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Village Farms International (From Tomatoes To Cannabis)


WKN: A0YJNB | Symbol: 02V
8,783
$
20.02.19
Nasdaq OTC
+7,77 %
+0,634 USD

Begriffe und/oder Benutzer

 

http://villagefarms.com/

TSE:VFF / OTCQX: VFFIF

42,032,612 issued and outstanding Village Farms common shares.

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About Village Farms' joint venture for cannabis production

In June, 2017, Village Farms formed a joint venture, Pure Sunfarms (50 per cent owned by each of Village Farms and its partner), for large-scale, low-cost, high-quality cannabis production. Under the terms of the joint venture agreement, Village Farms initially contributed a 1.1-million-square-foot/25-acre greenhouse facility in Delta, B.C., which will be converted to ACMPR-compliant (Access to Cannabis for Medical Purposes Regulations) production and, if permitted by applicable law, production for the non-therapeutic adult-use market. Village Farms' partner is contributing an aggregate of $20-million in cash to finance the conversion of the Delta 3 greenhouse.

On Sept. 14, 2017, the application for a second-site cultivation licence under the ACMPR for the Delta 3 greenhouse was submitted to Health Canada and the application was subsequently accepted for review by Health Canada on Sept. 18, 2017. Subsequent to acceptance of the application, Pure Sunfarms commenced physical conversion of the 1.1-million-square-foot greenhouse facility in Delta, B.C., and expects to complete conversion of the first 250,000-square-foot quadrant in February, 2018, such that, subject to the receipt of cultivation and sales licences from Health Canada, it expects to begin selling dried cannabis on or before July, 2018, and to have all four quadrants commercially producing in the fourth quarter of 2019. Pure Sunfarms conservatively forecasts annual production from the initial 1.1-million-square-foot greenhouse in Delta to be a minimum of 75,000 kilograms of dried cannabis, which it expects to achieve in 2020, and a cost of production (including depreciation) at full production of less than $1 per gram.

About Village Farms International Inc.

Village Farms International is one of the largest and longest-operating vertically integrated greenhouse growers in North America and the only publicly traded greenhouse produce company in Canada. With more than 750 years of accumulated master grower experience coupled with advanced proprietary technology and environmentally sustainable growing practices, Village Farms is highly resource efficient. Village Farms produces and distributes fresh, premium-quality produce with consistency 365 days a year to national grocers in the United States and Canada from its large-scale controlled environment agriculture (CEA) greenhouses in British Columbia and Texas, as well as from its partner greenhouses in B.C., Ontario and Mexico.

Village Farms’ Investor Presentation January 2018:
http://villagefarms.com/wp-content/uploads/2014/08/Village-F…

Village Farms International - Third-Quarter-Results-Conference-Call:
http://villagefarms.com/wp-content/uploads/2014/12/Village-F…

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Directors
Dr. Roberta Cook - Director of the Company
Stephen C. Ruffini - Director & Chief Financial Officer
David Holewinski - Director & Management Consultant
Christopher C. Woodward - Director
John P. Henry - Chairman of the Audit Committee and Director
Michael A. DeGiglio - Director & Chief Executive Officer
John R. McLernon - Chairman, Chairman of the Compensation Committee and Director

Management
Stephen C. Ruffini - Executive Vice President & Chief Financial Officer
Michael A. DeGiglio - President & Chief Executive Officer

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Michael A. DeGiglio
Director & Chief Executive Officer

Michael A. DeGiglio has served as Chief Executive Officer of Village Farms since its inception in 1987. Mike is also founder of the company, one of first and today the longest operating hydroponic vegetable greenhouse business’s ever started in the United States. This success is partly contributed to Mike’s foresight in understanding how this nascent business model would largely depend on being vertically integrated and attaining critical mass while consistently striving to drive down costs of production in order to remain durable. And in 1996, armed with this knowledge, he steered Village Farms toward the construction of the largest greenhouse footprint to be built for its time, (40 acres under glass) in Fort Davis, Texas. Prior to enlarging to this first of its kind scale in the world, Village Farms had developed and operated six smaller greenhouses in New York, Pennsylvania and Virginia, all of which pioneered Co- Generation Technology. Village Farms was also the first company to build an urban farm within a city environment by completing an 18 acre greenhouse in downtown Buffalo, NY in 1998. And, in 2006 after acquiring the largest greenhouse company in Canada, Hot House Growers, Mike remains at the helm of Village Farms operations today, with a current company footprint of 260 acres under glass all utilizing high technology hydroponics among all of its greenhouse facilities, employing Controlled Environment Agriculture, (CEA) located throughout the United States and Canada. In addition, the company markets for an additional 200 acres with exclusive farmer partners in Mexico, Canada, and USA under the Village Farms brand.

