High Times
Home > Boards > US Listed > Cannabis >

Pyxus International, Inc. (PYX)

PYX RSS Feed
Add PYX Price Alert      Hide Sticky   Hide Intro
Moderator: pb1973, faxedreceipts, stalkstocks, r1aviator, Campeese, Copper Hunter
Search This Board: 
Last Post: 10/21/2018 3:20:08 PM - Followers: 49 - Board type: Free - Posts Today: 2

Oct 8, 2018

PYX - Pyxus International, Inc



" Currently has $1.8 BILLION in annual Rev, has better growth prospects and significantly more shots on goal than other cannabis companies with indicating an EBITDA target of +/- $500m in fiscal 2023"  

Now has TWO growing licenses!


 
PYX has 9M Shares Outstanding
 
Currently trading at $38.52 per share
 
This equates to a very small $343.8M Market Cap

"We believe PYX has between 500 and 1,600% upside potential."
 

Canopy Growth Corp. [TSX: WEED] is trading at 10.7x 2020 sales of $1.05 billion

Cronos Group [TSX: CRON] is trading at 12.3x 2020 sales of $160m

Aurora Cannabis (OTCQX:ACBFF) [TSX: ACB] is trading at 8.6x 2021 sales of $1.1 billion.

Aphria (OTCQB:APHQF) [TSX: APH] is trading at 9.4x 2021 sales of $360m

Tilray is trading at 43.8x 2020 sales of $350m

Now, let's compare that to Pyxus, which is trading at 0.8x fiscal 2018 sales of approximately $1.8 billion. It simply doesn't make sense that Pyxus would trade at such a big discount to the group because it not only has two Canadian cannabis licenses with its FIGR East and FIGR North operations, but also has an emerging industrial hemp/CBD business, a growth e-liquids business and let's not forget a legacy ~ $175m EBITDA tobacco leaf business selling in over 90 countries and a farmer base of over 300,000.

 

Bottoms-up Valuation:

Our first valuation exercise looked at PYX from the top-down using the pie chart provided by management at their investor day. That analysis indicated a valuation range of $315-$431 per share. Next, we looked at a bottoms-up analysis of each segment of Pyxus's business. After rolling-up the individual parts, the analysis indicates the following:

 

The results from the bottoms-up analysis elicit a lower overall range of values at $154-$358 per share, but we think we can agree these values remain much, much higher than today's current PYX's price of $28.18 per share leaving a substantial margin of safety.

