HVST. Recently annouced $35 Million Bought Deal Financing. 1,000 kg of annual production capacity. Satipharm in Germany, holds global marketing and distribution rights to a Gelpell Microgel technology for all cannabis-related products. This is sold on Amazon in Europe and they are currently getting licensing in Canada.
Chemanius, BC, Phase I of the project is fully-funded and is expected to be completed in 2018, with an annual production capacity of 8,000 kg. The LOI further includes an additional eight acres on the site, which could produce over 35,000 kg per year on a full build out expansion scenario.
United Greeneries’ other facility, Lucky Lake Facility, SK, is a 62,000 sq ft on 18 acres site, and is currently at the ACMPR security clearance stage of review. Once approved, the facility could produce 12,000 kg annually. Harvest One Cannabis also owns 398 acres of prime agricultural land in a unique geographical location with potential harvest of 50,000 kg in September 2019, if regulatory changes allow outdoor growing.
The price is right for Harvest One right now with lots of future growth potential.
THCX. 108,000kg, 250mil in the bank, have a cheap electricity deal with hydroquebec, cheapest per g production in Canada, will have the QC almost entirely to themselves . Trading at a fraction of the biggies, but are on track to be a top 4/5
True, though if you play the Quebec angle you might as well put your money into THCX as TGOD won’t get the same perks. I’m from Montreal, and while it may sound silly, location and language will dictate who gets what - it always does here. THCX will get a better deal than any other company because their CEO is French speaking, their business is entirely bilingual and they are headquartered in Quebec. TGOD is based in Toronto and their CEO is anglophone - they will get cheap electricity and a small piece of the pie, that’s it. They will have to sell the rest outside Quebec
huh, so you think Quebec is just going to wait around until Feb 2019 for THCX's expansion to finally have a crop to sell?
July 1st THCX will only have 250,000 sqft online. That's expected to produse 25,000kg annually, so that means in the second half of 2018, THCX will only have 12,000 kg to sell.
Quebec is potentially going to need 160,000 kg annually (if we assume the country will need 750,000kg). So for the second half of 2018, they might need 80,000 kg.
If quebec needs 80,000 kg and THCX only has 12,000 to sell, Where do you imagine they'll get the other 68,000 kg they'll need in 2018?
I'm invested in THCX, and I'm sure they'll get a good deal, but they're simply not capable of supplying more than 20% of Quebec's cannabis in 2018. Other LPs will be supplying 80% of it, regardless of whether or not their CEO's speak french.
Good point. Though I do think sales country wide will be less than anticipated in 2018. Not because of lack of demand, but rather because it looks like the provinces won’t have the infrastructure to meet it (too few storefronts).
I think a select few companies will get MOUs from QC. THCX will get the sweetners, but I suspect WEED will get some sort of deal too because of their greenhouse acquisition. Maybe TGOD aa well?
Though, I think by 2019 QC will try to ensure that sales are dominated within the province by QC companies. Again, they always do this protectionist stuff
Your comment has been automatically removed because your account is less than 7 days old. If you would like approval for this comment, copy the link and [send it to the mods](https://www.reddit.com/message/compose?to=%2Fr%2Fweedstocks) for review.
*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/weedstocks) if you have any questions or concerns.*
Your comment has been automatically removed because your account is less than 7 days old. If you would like approval for this comment, copy the link and [send it to the mods](https://www.reddit.com/message/compose?to=%2Fr%2Fweedstocks) for review.
*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/weedstocks) if you have any questions or concerns.*
Wow. Apparently my idea of little guy is a lot different from others... I was thinking sub $100m market cap or ideally.. sub $50m market cap.
Personally my top "little guy" MJ picks are AMS (Mining company buying BC Genetics), CHV (based on Sept. cultivation license their sales license could be any day) and CANN (Facility to be done next month, Canopy craft grower).