A pioneer in the greenhouse industry, prior to Village Farms Mike founded Agro Dynamics, Inc. (“ADI”) in 1984, where he served as Chief Executive Officer for the company. ADI was first to introduce a number of new greenhouse technologies to the North American market. One of which, the innovative hydroponic growing medium Grodan Rockwool, was revolutionary for its time and today remains a leader among substrates technologies. Upon the acquisition of Agro Dynamics by EcoScience, Mike went on to become CEO of EcoScience in 1992, a NASDEQ agricultural biotechnology company, until the company was acquired privately by Village Farms in 2001.

Today as chief visionary for Village Farms, Mike sees technological innovation as a key component for the solution to growing enough food to meet the ever increasing demands for an expanding world population. Clearly, Mike envisions CEA to be healthier for the environment because it utilizes natural resource conservation through its employment of a vital vertically integrated business model. Alternative renewable energy sources are part of this success story; Village Farms Canada converts methane from a nearby landfill to a sustainable energy source for its greenhouses there. While in Texas, a Village Farms greenhouse gets a significant portion of its electricity from solar and wind power. With multiple infinitives underway from VF Clean Energy, including utilizing fuel cell technology that will clean landfill CO2 emissions and convert to multiple energy streams, as well as sustainability measures that are leading the Agricultural sector in natural resource conservation all focused on maximizing the source of production at the means of consumption for a new model in urban farming.

A modern day applied version of Village Farms urban agriculture model was realized in 2012 with the built out of the company’s proprietary GATES technology in a semi-closed 30 acre greenhouse in the Permian Basin’s extreme climate of west Texas at the cost of 42 million dollars. In this intense environment Village Farms is able to grow in temperatures that can range from a low of -10 degrees to a high of +45 degrees celisius and where year round harvesting yields vine ripened fresh local products ready for consumers to purchase from Texas retailers that go from farm to plate in just a short 1 or 2 days.

In Michael’s prior life he served on active duty in the United States Navy as an officer and tactical carrier jet aviator from July 1976 through January 1983, and the Naval Air Reserves from 1983 to 2001, retiring at the rank of Captain with the United States Naval Reserve. Throughout his Naval career, he held various department head positions, completed a tour as Commanding Officer of a jet aviation squadron, performed multiple tours overseas, and has completed numerous senior advanced management courses all while logging over 5000 hours of jet flight time.

Michael received a Bachelor of Science degree in Aeronautical Science and Aviation Management from Embry Riddle Aeronautical University in Daytona Beach, Florida.

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MANAGEMENT& BOARD OWNERSHIP ca. 27% u.a.
Micheal Anthony DeGiglio: 10,171,649

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SEDAR:
https://www.sedar.com/DisplayProfile.do?lang=EN&issuerType=0…

Stockwatch:
https://www.stockwatch.com/Quote/Detail.aspx?symbol=VFF®i…

CannadianInsider:
https://www.canadianinsider.com/company?menu_tickersearch=VF…



VILLAGE FARMS INTERNATIONAL ADVISES OF DISPOSITION OF SHARES BY UNRELATED THIRD PARTY
https://www.stockwatch.com/News/Item.aspx?bid=Z-C%3aVFF-2556…

On Jan. 11, 2018, Mastronardi Holdings Ltd. (MHL), an unrelated third party, through exchange facilities, disposed of 5,247,400 common shares of Village Farms International Inc., representing the entirety of its remaining position such that MHL no longer holds any common shares of Village Farms. The disposition follows on dispositions by MHL of 210,600 common shares and 2,275,000 Village Farms common shares on Dec. 4, 2017, and Dec. 21, 2017 respectively. Immediately prior to the disposition on Dec. 4, 2017, MHL owned 7,733,000 common shares representing approximately 18.40 per cent of the issued and outstanding common shares of Village Farms.

