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Bullboard - Stock Discussion Forum Sunniva Inc SNNVF

Sunniva Inc. is a Canada-based company. The Company is not engaged in any business.

GREY:SNNVF - Post Discussion

Sunniva Inc > My Take
View:
Post by justinpaul on Sep 19, 2018 12:16am

My Take

SNN  closed at $6.20 with heavy resistance at 6.50 level
 

Announced bought deal financing, adding 1,900,000 shares (+15%) and 950,000 warrants

Could finish out at 3,200,000 shares added to share count, total diluted amount is 34,500,000 (44,000,000) with all warrants exercised 


This is likely to cash flow build out of Canada as well as operations till end of year as they stated Q4 revenues will start to grow, with first harvest Q1.
obviously they are still working on financing, or they would have just issued 20mil shares to finance the whole Canadian build out like every other mj company right now since banks aren’t lending. So technically management is sticking to their plan of minimum dilution, compared to their peers! They only issued 3.2mil with this bought deal fully exercised. Not bad. They are doing the minimum they need.  Also the discount likely also factored in the inevitable drop in price as the impatient exit.
 
 

We will likely see a drop in share price to $5.27 as that’s what the bought deal was issued at.  Could see low 5’s for a while.

however! In my opinion for whatever it’s worth

 

Company fundamentals still look great and promising with a future market cap in 2020 of $1.5 billion total (10x earnings ~$150,000,000) across both companies if spun out USA and Canada. With current stated business plans

If management can execute on building out Canada with minimal added dilution;

 

45,000,000 shares is $33.33 (plus 1mil shares)

50,000,000 shares is $30.00 (plus 6mil shares) 

 

Also still a good buy out target as they have good tangible assets and cash flow.

This is a tortoise not a hare.

Comment by Benedictus on Sep 19, 2018 9:31am
very nice balanced summary of the current situation justinpaul! The reaction on this board would assume this is just another penny MJ stock with a mgt team who only knows how to dilute the shares and already has a 250M float! I see absolutely no change from my initial assessment of this company and why I bought and do not need to disparage the mgt for meeting current buildout needs until the CA ...more  
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