Aurora Cannabis - Kanada & die Legalisierung

Nachdem Amerika sich für den liberalen Weg im Umgang mit
Cannabisprodukten geäußert hat beginnen auch andere Länder
auf den amerikanischen Kontinenten ein Umdenken.

Auch in Kanada ist seit 01.01.2016 der Besitz von Cannabisprodukten
legal.

Aurora Cannabis ist einer ersten, einer der größten Akteure auf dem
kanadischen Markt und soll hier näher betrachtet werden.

Ein spannender Markt mit berauschenden Renditen?

 

 

Biste denn bei Village investiert? Scheinst ja schon länger ein Tomatenbauerfan zu sein...  

Bei guten Investitionen ist es meist so, dass es erst die Schmerzen gibt.. Dann das Geld ;-)

In den amiforen bashen die shorties sich um Kopf und Kragen... Auf jedenfall Fall gibt es genug Kanonen Futter  

Nur dass es ab jetzt die shorties sind , die verbrannt werden ....  

So kritisch wie ich Aurora und die anderen Cannabiswerte sehe,
so begeistert sind andere von diesen Werten.
So ist es immer am Aktienmarkt, wenn Aktien gehandelt sehen Käufer und Verkäufer den gehandelten Wert nicht mit den gleichen Augen.
Bis jetzt ließ sich mit den Cannabis Aktien gutes Geld machen.
Für mich sieht das sehr nach Blase aus.
Der Umsatz mit Cannabis steigt.
Die Aktienanzahl der Cannabis Werte steigt noch viel schneller.
Die Verluste sind hoch, die Bilanzen enthalten durch überteuerte Übernahmen hohe Goodwill Positionen.
Ich erwarte ein baldiges Ende der Blase.
Wohin sollen denn diese Werte noch steigen ??

Finally listened to confer. call-
I mentioned last nite the acb statement was GOOD-
Rev up 20% across consumer, med. and inter.
Cost of Prod. down 26% $1.42...conf. call stated they are focused on <$1
SGA inc 1% ok
$345MM Conv note required acct. adj of ($101521) for qtr....which contrib to ($160,195) Net loss
NB YTD financials had a +$144,368 contrib related to disposal of invest.
Also ACB cont. to pay for tax on prescription cannabis which reflect ($3MM)
Production facilities- Sky, Sun, Polaris are all ramping up....and set up for producing Quality product for medical community...medical field is huge for cannabis
Earnings/share was ($0.16)...consensus was for ($0.03) disappt. yes but derivative invest write off didn't help

So all that said one has to keep in perspective their goals related to driving down costs and emphasis on Medical plus entry into US mkt.
IMO this company is only at $65MM revenue and only a fraction of this mkt.
This is start up company and has and will have expenses related to start ups....that will surprise on P&L statement going forward...
Est. company's have fewer abberations in my opinion...
This was a good conf. call and this company IMO is SOLID going forward...they have the right leadership to manage the challenges of this industry

Not sure if this makes any sense...but congrats to LONGS...you will be rewarded w/ patience  

Cannabisunternehmen betrachte ich wie jede andere Firma. Es wird was produziert und verkauft. Das Unternehmen beginnt mit Aufbau, Strukturen und Partner. Dafür werden Schulden aufgenommen. Irgendwann werden Gewinne gemacht und vielleicht auch eine Dividende gezahlt. Diese Chance hat man bei jedem Unternehmen.
Deshalb sehe ich hier keine Blase. Cannabis ist ja noch garnicht global legalisiert.
Das Produkt Cannabis wird ja nicht plötzlich verschwinden.
Wo ich dir Recht gebe ist, daß es viele kleine Zulieferer nicht überleben werden oder einige aufgekauft werden.
Wir müssen nur Geduld haben wie bei jeder anderen Firma ( Aktie) auch.  

