VIVO Cannabis Inc. V.PDA

RE:VIVO

[Schaffhausen]

Yes, Vivo is clean of insidious debt; the piper has been paid.  VIVO has the most wide open runway to profitability in the sector....LEAN and MEAN with genious beverage strategy that came out of the blue this week.  Aleafia is in BIG debenture/interest payment trouble, Green Organic Dutchman are certainly going to get absorbed, and others will fail in 2021....this will go down slowly then suddenly when they try to refinance their debt, especially if the rules around short selling into PPs is enacted.  VIVO, as I have said all along, will be among the few mid-cap LP survivors.  In H2 2021 the survivors will become THRIVERS.  I know many point to VIVO's light cash position, but consider that they can erase this issue by the time they reach profitabilty through the selling of some non-core assets in early 2021 such as their investments in C2B and other equities for perhaps a 6-8million cash bump.  They should also sell 2 mill in BC real estate...none of that is given any value by today's market anyway. Good long play in VIVO, full position.

Cheers,

Schaff