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BLACKROCK Municipal Income TRUST V.BFK.P


Primary Symbol: BFK

BlackRock Municipal Income Trust (the Fund) is a diversified closed-end management investment company. The Fund's investment objective is to provide current income exempt from federal income taxes. Under normal market conditions, the Fund invests at least 80% of its managed assets in investments the income from which is exempt from federal income tax (except that the interest may be subject to the alternative minimum tax). The Fund may invest directly in securities or synthetically through the use of derivatives. The Fund's investment policies provide that it invests at least 80% of its total assets in investment grade quality municipal obligations issued by or on behalf of states, territories and possessions of the United States and their political subdivisions, agencies or instrumentalities, each of which pays interest that, in the opinion of bond counsel to the issuer, is excludable from gross income for federal income tax purposes. Its investment adviser is BlackRock Advisors, LLC.


NYSE:BFK - Post by User

Comment by quinlashon Sep 24, 2021 9:30am
109 Views
Post# 33913316

RE:HEXO Corp Summary / Research (Sept 23, 2021)

RE:HEXO Corp Summary / Research (Sept 23, 2021)Reposting for our Longs


quinlash wrote: Provided as a starting point for anyone looking to get up to speed on HEXO Corp.  This is a large post, many News Releases from both HEXO and Molson Coors.  Video interviews contain a great deal of information not necessarily released through NRs or articles on the internet.  It is strongly recommended that everyone to take the time to do some research.

GLTA


 
HEXO 2021 SUMMARY (Current as of Sept 23, 2021)
Foreword:  The following summary has been compiled using HEXO News Releases and statements made by the CEO of HEXO during numerous one on one interviews.  Links are provided within this post in support of every portion of the summary (see links section below)
 
In 2020 HEXO expanded sales into the US through its 2nd Joint Venture with its partner Molson-Coors for the sale of infused drinks in the state of Colorado. HEXO management has referred to expansion to additional states in numerous interviews and corporate presentations, most recently the CEO has noted interest in expansion into the state of California.  Included in these comments are references to HEXO working directly with existing U.S. Multi-State-Operators (MSOs).  
 
To-date 2021 has been a year of expansion for HEXO Corp, with the purchase of Zenabis Global, 48-North and, most recently, Redecan.  Redecan is a leader in the sale of pre-rolls but also carries Cannabis Capsules, oils and vapes.  Redecan products are also carried by Shopper’s DrugMart, a Nation-wide chain of drug stores within the Canadian Market.  As of Sept 2nd all three acquisitions have been approved by shareholders with the three companies now rolling up under HEXO Corp.
 
The new additions to HEXO Corp add production capacity but most importantly a host of new product lines covering everything from edibles and pre-rolls to health and beauty products.  According to HEXO Corp these additions place the operation firmly within the top 2 licensed producers in the Canadian Market based on recreational cannabis sales.  The number 1 spot will now be held by either Tilray or HEXO Corp with both companies taking lead over Canopy Growth and Aurora (Refer to Redecan Investors Deck below).
 
According to HEXO CEO the new / larger version of HEXO will be reporting in excess of $156 Million in sales per QTR (Note: more than one half billion annually) once all revenues are being reported by the company.
 
In May, 2021, the company announced the acquisition of a production facility in Colorado and noted that this would be undergoing upgrades to produce product for MSOs seeking to take advantage of the “Powered by HEXO” patented technology.  At this point there is no indication that the company plans to cultivate Cannabis within the US and are opting to source raw product from local producers.  Revenue will be made through the sale of these Cannabis 2.0 products as well as royalty payments for the use of HEXO’s patents.
 
During an interview at the 2021 Cannacord Conference the CEO disclosed that HEXO has now signed it’s new Consumer Packaged Goods (CPG) Fortune 200 partner.  Food products were noted during the interview, additional details regarding US Expansion as well as the introduction of Redecan Pre-Rolls into the US Market.  The name of the Fortune 200 company has yet to be publicly disclosed.
 
In order to fund the Redecan acquisition, as well as the on-going efforts to expand into the US, HEXO performed a capital raise of nearly $145 USD Million Dollars on August 24, 2021.
 
