Village Farms Intl Inc (VFF)

[Scout72]

Going to GAAP will be a huge difference and will be advantageous to the bottom line (or at least look that way)

The Emerald thing is temporary but what is it? 8 million they owe? So much misinformation floating around. Even if it is a total default on payment to Village, that's only -.02 to the EPS (I think my math is right) which is totally absorb-able and is only for 1 quarter. If Emerald continues to default, it is a long term win for Village as they get more stake in PSF. Either way, not an issue IMO.

Hemp/Bio- Not sure here but if I had to guess, they are concentrating on doing what they are doing now, well. I think that is the correct move

Accounting anomolies shouldnt be an issue as moving to GAAP usually looks better on the financials. Its going the other way that can be an issue.

D2 will no doubt be one of the largest expenses and I think that is expected. Shouldn't be a suprise unless they are out of budget or they found an indian burial site under the greenhouse.

As far as the veggies go--kind of an after thought for me. They did that for 30 years and made a killing on it. I simply expect that to take care of itself.

I think we see a calming down of the Coronavirus and a rebound in the broader markets leading into Villages Earnings on the 11th. Timing will be everything. If the scare calms, markets improve and Village releases good earnings, V could ride the already rebounding momentum and go buck wild.

No matter what---These prices are a massive opportunity

My $0.02