The Valens Company Inc. (VLNS)

[jefra1965]

It seems like the "Excise Tax" ate away over 21% of the gross revenue ! Does anybody knows the limit to this tax ??? Wasn't it 18% or close to this ?

If Valens wants to reach $225M in NET revenues by 2023, then the revenues should experience explosive upsides starting on Q2 this year which is reported on mid July (Q1 by mid April). It should NOT be less than $30-32M gross revenue according to my estimates. And the YoY growth for FY2023 should be bigger than the FY2022. Explosive growth of 80% YoY for 2023. And 65 to 70% this year.

I can't see it !

Holly $&%()$T !!!

Key questions:

Does the management team has enough visibility to see this kind of growth ?
Is it possible with all the recent acquisitions ?
Will the B2B segment contribute a good percentage, say 15 to 20%.
They are assigning a 35 to 40 % of total revenue to CBD this year. Coming form Green Roads. Are all these new international contracts worth that much growth ? On top of the new brand initiatives for e-commerce ? Or is this coming from Big Chain Retailers like other CBD company are signing new deals.. Like GNC and others ? This could be possible
The biggest contributor should be the provincial listings.

Quebec is NOT included in their estimates as per Everett K in the conference call:

Everett Knight
"36:08 Yes. Thank you, Andrew. It's Everett here. I'd say we're just in the beginning innings of that strategy taking fruition. To be clear, actually, in the guidance we put out in our objectives, that does not include Quebec today. So all of those benchmarks that investors should be guiding us to and executing on doesn't include it, I would say that's upside. We're going to give more information on that throughout the year, and we'll give more transparency as it comes to fruition."

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So the Q2 financials should a huge indicator of what's coming.