SLEEKSCAPE'S 2022 CANNABIS & MARIJUANA MANIA GRAND SALAMI -- PART II

[sleekscape]

Analysis of CBD Beverage Sector + Canopy Growth/FDA Q4 2020

Canopy Growth has the closest relationship with the FDA of any company offering CBD products

They have submitted safety data for CBD Isolate Beverages to the FDA

All of their CBD products are made from CBD Isolate (Pure CBD)

Canopy just put out their latest investor presentation today, Sept 9th:

https://www.canopygrowth.com/wp-content/uploads/2020/09/CGC-Barclays-Global-Consumer-Staples-Conf-2020.pdf

Here are the relevant highlights for us:

Expect U.S. CBD market to be $13B by 2023 (page 8)

CBD Beverages in U.S. expected to have, by far, the greatest rate of growth (CAGR) of all CBD categories btwn 2020-2025, outpacing the 2nd place category by 50% (page 12)

Plans on launching CBD Isolate Beverages (RTD) in US in Fall 2020 (page 26)

Because of how closely Canopy has worked with the FDA, I don’t believe they would launch CBD Beverages until the FDA issues their Enforcement Discretion Regulations for CBD

Therefore, Canopy believes CBD Isolate Beverages will be permitted by the FDA via its CBD Enforcement Discretion Policy by Q4 2020

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Today’s Canopy presentation is nothing new — they had the same timeline for CBD Isolate Beverages a few months ago

What’s important is that their timeline has not shifted since then

Breadcrumb #12 has the details on Canopy’s prior statements from June 2020:

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=156595540

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With all of that said, KGKG and BLEG are clearly the top 2 CBD Beverage stocks on the OTC

Here is the sector (stocks which currently have CBD Beverages for sale)

Float Size — CBD Beverage — Stock

2.9B — Water — RTON (endless dilution, R/S likely, stop sign, not filing)

https://www.otcmarkets.com/stock/RTON/security

934M — Water — PURA (diluted 340M shares in past 5 months)

https://www.otcmarkets.com/stock/PURA/security

900M — Water — HIPH (diluted 500M shares in past 12 months, O/S 1.1B, yield sign, no filings for 8 months until August)

https://backend.otcmarkets.com/otcapi/company/financial-report/256366/content

https://www.otcmarkets.com/stock/HIPH/security

734M — Water + Energy Drinks — KGKG

5M — Coffee + Tea — BLEG

It is very slim pickings in the CBD Beverage sector

KGKG and BLEG are clearly the top 2 stocks in this very explosive (when FDA issues Enforcement Discretion for CBD) subsector

Float size, uniqueness of beverages (both monopoly stocks) and rate of dilution are the most important factors in terms of predicting % gain moving forward


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