Just wanted say to congrats on a nice gain today!

Not long myself but wish you all the best.

ANIA77- You missed my point though. I don't doubt that Charlotte's Web has a good strain, but those studies you pointed to don't tell us how they compare to other's strains.

I wish you the best of luck on this stock either way. However, I personally don't see it as a good investment for myself at this time for the many reasons I've presented. Also, the market is going through oversaturation right now with so many companies both large and small jumping in.

nowwhat2- Thanks for the nice charts!

CWBHF 8 target on P&F charts

Wow, a few weeks? So insiders sold too soon? They should have spoken to you first :)

Good luck!

Why is CWBHF down 10 points from highs if this is the best CDB play with the best strains with the best blah blah blah?

That's one heck of a pullback for being the leader.

I think insiders were smart to sell. They know best what's going on in the market place.

Meanwhile you have others making deals.

Do you really think the market only cares about Charlotte Web's strain?

May 14, 2019
Cronos, MediPharm enter supply deal for private-label cannabis concentrate
https://www.marketwatch.com/story/cronos-medipharm-enter-supply-deal-for-private-label-cannabis-concentrate-2019-05-14

Have you run tests on all strains and know CW to be the best? Do you have studies to back this up? Didn't think so.

Ania77- I'm sure you understand how commodities work so no reason to keep going in circles with you.

Perhaps you should re-read this article that helps spell it out.

"If CBD oil is simply a commodity, Charlotte’s Web almost certainly loses pricing power. If there’s no “better” CBD oil, producers will compete more on price and less on branding. Charlotte’s Web’s first-mover advantage will evaporate and margins will decline."

https://finance.yahoo.com/news/3-key-risks-consider-jumping-104033496.html

Ania77- As the article points out...

"Part of this variance is due to regulatory uncertainty. Now that industrial hemp has been descheduled, growing it will be regulated by the Department of Agriculture. The use of hemp or hemp derivatives in cosmetics, food, and medication will be regulated by the Food and Drug Administration (FDA). The industrial hemp industry was pleased when the FDA released a letter shortly after the signing of the Farm Bill, taking this as a sign that the agency wanted to work through the regulatory process quickly."

https://www.insidesources.com/descheduling-could-cripple-industrial-hemp-industry-before-it-even-gets-started/

Certainly you understand that regulation means that hemp becomes more so a commodity.

Do you see the connection as shown in this article?

"If CBD oil is simply a commodity, Charlotte’s Web almost certainly loses pricing power. If there’s no “better” CBD oil, producers will compete more on price and less on branding. Charlotte’s Web’s first-mover advantage will evaporate and margins will decline."

https://finance.yahoo.com/news/3-key-risks-consider-jumping-104033496.html

Ania77- Is the Hemp Industry Planting the Seeds of Its Own Destruction?

Yet another article. This goes over hemp.

https://www.insidesources.com/descheduling-could-cripple-industrial-hemp-industry-before-it-even-gets-started/

You all keep trying to get around the big issue of margins and pricing pressure. It doesn't matter if it's hemp, marijuana, cannabis.

Trulio- also Wholesale Cannabis Prices Crashed

https://www.cannabisbusinesstimes.com/article/spotlight-wholesale-cannabis-prices-crashed-in-2018/

Same issues as Marijuana articles I posted. It's no surprise this sector is getting hammered yet so many here choose to ignore the elephant in the room, margins and pricing pressure.

Marijuana prices have collapsed, forcing growers to focus on energy efficiency

2 good articles that talk about margins and energy costs to produce...

Crashing prices and a focus on margins
Particularly on the West Coast, prices have imploded as more growers set up shop and 2018 yielded strong harvests. That's good news for a cannabis consumer, but for the industry it means difficulty in turning a profit.

https://www.utilitydive.com/news/marijuana-prices-have-collapsed-forcing-growers-to-focus-on-energy-efficie/553287/

The Marijuana Industry’s Dirty Little Secret

In fact, falling prices and shrinking margins (as well as general concerns with reducing carbon emissions) are driving cannabis cultivators and state regulators to take aim at electricity use in the cannabis sector.

https://finance.yahoo.com/news/marijuana-industry-dirty-little-secret-230000405.html

Thanks nowwhat2 EOM

scoreoneortwo- I would become very bullish if...

