Posts by petra129

    New Age Beverages

    Why New Age Beverages Stock Soared 140% in 2018

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    Beth McKenna, The Motley Fool


    Motley FoolJanuary 14, 2019

    What happened

    New Age Beverages (NASDAQ: NBEV) stock gained 140% last year, according to data from S&P Global Market Intelligence. For context, the S&P 500 declined 4.4% (including dividends)....…ock-soared-150000184.html

    Tilray Surges After Privateer Holdings Vows to Hold Stake Until At Least H2 2019

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    Martin Baccardax


    TheStreet.comJanuary 11, 2019

    Privateer Holdings, a a Seattle-based private equity group that limits its investments to the cannabis industry that owns an estimated 76% of Tilary's outstanding shares, said it has a strong belief in Tilray's long-term global growth strategy and its "pioneering role" in shaping the future of the legal marijuana market. "We do not have plans to register, sell or distribute the shares Privateer holds in Tilray during the first half of 2019," Privateer managing partner Michael Blue said in a statement. "When we decide to distribute shares, we will do so in an orderly and deliberate manner to maximize tax-efficiency considerations for Privateer investors, while also taking into consideration potential impacts on Tilray's public float....…rges-after-privateer.html

    .....das tut der ganzen Branche gut!

    Aurora & Co.

    Canada's pot shortage could last up to 3 years, executives warn

    Kristine Owram, Bloomberg News

    Canada’s pot shortage could last as long as three years, according to industry executives who say production estimates are too rosy.

    Shortages have plagued the country since recreational marijuana was legalized in October. In response, Quebec’s government-controlled stores have closed three days a week, Alberta has temporarily stopped issuing retail licenses and Ontario has said it will initially open just 25 stores across Canada’s most populous province....

    ......Aurora Cannabis Inc. said Tuesday it expects to report fiscal second-quarter revenue of $50 million to $55 million, below the consensus estimate of $67.4 million. Aurora fell 4.1 per cent to $6.71 in Toronto at 11 a.m.…executives-warn-1.1194983

    Trump Signs 2018 Farm Bill


    Chuck Abbott


    Michael Vadon

    President Trump signed into law the 2018 farm bill that modestly strengthens the farm safety net, loosens farm subsidy rules, and legalizes industrial hemp as a crop and then announced he was taking “immediate action on welfare reform” through stricter enforcement of time limits on food stamps to able-bodied people on Thursday.....…rump-signs-2018-farm-bill schon nicht so prickelnd - sobald es legal wird sausen die Aktien runter, war in Kanada auch so

    Cannabis Roundup: DAVIDsTEA Preps Earnings, Aurora Cannabis Tumbles

    Wall Street is expecting good things from DAVIDsTEA's earnings after the closing bell, sending the stock soaring.

    Tony Owusu

    Dec 13, 2018 12:45 PM EST

    Pot stocks have had a rocky fourth quarter, with the ETFMG Alternative Harvest ETF (MJ - Get Report) falling 25% over the past three months.

    That trend continued Thursday with the largest pot ETF by net asset value falling 1.6%. Alternative Harvest has had a rough fourth quarter since reaching a year-to-date high of up 32% in September.

    The industry may be suffering from the bubble that inflated earlier this year as investors overvalued many of the stocks in the sector.

    The pot industry, however, got some good news after Congress passed the 2018 Farm Bill, which legalizes the cultivation and farming of hemp, which contains cannabidiol (CBD), the non-psychoactive chemical compound found in cannabis.

    Shares of New Age Beverages Corp. (NBEV - Get Report) , which manufactures CBD-infused drinks, jumped more than 11% on the news before pairing all of its gains amid a market selloff.

    DAVIDsTEA Inc. (DTEA - Get Report) shares were up 6% ahead of the company's earnings release after Thursday's closing bell.

    India Globalization Capital Inc. (IGCC - Get Report) jumped 4% on the CBD news.

    Other stocks in the sector traded lower Thursday.

    Aurora Cannabis Inc. (ACB - Get Report) shares fell more than than 6% after the company invested $10 million in High Tide, a Canadian cannabis retailer that Aurora says is "developing an expanding network across Canada of cannabis and cannabis accessory retail stores."

    Shares of Tilray Inc. (TLRY) were down 10% despite the news that the California Public Employees' Retirement System, the biggest pension fund in the country, owned 1,617 shares of the Canadian cannabis company.