@Admiral, die Frage ob ich in den Tomatenanbauer Village Farms investiert bin kann ich leider nur verneinen. Die hatte ich nie auf dem Radar. Der Kurs ist ja super gelaufen.
Village hat sich in den letzten 3 Jahren verzehnfacht.
Mit 9 Millionen square feet Anbaufläche können die sicher den nordamerikanischen Markt mit Cannabis überfluten wenn die komplett von Tomaten auf Cannabis umstellen.
Werden sie wohl nicht tun.
Village Farms zeigt mit seiner Verzehnfacht, das alles was mit Cannabis in Verbindung gebracht wird Kurstechnisch in die Höhe schießt.
Es zeigt natürlich auch, das tatsächlich auch ein Tomatenanbauer locker Cannabis produzieren kann. Wahrscheinlich mit seiner Erfahrung sogar viel billiger als Aurora und alle die anderen.

Executive Chairman Michael Singer On CNBC:

https://www.twitter.com/CNBCFastMoney/status/1128784609477578753  

Executive chairman Michael Singer during interview today confirmed ? a partnership with a big known company is on the works?

Wenn die Strategie weiter gefahren wird ist der Vergleich mit Amazon nicht abwegig... Das Amazon des CBD und THCs  

AURORA CANNABIS Q3 CONFERENCE CALL TRANSCRIPT.. https://finance.yahoo.com/news/...-cannabis-inc-acb-q3-230714077.html
ACB earnings call for the period ending March 31, 2019.  

Genau das zeigen Sie, dass jemand anbauen kann, der davon Ahnung hat. Ich bezweifle, dass jede Cannabisbude Ahnung hat. Da werden einige den Bach runtergehen, da die anvisierten Mengen niemals produziert werden können. Village ist ja immer noch niedrig bewertet, im Gegensatz zu den anderen Großen.
Wir warten mal ab, was das noch gibt. Eine Blase sehe ich nicht, nur Pumpbuden werden verschwinden.  

N PELTZ ** It will go down as the Most Amazing, spectacular and unbelievable Partnership Ever Formed in the CANNABIS Industry, I traded with and was associated with N.Peltz from his accounts our firm covered, and if word got out that he liked a particular Company you just wanted in also, He is a Builder of Shareholder WEALTH. I saw him buy Triangle Industries for and estimated 80 million in 1983 and sold it in 1988 for 4 BILLION. How ACB got him on board is a MYSTERY ,I can.t figure out ,Fantastic for Shareholders , this should be bought blindly, He will do A huge DEAL for ACB , Remember he is WALL STREET ,old school, his partner was Michael Milken then ,and they are still great friends, Again He alone is enough to be long ACB, Something Huge is Coming that will make any past Cannabis Deal feel like a flee on an Elephant's Back. GLTA I woun't post here ,just had to say it.

Auf jeden Fall überwiegt die Neugier... Ob die Maschinerie noch richtig an Fahrt aufnimmt... Geld zieht Geld an keine Frage  

 

Aurora Cannabis Exec Says Positive EBITDA Would Be 'Game-Changer'

Quote:
Road To Profit

Aurora offered the Street a 2019 outlook in January that forces the company to take a "very disciplined" approach to its business, Singer said. One of the financial metrics includes a path to becoming EBITDA-positive in the fiscal fourth quarter.

Based on the company's first quarter performance, Aurora is "on track" to hit its guidance, the executive chairman

https://www.benzinga.com/markets/cannabis/19/05/...ld-be-game-changer  

Aurora earned $65.1 million in the March quarter, up 20% QoQ although slightly below analyst estimates of $67.5 million. Gross margins ticked upward to 56%, far ahead of larger peer Canopy Growth's (NYSE:CGC) 22% gross margins last quarter. Aurora lost $76 million in EBITDA (ex-FV) this quarter and had a free cash flow deficit of $151 million, with about two thirds of that deficit due to capital expenditures. Perhaps owing to this deficit, Aurora has filed to raise up to U$400 million through an equity offering.