HEXO Wildcards
 
HEXO is partnered with Molson-Coors twice for the production of Cannabis infused drinks.  Molson itself partnered with Coke for a new line of Mexican Drinks being sold in the US.  Molson also partnered with Dwayne Johnson “The Rock” for Zoa Energy Drinks.  If either Coke or Dwayne Johnson opt to enter the Cannabis Infused Drink Market it is possible that HEXO could benefit directly or indirectly from such a development.
 
 
COMPANY PRESENTATIONS AND INTERVIEWS
 
(Sept 1, 2021) This is BIG – Splash Video
https://youtu.be/rZJjGl1R3y0
 
(Aug 20, 2021) – BNN Interview with HEXO CEO regarding US Expansion
https://www.bnnbloomberg.ca/marijuana/video/shares-of-hexo-plunge-nearly-30-after-public-offering-news~2264114?fbclid=IwAR1vDa38XbajlpqALMW3yQJKt_eLksYkRpb9TQjKpz-6AVKhRNHtKF5xVRs
 
(Aug 10, 2021) CEO Fireside Chat at 2021 Cannacord Conference (New CPG Partner Signed)
https://wsw.com/webcast/canaccord60/hexo/2459600
 
  • 17% Canadian Market Share
  • Number 1 in a multiple of categories
  • Redecan Reddies best for US Market
  • US THC business to start building out
  • HEXO expanding US Sales to more states very soon
  • Best Cannabis drink sales in the world
  • $156 Million Net sales on the QTR with Redecan, 44% margin
  • 169% sales growth Redecan combined with HEXO (excluding Zenabis sales)
  • Next 3 to 6 months to see more expansion for the US
  • Fortune 200 company now signed with HEXO (Foods mentioned)
  • Product testing on-going in Quebec, longer term to be expanded into US
  • Cross border consolidation to be expected with US Federal Cannabis Legalization
  • HEXO planning to work with local state suppliers and Multi-State Operators (MSOs)
  • HEXO to be a US manufacturer
            HEXO products available in the US include VeryWell beverages, Verywell Drops, in Jan              HEXO to expand to select states and supply Redecan Reddies and Gelcaps
  • Expansion of Redecan products in Quebec
  • 60% of Canadian Retail stores carry HEXO products
  • High levels (85%) for rebuy rate on HEXO / Truss CBD infused drinks
  • Canada a 4 Billion Dollar Market today, US Market also expanding
  • HEXO about to launch with Fortune 200 Food Company
  • HEXO largest Cannabis LP by sales with 1 10th the Marketcap to competitors
 
(July 13, 2021) Molson-Coors Announces Expansion of CBD Drinks across Colorado
https://www.molsoncoorsblog.com/news/truss-cbd-usa-plans-expansion-across-colorado
 
(June 16, 2021) Cantor Fitzgerald Fireside Chat with HEXO CEO Sebastien S.L. & CFO Trent M.
https://www.youtube.com/watch?v=gvStRypSOpA
 
(June 12, 2021) HEXO CEO on BNN
https://www.bnnbloomberg.ca/marijuana/video/focused-product-strategy-can-bring-us-ahead-in-the-u-s-market-hexo-ceo~2222003
 
Video Highlights (min:sec):
 
(Min 5:30) Fully activate Belleville center By September. Bulk package from cultivation facility to retail shelf in 5 days.
(Min 6:35) Some analysts find the price paid for Redecan considerably low versus was they are actually valued at. Received an offer at 1.4B and turned it down.
(Min 7:15) Redecan numbers will blow the market away. They need Redecan audit before they can post numbers. Making sure they cross Ts and dot the Is (this has since been provided, see link provided below)
(Min 8:30) They want to bring that #1 portfolio from Canada to the USA. They've got great margins and he thinks that MSO will be interested in getting those excellent products plus excellent margins.
 