"MHL, owners of Mastronardi Produce, originally acquired its 7,733,000-share position in March, 2016, when Village Farms was focused exclusively on its produce business," said Michael DeGiglio, chief executive officer, Village Farms International. "As we expand on our existing North American produce business and diversify into cannabis production in Canada through our joint venture, Pure Sunfarms Corp., we are pleased to transition MHL's ownership to institutional investors who recognize Village Farms' significant opportunities in the Canadian cannabis industry as one of the largest and most experienced greenhouse growers in the country."

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How Village Farms converted over 1M square feet of greenhouse space for cannabis
Greenhouse vegetable grower Village Farms International just completed a $13.5 million bought deal. The stock has soared as the company converts space to marijuana. CEO Michael DeGiglio says that in many ways it's just another crop.
https://www.bnn.ca/video/how-village-farms-converted-over-1m…







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Kurs zum Zeitpunkt der Threaderstellung CAD$ 7.20. (Jahreshoch CAD$9.80 / Jahrestief CAD$ 1.40)
Rechne mit einer weiteren Korrigierung in dem aktuell schwachen Marktumfeld. Gerade Jan/Feb ist erfahrungsgemäß eher schwach. Der abgabewillige Großaktionär konnte sich mit der Neuausrichtigung nicht identifizieren und hat sich konsequenterweise vollständig von den Anteilen getrennt. Von dieser Seite somit mit keinem weiteren Abgabedruck zu rechnen.



DISCLAIMER:
Eigentlich nicht mein Sektor. Ich bin gestern per Zufall darauf gestoßen aber was ich in den letzten Stunden gesehen und gelesen habe gefällt mir sehr. Offen gesagt fehlt es mir jedoch an Expertise, was den Marijuana Markt in Canada betrifft (was ich gelesen habe ein sehr großer Markt...) Daher eröffne ich diesen Thread und würde mich über fachkundige Zweitmeinungen und regen Austausch freuen! SPEKULATIV zum jetzigen Zeitpunkt wurde die Lizenz zum Anbau noch nicht erteilt!


Ich persönlich rechne aber im Genemigungsprozess mit keinen Problemen. Im Grunde geht es darum den Anforderungen zu entsprechen. Der Markt scheint es ähnlich zu sehen und beim Blick auf den Kurs scheint die Erteilung deer Lizenz zumindest in Teilen eingepreist zu sein. Im Zuge der aktuellen Konsolidierung der Cannabiswerte sehe ich hier die "Gelegenheit" noch ein paar Stücke "günstig" zu bekommen.

"Pure Sunfarms commenced physical conversion of the 1.1 million square foot greenhouse facility in Delta, British Columbia and expects to complete conversion of the first 250,000 square foot quadrant in February 2018 such that, subject to the receipt of cultivation and sales licenses from Health Canada, it expects to begin selling dried cannabis on or before July 2018 and to have all four quadrants commercially producing in the fourth quarter of 2019."

http://www.stockhouse.com/news/press-releases/2017/11/13/eme…

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VFF ist als Maijuana Play meiner Meinung nach noch weitestgehend unbekannt.
Sowohl SH als auch Twitter ist sehr ruhig.

Wenn man sich den Chart über einen längeren Zeitraum ansieht, wird man festestellen, dass der reine Anbau von Gemüse ca. CAD$ 2.00 ausmacht und die übrige Bewertung der Aufpreis für den zusätzlichen Zweig ist, also aktuell ca. CAD$ 5.20.

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"Having a license is not the real first movers advantage, it's having real assets in the ground and having the knowledge and experience to capitalize on them."