In my view, this was a strong quarter for Aurora with good growth in both the Canadian recreational cannabis market (revenue up 37% QoQ) and the international medical market (revenue up 40% QoQ). Those two markets are likely to be two of the largest drivers for Aurora's growth next quarter and Aurora's robust performance will give investors confidence the company will continue to perform well in all its key markets.

That said, value investors will still find little to like here. Aurora trades at approximately 17x its 2020 sales, based on analyst estimates. This valuation implies that Aurora will need many more strong quarters and continued growth in the Canadian and international cannabis markets to justify its $13 billion price tag.

For my part, I see Aurora as a reasonable investment in the Canadian cannabis sector, although not one of my favorite investments. Next quarter, Aurora anticipates growing more than 25,000 kilograms and cannabis and anticipates earning its first adjusted EBITDA profit on the back of increasing revenue. Aurora also is expected to announce U.S. CBD plans and Nelson Peltz-fueled partnerships with global companies over the next several months.

https://seekingalpha.com/article/...37-aurora-cannabis-justified?dr=1  

Sehr gut....
Dann kann es weiter nach oben gehen...
Sie machen eine super Arbeit und steigern somit ihr Gewinn auch in den nächsten Quartalen !
 

Hoffentlich, denn insg. sieht es an den US-Märkten nicht gerade rosig aus :-(  

The company nearly doubled its production volumes year-over-year to more than 15,500 kilograms of cannabis, notched 305% net revenue growth over the same period last year. Thanks Cam!

Nelson Peltz will lead us in the USA.
https://www.youtube.com/watch?v=ol5Jc3Ms0gE  

aktienpower : body1..

Sehr gut....
Dann kann es weiter nach oben gehen...
Sie machen eine super Arbeit und steigern somit ihr Gewinn auch in den nächsten Quartalen !

Was für ein Gewinn? Bislang gab es nur rote Zahlen. Zum nächsten Quartal hat man einen Gewinn versprochen. Etwas versprechen ist immer problematisch!!!
   

Nicht mehr und nicht weniger... Und versprochen wird auch nichts.. Man blickt positiv in die Zukunft  

Gewinn hat Aurora schon , aber weil sie halt noch investieren und expandieren, kostet eben Geld und deshalb auch der Verlust ....
Aber durch diese Investitionen spülen danach nachhaltig Geld in die Kasse!!!

Also !!!
Drinbleiben und abwarten lohnt sich !!!
Man weiß nie was kommt !!!

Coca Cola????
Tja man weiss es nicht ::::::)))))  

ACB ---> Aurora Cannabis Inc. produces and distributes medical cannabis products. It is vertically integrated and horizontally diversified across various segments of the cannabis value chain, from facility engineering and design to cannabis breeding, genetics research, production, derivatives, high value-add product development, home cultivation, wholesale, and retail distribution. The company's products consist of dried cannabis and cannabis oil; CanniMed vegan capsules; and hemp products, as well as sells vaporizers, consumable vaporizer accessories, and herb mills for using herbal cannabis products. It also operates CanvasRX, a network of cannabis counseling and outreach centers; and provides cannabis analytical product testing services. As of February 26, 2019, the company had operations in 24 countries across five continents. Aurora Cannabis Inc. has collaboration agreements with PharmaChoice, Pharmasave, and Shoppers Drug Mart for the distribution, sale, and marketing of medical cannabis products through their respective networks of pharmacies. The company has a strategic agreements with Hempco Food and Fiber Inc.; CTT Pharmaceuticals Inc.; Choom Holdings Inc.; Capcium Inc.; The Green Organic Dutchman Holdings Ltd.; Société des Alcools du Québec; Alcanna; Radient Technologies; Micron Waste; Wagner Dimas; Evio; and Cann Group Limited. Aurora Cannabis Inc. is headquartered in Edmonton, Canada.