This is what I wrote from previous post...

If I were on CWBHF marketing team I would recommend they partner with various companies that market their products, food, colas, etc as infused with Charlotte's Web strains. You want to have them become the Intel Inside rather then just another CBD.

Anyway, just my 2 cents.

If I were on CWBHF marketing team I would recommend they partner with various companies that market their products, food, colas, etc as infused with Charlotte's Web strains. You want to have them become the Intel Inside rather then just another CBD.

Anyway, just my 2 cents.

nowwhat2 would you mind posting your chart for CWBHF. I know you usually post CWEB but would be great to see U.S. version too :)

I don't disagree that Charlotte's Web has a strain that many enjoy but they don't own the market. That's like saying you must all enjoy the same pizza Co or toppings. Also not everyone can afford their high costs. I know many were turned off on the Today Show segment. Stanley Bros grew up extremely poor and yet charge some of the highest prices in the industry. It was like why not make it nicely affordable for all considering where you came from.

Tell that to college kids who have been growing plants in their dorms for eons. It is NOT rocket science to plant your own.

Every Co says has best strain. Marketing 101. It's not rocket science.

Even Illinois bill includes language...

In addition, adults would be allowed to grow up to five plants per household, in a locked room out of public view, with the permission of the landowner.

https://www.chicagotribune.com/news/local/breaking/ct-met-new-marijuana-bill-proposal-20190504-story.html

People have already been growing their own stuff for years but now will be able to do it legally.

Apparently u think CWBHF owns the market because they were one of the first? You've got to be kidding me! Put your in head in the sand all you want and pretend they have no competition.

You made my point. Others are moving in and will be putting pricing pressure on CWBHF. We see this happen in every industry, solar, bitcoin, tulip mania, etc. Everyone rushes in and it's followed by a crash in prices. CBD is no different. It's a commodity and anyone can grow it. That's why we're seeing so many Mom and Pop doing it. It's not rocket science.

CWBHF $5.99 value. Also Buyout unlikely imo as shareholders just unloaded. Be realistic. Don't you think they would have waited to sell if a buyout was around the corner?

With so many entering the CBD market now there's going to be huge pricing pressure. You're already seeing other competitors using big names to endorse their products. This is going to be a fight to the finish.

I posted a few headlines last week. Here are some other recent ones.

Marijuana market isn't enough for Chicago's Cresco Labs — it wants in on CBD trend too
https://www.chicagotribune.com/business/ct-biz-cresco-labs-cbd-20190225-story.html

New Age Launches CBD Globally
https://www.marketwatch.com/press-release/new-age-launches-cbd-globally-2019-04-25

Along with other companies entering the market look at this huge list of CBD companies already here.
https://cbdoilreview.org/cbd-companies/

Furthermore, I think CWBHF could get a huge haircut if Coke or Pepsi made an announcement to enter the space. We saw the same thing happen to STNE which is backed by Warren Buffet. Had a double whammy. STNE did an offering like CWBHF is now and then a competitor made an announcement and STNE got hammered. Went from 45's to 24's in a heart beat. Here's an article for reference. https://finance.yahoo.com/news/apos-why-stoneco-stock-plunging-154423139.html

CWBHF still trades at a huge premium. This is not a cheap stock by any means. $5.99 is the current value as shown below.

Increased industry competition

See page 21 from CHARLOTTE'S WEB HOLDINGS COVERAGE by Canaccord Genuity. This quote sums up much of what I've been stating in previous posts.

"Improving regulation that supports the production and distribution of hemp and CBD products is attracting competitors to the industry. While the industry continues to evolve, there may be competitors with greater financial or marketing resources that look to enter the space. An increased level of competition may erode the company’s competitive advantage if Charlotte’s Web is not able to adapt to the changing competitive landscape accordingly. While Charlotte’s Web maintains a market leadership position, increased distribution by a competitor at a mass market retailer could negatively impact the demand for the company’s products, particularly if it is a quality competitive offering that is priced below Charlotte’s Web."

http://cdn.ceo.ca.s3-us-west-2.amazonaws.com/1dq4vhg-CWEB%2B-%2BInitiation.pdf

See Msg # 7206 & 7207 which discusses 2 competitors.

