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Canopy Growth Corp T.WEED

Alternate Symbol(s):  T.WEED.DB | CGC

Canopy Growth Corporation is a cannabis company. It delivers innovative products with a focus on premium and mainstream cannabis brands, including Doja, 7ACRES, Tweed, and Deep Space, in addition to category-defining vaporizer technology made in Germany by Storz & Bickel. The principal activities of the Company are the production, distribution and sale of a diverse range of cannabis and cannabinoid-based products for both adult-use and medical purposes under a portfolio of distinct brands in Canada. Its Canada cannabis segment includes the production, distribution, and sale of a range of cannabis, hemp, and cannabis related products in Canada. International markets cannabis segment includes the production, distribution, and sale of a range of cannabis and hemp products internationally. Storz & Bickel segment includes the production, distribution, and sale of vaporizers. This Works segment includes the production, distribution and sale of beauty, skincare, wellness and sleep products.


TSX:WEED - Post by User

Bullboard Posts
Comment by Trennamon Feb 19, 2020 7:29am
98 Views
Post# 30706957

RE:RE:RE:DEAD MONEY

RE:RE:RE:DEAD MONEY
Okay here is my take -

I get that you are a trader - and as such you react to stimulus as you see them. Nothing wrong with that.
I have done that too on various tickers when I am in trading mode. (It's the constant flipping back and forth with positive and then negative posts that gets you labeled a shill of some sort.)

However, going over the transcript again and listening to the conference call at the same time I see a different picture forming:

The CEO is brand spanking new. He just took over the job and has given himself 90 days (one quarter) to dig into everything and come up with a structured plan that will work over the next few quarters. I get this on so many levels because I know exactly what going into a company and having to do this to get in into profitability entails.

So yes, write downs, cost cutting (right sizing,) good will, stopping / slowing non working lines and so on is all in the cards.

Klein and Lee were very up front about this. As Bruce has said in the past and it is still true today: managing expectations.

Klein and Lee are letting the investors, espcially the analyst know what's about to happen in the future so that there will be no surprises.

It's all about short term pain for long term gain.

Going over the FS and MD&A and I see they are pulling the company into industry standard metrics to get everyone on the same page. Buzz words that the majority of people don't even know about (SAP ERP, SOX - Sarbanes Oxley compliance and so on,) I am very familiar with these and they are sorely needed with strict enforcement for a Company as large and widespread as Canopy.

I do not see any other MJ company going this extra mile to get their acts together. (This goes for the Vape UL Certification and Beverages scale up to production scale delays... get it right instead of rushing and messing things up out of the gate!) In any new product launch there is always a strong posibility of delays- this is a given, Especially with Health Canada breathing down their necks.

I see all this and am very happy with Klein and Lee's vision for the company for the long term.






Starsearcher80 wrote: Fatty,

What you seem unable to conceive is that it is a realtime world with data coming at you continuously.  I remain completely maleable to that data, and will change in a hearbeat.  Absolutely, I thought the case for $40 was there, primarily as a chart play.  I stated the case.  But what I think at a given moment, and what I see, are not necessarily the same thing.  As it turned out, (and I could hope all I want for otherwise), was that the chart broke down, and we crept closer to the impact of people selling prior to the quarterly.

I could SEE that, and in my world, you don't argue with the market.  You respond to the market.  So as the chart broke down, and the timeframe was getting too close to substantiate the run, the new charts/data/timelines suggested that it was time to move out.

So I did that, and avoided a 30% hit.  Good move in my books.

On the day of the quarterly, I was fully prepared to come back in if I got what I heard.  I have no problem that the stock jumped up.  That was the price of insurance, so to speak, and the stock was still below my exit point.  Capital protection comes first, and I'm not in to coin tosses.

But listening to the quarter, I DIDN'T get what I wanted.  I found the discussion lame on many points, and completely evasive.  Essentially, they kicked the cuts can down the road where they should have had the balls to do something now.  This in and of itself amounts to "new data".  I didn't like what I heard, so the buy order never came through on that day.

I did take the time to explain my thoughts, but of course the "married-to-the-stiock" "don't say anything bad about my baaby", "to the moon" crowd NEVER wants to hear the truth.  They are not too bright a crowd, and out themselves with single sentence babble that serves no fruitful discussion for or against.

Well once again, the clowns get taught the lesson by the market.  But that's how it goes.  Never too big a worry, because they eventually wash out, handing their money over to the pros.

So to respond to you Fatty, as a trader I don't just flip my mind. The market, if I'm smart enough to listen and decipher, tells me it's time to flip.  

The calls:

1) Said at around $55.00 that it would drop to $22.00.  That happened. 
2) Said at $24ish that it would drop below $20.  That happened.
3) Said at about $18ish that it was oversold, and bought in heavy. That bounce happened.
4) Said it would run quick to $30ish. That happened.
5) Said it would run to $40.  That didn't happen, but then saw that, changed my mind, and got out at $31.50ish.
6) Said the risk/reward had changed.  That happened and the stock dropped 30%
7) Said I wasn't impressed with the conference call, and that the rally, such as it was, was only relief that the news wasn't THAT bad.  I said the stock would drop.  In two days the stock has dropped 9% off the high of the day of the quartery.

Now, if any of the clowns wants to suggest their strategy has been a greater win, then go right ahead.  But time and time again, I've said what I thought, gave the reasons for that thought, and then on the whole, whatched that exact thought play out.

The clowns? Just a constant diet of eating crow.  Sheesh, you would think they would get sick of it day after day after day.  ;)

Fattty33 wrote:

Star, the reason you've lost credibility on this board is because a month ago you stated the run to $40 should be pretty straightforward and easy. You had a 5 paragraph post about it, insinuating all of the research you had done and the reasoning for the continued increase in SP. 

less than two weeks later you flipped a 180, saying there was no way the Q report could be positive and people with brains would bail before the release and buy back lower. You gave all of your reasons for believing that, which means all of your previous research was wrong (?). 


Then the release came, and the stock jumped 19% in a day. No, no one believes a thing you say or try to convince them of. 


I can't imagine why. 





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