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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 Trennamon May 12, 2018 2:19pm
182 Views
Post# 28022680

RE:Purchase Option Theory

RE:Purchase Option TheoryNice Star.

A measly 332,009 shares will get chewed through in the first few mins of market open.

As someone mentioned earlier it's the August 1, 2018 and then next year February 1, 2019 Constellation warrants that will be interesting. I will definitely have cash on the side to see if there is a major dip to take advantage of.

Also had a look at Livewell Hemp products - tasty looking: https://ohemp.ca/

Reminds me of Mettrum Originals products...  for some reason I can no longer find for sale though hmmm.





starsearcher40 wrote: This is certainly a "clandestine" news release if there ever was one!  But within it, there are at least clues.

There was some speculation here that this was somehow related to Livewell.  I've thought about this for several hours now, and I would agree with this thought.  There are a number of advantages to Canopy taking this approach, and the more I think about it, the more I like this.  Here's my thoughts:

1) Livewell has 1.5 MILLION sq ft.  This is already going to be fast-tracked into development via a $20Million debt financing provided by Canopy via Rivers. Canopy will sell/distribute the harvest for Livewell.  So what we have is a massive facility done "in the Canopy way".  No missteps. No after-the-fact retrofit. Done right the first time.  Canopy also benefits from the debt financing, money they will ultimately recover plus terms. (Great for Canopy. Great for Livewell.)

2) So Canopy plunks down another $10million (on top of the $20million debt financing).  This will allow Livewell to ramp up even faster/better. (Great for Canopy and great for Livewell)

3) For the $10million, Canopy locks in a price to purchase the Facility (undisclosed) that they "could" buy (option to buy), but of course, will buy.  Canopy benefits from knowing exactly what they're going to pay at some point in the future.  Livewell hopes that their Canopy shares will be worth more. They're probably right.  (Great for Canopy. Good for Livewell.)

4) Canopy doesn't have to put big money down right now (which would take $$'s away from other planned expansion), but absolutely locks up Livewell from being scooped up by someone else, or demanding a higher price in the future once fully operational.  (Exceptional for Canopy, good for Livewell.)

So of course, all of the above is conjecture.  But it makes total sense to me.  The BEST part for Canopy is that they lock up future acquisitions without having to put the money down, and they already have the harvest directed their way via Rivers in the meantime.  The dilution for this benefit is absolute chump change.

And this also now makes sense for the boxed price action that we saw this past week.

Overall thought? Freakin' brilliant I think!



Bullboard Posts