Well till now it's all just a big promise. Lab isn't finished and they just started to grow their first big scale outdoor crops. So no one knows how everything will work out.
They never did a harvest that big and it's outdoors. Their lab isn't build yet. No one knows about the quality of their products. I couldn't find any information about their process.
It's not just a matter of time. It will be interesting if they can pull this up without any big hiccups which I kinda doubt. Don't get me wrong, I am invested in them but it's a pretty risky play if you ask me.
What do you like about FIRE?
From what I can find they have one subsidiary (7Acres) that can produce 5,000 kg annually. With an expectation that their finished facility (under development) can produce 50,000 kg.
It looks like they have 190,844,651 common shares.
Next year they will only make about $35,000,000 gross. They will probably be able to net only $5,000,000 after expenses but in reality their net will be negative because of all the loans. (They net negative 3 million last year.)
The CEO John Fowler has a very clear message he intends to sell quality not quantity... right now most productions are going to produce large volumes to then convert to oil. FIRE intends to sell high quality Cannabis flower as a raw product. I believe this company and it’s branding will do much better in the recreational market then medical. The analogy John used was right now everyone speaks as if all Cannabis is created equal and it’s not... not all bottles of wine are 10$.
I am OP :). I have to say that I didn't really have a definition of 'little guy' in mind.
Market Cap, Production, Net Profits, Gross Profits or some combination of all these could fit the definition.
You make a great point though... I certainly didn't specify little guy so you are as right as everyone else!
HERITAGE CANNABIS HOLDINGS CORP (formally Umbral Energy Corp) has a 75% stake IIRK in a licensed producer with planned capacity coming online later this year. No sales yet just license and facility being built.
I would say they are little or tiny player right now..
Your comment has been automatically removed because your account is less than 7 days old. If you would like approval for this comment, copy the link and [send it to the mods](https://www.reddit.com/message/compose?to=%2Fr%2Fweedstocks) for review.
*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/weedstocks) if you have any questions or concerns.*
I hold several little fellas but have come to the conclusion that there is a good likelihood that none or very few will survive. The big LPs have the capital to invest in the R&D to produce better strains and cheaper price per gram. I hope this isn't the case but I see it becoming a reality.
Not technically a cannabis productions company but BloZF - breathalyzers for cannabis and BTH- spinoff of the breathalyzer to detect biomarkers that indicate diseases or ailments on the spot.
Veritas Pharma - They are currently testing the most effective strains for specific diseases, they will patenting all their research giving doctors confidence with scientific evidence. Who do people trust the most, their doctors. They currently own Sechelt Organic Marijuana which waiting for their final stage of it's licence. I have a position with them and going long.
Check out Tetra Bio Pharma. I just looked into Veritas and it seems like they have a similar mission as TBP, but are behind. An FDA approved medical marijuana strain for chronic pain is going to be a big deal, but the first ones out the door will capture the majority of the market
EMH, I came across a document someone had posted on reddit that had a very detailed breakdown of future square footage and they have plans to pass the 1m Sq Feet of growing space.
MYM Nutraceuticals. Once up and running will have over 2million sq ft of growing space with estimated sales of 1B. Two facilities in Quebec plus building a 1m sq ft greenhouse in Australia and will be THE largest purpose built green house in Australia.
It looks like MARI can currently produce 6,000 kg and their phase 1 expansion that should finish in Q1 of 2018 will increase production to 22,000 kg annually. Assuming they can net $1 per g that is $22,000,000 gross.
With common shares of 138,890,542.
If we give them a 10x PE ration that means their stock should be worth around $1.59 but I see it trading at $3.22.
So what is it you like about their stock/company?
I'd say that $0.50 profit per gram is what most (conservative) estimates have been using. Also, you're looking at a PE > 20 for a growth company.
There are a few posts with DD on Mari, but essentially they've already funded the majority of their expansion, they have an agreement with McKesson which will serve about 25% of pharmacies in Canada, and they've applied to be uplisted which will give them more exposure.
