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Trulieve Cannabis Corp C.TRUL

Alternate Symbol(s):  TCNNF | C.TRUL.NT.U

Trulieve Cannabis Corp. is a vertically integrated cannabis company. The Company has established cannabis operations in three hubs: Southeast, Northeast, and Southwest. Its three regional hubs are anchored by market positions in cornerstone states of Florida, Pennsylvania, and Arizona. The Company operates in regulated markets that require knowledge in cultivation, manufacturing, and retail. The Company utilizes various extraction techniques, including critical ethanol extraction, carbon dioxide extraction, hydrocarbon extraction, and mechanical separation. In addition, the Company owns and utilizes carbon dioxide extraction, distillation, purification and manufacturing technology that is used to produce a range of cannabis topicals and vapes featuring cannabinoids. The Company's brands include premium tier brands Avenue, Cultivar Collection, and Muse; mid-tier brands Modern Flower, Alchemy, Momenta, and Sweet Talk, and value tier brands Co2lors, Loveli, Roll One, and Trekkers.


CSE:TRUL - Post by User

Bullboard Posts
Comment by ExitStageLefton Jun 12, 2019 10:44am
51 Views
Post# 29818384

RE:RE:RE:Here ya go

RE:RE:RE:Here ya goThis financing was expected and I think it is fantastic.
Mostly debt with just a small stock component at a higher stock price. No stock offering at a discount to market , which is usually the norm.
If management thought that the stock was overvalued, they would have just issues stock. They obviously think it is undervalued and gave a small stock tease probably just because they had to or something in order to appease these sleazeballs at cannacord.

The cost of the financing is more than 9.75% because the debt was sold at a discount and they had to write call options per 1000 face value. Whatever 21 options with a three year strike price and a 17.25 call price is worth is the "cost" of the option. As a buyer , that is a discount from the amount paid for the bond. So, it raises the effective interest rate a bit, but not much.

In any event, the interest is tax deductible, so there is a tax savings there. These tax savings are called Tax shields. The value of the tax shields im sure far surpasses the cost of the option rider added to these notes.

I also like the fact that these are not convertible. So, no shorting against the debt to hedge.

I just wish the expiry was less than 3 years and it is callable earlier. If it is, please correct me.

looking forward to the future. The only negative is competition and can they execute in other states. But, all companies have these issues, so nothing new here.

Bullboard Posts