Indiva Ltd V.NDVA.H

Hidden gem?

[QCINDIVALUVIN]

With all the big pockets investors who already know about this company and are not buying in like crazy, i sometimes think i may be dumb thinkinh this is a gem with a 5-10x opportunity. Also, why is management not buying more at these prices if they knew it would pop big time in the near future?

[babedinkleman]

This post has been removed in accordance with Community Policy

[QCINDIVALUVIN]

i wouldn't mind them paying us a penality of 40 millions+ so US legalization is good news for everyone. 

[babedinkleman]

This post has been removed in accordance with Community Policy

[QCINDIVALUVIN]

I think their grn gummies will be a great addition and plan B 

[caretired1]

Probably cheaper than wana,  too!

[babedinkleman]

This post has been removed in accordance with Community Policy

[caretired1]

Indiva never planned to sit still with just wana. As QCindiva pointed out, Gron will be a good add and at a much lower price point coming out soon. The May cannabis show in Toronto will be a good launch point to introduce a competitive product.  At the same time, wana will keep churning into next year, IMO, as US legalization won't get through the Senate before the mid term elections 

[QCINDIVALUVIN]

The revenues synergy of Wana and Gron together until May 2025 (or more) should definitely be interesting and should keep our market share in a dominant position.

[Stuboo]

I could see them getting into other markets like vapes.

[babedinkleman]

This post has been removed in accordance with Community Policy

[babedinkleman]

This post has been removed in accordance with Community Policy

[Stuboo]

I agree just throwing stuff out there. I think for this company to go anywhere they have to continue to diversify. I don't think they can take over a market but a little chunk is do able.

[caretired1]

In the US the wana share is low teens and in 3rd place behind Wyld and kiva. I would also caution against any investment thesis in cpg products where you expect/need share at 40%. Coke and Pepsi may be near that but that's not a norm. Indiva like all others in CDa need the edibles market to grow and get their fair share. If the market doesn't grow, it won't matter to anyone. Hopefully

[QCINDIVALUVIN]

Agreed. The company never intended (realistically) to keep 40+ market share in the edibles market. They would much prefer to hold 20% of a pie 3x bigger than 40% of a smaller one.

[gossamer9]

This post has been removed in accordance with Community Policy