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Exactly and CW only one with scale in 2919 and H1 2020
I have all in on weed blocked
Did some awesome DD on GRAS i will be posting soon. Running it by the FDA as well and an FDA lawyer.
They explained why on the call . We are also 50% more revenue than closest competitor the last two Q’s. We have a forecast for the year and none of the competitions give forecasts . 120-170m next q will be 25-30m the. 30+ last two q’s of this year . Nobody in CBD land can compare but I’m long 4 of them
love it
Showed some good flashes. Needs to make growth moves with urgency and get some PR’s about it.
The FDA said it can happen that is their language and website
?$CGC was uplisted on the TSX and went to well over 5 billion market cap even before they listed in the USA. $CWBHF $CWEB uplists to TSX this week ?
Also think some bigger co's coulds try to buy the 4 CBD companies i am long soon as branding is everything imo only
I am long 4 cbd companies . CV is one of them. I believe this theme will blow up like the weed stocks did. FDA is going to be big catalyst as well as more big box adoption.
sorry here is exact FDA piggyback language : The GRAS conclusions can apply to ingredients from other companies, if they are manufactured in a way that is consistent with the notices and they meet the listed specifications.
https://www.fda.gov/food/cfsan-constituent-updates/fda-responds-three-gras-notices-hemp-seed-derived-ingredients-use-human-food
what does get CV advantage is early mover and familiarity with CV brand. this will be all about branding and brand recognition. Like when Curaleaf came out with CBD . who cares if nobody knows brand and reputation like CV has and a few others.
that is not getting us advantage with big box right now as competitor actually has the oils in a big box and the first to do it.
yes that is exactly what i posted here:
This FDA page seems to completely refute/question that CV or anyone that gets GRAS has competitive advantage / exclusivity, (and I did this DD as a CV long):
1) FDA Responds to Three GRAS Notices for Hemp Seed-Derived Ingredients for Use in Human Food
2) The GRAS notices were submitted by Fresh Hemp Foods, Ltd. ( Manitoba Harvest ) an individual company like CVSI
3) FDA themselves said -> The GRAS conclusions can apply to ingredients from other companies, if they are manufactured in a way that is consistent with the notices and they meet the listed specifications.
So any company can piggyback a GRAS if manufactured in consistent way and meet listed specifications.
That withstanding others are going through GRAS currently.
Here is link for the above discussion:
https://www.fda.gov/food/cfsan-constituent-updates/fda-responds-three-gras-notices-hemp-seed-derived-ingredients-use-human-food
you can piggyback. here is the language from the FDA themselves
This FDA page seems to completely refute/question that CV or anyone that gets GRAS has competitive advantage / exclusivity, (and I did this DD as a CV long):
1) FDA Responds to Three GRAS Notices for Hemp Seed-Derived Ingredients for Use in Human Food
2) The GRAS notices were submitted by Fresh Hemp Foods, Ltd. ( Manitoba Harvest ) an individual company like CVSI
3) FDA themselves said -> The GRAS conclusions can apply to ingredients from other companies, if they are manufactured in a way that is consistent with the notices and they meet the listed specifications.
So any company can piggyback a GRAS if manufactured in consistent way and meet listed specifications.
That withstanding others are going through GRAS currently.
Here is link for the above discussion:
https://www.fda.gov/food/cfsan-constituent-updates/fda-responds-three-gras-notices-hemp-seed-derived-ingredients-use-human-food
Just trading with overall market for now
This FDA page seems to completely refute/question that CV or anyone that gets GRAS has competitive advantage / exclusivity, (and I did this DD as a CV long):
1) FDA Responds to Three GRAS Notices for Hemp Seed-Derived Ingredients for Use in Human Food
2) The GRAS notices were submitted by Fresh Hemp Foods, Ltd. ( Manitoba Harvest ) an individual company like CVSI
3) FDA themselves said -> The GRAS conclusions can apply to ingredients from other companies, if they are manufactured in a way that is consistent with the notices and they meet the listed specifications.
So any company can piggyback a GRAS if manufactured in consistent way and meet listed specifications.
That withstanding others are going through GRAS currently.
Here is link for the above discussion:
https://www.fda.gov/food/cfsan-constituent-updates/fda-responds-three-gras-notices-hemp-seed-derived-ingredients-use-human-food
test
TCNNF had sick numbers and is red also. Only MJ/CBD co with numbers better than us but limited to Florida right now and all weed.
Ask them yourself
This tweet understand thesis:
https://twitter.com/jack18776568/status/1133738117914144768?s=21
CV #1 competitor almost has it. not that it will be any huge advantage imo. and CV has not even submitted it to the FDA which pisses me off as a CV long. i am long 3-4 CBD companies . the NYSE listed one is gaining on us here also . we need to sell to bigger company and ditch drug program
USA listing available
conference call - JV’s, partnerships , M&A, & other countries coming
TSX same move CGC made before US listing
The Company believes that the TSX listing will increase the Company's exposure to a wider capital markets audience, increase trading liquidity, and expand access to international institutional investors and capital.
Charlotte's Web Announces TSX Listing https://prn.to/2W0PrO4
This speaks to CW's proprietary genetics as well
as a CV long I am concerned about the drug development, they will need to do a massive raise as drug development costs are through the roof. and if drug development progresses the 20m incentive shares will become dilutive. We could be talking about 150-200m shares outstanding by next year. that is why i think CV should sell themselves asap or discontinue the drug. I want to add more CV but want them to discontinue drug dream.
Major competitors will have GRAS soon. and they will submit it to the FDA like nobody has so far. The market has assigned no value to CV self affirmed at all stock has been dead for a year . that frustrates me as a CV long
I doubt it they are an American hemp company and CV uses European hemp
The market has assigned no value to it and others will have it by then . also there will most likely be a grace period for others to achieve it. if the market thought your scenario will happen this stock would not be dead and weak all the time and unable to hold gains above 5 which frustrates me as a CV long
As far as if they would automatically be granted and vest in a buyout
I am going to ask IR about the 20m extra diluted shares since nobody here knows the answer. I will report back my findings
Not for the #1 dominating brand and legit company by far !! Crushing all the cbd competition !!!
Well said ! I had to block him . Started to be more like therapy
Uplist to TSX , google amazon going , ceo promises to be urgent and effective
CGC also went to TSX before uplist ?
All good thank you SpaceLady