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.
It's like all the growth in Cannabis retail sales is driven by the increased use of the products by the investors in the cannabis companies lol
The description does make it sound like sorse though! In which case, my preaching of top sellers continues...
From that press release:
Tinley’s beverages won the coveted first and second prizes in the beverage category at this year’s Emerald Cup, the largest and arguably most prestigious cannabis competition in the world. These two beverages – Tinley’s™ ’27 Coconut Cask and Tinley’s™ Tonics High Horse - along with the Company’s other products are available throughout California. Canada represents the Company’s first expansion beyond the United States.
Believe it to be exclusive in Canada, Mexico, Australia, and Europe for 5 years, ending in 2024.
But not all drinks are made with Sorse...
Weird, works for me. Just search for this...
Cannabis, CBD Stocks: Investing in Profitable Small-Caps 20th October
... on YouTube and it will come up.
Would love to see these guys find a better way to monetize their labs and testing unit. Lots of chatter about consistency (or lack there of) of products in the market - and even products that don't actually match the label.
I'd love to see these guys go buy in the retail market all of their competitors products and run it through their lab - if there is a lot of discrepancy between labeling and product, they can easily release a study to the public without calling out the specific products.
Then - go to the producers who made those inconsistent products, sell them the testing services - but also sell them on Valens extraction/white-label if they can prove their products match and are consistent.
Why not be aggressive here? I'm assuming one resource could do this research in one quarter and it could be huge - just sayin'.
Haha! Well, I actually haven't been active on here since June 2013 - back in 2012/2013 I was having a lot of fun playing the penny stock game - got some good wins and some bad burns. In 2013 I got promoted at my job and turned my focus to my career - one that has since brought me back here because, well, I have real money to invest with.
Over that time I've also read a lot of books and have done a lot of research. I've been watching a couple stocks for a year and got in on both in the last 180 days - VLNCF and BB.
I'm from the U.S., but as you can see, the elections terrify me, as do the possibility of the tax changes for corps being rolled back - while it's not entirely true, I want to be in stocks with high growth potential that are not dependent on the U.S. market.
VLNCF caught my eye as a legit company, running a legit business, in a shady sector, where the real players will start to rise above the rest of the wanna-be's and we'll see real consolidation in the next 2 years. As companies find their niche specialization, the rest of the industry will recognize and push volume their way as those companies find their own niches. I'm very bullish here and have my money where my mouth is.
BB caught my eye as a company who has hopefully nearly completed their turnaround. Chen took his time with this one, but their sales numbers finally started increasing in their growth/future businesses, and they seem to have finally come up with an answer to their competitors. Another one I'm in with both my money and my mouth. Think this stock will be at $15 in a year/year and a half.
So, in short, I grew up, learned a lot, do my homework, take some risks, all in the spirit of someday being able to take my profits and open up my own brewpub. Hoping this to be in the next few years - and really believe these two stocks are going to fuel my way there.
That help? :)
Anyone here have any thoughts on the speculative connection to Indiva?
Disclaimer, not taking the credit for all of this research - another forum asked the question and my curious mind then turned up some interesting findings.
1. At the end of Q2 - Valens documentation did not include a $1M private placement in their reported Investment Activities
2. At the end of Q3 = sure enough, participation in a private placement of $1M shows up in their reported Investment Activities
3. During that stretch, on August 10th - this release from Indiva comes out https://www.indiva.com/press-releases/releases-2020/indiva-announces-closing-of-private-placement-of-units/
4. The article discloses some, but not all, of the investors and leaves the investment unknown for ~$2.5M - could this have been Valens? Oddly 2 of the other investors gave exactly $1M - might Valens own 3.3M shares now?
5. Under "Subsequent Events" on the Valens documentation submitted to SEDAR - they list investing in a private placement for 3,333,333 shares worth $1M. Interesting...
6. About 2 weeks ago, you see Tyler post a picture to Twitter of gummies coming soon - don't they look like the Wana gummies?
This is all speculation on my part only. The only reason I'm curious is because - in the spirit of my previous post about having the best of the best products - Wana absolutely dominates in the states they are present in - they are known for having the best of the best gummies and they sell like hotcakes.
See you all on the moon!!
100% agree with everything said - but I think people are looking at the 52% wrong because their overall revenue barely increased. Did they pivot? Yes. Did they expect to do so so quickly? Doesn't seem so.
Here is why I am here: I'm ignoring "promises of old" based on the old business model - everyone investing in MJ knows that nothing is certain - there are market and regulatory variables at every turn, and only companies with the right combination of cash, products, infrastructure, and guts will come out on the back side of this as stable companies that someday, will be compared to the rest of the market - this'll be a bit as pot stocks still have a lot of stigma to overcome.
I consider toll extraction to be "promises and expectations of old" and this is what everyone knew this company as - so a drop from ~$30M to $~17M and then $~18M scared the pants off of rookie investors, and those who chase headlines and stock lists when this "not so good news" was released.
If you actually look at the 52% - it's an insane number and one that now forms the baseline for revenue and growth moving forward. If you factor in all the variables that Valens has at play and ignore any "one-time bumps" that may occur in the future for large toll extraction orders - their business still appears to be one of the most legit in the industry. While not entirely accurate - I look at toll extraction orders to be one-time events moving forward, and I'm considering white-label sales to be their recurring revenue.
Don't get me wrong - we need Q4 and Q1 to prove it, but if these guys can create a sustainable model in the white label/product sales business, anyone in this for the long haul is going to be a very happy camper. Then we all take big profits the first time Valens posts a monster quarter on top of their already impressive sales growth when toll extraction comes back or one of the big guys places a monster order that nobody saw coming.
