Canopy Growth Corp (WEED)

[Carpathian]

Q2 14' Sticky - Key take aways and updated 'LIST' -
Q3 14' expected mid November

Post by:Ronald Redfield

My updated notes on Tweed $TWMJF $TWDhttp://t.co/VXulj7oNmM Shares o/s 40M. Current prices $2.50 (TWD not TWMJF), market cap is < $100M.

— Ronald Redfield (@rbco) August 28, 2014

Analysis
https://onedrive.live.com/view.aspx?resid=D2E383FA446C03A!1279&cid=0d2e383fa446c03a&app=Word

“On May 5, 2014 Tweed Inc. commenced shipping medical marijuana to registered patients.”

“The Company expects to generate increased revenue commencing in the third quarter of 2014 and will incur losses for the balance of 2014.”

“On June 18, 2014 the Company purchased 100% of all the issued and outstanding shares of Prime 1 Construction Services Corp. The purchase price was $2,000,000 in cash and stock. This gives the Company 350,000 square feet of greenhouse environment in the Niagara-on-the-Lake area.”

“Tweed is pleased to confirm that the number of operational flowering rooms has doubled to six effective August 28, 2014. The construction program was delivered on schedule and below budget. Management is confident the number of flowering rooms in production at the Smiths Falls site will again double prior to year end. The number of flowering rooms in production by year end would be twelve of the potential total of thirty rooms in Smiths Falls. Production was also commenced at Niagara-on-the-Lake on August 10th.”

“Tweed believes the facilities constructed and licensed by the end of 2014 will have the production potential of approximately 7,000,000 grams on an annualized basis. The price range for the product is forecast to be an average of $7 per gram in 2015. The target margin at the 2014 run rate of production is estimated to be approximately seventy percent. Tweed is on schedule to have an on-site lab operational by early Q4, which is expected to reduce time to market, lower testing costs, and facilitate further research and development.”

“Chuck Rifici has made key contributions to date as the CEO and Co-Founder. Having led Tweed through its startup phase, Chuck is stepping down as CEO to help the company recruit a CEO with the skills and experience to take Tweed to the next level of expected high-volume and rapid growth in this aggressive market segment.

Effective immediately the Chairman and Co-Founder, Bruce Linton will act as the interim CEO. The Board looks forward to Chuck's continued involvement on the Board.”

Tweed suggested that they can generate 7M grams annually starting in 2015, which would equate to $49M annually (using $7 per gram). If I read the release correctly, they indicated the 7M grams is at 70% of production. 100% capacity implies 10M grams for 2015, which would be annual revenues of $70M (marijuana only).

Message board posters who may not be representing factual information or may have dishonest agendas.

W*lfie69
J*pple
m*sad90
R*ese Meadows
a*esomesound
J*hnnylightning1
V*GASBABY2013
S*ickyfingers427
e*lfland
M*ckeyblue

*edit 8/29/14 - Corrected implied numbers of grams and sales -
*edit 10/5/14 - Added new names to 'list' and possible Q3 report date
*edit 10/15/14 - Added new names to 'list'