VIVO Cannabis Inc. VVCIF

RE:RE:RE:RE:VIVO is a Winner

[Schaffhausen]

Sure, no one wants a penny priced acquisition, especially the management of VIVO (I would guess). I think a high multiple would be warranted in a share swap deal. Imagine Canopy putting up 25M shares in a deal....I would see that as reasonable (would value VIVO at about $1.50 in a 14:1 swap). These deals make great sense when valuation disparity is as great as it is between Canopy and VIVO. If Canopy were to make this deal it increases their revenue by roughly 9%, while diluting shares less than 9%. THOSE 25M SHARES WOULD BE 1.3X MORE REVENUE PRODUCTIVE THEN THEIR EXISTING SHARE BASE. ALL THIS COULD BE MADE POSSIBLE BY VALUATION DISPARITY. Sure, there is more to this then what I present above in a simplistic manner but, in my opinion, acquisition activities for some of the biggest, most highly valued, LPs will be the next course dejour, and IT WILL BE SOON. This time around it won't be aquisition for capacity, it will be for increased revenue through market share and brand so they can assure growing placement of their already massive supply capability. Right sized companies that have balanced production/sales, brand equity and over achieving market share, such as VIVO, should be gobbled up soon...these valuation imbalances don't last forever. Cheers, Schaff