CHM Cannabis
Home > Boards > US Listed > Cannabis >

Pyxus International, Inc. (PYX)

PYX RSS Feed
Add PYX Price Alert      Hide Sticky   Hide Intro
Moderator: pb_trading, stalkstocks, Campeese, Copper Hunter
Search This Board: 
Last Post: 12/10/2018 11:37:54 PM - Followers: 50 - Board type: Free - Posts Today: 0

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.

CHM Cannabis
PYX
Current Price
Volume:
Bid Ask Day's Range
  • 1D
  • 1M
  • 2M
  • 3M
  • 6M
  • 1Y
  • 2Y
  • 3Y
  • 5Y
PYX News: Emphasis on Developing Rare Cannabinoids-CBD Products Proving Valuable for Medicinal Marijuana Industry 08:45 AM
PYX News: Emphasis on Developing Rare Cannabinoids-CBD Products Proving Valuable for Medicinal Marijuana Industry 08:45 AM
PYX News: Pyxus' Indirect Canadian Subsidiary, FIGR, Welcomes New President 12/10/2018 06:30:00 AM
PYX News: Pyxus' Indirect Canadian Subsidiary, FIGR, Welcomes New President 12/10/2018 06:30:00 AM
PYX News: Pyxus' Industrial Hemp Joint Venture Launches Line of CBD Products 12/04/2018 06:30:00 AM
News News Alert: Emphasis on Developing Rare Cannabinoids-CBD Products Proving Valuable for Medicinal Marijuana Industry 12/11/2018 08:45:00 AM
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
#611   Shorts attempt to shake tree, collect fruit, has rusty tapp 12/10/18 11:37:54 PM
#610   Why I think a Short Squeeze is coming here: Copper Hunter 12/10/18 08:46:18 PM
#609   Nice grind today. Volume over $15 and we INTL 12/10/18 01:51:29 PM
#608   NEWS OUT!! https://www.ftmig.com/cannabis/figr-inc-adds-to-bench-strength-and-ap Jdoggg 12/10/18 09:16:55 AM
#607   $PYX - things are ramping up and aligning Backstabbed 12/10/18 08:58:41 AM
#606   Pyxus' Indirect Canadian Subsidiary, FIGR, Welcomes New President greenwillow 12/10/18 08:52:04 AM
#605   https://korenthemp.com/collections/cbd-e-liquid … greenwillow 12/06/18 07:43:02 PM
#604   Low Float. Bout to soar. Eagleize 12/05/18 12:29:40 PM
#603   Spooky place on the chart. In cash and INTL 12/04/18 04:02:31 PM
#602   great news today and people are selling? Or Backstabbed 12/04/18 09:44:16 AM
#601   $PYX - Booooom! Blockbuster NEWS!!!!!!!!!!!!! Korent CBD Products Backstabbed 12/04/18 06:51:37 AM
#600   For good reason. Great load opportunity today. INTL 11/30/18 12:55:08 PM
#599   Huge loading in the Pot Plays and CBD aristotelisonassis 11/29/18 06:54:50 AM
#598   https://af.reuters.com/article/africaTech/idAFL8N1Y36N7 aristotelisonassis 11/28/18 05:35:38 PM
#597   gaps like to be filled Chappy29 11/28/18 03:55:35 PM
#596   $PYX - this thing can hit $25 tomorrow! Backstabbed 11/28/18 03:50:45 PM
#595   $16 and running! aristotelisonassis 11/28/18 03:50:15 PM
#594   buy aristotelisonassis 11/28/18 03:20:23 PM
#593   I know what you mean, I averaged down drumkids 11/27/18 08:54:02 PM
#592   $PYX - is making me dizzy. One day Backstabbed 11/27/18 02:45:09 PM
#591   No. People shorting because someone told them to. tonyjh 11/20/18 11:17:02 AM
#590   Why is this selling again? Any valid reason? lol Backstabbed 11/20/18 10:00:13 AM
#589   Nice form 3 filed. Shorts are having their Backstabbed 11/19/18 08:38:53 PM
#588   Nice push so far. Large short interest. INTL 11/19/18 09:36:49 AM
#587   Farm Bill getting closer & closer... greenwillow 11/17/18 07:39:32 AM
#586   Ascending wedge at HOD. Strong going into next week. INTL 11/16/18 03:46:05 PM
#585   Up almost 8% on low volume. Lots of INTL 11/16/18 03:26:07 PM
#584   56.82% of yesterdays volume was short. Naked short INTL 11/16/18 11:44:16 AM
#583   Not much volume resistance until $18. Clean chart. INTL 11/16/18 11:37:59 AM
#582   Lots of shares to cover greenwillow 11/16/18 11:11:28 AM
#581   Ascending wedge forming at HOD. Friday short squeeze. INTL 11/16/18 10:54:05 AM
#580   https://www.politico.com/story/2018/11/15/farm-bill-snap-compromise-977277 INTL 11/16/18 09:32:51 AM
#579   Wow Just hired DuPont VP INTL 11/15/18 04:41:50 PM
#578   you gotta tell people what it is. lol presley1000 11/15/18 04:40:05 PM
#577   Huge Huge Huge News!!! Backstabbed 11/15/18 04:31:37 PM
#576   $PYX - Is it normal that this keeps Backstabbed 11/15/18 04:08:02 PM
#575   I still don’t get all this selling. What’s Backstabbed 11/15/18 04:00:20 PM
#574   Like how it has stabilized. Go $PYX Backstabbed 11/15/18 03:15:20 PM
#573   This is an established company with billions in INTL 11/15/18 02:33:02 PM
#572   Farm bill would give us a nice boost! Penny Traders Club 11/15/18 01:41:13 PM
#571   The potential on this low floater is huge! INTL 11/15/18 11:33:34 AM
#570   MJ up today and this turd down Just another sportd 11/15/18 11:16:46 AM
#569   Here is what is more significant for Pyxus. INTL 11/15/18 09:57:28 AM
#568   Does anyone know if pyx Will be exhibiting Mcfamin 11/14/18 09:51:38 AM
#567   Ut Oh CGC Down 8% In Premarket Honolulu Trader 11/14/18 07:46:06 AM
#566   This stock is certainly under attack however the Chappy29 11/13/18 05:24:36 PM
#565   $PYX - seems like there is a personal Backstabbed 11/13/18 02:59:01 PM
#564   This was near $50 a month ago....LMAO!!! PAUL_MARKOWITZ 11/13/18 02:52:18 PM
#563   Fat turd! sportd 11/13/18 01:29:45 PM
#562   I'm betting on this getting pushed through. US INTL 11/13/18 11:33:21 AM
PostSubject