 
June 11, 2021 – Interview with HEXO CEO
https://www.youtube.com/watch?v=MBOiRu7Z15Y
 
Comments include:
  • HEXO becoming #1 in Canada as major deals close
  • Environmental concerns / changes being made by HEXO (See HEXO News Releases below)
  • Purchase of Redecan which has seen 169% Growth Year over Year
  • SSL believes there will be only 3 major players in the sector
  • Worldwide expansion plans
  • HEXO already in the US and selling product
  • Working with Molson to expand to more states – coming Soon
  • Functional Foods expansion – Legal to sell in US today
  • Prepping the business to expand as soon as rules change in the US
  • Number 1 producer in a number of Canadian Provinces
  • Blew Canopy out of the water with drinks
  • HEXO mostly focused on US Expansion at this time but also planning on Worldwide expansion
  • Products currently being sold in Israel
  • Discussion regarding distribution of product overseas through Molson sales channels
  • Aiming to EPS positive in a short period of time
 
(May 28, 2021) CNN Interview with HEXO CEO Regarding Redecan Acquisition (Video)
https://www.youtube.com/watch?v=Z50nIYXQRwM&t=10s
 
(May 28, 2021) HEXO+ Redecan (Splash Video)
https://www.youtube.com/watch?v=zHwI9ZnNCXY
 
(May 28, 2021) HEXO + Redecan Investors Deck
https://staticproduction.s3.amazonaws.com/financial-statements/2021/Hexo+Redecan+Investors+Deck.pdf
 
Slide # 9 Reports Redecan as having 169% Year over Year increase in Sales as well as 50% + Gross Margins
Slide # 18 Shows HEXO expecting $32 Million in Annual Savings Post-Zenabis + 48 North deals closing
 
Bonus Link – Redecan Products carried by Shoppers Drugmart
https://cannabis.shoppersdrugmart.ca/en_CA/lps/redecan
 
(May 28, 2021) HEXO NOW #1 Video
https://www.youtube.com/watch?v=zHwI9ZnNCXY
 
(May 20, 2021) BMO Capital Markets 16th Annual Farm to Market Conference – Video Interview with HEXO CEO and CFO
https://www.youtube.com/watch?v=plKNIcTXD70&t=23s
 
Video Highlights (min:sec):
Merger and Acquisition discussion regarding Zenabis and 48-North
HEXO seeking 20% Canadian Market Share
Expansion of product line in order to approach larger partner
New Bake Sale Product and Original Stash products targeting Black-market Customers (and winning)
How HEXO is addressing inventory management to avoid write-downs,
UP! Product line supporting 20% + THC levels
100 Strain Strategy by year end of Calendar Year 2021
Powered By HEXO strategy for Consumer Packaged Goods (CPG) partners, moving to “functional foods”, (eg Pet Care and Cosmetics),
(Min 18:50) HEXO displaced major CPG producers in Colorado with drink launch,
(Min 20:30) 2nd Largest Patent Holder in Sector,
(Min 22:10) Colorado as launching location into the rest of the US,
(Min 23:40) Powered by HEXO structure compared to Intel Business Model,
(Min 27:00) HEXO has THC Zoning in US,
(Min 31:15) HEXO Drink re-buy rate for first time buyers of Truss drinks apx 85%.
 
(May 11, 2021) Canaccord Genuity’s 5th Annual Global Cannabis Conference – Interview with HEXO CEO
https://www.youtube.com/watch?v=oFFW1D7ZMyk&t=171s
 
(Feb 16, 2021) HEXO PowerPoint / PDF Summary Presentation Regarding Zenabis Deal
https://www.zenabis.com/wp-content/uploads/slider/hexo-corp-project-zebra_2021-03-25_12_10_21/hexo_corp.pdf?fbclid=IwAR0FlnKRYtEoOPfI0y6BKEgGN04sNV8HMzc7zYYmF4_5w1zOdoWTe_Oxv1c
 
Note:  Presentation compares HEXO to other major players including the Aphria / Tilray combined operation and shows HEXO becoming a top three producer in the Canadian Market.
 