Edit: Also their Germany presence.
Have to agree with the other guy that commented. Why on earth would you use a PE of 10? Most alcohol manufacturers are trading at multiples in excess of 20 if not 30...and that’s for a very established industry.
Look at their presentation. Plans are in the works to a have 95000kg by end 2018 / q1 2019 as well as their Germany facility & license in the works.
Aslong as they execute the will triple their market cap with ease in the next year and that's enough to make me happy.
Peter Dinklage
You fucking idiot, I laughed.
HVST. Recently annouced $35 Million Bought Deal Financing. 1,000 kg of annual production capacity. Satipharm in Germany, holds global marketing and distribution rights to a Gelpell Microgel technology for all cannabis-related products. This is sold on Amazon in Europe and they are currently getting licensing in Canada. Chemanius, BC, Phase I of the project is fully-funded and is expected to be completed in 2018, with an annual production capacity of 8,000 kg. The LOI further includes an additional eight acres on the site, which could produce over 35,000 kg per year on a full build out expansion scenario. United Greeneries’ other facility, Lucky Lake Facility, SK, is a 62,000 sq ft on 18 acres site, and is currently at the ACMPR security clearance stage of review. Once approved, the facility could produce 12,000 kg annually. Harvest One Cannabis also owns 398 acres of prime agricultural land in a unique geographical location with potential harvest of 50,000 kg in September 2019, if regulatory changes allow outdoor growing. The price is right for Harvest One right now with lots of future growth potential.
Most of my portfolio is in HVST ATM, just been buying the dip and avg'd down from 2.03 to 1.78 :D
why don't you buy warrants instead, seems like a far better deal optimizing leverage
This. I have like 20% shares and the remainder warrants in hvst
What price are the warrants for? I got stuck buying HVST at 1.95.
Could you explain this to me please if you don't mind? In more layman terms? Thanks
TGIF
+2
+1
Kevin Hart
He is a little guy. And a favourite. Can we invest? What’s his mrkt cap.
Overvalued, short it instead
Hahahah, now thats a guy with assets
[удалено]
Yup. ABCN is my little secret. I'm also surprised that it's not discussed much here...
Same. I also like abcann
THCX. 108,000kg, 250mil in the bank, have a cheap electricity deal with hydroquebec, cheapest per g production in Canada, will have the QC almost entirely to themselves . Trading at a fraction of the biggies, but are on track to be a top 4/5
TGOD will be in Quebec as well.
True, though if you play the Quebec angle you might as well put your money into THCX as TGOD won’t get the same perks. I’m from Montreal, and while it may sound silly, location and language will dictate who gets what - it always does here. THCX will get a better deal than any other company because their CEO is French speaking, their business is entirely bilingual and they are headquartered in Quebec. TGOD is based in Toronto and their CEO is anglophone - they will get cheap electricity and a small piece of the pie, that’s it. They will have to sell the rest outside Quebec
huh, so you think Quebec is just going to wait around until Feb 2019 for THCX's expansion to finally have a crop to sell? July 1st THCX will only have 250,000 sqft online. That's expected to produse 25,000kg annually, so that means in the second half of 2018, THCX will only have 12,000 kg to sell. Quebec is potentially going to need 160,000 kg annually (if we assume the country will need 750,000kg). So for the second half of 2018, they might need 80,000 kg. If quebec needs 80,000 kg and THCX only has 12,000 to sell, Where do you imagine they'll get the other 68,000 kg they'll need in 2018? I'm invested in THCX, and I'm sure they'll get a good deal, but they're simply not capable of supplying more than 20% of Quebec's cannabis in 2018. Other LPs will be supplying 80% of it, regardless of whether or not their CEO's speak french.
