Many great takeaways in the past year or so. The way I see Valens is that they have been a middle man for a few years and that gave them the chance to learn about this industry from the inside without exposing themselves to too much risk. Now they know what they want (and they took) and how to get there. So much so that they managed to reinvent themselves during the pandemic.
I am very prone to LOW capital intensive businesses and that’s what Valens wants in all their branches so I am onboard to stay this time around. They know that their strength is in the platform to add value to the products at low costs. This means great margins when the production volume increase.
Valens owns the science (The Platform) for adding value to the distillates and they are pursuing the global cannabis markets.
This company could become a cannabis powerhouse in a few years. Slowly but surely. A solid business.
A high percentage of the business will produce recurring - like revenue.
This is what I am seeing. They have a lot of room to grow production volumes and efficiencies with all the new businesses acquired.
It will be interesting to see all of these develop in the next 3 years.
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