2021 ICR Presentation with HEXO CEO (discussion on US expansion into Colorado and beyond)
https://icrinc.touchcast.com/showtime/icr-conference/embed/6a310d2c-3a67-6022-c73f-165d733a591a
 
Note: Starting from minute marker 19:20 the CEO comments on how HEXO has access to Molson’s relationship with Coke and Dwayne Johnson “The Rock”
 
(Dec 9th, 2020) - Video HEXO Virtually Rolls out New Belleville Facility
https://youtu.be/nhTKnCRhzv4    <<<-- A Must Watch ----<<<<<<
 
Link to HEXO Video Library Showing Inside the Operation
https://www.hexocorp.com/videos/
 
Powered By HEXO Summary (HEXO Page)
https://www.hexocorp.com/powered-by-hexo/?fbclid=IwAR1mcH41Fy_P3BnHaM3MXrops-atTYVY7mnRXBZIzYpbk_OZSOT2YmE4xT0
 
 
HEXO AND MOLSON-COORS NEWS RELEASES:
 
(Sept 15, 2021) HEXO to participate in Citi’s 5th Annual Consumer Disruptive Growth Conference
https://www.globenewswire.com/news-release/2021/09/15/2297316/0/en/HEXO-to-participate-in-Citi-s-5th-Annual-Consumer-Disruptive-Growth-Conference.html
 
(Sept 1, 2021) HEXO and 48North announce closing of arrangement
https://www.globenewswire.com/news-release/2021/09/01/2289876/0/en/HEXO-and-48North-announce-closing-of-arrangement.html
 
(Aug 30, 2021) HEXO announces closing of Redecan transaction
https://www.globenewswire.com/news-release/2021/08/30/2288543/0/en/HEXO-announces-closing-of-Redecan-transaction.html
 
(Aug 26, 2021) HEXO appoints Chief People & Culture Officer
https://www.globenewswire.com/news-release/2021/08/26/2286876/0/en/HEXO-appoints-Chief-People-Culture-Officer.html
 
(Aug 24, 2021) HEXO Corp. Closes US$144.8 Million Underwritten Public Offering
https://www.globenewswire.com/news-release/2021/08/24/2285933/0/en/HEXO-Corp-Closes-US-144-8-Million-Underwritten-Public-Offering.html
 
(Aug 25, 2021) HEXO Corp.’s Shareholders Overwhelmingly Approve Redecan Transaction and Senior Secured Convertible Note Financing Share Reserve
https://www.globenewswire.com/news-release/2021/08/25/2286658/0/en/HEXO-Corp-s-Shareholders-Overwhelmingly-Approve-Redecan-Transaction-and-Senior-Secured-Convertible-Note-Financing-Share-Reserve.html
 
(Aug 24, 2021) HEXO to Begin Trading on the Nasdaq
https://www.globenewswire.com/news-release/2021/08/24/2285373/0/en/HEXO-to-Begin-Trading-on-the-Nasdaq.html
 
(Aug 16, 2021) HEXO expands its global leadership team with the appointment of Chief Commercial Officer
https://www.globenewswire.com/news-release/2021/08/16/2280923/0/en/HEXO-expands-its-global-leadership-team-with-the-appointment-of-Chief-Commercial-Officer.html
 
(July 14, 2021) HEXO provides update on Redecan acquisition
https://www.globenewswire.com/news-release/2021/07/14/2262586/0/en/HEXO-provides-update-on-Redecan-acquisition.html
 
(June 28, 2021) HEXO Corp formalizes its US presence with acquisition of production facility in Colorado
https://www.globenewswire.com/news-release/2021/06/28/2253703/0/en/HEXO-Corp-formalizes-its-US-presence-with-acquisition-of-production-facility-in-Colorado.html
 
(June 9, 2021) HEXO Corp wins dismissal of NY state court shareholder class action
https://www.globenewswire.com/news-release/2021/06/09/2244200/0/en/HEXO-Corp-wins-dismissal-of-NY-state-court-shareholder-class-action.html
 
(June 8, 2021) HEXO Corp commits to ESG leadership, starts by offsetting 100% of carbon emissions and plastic packaging
https://www.globenewswire.com/news-release/2021/06/08/2243398/0/en/HEXO-Corp-commits-to-ESG-leadership-starts-by-offsetting-100-of-carbon-emissions-and-plastic-packaging.html
 
