Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Very positive info released on Goose. Looks very accretive to B2G with production starting mid 2025 with 310,000 ounces in 2026.
CW still advertising on Fox News tonight. Been seeing the commercials in the mornings but first time in prime time.
I like it!!!
Good stuff! For those that understand partnership structuring, they should like this disclosure. Sure, the preferred is first in line but a ton of potential upside to the common interests otherwise.
I read the technical stuff you post albeit the science is above me but I get what I need from it. Lots white papers turning up on the medicinal side of CBD. I’m not suggesting defloia will be the next best thing but pharma grade botanicals are going to be an explosive sector. Question is when it starts.
I get the pessimism on the stock. However, AJNA -001 is going to put eyes on CW this year and maybe sooner than later.
You’re right regarding the equity comp!
Initially, I liked her but came to see she’s not CEO material. She had good consumer products experience but would have been better working at a level or two below the CEO.
Water under the bridge!
B Corp designation corp gives credibility to social behavior, etc. not a bad thing per se. however, I haven’t seen the benefit attributed to the designation at this point.
Actually, a large % of the increase is due to the useless transaction of acquiring CB Medic or whatever the name. Deanie paid the price for this move and so did the shareholders.
I was thinking as well that a quick path to going public would be a merger into CW. However, IMO AJNA still needs to raise capital to move projects forward and CW doesn’t have the balance sheet to absorb the development costs at this time.
Nonetheless, interesting consideration!
Yes, please spare us lessons in alphabet reorgs in IRC Sec 368. We’ve seen enough of that from another :))))
IMO based off what I read along with direct communication with ANJA, may go public if they get the implied valuation they want later on which is a Big if at this time. Seems to me they’re content raising funds privately at this point. We’ll see!
This assumes CW hasn’t directly participated in the ANJA seed funding. I have not seen anything indicating this has occurred.
DY, my understanding in reading what’s been put out by ANJA is Defloria is a subsidiary JV entity under AJNA.
AJNA -002 is being developed under AJNA and outside Defloria JV. As CW is not in the schroon business, I don’t see it participating.
Agree with the earlier post. Appreciate the on topic information you provide. It’s definitely worth reading.
I see you posted the page with the link to download the slide deck. Apologies, I only view the hub on my phone so I missed it.
You’ll need to provide and email address
https://www.ajnabiosciences.com/investors
Perhaps I’m missing it in your post but there’s a separate link on the site.
Okay, you picked the one from the download option? I thought you posted the other one off the site. Either way, I like what I’m seeing on this front.
Also, take a look at the investment deck on the AJNA site. -001 looks promising.
Good stuff! Saw this yesterday. The ajna investment deck on -001 indicates positive things happening as well.
Sure thomas. It was another cashless exercise which if you don’t know is very common.
Also, thanks for putting awareness to the ASD earlier yet again. Love it! CW via AJNA Bio will be moving in Phase II very shortly.
GE: I thought said study was based on consuming considerable amounts of CBD over an extended period of time.
Apply this standard to most consumable OTC health care products and there will be some kind of bad side effect. I may be wrong but I can’t think of one legitimate CBD seller that endorses consuming excess amounts of CBD and indicate dosages that are moderate on the labeling.
Please correct me if I have this wrong.
IMO it will be a stock deal if there’s a deal. I don’t see debt as an option but we’ll see.
GE, if you’re referring to the CARES Act loan received ahead of the refund, I believe the lender required CV to secure ‘tax insurance’ in case the IRS disallowed any part of the ERTC refunds.
IMO, a transaction would be stock for stock. A loan would be a very expensive in the current interest rate environment and counterproductive and probably a non-starter for other reasons as well.
Good post! ASD is what CW and AJNA Bioscience are pursuing in their JV.
Yes, plenty deflection
So what? It’s his opinion and entitled to it.
Btw, you’ve been wrong on your CVSI predictions for like ever while criticizing any thoughts not in alignment with yours. Help yourself to some humble pie once in a while. May do you well!
Catch your act later!
IMO you’ll be looking even better looking out to 2025/26.
Why is that?
You may be referring to me as I didn’t post a link. No link needed. 280e has zero impact on CBD companies.
The 280e asset story is being spun and something it’s not.
CBD companies are not limited by 280e so no asset here. Also, as it relates to MJ companies and current tax law (which has a couple of interpretations), the benefit to the 280e asset we’re hearing about relates to tax basis that can be recouped on a sale of the business. No help to current opts.
What would be useful for the MJ space is a law change allowing a catch up adjustment of lost expenses or a tax amortizable asset over X years of same with 280e fully eliminated as it relates to MJ companies going forward. However, any sort of catch adjustment is not even part of discussion at levels where it matters at this time.
Yep! For the time being, good to see the space batching bids albeit due to the possible rescheduling.
I have not read any reliable current sources supporting either answer so I would not know.
CV is definitely NOT at the forefront on the topical benefits of hemp.
Wasn’t he and he posting anything under 05 is a buy. At least they trimmed the buy limit based on their own overpaid buys.
Please tell why you say mgmt is a bunch of crooks?
Other companies doing R&D in the synthetic CBD space have communicated how complicated it is to develop synthetic CBD past the drawing board. Furthermore, the FDA has stated synthetic CBD submissions will be put through a rigorous approval process. Translation - lots of time and money required.
To your point, if 007 is approved, it’s years away.
Right whatever!
Telling it like it is - refreshing!!!
Yep, don’t waste your time.
We’ll said - good post!