1. Aurora Sky ? 800,000 sq. ft. purpose-built greenhouse ? 100,000 kg plus cannabis; $1 billion revenue; on airport property for ease of shipping; 90% licensed to produce and sell will be 100% by end of December
2. Aurora Sun ? 1.2 million sp. ft. purpose built greenhouse 120,000 kg cannabis $1 billion plus revenue under construction fully funded
3. Aurora Nordic ? 51% Aurora 49% Alfred Pedersen & Son 100,000 sq. ft. purpose built greenhouse; summer 2018; 1,000,000 sq. ft. purpose built greenhouse; 120,000 kg of cannabis; $1 billion plus revenue; now growing in Denbmark/Europe under construction fully funded
4. Aurora Mountain - 55,200 sq. ft. purpose built greenhouse
5. Aurora Vie ? 44,000 sq. ft. purpose built greenhouse
6. Lachute Facility - 48,000 purpose built greenhouse 4,500 kg
7. H2 Biopharma ? 100% owner; Sits on 46 acres H2 Biopharma may purchase for $136,000CAD
8. CanniMed ? 7,000 kg of production EU GMP Certified; patients 22,000; patents; Intellectual property?. came with $65 million cash
9. MedReleaf ? Markham 7,000 kg; Bradford 28,000 kg; Exeter 105,000 kg with potential to double in size; came with $256 million in cash; 40,000 patients
10. Peloton Pharmaceuticals ? 100% ownership
11. CanvasRx Holdings ? 100% ownership
12. Pedanios GmbH ? 100% ownership of a GERMAN DISTRIBUTOR; not a deal with distributor like other LPs but ownership of it all
13. Larssen Ltd. ? 100% ownership; involved with 15 cannabis industry clients, 5 in Canada
14. Radient Tech ? 16% ownership on diluted basis
15. Micron Waste ? 6.46% ownership
16. Liquor Stores N.A. ? Now Alcanna; 25% ownership non-diluted basis
- will have 37 stores for Alberta alone planned; more will come as regulations allow
- 5 stores did 1.3 million in sales in first 5 days of legalization
- 3.87% dividend;
17. HempCo Food ? 52% ownership
18. Cann Group Limited ? 22.9% ownership
19. The Green Organic Dutchman TGOD Investment ? 17.62% ownership; can increase to 50%
20. BC Northern Lights Ltd. And Urban Cultivator, Inc. ? 100% ownership
21. Anandia Labs - 100% ownership
22. Capcium ? 19.99% ownership; $10 million private placement
23. CTT Pharmaceutical Holdings Inc.: 9.14% ownership was a private placement US$1 million 5% convertible debenture; converted 9/11/2018; The agreement includes an issuance of warrants enabling to Aurora to increase ownership to 42.5%
24. HotHouse Consulting Inc.: LOI to acquire
25. Malta Greenhouse: First cultivation LOI issue; EU GMP standard facility; size TBA
26. Choom Holdings, Inc.: 8% ownership; $7 million Aurora receive 9,859,155 common shares from Choom's treasury, priced at $0.71 per share
items
27. Evio Beauty Group Ltd.: Partnership; collaborate to develop a line of co-branded hemp seed oil cosmetic products ("Non-Infused Products") as well as a collection of CBD infused cosmetic products ("Infused Products").
28. Wagner Dimas Inc.: Pre-Rolls; Aurora and Wagner Dimas will form a new Canadian entity to which Wagner Dimas has agreed to assign intellectual property with exclusive rights to Aurora
29. Namaste Technologies, Inc.: BC Northern Lights and Namaste Technologies have signed a Hardware Supply Agreement whereby Namaste will be the first third-party distributor to sell BCNL's premium home cultivation systems and accessories through its online technology platform.
Item 30 is ICC but it has a category of its own ..a trully great deal for Aurora