(June 1, 2021) HEXO Corp. and Zenabis Global Inc. Announce Closing of Arrangement
https://www.globenewswire.com/news-release/2021/06/01/2239519/0/en/HEXO-Corp-and-Zenabis-Global-Inc-Announce-Closing-of-Arrangement.html
 
(May 28, 2021) HEXO Corp announces acquisition of Redecan to create Canadian market leader in adult-use sales
https://www.globenewswire.com/fr/news-release/2021/05/28/2238104/0/en/HEXO-Corp-announces-acquisition-of-Redecan-to-create-Canadian-market-leader-in-adult-use-sales.html
 
Taken From Above News Release
“With today’s announcement, we believe that we are on the verge of surpassing that objective to become the no.1 licensed producer by recreational market share. Building on our strong market momentum, the combination of HEXO and Redecan reinforces our position as an industry leader and creates a robust foundation for growth, efficiency at scale and improved financial results.”
 
(May 27, 2021) HEXO Corp Announces Public Offering of Senior Secured Convertible Notes
https://www.globenewswire.com/news-release/2021/05/28/2237912/0/en/HEXO-Corp-Announces-Public-Offering-of-Senior-Secured-Convertible-Notes.html
 
Taken from Above News Release
The Company expects to use substantially all of the net proceeds from the Offering to fund the acquisition (the “Potential Acquisition”), if it occurs, of a large Canadian licensed producer (the “Target Business”). The Company has not yet entered into a definitive agreement for the Potential Acquisition.
 
(May 17, 2021) HEXO Corp to acquire 48North Cannabis Corp.
https://www.globenewswire.com/news-release/2021/05/17/2230497/0/en/HEXO-Corp-to-acquire-48North-Cannabis-Corp.html
 
Taken from Above News Release:
 
  • Diversifies product portfolio: The addition of 48North’s innovative product offering, including topicals, bath and intimacy products provides a strong base for potential future CPG partnerships in the US, Canada and internationally.
  • Offers accretive synergies: HEXO estimates that, assuming completion of the Transaction, it may realize annual synergies of up to $12 million within one year of close, through cost of goods reductions, additional capacity utilization in HEXO’s Belleville Centre of Excellence and selling, general and administrative savings, which, if realized, should allow HEXO to continue its path towards positive earnings.

(May 14, 2021) HEXO Corp Announces Filing of Preliminary Base Shelf Prospectus for Debt and Planned Reduction in Previously Filed Shelf Prospectus for Equity
https://www.globenewswire.com/news-release/2021/05/14/2230199/0/en/HEXO-Corp-Announces-Filing-of-Preliminary-Base-Shelf-Prospectus-for-Debt-and-Planned-Reduction-in-Previously-Filed-Shelf-Prospectus-for-Equity.html
 
(May 14, 2021) HEXO Corp announces US production facility in Colorado
https://www.globenewswire.com/news-release/2021/05/14/2229789/0/en/HEXO-Corp-announces-US-production-facility-in-Colorado.html
 
Taken From Above News Release
The ~50,000 sq. ft. facility, located in Northern Colorado, will provide US CPGs and consumers access to the Powered by HEXO® technology.
 
Note:  The company has disclosed that the facility will cost $6 Million USD to purchase and between $16.5 and $49 Million USD to retrofit
 
HEXO’s first in the US, is zoned for production of a full range of cannabinoids and offers multiple operational capabilities. The site will support Powered by HEXO initiatives across the country, in compliance with all applicable laws and regulations.
 
(May 14, 2021) ZENABIS MALTESE JOINT VENTURE PARTNER ZENPHARM RECEIVES LICENSE FOR PRODUCTION & DISTRIBUTION OF CANNABIS
https://www.zenabis.com/zenabis-maltese-joint-venture-partner-zenpharm-receives-license-for-production-distribution-of-cannabis/
 
Taken from Above News Release
The Medicinal Cannabis License allows ZenPharm to commence commercial shipments to the European Union, where Germany is ZenPharm’s most prominent target market.  ZenPharm has an executed supply agreement with a German-based customer to supply a minimum volume of 500 kg per year.  To that end, ZenPharm will be accepting shipments of up to 300kg from Zenabis Atholville through the end of this calendar year.
 