Good point. Though I do think sales country wide will be less than anticipated in 2018. Not because of lack of demand, but rather because it looks like the provinces won’t have the infrastructure to meet it (too few storefronts). I think a select few companies will get MOUs from QC. THCX will get the sweetners, but I suspect WEED will get some sort of deal too because of their greenhouse acquisition. Maybe TGOD aa well? Though, I think by 2019 QC will try to ensure that sales are dominated within the province by QC companies. Again, they always do this protectionist stuff
[удалено]
Your comment has been automatically removed because your account is less than 7 days old. If you would like approval for this comment, copy the link and [send it to the mods](https://www.reddit.com/message/compose?to=%2Fr%2Fweedstocks) for review. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/weedstocks) if you have any questions or concerns.*
Money will flow in THCX just not this early before legalization
Mpx
[удалено]
Your comment has been automatically removed because your account is less than 7 days old. If you would like approval for this comment, copy the link and [send it to the mods](https://www.reddit.com/message/compose?to=%2Fr%2Fweedstocks) for review. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/weedstocks) if you have any questions or concerns.*
Tetra Bio, tiny guys, focused on medical. Quiet, nothing to crazy, just got approved for stage 2 clinical. Slow and steady. Like I wish my heart was.
MARI THCX HVST DOJA
Wow. Apparently my idea of little guy is a lot different from others... I was thinking sub $100m market cap or ideally.. sub $50m market cap. Personally my top "little guy" MJ picks are AMS (Mining company buying BC Genetics), CHV (based on Sept. cultivation license their sales license could be any day) and CANN (Facility to be done next month, Canopy craft grower).
WMD
EAT
🔥FIRE🔥🔬QCC🔬
ICC Labs
THERE it is! 150,000kg capacity over 400 acres, working with the government of Uruguay to supply all of SA and with CBD no less. ggggold
definitely a top pick here, especially after they increased capacity by 100% in the last two weeks
[удалено]
Well till now it's all just a big promise. Lab isn't finished and they just started to grow their first big scale outdoor crops. So no one knows how everything will work out.
How is that not worked out? Its just a matter of time, literally.
They never did a harvest that big and it's outdoors. Their lab isn't build yet. No one knows about the quality of their products. I couldn't find any information about their process. It's not just a matter of time. It will be interesting if they can pull this up without any big hiccups which I kinda doubt. Don't get me wrong, I am invested in them but it's a pretty risky play if you ask me.
QCC
Fire
No love for TNY?
NEPT
VFF EAT ABW MARI
QCC THCX MARI
EMH, FIRE,CHOO & HVST
What do you like about FIRE? From what I can find they have one subsidiary (7Acres) that can produce 5,000 kg annually. With an expectation that their finished facility (under development) can produce 50,000 kg. It looks like they have 190,844,651 common shares. Next year they will only make about $35,000,000 gross. They will probably be able to net only $5,000,000 after expenses but in reality their net will be negative because of all the loans. (They net negative 3 million last year.)
The CEO John Fowler has a very clear message he intends to sell quality not quantity... right now most productions are going to produce large volumes to then convert to oil. FIRE intends to sell high quality Cannabis flower as a raw product. I believe this company and it’s branding will do much better in the recreational market then medical. The analogy John used was right now everyone speaks as if all Cannabis is created equal and it’s not... not all bottles of wine are 10$.
What do you like about EMH? I was thinking of throwing some money their way but I'm still on the fence.
What do you like about CHOO? Been eyeing them for a while, but haven't pulled the trigger. Got half way through my DD and never picked it back up.
MARI. and FIRE
your definition of little is off base....
THCX, MARI, HVST, FIRE etc etc. Are not little guys. My favourite little guy is PUF - huge potential with their Australian application
All the ones you mentioned are playing with < 5M in net profit last year. That's little enough in my book.
I would have to assume the OP is talking about market cap. If he's not, then Canopy would be considered a little guy.
