VILLAGE FARMS VS CANOPY GROWTH“When a company is selling a product with commodity-like economic characteristics, being a low-cost producer is all-important.” -Warren Buffett
Production Cost per Gram
WEED - $4.26
VFF - $1.00
Announced Capacity
WEED - 354,000 KG
VFF - 150,000 KG
Market Capitalization
WEED - $8.1 Billion
VFF - $337 Million (96% discount)
Cannabis Quality
WEED - AAAA
VFF - AAAA
In the recent Cannabis survey by Deloitte, only 16% of respondents cared about branding.
Will the industry’s Warren Buffett stock remain at a 96% discount to Canopy?
(Hint: No)