“… launching finished cannabis products under its own brand for distribution within the Maltese medicinal cannabis market, with similar entry into the Polish Market expected in the Q1 2022
 
(May 13, 2021) HEXO Corp and REQ Announce Brand Partnership for “Powered By HEXO®” Expansion into United States
https://www.globenewswire.com/news-release/2021/05/13/2228927/0/en/HEXO-Corp-and-REQ-Announce-Brand-Partnership-for-Powered-By-HEXO-Expansion-into-United-States.html
 
Taken From Above News Release
As U.S. Agency of Record, REQ will assist HEXO as it continues to expand its footprint in the U.S. and ramps up to support the growth initiatives of Truss CBD USA, its joint venture with Molson Coors, and for potential non-beverage CPG partners with whom the Company is in ongoing discussions.
 
Note:  REQ has worked with such companies as eBay, MasterCard and Amazon.
 
Direct Link to REQ Marketing Website (Companies they have worked with)
https://req.co/work/featured-work
 
(May 11, 2021) HEXO Corp Announces At-the-Market Offering of up to C$150,000,000
https://www.globenewswire.com/news-release/2021/05/11/2227270/0/en/HEXO-Corp-Announces-At-the-Market-Offering-of-up-to-C-150-000-000.html
 
Taken From Above News Release
The Company expects to use the net proceeds from the ATM Program for general corporate purposes, which may include: (i) costs ‎associated with the Company’s U.S. expansion plans including the contemplated acquisition of a facility in the State of Col‎orado and its subsequent retrofitting and improvement; (ii) capital expenditures, including potential capital ‎expenditures to make additional improvements to the production lines at the Company’s Belleville, Ontario facility; ‎‎(iii) potential future acquisitions; (iv) working capital, including replenishing existing cash resources and working capital which will be used to fund ‎certain transaction and integration costs and minimum debt repayments related to the Company’s proposed acquisition of Zenabis Global Inc. (“Zenabis”); and (v) ‎repayment of additional debts owed by Zenabis following the completion of the Zenabis acquisition.
 
(May 3, 2021) - HEXO Corp Announces Repayment of Credit Facility
https://www.globenewswire.com/news-release/2021/05/03/2221193/0/en/HEXO-Corp-Announces-Repayment-of-Credit-Facility.html
 
Taken From Above News Release
“We believe repayment of the credit facility provides HEXO with flexibility as we continue to execute on our US expansion plans and our goal to become a top two Canadian LP by adult-use recreational cannabis sales,” said HEXO CEO and co-founder Sebastien St-Louis. “We would like to thank our lenders for their support, which has contributed to HEXO’s success to date.”
 
(Apr 28, 2021) – HEXO Corp receives Control Union Medical Cannabis Standard GACP certification
https://www.globenewswire.com/news-release/2021/04/28/2218430/0/en/HEXO-Corp-receives-Control-Union-Medical-Cannabis-Standard-GACP-certification.html
 
Taken From Above News Release:
CUMCS-GACP certification represents a standard of quality and consistency for cannabis propagation, cultivation and post-harvest processes and is compliant with both the World Health Organization and European Medicines Agency Good Agricultural and Collection Practice guidelines
 
(Apr 21, 2021) – HEXO Wins 2021 Atomic Award
https://atomicawards.strategyonline.ca/winners/winner/2021/?e=110149&n=Veryvell
 
(Apr 15, 2021) - HEXO Corp Announces Filing of $1.2B Preliminary Base Shelf Prospectus
https://www.globenewswire.com/news-release/2021/04/15/2211308/0/en/HEXO-Corp-Announces-Filing-of-1-2B-Preliminary-Base-Shelf-Prospectus.html
 
Taken From Above News Release:
“We made the decision to file this new base shelf prospectus and registration statement to provide maximum flexibility as we continue to pursue strategic initiatives in both the United States and Canada,” said HEXO CEO and co-founder Sebastien St-Louis. “We have now started to deploy capital in the United States, are remaining active in M&A and are in ongoing discussions with potential non-beverage CPG partners which we expect will require additional capital as we continue to execute on our growth and expansion strategy.”
 
