Neptune Wellness Solutions Inc NEPTF

RE:Intuitx2: thx for responding. I hadnt considered

[Intuitx2]

NEPT started later than Medipharm and Valens based on timing of Health Canada licensing for cannabis but they were an extractor in the same oil/food grade sector as mj from krill days.  I think that's part of the reason why they got SurgarLeaf Labs up and running so quickly after the purchase and 1500 MT new equipment purchase.  

IFF is a top notch flavors and fragrance company, they could have gone to much cheaper sources which aslo caught my eye and I questioned, was this NEPT's sole decision or was it driven by customer requirements? 

Here is TGOD's CEO background, I forgot the stint at the wine company.   Further below is the link to the interview with NEPT's CEO stating Unilever and P&G

I'm trying to paint out a picture here of a well organized supply chain from their 3 big growers they have long term contracts with as well as CEO Mike mentioning Unilever and P&G...from plant to retail shelves in the store.   If only the FDA can issue CBD guidelines for consumers, I think then we'll have better clarity and less risk going forward.   I'm not taking my eyes off of Buffett either....the fact that his cash horde has gotten that big tells me he may have a specific target already in the back of his mind.  Buffett missed on his first shot at Unilever back in 2017.  My question, is he reloading for a second shot at Unilever knowing they are entering the CBD space and eventually be a global market for those products.  In today's market, it wouldn't take much of a premium to convince Unilever shareholders that Berkshire Hathaway is a good thing....just speculating and keeping my eyes open because the original bid on Unilever was NOT directly from Berkshire Hathaway but via Kraft-Heinz.  Maybe this time Warren will do it himself with no intermediary....hence that pile of cash that continues to grow.     



A)   Mr. Athaide has 29 years of global executive experience including CFO and Executive Vice President, Human Resources and Information Technology of Andrew Peller Limited, the largest publicly traded wine and craft alcohol producer in Canada. Mr. Athaide’s focus on value creation helped enable the stock price to increase to 400% in only three years. Previous to Andrew Peller Limited, Mr. Athaide spent 25 years at Proctor & Gamble Co., moving through progressively more senior positions across eight countries, culminating as the Finance Director and CFO of the multi-billion-dollar consumer products business across Russia, Ukraine and Central Asian markets. 

B) Go to the link below, listen to the interview or if you want to skip to the CEO talking about the supply chain he talks about TGOD, Tilary and Canopy (supply side of biomass) and then talks about be well positoned to service personal care companies like Unilever and P&G and others who are also entering the space.  Start carefully listening at 8 minutes into the interview.   

https://soundcloud.com/newcannabisventures/new-neptune-wellness-ceo-leverages-ip-and-capital-to-scale-cannabis-extraction-ops-in-north-america


C)  But within a year of the Heinz deal, the company, led by managers appointed by 3G, cut 300 jobs at Pittsburgh headquarters. A further Pittsburgh dilution occurred soon thereafter, when Heinz merged with Chicago-based Kraft to form The Kraft Heinz Company. While the company adopted dual headquarters and asserted it was keeping its Pittsburgh covenants, locals perceived a hollowing out and migration to Chicago. Then two years after that, last Friday, Kraft Heinz made an unsolicited bid for Unilever, the global giant dual-headquartered in Amsterdam and London!