Here's another competitor's Breaking News

As you already know Charlotte's Web is in the pet market, but now you have other's entering too. FYI, Curaleaf is world’s largest cannabis company by revenue with their purchase of Cura Partners Inc’s Select brand.

Leading Cannabis Company Curaleaf Enters CBD Pet Market With New Bido Brand

May 10, 2019
High-quality CBD pet drops and soft-baked bites support a pet's overall health

WAKEFIELD, Mass., May 10, 2019 /PRNewswire/ -- Curaleaf Holdings, Inc. (CSE: CURA) (OTCQX: CURLF) ("Curaleaf"), a leading vertically integrated cannabis operator in the United States, today announced the launch of Bido, hemp-based CBD products for pets. CBD is a non-intoxicating, non-psychoactive compound from the cannabis sativa plant. CBD has been shown in initial third-party studies to support a pet's overall wellness including the potential to help manage pain and anxiety. Bido pet drops come in three varieties, bacon, salmon and unflavored "pure," and Bido soft-baked bites are available in apple chicken, peanut butter bacon, and honey sweet potato. All Bido products can be purchased online at www.curaleafhemp.com.

Bido's tasty products were developed using 100 percent natural and U.S. grown hemp that was tested and extracted to the highest industry standards. Curaleaf's team of scientists transformed the hemp-based CBD oil into a product with a precise dosage and flavor for pets. Product photos are available for download here.

All Bido products undergo strict laboratory testing before formulation as well as batch testing on the final products before distribution. Lab results are available upon request.

For more information and promotional deals, follow Bido on social at:

Facebook: BidoPet
Twitter: @BidoPet
Instagram: @bidopet
"Our human customers are already reaping the benefits of CBD with Curaleaf Hemp. The same care and research went into the development of Bido. We are excited to be extending our high quality, trusted products to pet owners," said Joe Lusardi, President and Chief Executive Officer of Curaleaf. "The launch of Bido is just one more way we are the most accessible cannabis company in the U.S."

Bido joins Curaleaf's growing line of hemp-based CBD products. Curaleaf Hemp was launched last fall and currently includes lotions, patches, oils and disposable vape pens, all infused with essential oils such as lavender, lemon, jasmine, ginger and vanilla to add an additional layer of benefits for overall wellness. Curaleaf Hemp products are available online and at select retailers.

About Curaleaf Holdings
Curaleaf Holdings, Inc. (CSE: CURA) (OTCQX: CURLF) ("Curaleaf") is the leading vertically integrated multi-state cannabis operator in the United States. It is a high-growth cannabis company with a national brand known for quality, trust and reliability. The company is positioned in highly populated, limited license states, and currently operates in 12 states with 44 dispensaries, 12 cultivation sites and 11 processing sites. Curaleaf has the executive expertise and research and development capabilities to provide leading service, selection, and accessibility across the medical and adult-use markets, as well as the CBD category through its Curaleaf Hemp brand.

https://ir.curaleaf.com/press-releases/detail/59/leading-cannabis-company-curaleaf-enters-cbd-pet-market

CBD Competitor Backed by Big Names

Bubba Watson Is The Latest Golfer To Hop On The CBD Bandwagon

"In addition to Watson, cbdMD has also struck a partnership deal with Ice Cube’s Big3 Basketball League and MMA star Rampage Jackson is another athlete endorser."

https://www.forbes.com/sites/mikedojc/2019/05/02/bubba-watson-is-the-latest-golfer-to-hop-on-the-cbd-bandwagon/#579bc1e54e1c

See CBDMD Pricing Comparison here. They show side by side pricing compared to Charlotte's Web.
https://www.cbdmd.com/

All In On Weed- Get Real. I understand you're upset with all the selling but do you really think they would have cashed out now if a deal was on the horizon? Another die hard long that refuses to read between the lines.

nowwhat2 enjoy all your charts! EOM

Nothing wrong cashing out for 50% profit here from your 10 entry. You've done remarkably well. Insiders are cashing out too. I think they know best when to unload. Again congratulations on your profits. Hope they don't slip away. 25 to 20 to 15. 12.50 next? Then 10?

