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MEDRELEAF CORP T.LEAF

"MedReleaf Corp is engaged in the production and sale of cannabis for medical purposes as regulated by the ACMPR, pursuant to its Licences and, in particular, its Markham Commercial Licence."


TSX:LEAF - Post by User

Post by ChazBrownon Jun 22, 2018 7:30am
270 Views
Post# 28211071

Good deal?

Good deal?I believe the safest and simplest way to look at these merger deals is simply to look at what you are basically paying per share of ACB after the merger and asking yoursef if you feel that is fair and something you can live with.  

For example, I bought 1000 shares of LEAF at $24.60.  if you divide $24.60 by the convert rate, 3.575, you would get each share of ACB for  $24.60/3.575 or $6.88.  

My thinking was that no matter what each SP ends up at during conversion, I will be paying $6.88 for my ACB shares, and I was very down with that.

As it stands, both stocks have moved up in value considerably, but, so long as I hold the LEAF and wait for conversion (the merger is a lock because people who own more than 50% of the LEAF shares were part of the deal makers' group), my price is $6.88.  My thoughts were that I would be happy to get those ACB shares at that price and felt there was very little chance of the SP going below that, but that even if it did, I could live with it.

At today's prices, the deal is not quite as attractive as it was for me, but it still makes a lot of sense to consider.

$31.30 / 3.575 or $8.76.  So, for each LEAF share you buy today, if you hold until the merger, you will be getting ACB shares for $8.76.  Given ACBs current price of $10.47, this is an exceptional deal.  And, even if ACBs SP drops back down to 8-9 as it has been for a long while now, you will still be getting a fair value.  And the odds of weed stocks going down significantly at this point is fairly low, although, I believe there will be a massive manipulation to allow institutional money to get in at bargain prices, but that's another story...

HTH
GL&GT
CB

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