Replies to post #90452 on Canopy Growth Corp (WEED)

[MMPRuser]

Bottom line, Bruce Linton was able to sell WEED shares for $48.60 a share, a lot of them, but he had to give away three year warrants to get that price for MY EQUITY....he decided that cash was more valuable than WEED shares...

between the first constellation deal, the convertible notes and the second constellation deal - Bruce sold more than half the corporation for cash....all significantly less than $48.60 a share...factor in the true value of the warrants and that is plain to see

and a few weeks later I was able to get $66, $68, $70 for that same EQUITY and I invested that money in the company that was able to buy that same equity for $48.60 BECAUSE they ALSO have warrants that are worth over $10 a piece still, and they are for three years....STZ has the optionality, Rob Sands and crew going to know when to dilute you, WEED has a ceiling built in, dilute you out to my benefit

and what do you know, it makes sense to me, and it seemed to make sense to the market as well, since I have started doing this WEED volatility has paid me, and I put that money into STZ, STZ goes up, WEED goes down.

[MMPRuser]

You talk about an imaginary price of $150 2 years from now.

230 million shares currently outstanding.
104.5 million shares constellation deal II
139.7 million new warrants constellation deal II
12.4 million shares from Convertable senior notes
18.8 million warrants constellation deal I
= 505.4 million

and I don't know what other dilution that is built in - guaranteed to be more than 500 million shares...

you need to consider the share structure - because $150 implies a fully diluted market capitalization of over $75 billion CAD.

a price of $100 implies a market capitalization of $50 billion dollars CAD, about the valuation of Constellation currently.....

a price of $75, a price we have already seen (although I never owned shares when it got that high) - that is $37.5 billion CAD....I mean if we see that in 2 years it will then be certainly more than $40 billion dollars....I know I haven't counted all the dilution...at $75 every one of those warrants and convertible notes is guaranteed to be exercised...

at $60 - looking at over $30 billion CAD - at $60 every one of those warrants and convertible notes is guaranteed to be exercised...is it really worth $30 billion now?