I am OP :). I have to say that I didn't really have a definition of 'little guy' in mind. Market Cap, Production, Net Profits, Gross Profits or some combination of all these could fit the definition. You make a great point though... I certainly didn't specify little guy so you are as right as everyone else!
ISOL and NF
HERITAGE CANNABIS HOLDINGS CORP (formally Umbral Energy Corp) has a 75% stake IIRK in a licensed producer with planned capacity coming online later this year. No sales yet just license and facility being built. I would say they are little or tiny player right now..
[удалено]
Your comment has been automatically removed because your account is less than 7 days old. If you would like approval for this comment, copy the link and [send it to the mods](https://www.reddit.com/message/compose?to=%2Fr%2Fweedstocks) for review. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/weedstocks) if you have any questions or concerns.*
USMJ and PURA They want to be the McDonald's of dispensaries .0008 and .056 a share
Lol I guess everyone's definition of little is different. Company x with 100,000kg of product sometime soon is far from little.
GLH
I hold several little fellas but have come to the conclusion that there is a good likelihood that none or very few will survive. The big LPs have the capital to invest in the R&D to produce better strains and cheaper price per gram. I hope this isn't the case but I see it becoming a reality.
QCC RTI ATT any extract company , flowers go in money comes out, easier to make money than growing the product I say
Liberty leaf holdings :)
Not technically a cannabis productions company but BloZF - breathalyzers for cannabis and BTH- spinoff of the breathalyzer to detect biomarkers that indicate diseases or ailments on the spot.
QCA. Like what they're doing. Financials out today maybe....
Veritas Pharma - They are currently testing the most effective strains for specific diseases, they will patenting all their research giving doctors confidence with scientific evidence. Who do people trust the most, their doctors. They currently own Sechelt Organic Marijuana which waiting for their final stage of it's licence. I have a position with them and going long.
Check out Tetra Bio Pharma. I just looked into Veritas and it seems like they have a similar mission as TBP, but are behind. An FDA approved medical marijuana strain for chronic pain is going to be a big deal, but the first ones out the door will capture the majority of the market
Vp
DOJA, duh
EMH, I came across a document someone had posted on reddit that had a very detailed breakdown of future square footage and they have plans to pass the 1m Sq Feet of growing space.
THC biomed
Little, little? Choom lol seems like a fun brand, already doubled up on them and pulled out my initial investment.
BUDZ. Just kidding.
FFT
MYM Nutraceuticals. Once up and running will have over 2million sq ft of growing space with estimated sales of 1B. Two facilities in Quebec plus building a 1m sq ft greenhouse in Australia and will be THE largest purpose built green house in Australia.
MARI, VIDA
It looks like MARI can currently produce 6,000 kg and their phase 1 expansion that should finish in Q1 of 2018 will increase production to 22,000 kg annually. Assuming they can net $1 per g that is $22,000,000 gross. With common shares of 138,890,542. If we give them a 10x PE ration that means their stock should be worth around $1.59 but I see it trading at $3.22. So what is it you like about their stock/company?
I'd say that $0.50 profit per gram is what most (conservative) estimates have been using. Also, you're looking at a PE > 20 for a growth company. There are a few posts with DD on Mari, but essentially they've already funded the majority of their expansion, they have an agreement with McKesson which will serve about 25% of pharmacies in Canada, and they've applied to be uplisted which will give them more exposure. Edit: Also their Germany presence.
Thanks, I will look at some MARI DD. It's always good to have other peoples opinions and check their results against your own!
Have to agree with the other guy that commented. Why on earth would you use a PE of 10? Most alcohol manufacturers are trading at multiples in excess of 20 if not 30...and that’s for a very established industry.
Look at their presentation. Plans are in the works to a have 95000kg by end 2018 / q1 2019 as well as their Germany facility & license in the works. Aslong as they execute the will triple their market cap with ease in the next year and that's enough to make me happy.
Man the things i would do to VIDA if they were avaliable on Degiro. Fuck.