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Aurora Cannabis, Canopy Growth, EXMceuticals - who will be the best turnaround story?

Mario Hose Mario Hose, Apaton
0 Comments| February 25, 2020

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Cannabis shares are not in demand at the moment. About a year ago the growth potential and possibilities of the rediscovered historical medicinal plant seemed to be endless. Today it is different, there is a hangover mood. The hype back then led to a buyer's market. Investors underbid each other with purchase orders and shareholders surrendered their shares in a nervous mood in order to set off for new shores. This or something similar may be the current situation in the environment of numerous cannabis companies. But experienced investors also know that consolidation phases are the foundation for success stories.


Consolidation phase offers opportunities

When speculators pull out of companies, the hour of the investors strikes. The quick money has been earned or dreams have been shattered and from now on it is all about facts. The Champagne mood has given way to reality and those responsible have to provide hard facts. The list of cannabis companies that have left a lot of feathers is long and the choice for experts is huge. Who buys whom or which partnership makes the most sense strategically or geographically?


Well-known players with volatility

Aurora Cannabis (TSX: ACB) is one of the large and well-known companies with a market value of CAD 2.4 billion. In the past 12 months the shares changed hands between CAD 1.90 and CAD 13.67. At the moment the share is quoted at around CAD 2.08 and thus at the lower end of the fluctuation range. The shares of the cannabis giant Canopy Growth (TSX: WEED) are currently trading at just over CAD 27.00. This company has also had a volatile year and the shares were trading between CAD 18.23 and CAD 70.98. At the current level, the company is still worth over CAD 9.4 billion.


Newcomer with potential

EXMceuticals (CSE: EXM) is a cannabis company that is still relatively unknown. In the last weeks the CEO Jonathan Summers has announced several new members of the team and plans to build up a European specialist for the production of medical CBD. From Portugal, Europe will be supplied with the ingredients. With a share price of CAD 0.35, the company is worth around CAD 12.8 million on the stock exchange. Over the past 12 months, the shares have traded between CAD 0.30 and CAD 1.72.

The company belongs to the small-cap category and the potential for value appreciation is particularly high in this early phase. Investors with a medium-term investment horizon should take a closer look at EXMceuticals.



CONFLICT OF INTEREST & RISK NOTE
We would like to point out that Apaton Finance GmbH, the owner of news.financial, as well as partners, authors or employees of Apaton Finance GmbH may hold shares in the aforementioned companies and that there may therefore be a conflict of interest. Further details can be found in our ´Conflict of Interest & Risk Disclosure´.


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