grow our share price more than the dilution will reduce the share price in the long term.

When you do some research to come up with how far that money will go with this model it's exciting that we are raising more Capitol. 

The average cost per square foot to develop warehouse space into a high end commercial indoor grow is $125.00/per square foot. The average grams of bud per square foot produced yearly is 160 grams. 

If we assumed CBW only profited $2.50 a gram between the partners growing and selling their portion of the product, and factored in the average P/E ratio in the market today across all sectors of 17x $150,000,000.00/$125.00 per square foot = 1,200,000 square feet of developed commercial indoor growing space. 1,200,000,000 ft x 160 grams per year = 192M grams of dried product. 192/2 the average CBW will receive in the big contracts = 96M grams of bud x 2.50 profit per gram = $240M annual return from the 150M investment. 240M x17 P/E = 4.080 B potential market cap from every 150M raised.

4.080B / 500M outstanding shares = $8.16 share price per 150M raised if we dilute the pool to 500M.

I believe that these are lowball estimations as most Pot stocks have a ridiculously high P/E vs the average market, and $2.50 a gram profit is very low considering the quality of indoor product, and the potential of finished products and brands built later on. Even the 160 grams per square ft is a lowball as some facilities have yielded 280 grams per square foot yearly. 

Im very happy for the funds raised even with the dilution it brings. Patience will be the key here.
Bullboard Posts