Gruß phobieeee
Antwort auf Beitrag Nr.: 56.711.613 von phobieeee am 14.01.18 13:58:42
2017-12-21 VILLAGE FARMS INTERNATIONAL CLOSES .5 MILLION BOUGHT DEAL PUBLIC OFFERING
"Village Farms International Inc. has completed its previously announced bought deal short form prospectus offering of 2.5 million common shares in the capital of the company at an issue price of $5.40 per common share for aggregate gross proceeds of $13.5-million. The offering was conducted by a syndicate of underwriters led by Beacon Securities Ltd. and including Echelon Wealth Partners Inc.

The net proceeds from the offering will be used to repay a portion of the company's term loan with a Canadian creditor, which will permit the company to remove its 1.1-million-square-foot Delta 2 greenhouse facility as collateral against such term loan and for general corporate and working capital purposes. It is a requirement of the company's joint venture (Pure Sunfarms Corp.) agreement for the production of cannabis that, should the option on the Delta 2 greenhouse be exercised by Pure Sunfarms, the Delta 2 greenhouse be contributed to Pure Sunfarms on an unencumbered basis.

"We are proud to successfully complete this strategic financing -- our first equity offering in our 11-year history on the Toronto Stock Exchange -- which positions our second 1.1-million-square-foot greenhouse, Delta 2, for immediate contribution to Pure Sunfarms, should it exercise its option on the facility," said Michael DeGiglio, chief executive officer of Village Farms International. "Converting existing, large-scale state-of-the-art greenhouse facilities with well-established operations and deeply experienced growers is a capital-efficient approach to cannabis production and firmly positions Pure Sunfarms to be the low-cost producer in Canada.

"With this financing complete, we look forward to a very busy and very productive 2018 as Pure Sunfarms anticipates starting commercial cannabis production at the initial 1.1-million-square-foot Delta 3 greenhouse in the spring of 2018 and beginning cannabis sales on or before July 1."

https://www.stockwatch.com/News/Item.aspx?bid=Z-C%3aVFF-2549…
Ich bin beim Joint-Venture-Partner EMERALD investiert.

Auch da ein sehr erfreulicher Kursverlauf.

Wenn die Pläne auch alle so umgesetzt werden wie geplant, dann wächst hier ein Big-Player der Cannabis-Industrie (ähnlich Aphria oder Canopy) heran.
Village Farms Investor Presentation - January 16, 2018
http://villagefarms.com/wp-content/uploads/2014/08/Village-F…

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Tomato grower turned cannabis player Village Farms is a buy, Beacon Securities says
January 19, 2018 By Nick Waddell

Beacon Securities analyst Vahan Ajamian is bullish on vegetable grower turned pot player Village Farms (TSX:VFF).

In a research report to clients Thursday, Ajamian initiated coverage of Village Farms with a “Buy” rating and a one-year price target of $11.00, implying a return of 43 per cent at the time of publication.

B.C.-based Village Farms made its name as one of the largest growers of premium produce in North America, and is particularly known for growing tomatoes in Texas and in Delta, a suburb of Vancouver.

But on June 6 of last year, the company announced that it would partner with Emerald Health Therapeutics to covert a more than million square-foot greenhouse from growing tomatoes to cannabis. An option to convert another 3.7-million square-feet hints at the possibilities for the partnership.

Ajamian says Village Farms’s history gives it a natural leg-up on the competition.

“We expect that all companies will undergo a period of ramping up (including Village Farms transitioning to cannabis),” the analyst says. “However, we believe execution risk is lower for Village Farms than for most of its peers as: its master grower team has 750 years of experience growing a variety of crops – including in this greenhouse specifically; it has proven an ability to grow at scale, at a low cost, and sell to large complex organizations (Costco, Walmart, Loblaws etc.); and it can leverage Emerald’s cannabis strains/expertise. Should cannabis pricing ultimately commoditize, we believe Village Farms will be among the best positioned by running a low cost operation.”

Ajamian thinks Village Farms will generate EBITDA of (U.S.) $6.3-million on revenue of $153.9-million in fiscal 2017. He expects those numbers will become EBITDA of $7.5-million on a topline of $143.6-million the following year.

“With a market cap of just C$323MM, Village Farms pales in comparison to its peers,” Ajamian adds. “It has a tight share structure with high insider and institutional ownership. Even after applying what we consider to be very conservative forecasts, we see compelling value at current levels –and we believe licensing could be imminent and act as a catalyst to its share price.”


