NDAQ:SNDL - Post Discussion
SNDL Inc
> SNDL news conference announcing merger Dec 2 ?????
Post by
igstar on Nov 29, 2020 12:40pm
SNDL news conference announcing merger Dec 2 ?????
Thats not my news, but its what it out there on the internet?? You can find it for yourselves.
There are some interesting points that back this up, that are in these articles.
1) the commentary has some detail that only someone aware or talking with someone with great knowledge. They know that Sundial is the leader in Vapes, and that Vapes are expected to be the number 1 product in the USA.
2) They know how world class their facility is, currently only operating at 25% capacity or so. And they know they are one of the few, producing high THC Cannabis - worth far more the barnyard garbage.
3) They know that with the US Feds set to legalize - it will kick off Cannabis 1.0 in the US, which far bigger and more wild than the Canadian roll out ever was.
4) They know that like in Canada, by the time the rules are set, structures built, plants seeded, its 12-18 months for a crop when Sundial gives you everything you want immediately!!
5) They know the library of strains that Sundial has is one of the best there is.
6) They know if Cronos and Tilray don't act, they will likely go under, as both of them have miserable tiny facilities with poor product, which is why they have been buying from Sundial for over a year.
7) They know that only Sundial has a Cannabis strain that benefits Covid patients.
8) Those who waited for Sundial to go under, now know the company will have close to 100m in cash in that window has closed
9) The option activity on SNDL is through the roof, and they know big positions are being taken. With this news, and 2 days to the supposed press release they can squeeze the 39m share short, and like not long ago - we could see .85 - 1.00 very quickly tomorrow or Tuesday
10) The Nasdaq listing, Chinese eco cars looking for listings - the value of all of Sundial assets are creating an imbalance between supply and demand for these assets that could rocket the stock. To build from scratch .... takes a long time... the buying on Sundial will be the big winner.
The massive greenhouses (like the now abondoned one in Medicine Hat by Aurora) are a symbol of how not to do it .... they will go under. The maker of Petron tequila sold their company for 5 Billion USD - because quality always demands a premium.
The one and maybe only thing mgmt at Sundial did right was build a worldclass facility, and secure the best strains of Cannabis. After all - that is what its all about.
Good luck tomorrow, volume will likely be 50m share pre-market (after Fridays after hours session closing at .40c) ... and will start very early
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