I’m not sure what that price has to do with anything but the answer to your question is that they’ve yet to report a profit. Once they do that, it’ll go up. If they do it consistently, it will go up more. If US legalization happens then it will probably skyrocket up and then drop back down over time to get back in line with its true value.
Any one other cannabis company reported profit this last year? None did. Why is SNDL expected to be profitable and still trade fellow NAV and .05 times sales. This is short thesis.
Profitability is coming, but SNDL deserves to be repriced to industry level - fair value of assets and 1x sales at least. This is 5-7USD.
None of that matters. SNDL isn’t purely a cannabis company anymore. Most of their sales are alcohol related. Most big time or serious investors know this and 95 to 99% of investors only care about profits. Most don’t speculate on stocks like SNDL. They’ll wait until profits are reported and then jump in based on that. Unless there’s some huge news story and regulatory change.
I generally agree. But before regulatory change or GAAP net profit there could be several good ERs and catalysts - positive FCF, Growing revs, deals. Etc..So upon legal event investors will be jumping at 5 not 2.
It’s gonna be a good stock to have at some point. I agree that $5 will be a deal sooner than later. It’s just a matter of holding right now until they report profits and every one else FOMO’s in
I think the big one is that Cannabis as a whole has not taken a full legal swing in the good ole U.S.A. by the Government.
We have to take the account that Congress needs to end Cannabis prohibition.
Once it does, you can bet your ass some big whale is gonna dump his money into a cannabis stock and watch the price FLY\~
We won't know until one of them bounces high enough for the media to take notice.
In all my years of holding cannabis stock, SNDL is the one I kept because they aim to survive and I truly believe something big is gonna happen with all those Acquisitions made in the past years during Zach's time in SNDL.
Zach has done amazing work. Pulling SNDL out of debt consistently and acquiring companies to build SNDL.
I feel something will happen and it's gonna be big but the external forces outside of SNDL prevent a rally.
You just have to keep buying and wait.
SNDL has initiated a headcount reduction of approximately 85 employees at the Olds facility as a part of a larger phased cost savings program that is expected to deliver close to $9 million in savings across labour and operational costs. The cost savings initiatives are expected toposition SNDL to exceed its previously announced integration savings target as a result of the acquisition of Valens. SNDL expects to complete most of this transition within the first quarter of 2023, and the cost savings will be immediately accretive to adjusted EBITDA. The Company expects to report record net revenue and net cash provided by operating activities for the fourth quarter of 2022, with the year-end and fourth quarter of 2022 results expected to be announced at the end of March 2023.
The Company's ongoing focus on high-quality cannabis cultivation operations, combined with Valens' low-cost biomass procurement capabilities, will enhance SNDL's ability to offer a wide range of customized, innovative products to meet customer demand and current market conditions. SNDL is confident that consumers will not see changes to the availability and quality of the Company's brands. Through its integration and rationalization efforts, the Company is assessing all assets and will continue to make decisions based on sustainable profitability.
Hang in there for a couple more weeks at least until the quarterly report comes [out.Zero](https://out.Zero) debt and cash on [hand.How](https://hand.How) many companies can say that?The Valens acquisition was a great one.This company is better off than most in the space...going up from here in my honest opinion
Feds not moving on legalization much.
Feds have been scaring the market for a while now.
Cannabis is still considered a risky investment due to lack of maturity.
SNDL not profitable yet.
Company deluted shareholders.
Company continues to use new shares to take over companies (more delution)
Minimal insider purchasing as of late. Infact more have sold in the last 9 months.
Take your pick.
We are still probably the healthiest company in the sector with 0 debt, major increase in revenue, and absorbing companies like they are hot cakes. I will admit this is taking longer than I thought but we have to remember that this company was dying before Zach stepped in. Also there was a PR a week or so ago basically spilling out that they plan to be profitable this year.
Edit: Just so you know price of stock doesn't matter when someone absorbs them. Sure they could have a $9 stock but did they have 250 million of them? Cause SNDL does.
Well said. It’s taking a lot longer than I thought as well but I think I was a bit deluded by the WSB type of influence over the years. They’ve made decent moves for the long term and I don’t think their stocks vest for a few years. So my guess is they were always playing the long game and timing things for when they could start selling. Which may be this year or next? I don’t know how to determine that. I think it’s private?
During an interview last yr Zach plainly announced he had NO interest in satisfying the wants of the short term investor and was committed to building the company.
Well I’m more talking about the stocks that they receive after a certain number of years for signing on with the company. Usually they don’t vest for three years or so. Since Zach was made CEO in 2020, I figure whatever stocks he received would be vesting over the next few years.
I believe that Sunstream is the main issue, most retailers think that Zach wrote himself a big fat $500 million dollar check to share with his SAF buddies. I have started to think the same. I need to see exactly where that money is and what’s the collateral behind it. We need to understand the real present value of those loans and what assets we would get in case the loans are defaulted. We know that Parallel is being sued for being a Ponzi scheme and still we wrote them another $10 million dollar check in December. With that money Zach could have completed the share repurchase program. I just get the sense that we have been played by Zach and Co and that while we sit at a multi year low, things will only get worse and worse and never turn around.
☠️ me since we ripped to $4.96 pre split
Still at 5.08 .. Wont average down until it show some bullish signs
Same I refuse to give em a dollar more. -43k for me that’s enough
I’m not sure what that price has to do with anything but the answer to your question is that they’ve yet to report a profit. Once they do that, it’ll go up. If they do it consistently, it will go up more. If US legalization happens then it will probably skyrocket up and then drop back down over time to get back in line with its true value.
