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CW told us on the Q1 call that full year guidance is back end loaded q3 q4
I trimmed before because I knew q2 would be just ok . Q3 q4 the big qβs. This will be the last big dip for both companies imo. But yes i expect CW to get hit after motley fool run
I was right $25m. 75% gross margin
I do own CVSI and Piper analyst called CVSI the number two by the way.
yes i have core and trading shares. took some trading shares off before the report .
i did not sell at $25. I bought $9-$10 in December 2018. sold on the run to $25 although not enough embarrassingly .....took some more off on this recent run to 23 .....no way did i sell at the top either time nor do i claim to have had. i will add back massively if there is a dip on q2 which i suspect there could be . more false accusations sigh
60k CVSI open and long ( and underwater ha ) :
https://profit.ly/1MwfkS
I think CVSI can rip higher on the Cali bill . They can add tons of stores. All i meant is that is what i see as the next meaningful catalyst absent something from the company
Not bashing CV Just being realistic .
CVSI we are prob dead money until , Cali passes, Substantive CVSI news, FDA guidance . especially with the lame targets from Piper and Northland
CVSI best action in a while
No I dont and IIPR not too worried about it. If and when it passes it will be a while and some banks may still be reluctant to give loans for infrastructure and there will still be business, ALso by that time PW could have monster low float run is my thesis
good sign we holding gains so far
Off Topic - CWBHF was my top swing idea for 2019 at $9 in December 2018. Here is my next swing idea:
https://seekingalpha.com/instablog/94532-super-trades/5333130-low-float-pw-next-iipr
PW put out fact sheet which explains my thesis why this is like IIP ground floor
https://docs.wixstatic.com/ugd/87d272_b9ea60a881f34d2693005b8eba28b225.pdf
My article:
https://seekingalpha.com/instablog/94532-super-trades/5333130-low-float-pw-next-iipr
Why didnt CVSI mention the brand refresh on the Q2 call ?
and Northland at $6
Teach us how you arrived at your $100 target? Do you have a financial model you can share?
AP17 what analysis did you do to arrive at your $100 price target for CVSI/ Will you share it with us?
Let's see if we can hold these gains
Agree it will cause sales interruption imo...maybe they have to get the CBD out of their name for regs ?
yes but Piper had all that info and still put those targets on CV and CW
i actually did ha !!
makes sense ! thank you !
Why do you think Piper does not see it that way ?
Piper initiated with target of $5 . Good morning !
Not sure I agree that he just low balled the target. Then do you think he did that for all the other weed companies he initiated on? I am trying to get the report so we can see what he said
What do you think about the $5 target from Piper ?
If they completely change the name to new harvest it will disrupt sales imo and could get lost with all the other brands out there imo.
I have people trying to get me the report so i can see why they valued us at $5. Will report back if I get it
Any timeline update ?
The market does not agree with you nor does Piper. They only assigned a $5 target after their research. I wish they agreed with you and we wouldnβt be struggling to hold $3. Letβs hope we get a bump from the upgrade. CV valued as a distant #2 currently and has been for over a year.
Any comments on $5 Piper target ?
Will we bounce with the piper $5 target ?
Piper does not see the value discussed on this board. Would love to get analysis
. Piper initiated CV with $5 target and CWBHF with $25 target . $600m FD cap for CV at target and 2.6billion for CW at target. This is a legit bank that did analysis
Piper initiates #cannabis π$GTBIF Overweight / $13 πΊπΈ PT$CRLBF Overweight / $11 πΊπΈ PT$CWBHF Overweight / $25 πΊπΈ PT$CVSI Overweight / $5 πΊπΈ PT$ACB Neutral / $7 πΊπΈ PT$CRON Overweight / $18 πΊπΈ PT
— Todd Harrison (@todd_harrison) August 12, 2019
/positions some
Piper initiated CV with $5 target and CWBHF with $25 target . $600m FD cap for CV at target and 2.6billion for CW at target. This is a legit bank that did analysis
Piper initiates #cannabis π$GTBIF Overweight / $13 πΊπΈ PT$CRLBF Overweight / $11 πΊπΈ PT$CWBHF Overweight / $25 πΊπΈ PT$CVSI Overweight / $5 πΊπΈ PT$ACB Neutral / $7 πΊπΈ PT$CRON Overweight / $18 πΊπΈ PT
— Todd Harrison (@todd_harrison) August 12, 2019
/positions some
I am long CVSI. I will post what i honestly think.....what CVSI does well and what I think they need to improve. Respectfully.
thank you for the civil response and i liked and respect your points......still disagree on he mentioning of competition like it was done but all good...i agree its undervalued !.
Yes i have and More than that.