$12.50 next if supertrades correct

He wrote "CGC went to 50 back to 25 all the way back near 50"

Therefore half of CWBHF would be 25 / 2 = 12.50

I think that's still super expensive and probably why insiders took advantage to sell now.

supertrades just made my point!

As quoted from article on STNE.
"We can attribute StoneCo stock's poor April performance to two main catalysts. The biggest one was the April 18 news that large Brazilian bank Itau Unibanco Holding SA (NYSE: ITUB) will begin to advance credit card payments to small and medium-sized merchants. Shares of StoneCo dropped like a rock, plunging 23.7% on this day." Then continues..."The secondary catalyst, as I previously wrote, was "the company's announcement of a follow-on offering of 19.5 million shares at $40.50 per share" on April 3."

This is very similar to Charlotte's Web. Insiders selling. And guess what? The competition is heating up. They are not the only game in town.

Here's an article that sums it up.
"Despite being a new market to many consumers, the hemp industry is well established and highly competitive. Leaders such as Charlotte’s Web and CV Sciences (AKA Plus CBD Oil) are publicly traded, but the market remains extremely fragmented with small mom-and-pop shops winning out in their respective locales. The number of competitors is intense and growing."
https://cannabisindustryjournal.com/feature_article/a-marketers-guide-to-cbd-products-in-2019/


And click here for various examples of competition.

https://www.marijuanabreak.com/cbd

Tulip mania ring a bell?

https://en.wikipedia.org/wiki/Tulip_mania

Lame example. Get real. You make it sound like Charlotte's Web is the only company that can cultivate good CBD. Of course there will be scams out there but I highly doubt the Cokes and Pepsis and other legitimate companies will be using paste from China. It doesn't take a rocket scientist to cultivate good CBD. It's going to come down to pricing pressure. Charlotte's Web is enjoying a great growth story but the competition isn't going to roll over and play dead.

Same was said about STNE before tanking. Just a few early investors taking a small profit, blah blah blah. Mind you STNE is backed by Warren Buffet. But I appreciate your reply and wish you and longs the best.

Why are insiders selling if Charlotte's Web is the only game in town? Could it be they know that while they had a good head start that they're not the only game in town? Die hard longs are kidding themselves if they think Charlotte's Web is going to rule the market. Pricing pressure is going to be a major obstacle, whether it comes from Coke or Pepsi or whomever. Marketing 101.

Could go much lower imo. Reasons listed below.

Look at STNE which did a follow-on offering priced at $40.50 on April 3rd. It then tanked to 24.51 in a matter of weeks. Remember STNE was a very hot high growth stock that's backed by Warren Buffet. No matter how hard diehards try to spin this I don't see shareholders selling as a positive for CWBHF.

Additionally, Charlotte's Web recently filed a shelf Prospectus that could be used as well.
https://www.newcannabisventures.com/charlottes-web-holdings-inc-files-final-base-shelf-prospectus/

Furthermore, I posted this article the other day that many jumped on me about. Here's a quote and link. "If CBD oil is simply a commodity, Charlotte’s Web almost certainly loses pricing power. If there’s no “better” CBD oil, producers will compete more on price and less on branding. Charlotte’s Web’s first-mover advantage will evaporate and margins will decline."
https://finance.yahoo.com/news/3-key-risks-consider-jumping-104033496.html

I know many here are die hard investors that don't want to look at any Cons but doesn't hurt to look at all sides.

Anyone know the lockup expiration for both Cresco Labs and Origin House?

It looks like Cresco Labs (CRLBF) started trading on Nasdaq on March 6th, but don't know if lockup expiration would be 180 days from that date?

https://www.businesswire.com/news/home/20190306005145/en/Cresco-Labs-Shares-Approved-Trade-OTC-Markets

Also, how about Origin House? If buyout is approved does their lockup expiration occur at the same time as Cresco Labs?

Any details you can provide on both their lockup expiration dates is much appreciated.

I simply posted the article. Just giving a heads up on what someone wrote. And might be part of reason down today along with overall market selloff. Please don't shoot the messenger :)