Wednesday, January 24, 2018 10:50:05 AM
Two growers in different stages of development for production are Sunniva and Village Farms International (TSX: VFF OTCQX:VFFIF). I thought I might bring these up in part as comparisons/points of discussion to Aurora in terms of competition that will hit the market. And who knows? Possible take-out targets? I would think Village Farms in particular has to look very attractive as a potential target.
Considering the space each currently has under development(Sunniva is in the process of building a greenhouse in California; Village Farms is currently converting current greenhouse space for MJ production) and the planned future space for each (Sunniva has plans for a greenhouse in Oliver BC to serve the Canadian market; Village Farms has considerable additional greenhouse space in Canada and the US they can convert), I'm wondering what thoughts anyone might have on these two as potential sleeping giants. Their current market caps are only a fraction of ACB's or any other large Canadian producer).
Sunniva is in a joint partnership (no pun intended) with Emerald Health (TSXV: EMH)
As of Jan 23rd closing price here are their Market Caps (all in CDN$)
Sunniva $363M
Village Farms $367M
Emerald Health $704M
Aurora $6.56B
Needless to say there is an element of risk with each, given their involvement in the US MJ market.
Village Farms latest slide deck:
http://villagefarms.com/wp-content/uploads/2014/08/VFF-Investor-Presentation-Jan-22-18.pdf
Sunniva latest slide deck
https://www.sunniva.com/wp-content/uploads/2018/01/VERSION-2-Sunniva-Corporate-Presentation-January-23-2018.pdf
I have a small holding in each of these.
HOPIUM KILLS!
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