    Canopy Growth Corp. (CGC) declined 3.4%, while Cronos Group Inc. (CRON) and Aphria Inc. (APHA) dropped 5.5% and 8%, respectively.…o&cm_ven=YAHOO&yptr=yahoo

    ....nicht so toll

    uff.....da kann man kaum durchblicken und nie weiss man sicher wer wirklich im Recht ist.

    Hier ein Interview:

    Aphria Report Is Not a Condemnation of Pot Sector, Short-Seller Grego Says

    Bloomberg Markets: The Close

    December 5th, 2018, 9:36 PM GMT+0100

    Gabriel Grego, Quintessential Capital Management founder, explains why he is short Aphria Inc. He speaks with Bloomberg's Caroline Hyde and Scarlet Fu on "Bloomberg Markets: The Close." (Source: Bloomberg)

    Aphria habe ich nicht - aber CRON hatte ein ähnliches Schicksal und Aurora ist ja auch nicht auf dem Höhenflug...ich weiss gar nicht ob es sich lohnt dem allen


    Ben - Du hast sicher noch einiges über APHRIA....ob Aurora auch noch Leichen im Keller hat?

    Aphria to review LATAM acquisition in face of 'inaccurate' allegations by short sellers

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    Tomi Kilgore


    MarketWatchDecember 6, 2018

    Shares of Aphria Inc. sank 8.4% in premarket trade Thursday, after the Canada-based cannabis company said it has appointed a special committee to review its LATAM Holdings Inc. acquisition, which was completed in September. The shares had plummeted 43% over the past two sessions, closing Tuesday at a 17-month low, after short seller Quintessential Capital Management said Aphria's recent C$280 million Latin America acquisitions raised "major red flags," as its research suggested they appeared largely worthless, an allegation Aphria denied by saying it "unequivocally" stands behind the LATAM deal. On Thursday, the company said it remained confident in the process leading to the acquisition. "However, in the face of inaccurate and misleading accusations by certain short-sellers, whose sole interest is in profiting from a decline in the Company's shares, it is undertaking a comprehensive review, led by a Special Committee of independent directors of these, and any other, allegations in the interest of protecting Aphria shareholders," Aphria said in a statement. The stock had dropped 72.3% over the past three months, while the ETFMG Alternative Harvest ETF has shed 18.2% and the S&P 500 has lost 6.2%.

    Continue reading


    SHARE SHARE SHARE REPOST GREAT FACTS…_redactors_on_the_aphria/


    Aphria CEO fires back at short-sellers, vows 'our side of the story'

    David George-Cosh, BNN Bloomberg

    Aphria Inc. Chief Executive Officer Vic Neufeld is firing back at a short-sellers' report that has sent his company's shares into a tailspin, vowing to soon release more detailed information after the pot producer failed to ease investors' nerves with its initial response.

    In a phone interview with BNN Bloomberg, Neufeld said Aphria will soon provide a detailed, line-by-line response to the report released by Hindenburg Research and Quintessential Capital Management (QCM) on Monday that alleges the Leamington, Ont.-based company acquired assets in Jamaica, Argentina and Colombia worth a total of about $280 million at “vastly inflated” prices in a transaction the short-sellers claim benefited a group of insiders.

    "We need a complete rebuttal, not a piecemeal rebuttal. There’s lots of allegations of impropriety and we want our deck to speak on the facts," Neufeld said on Wednesday.

    In their report, QCM and Hindenburg Research allege that the foreign companies Aphria acquired in Jamaica, Argentina and Colombia appear to be “largely worthless” and that there were "systematic attempts to hide the true nature of these transactions." Both QCM and Hindenburg have taken short positions in Aphria, meaning they stand to benefit if its stock falls......…de-of-the-story-1.1178829

    ...gestern hoffte ich auf

    ...gestern hoffte ich auf eine Erholung da die Amis weg waren. Das Gegenteil zB Aurora nochmals fast 13% runter. Möchte gerne wissen wer/was dahinter steckt. Meine ehemaligen Gewinne haben sich mehr als aufgelöst. Dennoch wird immer wieder zum Einstieg getrommelt.....

    Pot Stock Plunges 30% After Short Seller Exposes "Elaborate Shell Game"

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    by Tyler Durden

    Mon, 12/03/2018 - 15:01

    It's been another volatile session for pot stocks broadly.