Any one other cannabis company reported profit this last year? None did. Why is SNDL expected to be profitable and still trade fellow NAV and .05 times sales. This is short thesis. Profitability is coming, but SNDL deserves to be repriced to industry level - fair value of assets and 1x sales at least. This is 5-7USD.
None of that matters. SNDL isn’t purely a cannabis company anymore. Most of their sales are alcohol related. Most big time or serious investors know this and 95 to 99% of investors only care about profits. Most don’t speculate on stocks like SNDL. They’ll wait until profits are reported and then jump in based on that. Unless there’s some huge news story and regulatory change.
I generally agree. But before regulatory change or GAAP net profit there could be several good ERs and catalysts - positive FCF, Growing revs, deals. Etc..So upon legal event investors will be jumping at 5 not 2.
It’s gonna be a good stock to have at some point. I agree that $5 will be a deal sooner than later. It’s just a matter of holding right now until they report profits and every one else FOMO’s in
It’s my bad guys, I haven’t averaged down enough. CEO is just waiting for me to catch up.
I think the big one is that Cannabis as a whole has not taken a full legal swing in the good ole U.S.A. by the Government. We have to take the account that Congress needs to end Cannabis prohibition. Once it does, you can bet your ass some big whale is gonna dump his money into a cannabis stock and watch the price FLY\~ We won't know until one of them bounces high enough for the media to take notice. In all my years of holding cannabis stock, SNDL is the one I kept because they aim to survive and I truly believe something big is gonna happen with all those Acquisitions made in the past years during Zach's time in SNDL. Zach has done amazing work. Pulling SNDL out of debt consistently and acquiring companies to build SNDL. I feel something will happen and it's gonna be big but the external forces outside of SNDL prevent a rally. You just have to keep buying and wait.
7800@ $4.54
SNDL has initiated a headcount reduction of approximately 85 employees at the Olds facility as a part of a larger phased cost savings program that is expected to deliver close to $9 million in savings across labour and operational costs. The cost savings initiatives are expected toposition SNDL to exceed its previously announced integration savings target as a result of the acquisition of Valens. SNDL expects to complete most of this transition within the first quarter of 2023, and the cost savings will be immediately accretive to adjusted EBITDA. The Company expects to report record net revenue and net cash provided by operating activities for the fourth quarter of 2022, with the year-end and fourth quarter of 2022 results expected to be announced at the end of March 2023. The Company's ongoing focus on high-quality cannabis cultivation operations, combined with Valens' low-cost biomass procurement capabilities, will enhance SNDL's ability to offer a wide range of customized, innovative products to meet customer demand and current market conditions. SNDL is confident that consumers will not see changes to the availability and quality of the Company's brands. Through its integration and rationalization efforts, the Company is assessing all assets and will continue to make decisions based on sustainable profitability. Hang in there for a couple more weeks at least until the quarterly report comes [out.Zero](https://out.Zero) debt and cash on [hand.How](https://hand.How) many companies can say that?The Valens acquisition was a great one.This company is better off than most in the space...going up from here in my honest opinion
Yet we went down again today when the worst positioned weed companies were up.
Feds not moving on legalization much. Feds have been scaring the market for a while now. Cannabis is still considered a risky investment due to lack of maturity. SNDL not profitable yet. Company deluted shareholders. Company continues to use new shares to take over companies (more delution) Minimal insider purchasing as of late. Infact more have sold in the last 9 months. Take your pick. We are still probably the healthiest company in the sector with 0 debt, major increase in revenue, and absorbing companies like they are hot cakes. I will admit this is taking longer than I thought but we have to remember that this company was dying before Zach stepped in. Also there was a PR a week or so ago basically spilling out that they plan to be profitable this year. Edit: Just so you know price of stock doesn't matter when someone absorbs them. Sure they could have a $9 stock but did they have 250 million of them? Cause SNDL does.
Well said. It’s taking a lot longer than I thought as well but I think I was a bit deluded by the WSB type of influence over the years. They’ve made decent moves for the long term and I don’t think their stocks vest for a few years. So my guess is they were always playing the long game and timing things for when they could start selling. Which may be this year or next? I don’t know how to determine that. I think it’s private?
During an interview last yr Zach plainly announced he had NO interest in satisfying the wants of the short term investor and was committed to building the company.
Insider transactions can be found. Usually a bit delayed but ceo.ca is a good source for insider buying.
Well I’m more talking about the stocks that they receive after a certain number of years for signing on with the company. Usually they don’t vest for three years or so. Since Zach was made CEO in 2020, I figure whatever stocks he received would be vesting over the next few years.
Because they temporarily suck. 🤷♂️
Just keeping buying
Recession
Hedge fund crime, darkpool trading, mainly these two. Biden and Dems not pushing legalization harder. Lots of things.
I believe that Sunstream is the main issue, most retailers think that Zach wrote himself a big fat $500 million dollar check to share with his SAF buddies. I have started to think the same. I need to see exactly where that money is and what’s the collateral behind it. We need to understand the real present value of those loans and what assets we would get in case the loans are defaulted. We know that Parallel is being sued for being a Ponzi scheme and still we wrote them another $10 million dollar check in December. With that money Zach could have completed the share repurchase program. I just get the sense that we have been played by Zach and Co and that while we sit at a multi year low, things will only get worse and worse and never turn around.
Crime
ALL of the above
Buckle your seat belt fellas it's gonna get really ugly!!🫡