(Apr 14, 2021 – HEXO / Molson JV – Truss Launch New Drinks for Summer
https://www.benzinga.com/markets/cannabis/21/04/20621085/molson-coors-hexo-cannabis-jv-truss-beverage-to-launch-six-new-products-this-summer
 
(Apr 8, 2021) HEXO’s Partner Molson Coors Nominates Julia M. Brown as an Independent Director to Join Its Board of Directors
https://ir.molsoncoors.com/news/press-release-details/2021/Molson-Coors-Nominates-Julia-M.-Brown-as-an-Independent-Director-to-Join-Its-Board-of-Directors/default.aspx
 
Note:  As outlined in the news out from Molson, Mrs. Brown has been previously employed with Mars-Wrigley as well as Kraft Foods.
 
(Apr 6, 2021) – HEXO Launches Bake Sale – New Cannabis Baking Flower
https://www.globenewswire.com/news-release/2021/04/06/2204803/0/en/HEXO-launches-first-of-its-kind-Bake-Sale-value-brand.html
 
(Mar 26, 2021) – HEXO CFO Trent McDonald Hosts Reddit Ask-Me-Anything (AMA) Session
https://www.reddit.com/r/TheCannalysts/comments/m8rljy/hi_this_is_trent_macdonald_cfo_of_hexo_corp_ill/
 
Note: Trent addressed a number of topics from US Expansion to what a US Strategy would look like.  He also noted how undervalued the stock is in relation to others in the industry based on sales (this compares to share count vs sales dollars, PS-Ratio math helps explain what he is referring to)
 
(Mar 18, 2021) – HEXO Reports 2021 Q2 Results
https://www.globenewswire.com/news-release/2021/03/18/2195226/0/en/HEXO-Corp-announces-positive-adjusted-EBITDA-and-94-increase-in-net-revenue-from-prior-year.html
 
Note: HEXO Achieved positive adjusted EBITDA, along with the seventh consecutive quarter of adjusted EBITDA improvement.   This is a milestone yet to be achieved by Canopy Growth or Aurora Cannabis
 
(Mar 18th, 2021) HEXO - Earnings Call Transcript (2021 Q2 Report)
https://news.alphastreet.com/hexo-corp-hexo-q2-2021-earnings-call-transcript/
 
(Feb 22, 2021) – HEXO and Namaste Tech Sign Agreement for New Product Releases
https://www.globenewswire.com/news-release/2021/02/22/2179988/0/en/Namaste-Technologies-Subsidiary-CannMart-Signs-National-Supply-Agreement-with-HEXO.html
 
(Feb 16, 2021) HEXO Corp. to acquire Zenabis Global Inc.
https://www.globenewswire.com/news-release/2021/02/16/2176435/0/en/HEXO-Corp-to-acquire-Zenabis-Global-Inc.html
 
(Feb 2, 2021) - HEXO Book Launch 
https://obj.ca/article/local/book-excerpt-billion-dollar-start
 
(Jan 13, 2021) Truss CBD USA, a HEXO Corp and Molson Coors joint venture, launches Veryvell sparkling CBD water in Colorado
https://www.globenewswire.com/news-release/2021/01/13/2158006/0/en/Truss-CBD-USA-a-HEXO-Corp-and-Molson-Coors-joint-venture-launches-Veryvell-sparkling-CBD-water-in-Colorado.html
 
(Jan 12, 2021) Dwayne ‘The Rock’ Johnson partners with Molson Coors for nonalcoholic energy drink
https://www.msn.com/en-us/money/smallbusiness/dwayne-the-rock-johnson-partners-with-molson-coors-for-nonalcoholic-energy-drink/ar-BB1cEP6r
 
 
FINANCIALS AND QUARTER REPORTS
Foreword: Links to the trailing four Quarter Reports are provided below. Visit the HEXO homepage and / or Sedar for additional information. HEXO’s 2021 Q4 / Year End report is expected out in late Oct / early Nov 2021.
 
