VIVO Cannabis Inc. V.PDA

RE:VIVO is an Instantly Accretive Takeover Target

[Schaffhausen]

The trading was awesome this week, with bid side losing nerve and breaking to the ask upside on large volume blocks...feels like institutional accumulation. This has legs, the oversold condition of VIVO is correcting now. I can't help but thinking that this is all leading to a takeover bid now that VIVO is in a prone state. Think about it, the US is legalizing now and excitement is building...why wait for oversold companies to emerge as profitable IN 2021 and strengthen? Time for consolidation is now or never and I think the retirement of Fishman has put a neon for sale sign on VIVO. I speculate that the shareprice needs to rise significantly to a price where the addition of a reasonable premium, say 75%, will be endorsed by both VIVO's insiders and the buying company's BOD. In any case, 2021 will be an awesome year. Cheers, Schaff

Schaffhausen wrote:
In H1 2021 VIVO will operate break even/profitable. In a takeover the buyer gets an instantly accretive addition to their business. In the world of Cannabis that is unheard of, but wait there's more. Brand equity, diversity to international markets, 25,000 enrolled patients, leading 2.0 products, huge inventory of product for 2021 after record harvest, and the Virtosa emulsion technology ace-up-the-sleeve. All of this trades at 25% of Book Value.............I have a suspicion that a bidding war will ensue. Cheers, Schaff