OTCQB:VVCIF - Post by User
Post by
Lvlchangeon Mar 19, 2021 11:29am
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Post# 32837900
From David on Yahoo
From David on Yahoo "Here are VIVO's positives:
1. The company will, in all likelihood, report a large revenue increase in 4Q20. This will be followed by ever increasing revenues in upcoming quarters.
2. Beginning January 1, 2021, VIVO cut costs by 1 million dollars per quarter.
3. At the end of 3Q20, VIVO announced it's largest harvest ever.
4. Near the end of 2020, the company began selling a beverage line (+ revenue).
5. VIVO has projected a profit in 1H21.
6. During 2020, the company focused on several projects. Not the least of these was debt reduction.
7. The company does not have any large debt hurdles until September, 2022 (6.6M)
8. All major domestic growth projects are complete and producing revenue.
9. The company, due to the superior quality of it's product line, commands a revenue premium over it's competitors.
10. VIVO still has the number 1 market share in Ontario's concentrates market.
11. Canna Farms is among the most recognized brands in Canada.
12. Expansion into Quebec (++ revenue)
13. EU-GMP certification locked up (+++ revenue).
14. Australian medical business displaying consistent, steady growth (+ revenue)
15. Shoppers online platform providing additional market access at low cost to VIVO (++ revenue).
16. Due to advancements in the emulsion process, THC onset time reduced to 15 minutes in beverages.
17. VIVO among the initial beverage suppliers. This market has powerful growth potential, as product can not be easily and cheaply replicated in the black market.
18. After careful consideration, the company will select a new CEO to shape and direct it's future.
19. Every week a store opens in Canada (+ revenue)
20. Steady growth in domestic medical patients.
21. New medical products in the pipeline.
22. Vendors have not been able to keep VIVO's products on the shelves, leaving the company with an enviable supply to market problem to solve.
23. Industry consolidation has begun, leading to supply rationalization and price stabilization.
24. The company has addressed it's cash supply issue by, at least in part, successfully conducting a raise.
25. VIVO has very low production costs, thanks to the ample use of airhouse technology.
26. The company is trading 20-25 cents below book value.
27. In a recent statement, VIVO indicated a desire to expand in, and beyond, Europe and Australia.
28. The United States will not legalize cannabis for at least two years, giving VIVO and other Canadian companies a substantial head start, worldwide.
29. As of it's last quarterly report VIVO was .01/share from break even.
30. As the company begins to generate profit and demonstrate viability as a going concern, stock price, as well as it's ability to attract outside investors and growth financing, will increase.
Here are VIVO's potential negatives:
1. The company must, in the near term, continue to increase it's cash balance.
2. The previous, as well as any future use of the shelf prospectus will dilute existing shareholders.
3. As long as the company continues without a permanent CEO, there will be market uncertainty.
4. This is a relatively small company. Thus, it may lack the visibility of it's larger competitors.
5. Health Canada's restrictions continue to constrict industry operations.
6. Though the "marijuana" taboo is slowly lifting, decades of unfair stigmatism have left pockets of fear and resistance to the product.
7. The company still trades with the industry. There has yet to be a breakout, based on financial performance,
Here are VIVO's "neutrals":
1. Since CEO Fishman departed, there is a perceived lack of communication from the company.
2. Instead of conducting an "in person" conference call, VIVO management has elected to utilize a pre-recorded video. It will be interesting to see how the market responds to this. However, the bottom line is increasing revenues and profits, while decreasing costs. If they achieve these milestones, it wont matter if they send reports via Carrier Pidgeon.
This is why I've taken a break from posting. The facts speak for themselves. And, yes, these are FACTS not cheerleading. The positives simply outweigh the negatives. I am extremely comfortable. I'm not sure what else to say, other than VIVO long and strong."
Certainly looks factual and unbiased. I agree, the positives out way the negatives.
cheers