Zeitpunkt der Threaderstellung war rückblickend nicht so verkehrt, habe selbst aber keine Position aufgebaut.
Wie im Eingangspost geschrieben, eigentlich nicht mein Sektor.

Nur noch ein kleiner "Dip" auf $7.07 am 15.01. und seitdem ein Anstieg auf heute $8.67.

Würde mich über Beteiligung und Expertise freuen. Wie immer bitte auf sachlicher und neutraler Ebene.
Alle Meinungen werden hier akzeptiert und toleriert solange diese begründet werden und so einen Mehrwert für alle Interessierten bieten und zu einer fundierten Entscheidung für oder gegen einen Einstieg führen. Bitte haltet den Thread sauber.


Vielen Dank!
Gruß phobieeee
Antwort auf Beitrag Nr.: 56.794.660 von phobieeee am 22.01.18 22:40:37Hi,

ich bin seit gestern auch dabei bei Village Farms. Ich hatte zuerst ein Kauflimit bei 8,16 CAN, weil ich dachte/hoffte es kommt noch ein richtiger Rücksetzer nach dem doch heftigen Kursanstieg zuletzt.

Gestern war ich guter Dinge dass es vielleicht runter geht vor allem auch weil Emerald -12% verlor, aber siehe da Village blieb stabil.
Somit bin ich schweren Herzens bei 8,88 CAN rein.

Auch heute im Vergleich zum restlichen Markt sehr stabil. Ich hoffe nun auf einen signifikanten Anstieg mit Generierung eines neuen ATH über 9 CAN was wiederum ein neues Kaufsignal auslösen könnte.

Aber die Stärke gegen den Markt gefällt mit mal gut.

LG


Ab 8:47min

"Mark speaks again with Village Farms International founder and CEO, Michael DeGiglio, who shares are higher by more than 325% since his first visit. The market has woken up to the company's transition from organic produce to licensed producer of you know what. Find out how Village Farms' low-cost model will win the day."

Gruß phobieeee
Antwort auf Beitrag Nr.: 56.829.772 von Ganjawoman am 25.01.18 18:44:01
Zitat von Ganjawoman: Hi,

ich bin seit gestern auch dabei bei Village Farms. Ich hatte zuerst ein Kauflimit bei 8,16 CAN, weil ich dachte/hoffte es kommt noch ein richtiger Rücksetzer nach dem doch heftigen Kursanstieg zuletzt.

Gestern war ich guter Dinge dass es vielleicht runter geht vor allem auch weil Emerald -12% verlor, aber siehe da Village blieb stabil.
Somit bin ich schweren Herzens bei 8,88 CAN rein.

Auch heute im Vergleich zum restlichen Markt sehr stabil. Ich hoffe nun auf einen signifikanten Anstieg mit Generierung eines neuen ATH über 9 CAN was wiederum ein neues Kaufsignal auslösen könnte.

Aber die Stärke gegen den Markt gefällt mit mal gut.

LG


Alter Schwede, voll auf die Fresse, bestätigt wieder: Gaps werden geschlossen auch wenn es nich so sehr nicht danach aussieht. Hätte doch warten sollen, dann hätte ich 10% mehr von Village im Depot, naja schade. Ich hoffe ich lerne daraus und mache es künftig besser.
Village Farms on Growing Pot: Low-Cost Producers Will Be The Only Ones To Survive


James West Midas Letter
Am 06.02.2018 veröffentlicht

Village Farms International Inc.(TSX: VFF) CEO Michael DeGiglio talks about how Cannabis is a crop that must be farmed like any other. He believes their extensive farming experience will give them an edge in cost and sustainability. Village Farms has entered into a Joint Venture with Emerald Health therapeutics (CVE: EMH) called "Pure Sun Farms" which will have a 50/50 interest stake.

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Wir bewegen uns jetzt wieder auf dem Niveau zum Zeitpunkt der Threaderstellung,
nachdem der Kurs zwischenzeitlich doch die Aufwärtsbewegung eingeschlagen hatte.



Gruß phobieeee
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