High Times
PYX
Current Price
Volume:
Bid Ask Day's Range
  • 1D
  • 1M
  • 2M
  • 3M
  • 6M
  • 1Y
  • 2Y
  • 3Y
  • 5Y
PYX News: JWT Launches Major Rebrand for Pyxus International, Inc. 10/17/2018 09:34:00 AM
PYX News: Statement of Changes in Beneficial Ownership (4) 10/02/2018 05:10:44 PM
PYX News: Statement of Changes in Beneficial Ownership (4) 10/02/2018 05:09:02 PM
PYX News: Statement of Changes in Beneficial Ownership (4) 10/02/2018 05:07:17 PM
PYX News: Statement of Changes in Beneficial Ownership (4) 10/02/2018 04:34:13 PM
PlusOneCoin Top Posts
No plusone'd posts yet. Be the first!
PostSubject
#100  Sticky Note Fantastic article showing PYX as a soon to Campeese 10/05/18 08:27:42 AM
#88  Sticky Note This video is a must see: https://www.webcaster4.com/Player/Index?webcastId=272 faxedreceipts 10/02/18 03:43:33 PM
#385   I'll admit, I haven't done much DD here realfast95 10/21/18 03:20:08 PM
#384   hehehe this should be an epic short squeeze AsiaT 10/21/18 11:53:33 AM
#383   Aphria + $PYX merger? Backstabbed 10/20/18 07:44:31 PM
#382   With 2 mil tradeable float, one just needs stalkstocks 10/20/18 07:36:44 PM
#381   all this need is $300 million to go 100% AsiaT 10/20/18 05:35:28 PM
#380   not unless weed has nicitene in it searcher22 10/19/18 10:15:37 PM
#379   don't matter better margins with weed .. searcher22 10/19/18 08:15:08 PM
#378   Loading zone Mcfamin 10/19/18 03:00:44 PM
#377   potential bottom today realfast95 10/19/18 02:34:30 PM
#376   May fill that gap everyone was talking about, pb1973 10/19/18 01:45:27 PM
#375   Do you have anything positive to say about Backstabbed 10/19/18 01:37:25 PM
#374   Company been diluting here, anyone have any updated SS? sportd 10/19/18 01:25:29 PM
#373   PXY also needs to get in there and realfast95 10/19/18 01:22:10 PM
#372   That will, most likely, be true but to B-Dawg 10/19/18 01:03:13 PM
#371   By how much? They will come up with Backstabbed 10/19/18 12:21:17 PM
#370   You are all forgetting. That the legalization of realfast95 10/19/18 12:19:44 PM
#369   $PYX - the lower this goes, the higher Backstabbed 10/19/18 12:04:03 PM
#368   300m MCAP is a joke tommyterrific 10/19/18 11:52:50 AM
#367   Nice buy Backstabbed 10/19/18 11:45:48 AM
#366   Long 32.74 simmons420 10/19/18 11:38:23 AM
#365   Bought 2k @ 33.15 tommyterrific 10/19/18 11:35:16 AM
#364   I added shares on this dip, and will Backstabbed 10/19/18 11:23:00 AM
#363   Pyxus International Inc, Inst Holders, 3Q 2018 (PYX) avinanyc 10/19/18 09:11:06 AM
#362   i asked before if PYX will venture into avinanyc 10/19/18 09:09:45 AM
#361   I love this company. Set up for success. $PYX Backstabbed 10/19/18 07:05:59 AM
#360   FIGR products online stalkstocks 10/19/18 02:16:16 AM
#359   Crazy how this trades. Strong in the AM tommyterrific 10/18/18 06:38:50 PM
#358   Hopefully everyone bought up on this dip, added JaysonicusPrime 10/18/18 06:00:30 PM
#357   Come on Backstabbed don't u think a $100 DoubleJackie 10/18/18 01:17:52 PM
#356   That would be huge for $PYX pb1973 10/18/18 12:52:48 PM
#355   I will add as well when extra funds Backstabbed 10/18/18 12:12:49 PM
#354   1 big announce on cannabis stock doubling at tommyterrific 10/18/18 12:03:19 PM
#353   Haven’t sold a single share and don’t plan B-Dawg 10/18/18 12:02:38 PM
#352   Now is the time to accumulate, not sell. Backstabbed 10/18/18 11:59:40 AM
#351   $PYX - that's insane. if $PYX says we Backstabbed 10/18/18 11:30:21 AM
#350   $150k first day of sales https://www.cbc.ca/news/canada/prince-edward-island/fir stalkstocks 10/18/18 11:29:20 AM
#349   $PYX good to see the stock reverse. With Backstabbed 10/18/18 10:40:30 AM
#348   $PYX Is easily the best play in cannabis Mcfamin 10/18/18 10:15:14 AM
#347   Nice start today B-Dawg 10/18/18 09:47:46 AM
#346   We just need the company to tweet that! Backstabbed 10/17/18 04:58:26 PM
#345   Liquidity and Capital Resources avinanyc 10/17/18 04:49:25 PM
#344   https://www.humblejuiceco.com/ Can CBD drinks be far behind avinanyc 10/17/18 04:36:46 PM
#343   https://www.cbc.ca/news/canada/prince-edward-island/pe-cannabis-company-prepares avinanyc 10/17/18 04:08:35 PM
#342   $PYX - MUST READ DD! $PYX is by Backstabbed 10/17/18 01:55:30 PM
#341   https://korenthemp.com/ avinanyc 10/17/18 01:51:52 PM
#340   it needs volume like 10M or more avinanyc 10/17/18 01:12:51 PM
#339   Dilly Dilly!!! B-Dawg 10/17/18 01:05:41 PM
#338   $PYX - Excellent summary! Thank you Backstabbed 10/17/18 01:01:51 PM
#337   from Yahoo board.... just sharing avinanyc 10/17/18 12:59:54 PM
#336   gt in now... avinanyc 10/17/18 12:41:34 PM
PostSubject