Charlotte's Web Holdings Inc (CWBHF)

[super_trades]

I apologized on that board and stopped posting about CW there . Please do the same here

FACTS -> CVSI DOES NOT have SIMILAR financials to CW (added cash):

1) CVSI did $48m revs in 2018 CS will do approximately $70m.

2) CW forecast for 2019 is $120-$170m revs , CVSI does not even give a forecast but CW forecast looks like they could start to seriously lap them as CVSI had little growth from Q3 2018 to Q4 2018 and warned Q1 2019 would be the same.

3) CVSI GM% was 70% for 2018 CW GM% was 77% for first 9 months of 2018.

4) CVSI Adjusted EBITDA % was 29% for 2018 CW Adjusted EBITDA % was 34% for the first 9 months of 2018 and they have forecasted 35% Adjusted EBITDA for 2019. ( if CW revenue and GM% are higher than CVSI then Adjusted EBITDA with a higher CW % will continue to be higher Adjusted EBITDA $ ).

5) CW has $79m cash and CVSI has $13m cash and is developing a drug (which requires a lot of $ for trials) besides their CBD business

So in conclusion, CVSI financials are awesome and something for longs to be proud of and want a higher valuation!!, but they ARE NOT SIMILAR to CW which are some of the best in the industry and about to get better!


Similar is not the right word. But I agree if CVSI executes market cap should be much higher. They need to hire a CFO , get off the OTCBB , and get mass retail deals.