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    Day traders could be forgiven for feeling dazed and confused on Monday (for once, it may not have been due to overindulging in their favorite "commodity"). Shares of Tilray, Cronos and other pot stocks fluctuated between gains and losses - while shares of Aphria, another large Canadian pot stock plunged - following two scathing presentations from short sellers during a conference in New York City organized by famed short seller Whitney Tilson......

    .....Rounding out the day's pot stock-related news, Reuters reported that Altria was in "early stage" talks to acquire Cronos Group, another Canadian pot producer, as it seeks to diversify its holdings.

    Pot stocks have trended lower since Canada legalized recreational cannabis sales back in October. While the sector has largely suffered from a bubble-like influx of capital, concrete reports about a deal where an established beer or tobacco company buys a stake in a cannabis firm - like Constellation brands did with Canopy Growth - could send shares higher.

    • Dec 3, 2018 3:01 PM

    ....da wird nur so rumgeschupst...

    Marijuana Stocks Gaining Attention This Week

    Leon M

    an hour ago

    Marijuana Stocks Gaining Attention This Week (kann man wohl sagen - leider negative Attention)

    The Horizons’ Marijuana Life Sciences ETF (HMMJ) (HMLSF) is currently the largest and most representative marijuana exchange traded fund on the markets. The ETF attempts to duplicate, to an extent, the performance of the North American Marijuana Index, which was created to reveal the performance of a group of North American Life Sciences companies which have a large focus of their business in the marijuana industry.

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    Since its initial trading date in April 2017, the marijuana ETF has yielded a return of about 46% and is still up nearly 30% over the last trailing year. For comparison, the SPDR S&P 500 ETF (SPY) gained about 15% during the same time period, while being up just 3.5% over the last year.

    Horizons’ Marijuana Life Sciences ETF’s Holdings Include:

    • Canopy Growth Corp. (CGC) (WEED)
    • Aurora Cannabis Inc. (ACB) (ACB.TO)
    • Tilray Inc. (TLRY)
    • Aphria Inc. (APHA) (APH)
    • GW Pharmaceuticals Plc. (GWPH)
    • Scotts Miracle Grow Co. (SMG)

    Click Here For Top Marijuana Stocks To Watch In December

    Aphria: A Shell Game With A Cannabis Business On The Side

    Dec. 3, 2018 8:40 AM ET

    About: Aphria Inc. (APHA), Includes: BKDCF, MSRT, RIOT, SOLCF

    Hindenburg Investment Research

    Activist investor, value, long/short equity

    Hindenburg Research



    Aphria’s recent C$280m Latin American acquisitions raise major red flags. Our extensive on-the-ground research shows that the transactions appear to be largely worthless.

    Example: The official registered office of Aphria’s C$145m Jamaican acquisition is an abandoned building that was sold off by the bank earlier this year.

    Example: Aphria’s C$50m Argentine acquisition publicly boasted sales of US$11m in 2017. A worker at the company, however, affirmed that 2017 revenue was only US$430k.

    Documents show that Aphria insiders were likely undisclosed beneficiaries of the deals. We estimate Aphria has diverted upwards of C$700m via such transactions, or ~50% of Aphria’s total net assets.

    Aphria consistently generates negative cash, and its cannabis seems to be of low quality. Interviews with sources describe facilities infested with bugs, stricken with mold, and having failed audit inspections.


    Any time an exciting new industry draws widespread attention it also draws retail capital, which in turn can draw unscrupulous actors. This is not a story about the cannabis industry and its commercial potential, nor is it a story about valuations and competitive marketplace dynamics. This is simply about one of the larger companies in the industry that appears to have diverted a tremendous amount of money toward the private interests of its insiders at the direct expense of its public shareholders......…me-cannabis-business-side haben sie dann bald alle durch mit unendlichen Shortverkäufen - als solche Papiere hoch gingen gab es öfter "halt", jetzt lässt man sie einfach

    ins Bodenlose sausen - Börsenaufsicht scheint es nicht zu geben.

    Ypsomed ein Trauerspiel

    ....tiefster Kurs seit Februar 2016 (musste mich korrigieren...) - Bodenbildung? Kann man da überhaupt noch hoffen?

    Brand-name growers lost a lot of money .......

    Canada's Top 7 Marijuana Growers Lost Nearly $300 Million This Quarter

    Sean Williams, The Motley Fool

    Motley FoolNovember 20, 2018

    There's no denying that the marijuana industry is growing like a weed. The legalization of recreational marijuana in Canada is big news, and it clearly puts the cannabis industry on the map as a high-growth and viable business model. According to various Wall Street estimates, the legal industry in Canada could see around $5 billion in added annual sales from adult-use pot within a matter of years.

