RE:Food for thoughtuptown59 wrote: I`ve been long HVT since Nov 2018, and initially bought in based on Management and Vision. I did not buy into Cannabis at this point for THC, i felt that those opportunities were gone. Going forward it will be about diversification and the ability to execute on Vision.
I have predictions for the next few qtrs as part of my DD, however they could change with Acquisitions, etc..
FY2019Q3 DW Rev - 1.9M Cannabis Rev - 1.5M Satipharm Rev - 100K T= 3.61M
FY2019Q4 DW Rev - 2.2M Cannabis Rev - 2.0M Satipharm Rev - 500K T= 4.7M
FY2020Q1 DW Rev - 2.5M Cannabis Rev - 2.5M Satipharm Rev - 1.5M T= 6.5M
FY2020Q2 DW Rev - 2.8M Cannabis Rev - 2.5M Satipharm Rev - 2.9M T= 8.2M
This in my opinion is incredible growth over a short period of time, I hope they can accomplish this. I`ve embedded Delivra into Q2 Satipharm revenue. As you can see by the end of this calendar year, HVT should be on a annual Rev run rate of aprox. 32.8M. This is where the share price will gain momentum and will be based on traditional financial fundamentals. The average amongst the pot companies that are executing is 50x forward earnings, i believe this will not be the case for long as margins slide.
Pot grow timelines in most recent investor presentation are calendar year.
We do not know anything about CBD regulations in Canada or Europe, these are still unfolding, the US Farm Bill has shed some clarity on CBD in the US but will be tweaked quite a bit. The one aspect that should help HVT beat the crowd with CBD is the emphasis on GMP, blockstrain, Security, and Satipharm integrity.
The Harvest One Team has embraced Grants approach to business imo, i see it in the tone of there voices and the way they are conducting themselves.
GLTAL
Couple things wrong with your figures. .. the Canabis revenue for q3 is less than they reported than q2 ... also dva sale should be complete q4 so technically hvt can book it in q4 ...also for q3 you r saying they will be booking less revenue than q2 ... they will do 7 million in q3 I think .. need to look at q2 numbers...