This isn't a pot stock - it's a niche manufacturing/personalization/distribution business that is 100% protected from digitization, in an unknown market with huge potential. When they show a history of consistent and growing revenue - the market will treat this as such.
Very conservative on the call in regards to releasing financial estimates for Q4, but ton of good comments hidden in the call
-Some of the larger deals announced in Q3 didn't start shipping until final month or won't start shipping until Q4 - I assume that means we haven't even seen revenue coming in from those yet.
-Discussion about existing customer order size growing as product gets more popular in market - with the positive reaction to these products in market I think Valens is predicting the volumes to increase on existing SKUs - also talked about increasing margins with larger order sizes - i read this as larger revenues on smaller expenses as products mature - fantastic!
-Leadership on multiple occasions indicate they are very pleased with the pipeline they are seeing when responding to "future outlook" questions (they all say this, but the story backs up the claim so far!)
-A comment made about focusing on the overall market share Valens has in the 2.0 market and less about # of customers or # of skus - in short I think Valens is hinting that they think their ability to test products prior to launch will allow them to have some of the most popular SKUs in the market - and it won't be quantity of SKUs that matter over time, but rather finding the few #1 gems and mass producing them. I'm wondering if they have some data that shows this may be the case and that's why he was so comfortable making this statement - to say they are targeting 20% market share is one thing - to pivot the market's view to that fairly undiscussed statistic may be a hint of big things to come?
I still think the market mostly dislikes this ER - but I think this is one of those sneaky ones that will capture the attention of savvy investors. Look out in Q4...
It may not be the huge blowout results most were looking for this quarter - but for those of us in this for the long haul this release couldn't be better after I've dug in more. Regardless of naysayers - this company is doing exactly what they said they were going to do, and they're doing it successfully. Pivot from toll extraction to product sales and their "future" growth category saw a 52% revenue increase QoQ. One can only assume that these are multi-year contracts which should mean the revenue rollercoaster just found flat ground and should do nothing but climb from this point forward. This was a HUGE pivot and I am now a huge fan of this leadership team. If they have as good of a Q4 as they did Q3, we won't be looking back on these levels again. My guess is the overall market won't see it this way and we may be headed lower for a while - but one quarter from now everyone will be singing a different tune.
So I'm new to this company and trying to catch up...without having history though something tells me this is an important number...
Product sales(1) for the third quarter of 2020 made up 83% of net revenue at $15.1 million, a 52% increase from $9.9 million in the second quarter of 2020.
...Do we almost think of this as their recurring revenue streams growing at a good clip now and really start to see their overall revenue take off in Q4 (barring unforseen circumstances)?
Good to know they keep their presentation up to date. Shows it was updated this month, would LOVE to know what their analyst revenue outlook was for FY20 at the beginning of the year and if they've adjusted that number down at all since COVID. Seems like if COVID never happened they were already set to trounce that number and a throttle up in revenue from Q2 would only strengthen that likelihood. let's go Valens!
Cheers
Hi all - new to this board but very bullish on Valens from this point forward. Are there any published targets for Revenue? EPS? Thinking we need to be well on our way back to Q1 revenue range with big portion coming from shift to white-label production to see the long-term pivot and reversal we're looking for.
What in the heck is going on here?
Does anyone have any insight into what just happened here today? Someone knows something I presume?
Bids stacking up here
Agreed...i think tomorrow we test .124
Great close!
.117 up!
.115 about to fall
VNDM is a tad frustrating...
Huge buy blocks today...
Needs to hold .11 here or we are heading South
Lots of consolidation here right at the 50 day MA. Building up a nice sport level here for the next move up.
Most MMs don't show true L2 until market open....
VERT camping out at 013
Post a non-Bandera gold video if you want us to find it credible...
SIAM - Mexico Mining Registry website errors are keeping me from viewing what I think could be some tale telling information.
Can anyone please verify that you are also getting 404 errors on the following sites?
http://www.economia-dgm.gob.mx/dgpm/portafolios/ProyectosE.pdf
If you go to the MMR website at www.siam.economia.gob.mx and make sure you have Google Translate on the first menu will be Information Timely. If you click on this, then click the link for Portafolio project, you'll get to a list of different links.
One that I am interested in is Companies with Foreign Capital. Good news is, if you go here, you can see that Southridge is listed in a document from the MMR by going here http://www.encuentra.gob.mx/resultsAPF.html?q=southridge&client=se
and then clicking on the link provided.
The one I am really interested in is Mining Projects (Database of companies with foreign capital and its projects, state, and mineral phase of Production). Clicking on this link gives me a 404 error. I have sent website feedback to the webmaster but that usually takes a long time to hear back, and I wrote it in English because I don't know Spanish, so I may never hear back.
So again, are these links failing for others as well?
This post makes no sense....the float is mostly locked by lots and lots of longs...and the MMs have backed way off on their shorting.
No volume
It will take a long time before the deal is done and anything changes just like any other acquisition IMO
Can you eplain where you got the concession titles that you have posted on the board? When I rerun the title search for the title number you have posted, the result is VERY different from what you have posted. Just sayin...
I was wondering the same thing
Totally agree, especially with the MACD, RSI, and TRIX looking fantastic right now
Why go you call Rockridge potentially fictitious? What an I missing?
Then WHO owns it? Proof of that? Thought so!
Insane manipulation
Read the PR...it says if and when the purchase happens...it was never guaranteed!
Bandera is not proof!