ICC Labs

1. projected 450,000 kg of production;
2. 26,638 medical consumers were registered with ICC Labs as of June 2018;
3. Columbia licenses (50 million people): ICC
4. Labs? Colombian subsidiary a license to cultivate psychoactive cannabis plants for medicinal purposes for domestic and international distribution; 124,000 sq. ft. greenhouse
5. ICC Labs, Inc. owns 25% of in Global Group Kalapa S.L. (?KALAPA?),
6. a private company headquartered in Barcelona Spain with the option to acquire the remaining 75% through the end of 2018.
7. KALAPA is the first pan-European medical consultancy specializing in treatments with cannabinoids
8. as owning 100% of KSK Labs, a producer and manufacturer of products based on CBD
9. with a presale agreement with Spain based VenPharma for an initial 140,000 CBD products with the next order to be 370,000 CBD annually to be sold via 1,300 points of sale;
10. Only Uruguay publicly traded license producer;
11. there is one other but it is a private company;
12. licensed 550 acres for hemp CBD production and export;
13. currently 69 acres of hemp production as of April 2018;
14. GMP certified extraction lab in Uruguay;
15. Domestic cannabis rec market 3.1 million people with two licensed producers
16. ICC has deal to export CBD to Emblem; presale of 10% of ICC's CBD production in 2018
17. Deal with Nuuvera now part of Aphria to export CBDs oils/crystals;
18. ICC subsidiary Tersum S.A., will export 150 kilograms CBD crystal in 2018 to ARA - Avanti Rx Analytics Inc., a subsidiary of Nuuvera Inc.;
19. ICC has deal with CanPharma to export to Germany CBD isolate, oils and other derivatives, as well as various medicinal tetrahydrocannabinol (THC) cannabis products,
20. ICC granted first licence to produce medical Cannabis in Greece
Item 31
31. Agropro UAB: 100% ownership: Europe's biggest producer, processor and supplier of hemp and Borela UAB: 100% ownership: Hemp processor and distributor for 5.36 million euros, or $6.2 million, in cash; 1,600 hectares under contract that can potentially yield more than 1 million kg of organic hemp with the possibility of adding more than 3,000 hectares across the Baltic Republics and Poland
Currently produces 1,000,000 hemp has land for additional 3,000,000 kg

ITEM 32 ARE THE SUPPLY AGREEMENTS AND WHERE AURORA SELLS PRODUCT

32. Supply Agreements in Canada:
a. Ontario: KG TBD
b. Shoppers Drugmart; Canada?s largest pharmacy retailer
c. Alberta: Aurora to allocate up to 25,000 kg of product for the first 6 months of sales
d. Alberta: via MedReleaf terms not disclosed but possibly 25,000 kg
e. British Columbia: Both Aurora and MedReleaf; terms not announced
f. Quebec: Aurora 5,000 kg; MedReleaf 8,000 kg
g. Emblem: presale of 10% of ICC's CBD production in 2018
h. Nuuvera now Aphria: 150 kilograms CBD crystal in 2018
i. Namaste Tech: TBD
j. Sundial: up to 250,000 grams of CBD crystal per year
k. Alcanna: TBD 37 retail stores in Alberta province to be increased as regulations allow
l. Yukon: TBD
m. Manitoba: TBD
n. Prince Edward Island: TBD
o. Newfoundland: TBD
p. Labrador: TBD
33. International Supply Agreements
a. Germany via ICC Labs: CanPharma GmbH, a licensed importer and wholesaler of narcotics TBD
b. Columbia via ICC Labs: Hlessing Industries presale of 42,000 grams of THC extract, 11,000
grams of CBD extract, 118,000 milliliters of THC oil and 30,000 milliliters of CBD oil
c. Mexico via ICC Labs; presale of 120,000 30 milliliter of CBD oil bottles
d. Brazil via ICC Labs; presale of 180,000 30 milliliter of CBD oil bottles
e. Spain via ICC Labs: 140,000 CBD products with intention next orders is to sell 370,000 CBD
products annually
f. Italy: via Pedanios TBD; have shipped previously
g. Germany: via 100% owned Pedanios distribution company; TBD
H. first license to sell Medical in Poland  

ich kann die Zahl nicht mehr sehen...