HEXO - Investor Relations Homepage - Quarter Reports (Also see www.sedar.com for more details)
https://www.hexocorp.com/investors/
 
(June 14, 2021) – Audio file of HEXO 2021 Q3 Earnings Call
https://www.youtube.com/watch?v=V7kE3LeVb9A
 
(March 3, 2021) HEXO Corp announces positive adjusted EBITDA and 94% increase in net revenue from prior year (2021 Q2 Report)
https://www.globenewswire.com/news-release/2021/03/18/2195226/0/en/HEXO-Corp-announces-positive-adjusted-EBITDA-and-94-increase-in-net-revenue-from-prior-year.html
 
(Dec 14, 2020) HEXO Corp Reports First Quarter Fiscal 2021 Financial Results (2021 Q1 Report)
https://www.globenewswire.com/news-release/2020/12/14/2144424/0/en/HEXO-Corp-Reports-First-Quarter-Fiscal-2021-Financial-Results.html
 
(Oct 29, 2020) HEXO Corp Reports Financial Results for the Fourth Quarter and Fiscal Year 2020 (2020 Year End / Q4 Report)
https://www.globenewswire.com/news-release/2020/10/29/2117487/0/en/HEXO-Corp-Reports-Financial-Results-for-the-Fourth-Quarter-and-Fiscal-Year-2020.html
 
HEXO CALL TRANSCRIPT LIBRARY
https://seekingalpha.com/symbol/HEXO/earnings/transcripts
 

NOTABLE NEWS FROM 2020 AND EARLIER
 
(Dec 23, 2020) – HEXO Completes 4:1 Stock Consolidation.
HEXO consolidated shares at a ratio of 4:1 on Dec 23, 2020 in order to comply with NYSE minimum listing requirements.  This occurred during Covid while the entire Cannabis Sector was largely being ignored due to the pandemic.
 
NOTE:  HEXO now has one of the lowest outstanding share counts among major players within the Cannabis Sector
 
(July 9, 2020) HEXO established a Medical Cannabis Supply contract with Israel
https://www.globenewswire.com/news-release/2020/07/09/2059798/0/en/HEXO-launches-medical-cannabis-products-in-Israel.html
 
(Sept 29, 2020) Molson Coors to Bring Coke’s Alcoholic Topo Chico to U.S.
https://www.msn.com/EN-US/money/companies/molson-coors-to-bring-coke-s-alcoholic-topo-chico-to-u-s/ar-BB19xmoa
 
(Oct 31, 2019) Molson Coors drops ‘Brewing Co’ from its name as it looks beyond beer
https://www.cnbc.com/2019/10/31/molson-coors-drops-brewing-co-from-its-name-as-it-looks-beyond-beer.html#:~:text=Molson%20Coors%20Brewing%20Company%2C%20one%20of%20the%20world%E2%80%99s,name%20will%20shift%20to%20%E2%80%9CMolson%20Coors%20Beverage%20Company.%E2%80%9D
 
Taken From Above News Release:
Molson Coors Brewing Company, one of the world’s largest brewers, is to rename itself in an effort to “expand beyond beer.”
 
Louisa Osmond, a professor of marketing at Edinburgh Business School said the name change will let Molson Coors adapt to consumers’ changing tastes.
 
Research Links:
 
HEXO – Institutional Ownership Information
https://fintel.io/so/us/hexo
 
HEXO – Insider Trading Information
https://www.canadianinsider.com/node/7?menu_tickersearch=HEXO+%7C+HEXO
 
HEXO - Price to Sales Ratio Data
https://ycharts.com/companies/HEXO.TO/ps_ratio
 
Note:  HEXO has one of the lowest Price to Sales Ratios of the Sector with sales coming online from it's 2021 acquistions that will put it on par with those being reported by Tilray
 
HEXO Daily Shareprice Data
https://ca.finance.yahoo.com/quote/HEXO.TO/history/
 
HEXO Live Trading Link for Extended Hours Trading (Stated in US Dollars)
https://www.marketwatch.com/investing/stock/hexo



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