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48North Cannabis Corp. NCNNF



GREY:NCNNF - Post by User

Comment by xelanitramon Jan 25, 2019 10:06pm
89 Views
Post# 29284180

RE:RE:1.00 to 2.00 before next results

RE:RE:1.00 to 2.00 before next resultsSeriousCPA, when potential target price comes up, I like to refer back to what a PI Financial analyst suggested on the last 48North earnings call "Your capitalization, right now, is at about $65MM, but with that kind of production - if you do the numbers - you could potentially be up in the $500MM range." (link to audio below, it's at about 12:00).
It seems that, based on the market cap numbers he gave, he seems to be basing it them on full-diluted shares. So, given full-dilution of ~166M shares, then it would equate to a target price of $500MM/166M shares = $3.01/share.
This was before the announcement of the Canopy equity investment, supply deal and product placement agreement for Tweed and Tokyo Smoke (48North accessories now at three or four Tokyo Smoke stores). So, things have only improved since then.
The fact that an analyst was on the line for the last call seems good in-itself. 
Here's the link (his comment starts at ~12:00):
https://www.48nrth.com/files/financials/NRTH_Q1_2019_Conference_Call_November_27_2018.mp3 

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