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Bullboard - Stock Discussion Forum HEXO Equities Warrants Exp 2 Apr 2024 T.HEXO.W.A

Hexo Corp. is a Canada-based consumer packaged goods cannabis company. The Company is engaged in cultivating, processing, packaging, and distributing cannabis products to serve the cannabis market. The Company serves the Canadian recreational market with a brand portfolio, including HEXO, Redecan, UP Cannabis, Original Stash, 48North, Trail Mix, Bake Sale and Latitude brands, and the medical... see more

TSX:HEXO.W.A - Post Discussion

HEXO Equities Warrants Exp 2 Apr 2024 > quinlashes posts that Tilray may increase it's offer?
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Post by Keeler on May 17, 2023 8:58am

quinlashes posts that Tilray may increase it's offer?

Delusional, void of reality, denial......
all traits of a failed investment strategy. The problem with quinlashes 'Dollar Cost Averaging' is that at SOME point, the share price has to be higher than the average cost.
That means a company with an actual future - something that Hexo hasn't had for years.
Hexo shareholders - who would be better off financially just selling now and accepting the loss, than accepting the undervalued Tilray offer - a company that is NOT what some think it is.

You would end up with more Tilray shares selling today - and buying Tilray than you will waiting for the conversion. 
In the meantime - there are numerous US MSOs at bargain prices - who have an actual future with US legalization.



Specifically, Haywood concluded as follows:

the fair market value of the Company Shares is nil ($0), and the consideration to be received by Shareholders pursuant to the Arrangement is fair, from a financial point of view, subject to the assumptions, limitations and qualifications contained in the Fairness Opinion.

Shareholders are advised to consult the Circular for a more detailed list of the various factors considered by the Special Committee and the Board in making their respective determinations and recommendations and to carefully review the risk factors, the Formal Valuation, the Fairness Opinion and the other details described in the Circular in considering whether or not to vote in favour of the Arrangement.

FACTORS CONSIDERED BY THE SPECIAL COMMITTEE AND THE BOARD IN RECOMMENDING THAT SHAREHOLDERS VOTE IN FAVOUR OF THE ARRANGEMENT:

No Viable Alternatives to the Arrangement with Tilray.
There are a number of factors that made it extremely challenging for the Company to secure any additional funding to finance its business and operations in order to meet its obligations and avoid defaulting in the near term, including:

The extensive contractual prohibitions, restrictions, covenants and other terms of the amended and restated senior secured convertible note due 2026 issued by the Company and held by Tilray (the "Amended Senior Secured Note"); The regulatory and other constraints on the Company's ability to access the public capital markets;

The Company's high level of secured indebtedness; The Company's diminishing cash resources and financial condition; and The Company's contractual commitments, including its future monthly payment obligations to Tilray.

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