Indiva Ltd V.NDVA.H

RE:RE:MacLovin

[nedstar71]

BasementTrader wrote:
His points are never accurate, I encourage more people on this board to call Investor Relations to get the proper information. He gives a very in-depth explanation on all things Indiva that you don't see in a deck or online. Anthony - 416-881-5154 You are also right, Indiva is a big outperformer in cannabis right now. I don't expect that to change after tax loss selling season is done and cannabis is back on its way up. As for Wana, which ever side you are on doesn't matter. Regardless it's in Canopy's best interest for Indiva to acquire more market share and build up Wana as much as they can. Also alot of you are misinformed on canopy's business model. They've been doing nothing but selling big massive green houses. They have no intentions on operations, they want to become a global brands leader. You're hammered if you think they're going to go terminate all Wana licensees then build it themselves. Just to make the same mistake they did originally? Nope.

I agree with the exception of calling IR. Not this specific company but I've never found that particularly useful. As for McLovin he does raise some interesting points, but definitely leans to the fear mongering side while presenting his point of view. There is little question that Canopy backing Wana is a good thing for Indiva in both the short and long term, whether they buy the company outright or just drive the brand to new levels. As for market share nobody expects Indiva to be able to hold 50% of the market forever. That was never the plan and of course as additional players enter the market Indiva's market share will shrink as the overall edible market grows and Indiva's revenue will grow with it. If they can hold 20-25% in a mature edibles market they will be more than happy and revenue will be double or triple what it is now. Nobody remembering Wana in six months silliness aside, I am interested in how Wyld is entering the Canadian market. I'm not completely up on the regulations but assuming they aren't allowed to ship product from the U.S. and don't have a licence to produce in Canada any guesses who will be producing their product for them?