    Of course, the expectation of rapid sales growth and (eventual) strong profitability has sent nearly all marijuana stocks soaring. The question is, with recreational cannabis now legal in our neighbor to the north: "Can these pot stocks live up to expectations when it comes time to report their operating results?"

    Following earnings releases from all seven of the projected top producers over the last month, the early indication isn't very encouraging.

    A rundown of Canada's projected top cannabis producers

    As a brief rundown, here are the marijuana stocks expected to lead in annual weed output once at full capacity:

    • Aurora Cannabis (NYSE: ACB): Following its acquisition of ICC Labs in South America, Aurora has a genuine shot at producing around 700,000 kilograms a year, making it the clear leader in aggregate annual output.
    • Canopy Growth Corp. (NYSE: CGC): Canopy Growth hasn't exactly dished on its peak production potential, but with 5.6 million square feet of growing space that it aims to license, somewhere around 500,000 kilograms per year seems reasonable.
    • Aphria (NYSE: APHA): Aphria is expected to get the majority of its production from two projects -- its organic Aphria One project and its partnered Aphria Diamond development -- and should slide in as No. 3 in annual yield with 255,000 kilograms.
    • Tilray (NASDAQ: TLRY): It's anyone's guess at this point what Tilray's peak production capacity will be, but based on the approximately 850,000 square feet of growing space expected to be complete by the end of 2018, and its nearly 3 million square feet of expansion potential, somewhere between 200,000 kilogram and 225,000 kilograms annually seems about right by late 2020 or 2021.
    • The Green Organic Dutchman (NASDAQOTH: TGODF): Despite having not made a single sale yet, The Green Organic Dutchman projects 195,000 kilograms in annual yield when at full capacity. Nearly 80,000 kilograms of this output came from a partnership and acquisition-spree in June.
    • Auxly Cannabis Group (NASDAQOTH: CBWTF): Auxly Cannabis is an interesting case, because some of its output is received via royalty interests, whereas other aspects are wholly owned grow facilities. In total, the company expects to peak at around 170,000 kilograms of cannabis per year.
    • Cronos Group (NASDAQ: CRON): Rounding out the prospective top-7 producers is Cronos Group. With its July announced joint venture, known as Cronos GrowCo, I estimate it to have doubled its peak production capacity to 140,000 kilograms a year.

    Brand-name growers lost a lot of money in their recently ended quarters.....…-marijuana-143600690.html

    Citron Still Short Tilray

    Citron Still Short Tilray, Notes Canopy Growth Is The 'Global Leader' In Cannabis

    Wayne Duggan

    BenzingaNovember 12, 2018

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    Tilray Inc (NASDAQ: TLRY)'s stock is up another 12.5 percent in the past week, but Citron Research’s Andrew Left said he's still short the stock and Canadian marijuana companies will not be the winners from a potential U.S. marijuana legalization.

    What Happened?

    At the Reuters Global Investment Outlook Summit on Monday, Left said leading Canadian marijuana companies would likely get steamrolled by larger American competitors in the event of U.S. legalization given that there is no brand value or competitive moat in the U.S. cannabis business.

    “When U.S. LPs (companies) go public in the next few years it will make these Canadian companies laughable,” Left said.

    Why It’s Important

    Tilray shares are now up 339 percent in the past three months, and the U.S.-listed Canadian cannabis company isn't alone:

    • ETF MANAGERS TR/TIERRA XP LATIN AME (NYSE: MJ) is up 19.8 percent.
    • Canopy Growth Corp (NYSE: CGC) is up 35.4 percent.
    • Cronos Group Inc (NASDAQ: CRON) is up 37.5 percent.
    • Aurora Cannabis Inc (NYSE: ACB) is up 49.9 percent.
    • Aphria Inc (NYSE: APHA) is up 47.2 percent.

    Canadian marijuana stocks have capitalized on investor enthusiasm following nationwide recreational cannabis legalization in Canada in October and state legalization measures approved by U.S. voters last week in Michigan and Missouri.

    Left said he understands why investors are excited about the cannabis market but said Tilray is a dangerous way to play the trend. Right now, Left said Canopy Growth is the global market leader, although he has no position in the stock....…lray-notes-193604720.html

    .....dieser Citron-Left fällt hoffentlich mal ordentlich auf die Nase mit seiner ewigen Shorterei *bomb*