Village Farms International (From Tomatoes To Cannabis) (Seite 267)

[Ganjawoman]

Antwort auf Beitrag Nr.: 57.433.607 von phobieeee am 31.03.18 00:08:26

Also der nun schon andauernde KursVERFALL von Village ist für mich nicht nachvollziehbar und gibt Rätsel auf. Vor allem im Vergleich zu den restlichen Cannabisunternehmen und im speziellen im Vergleich zu Emerald dem JV Partner performed man klar schlechter.

In Abwärtsphasen verliert man überproportional mehr und in Hoch- oder Erholungsphasen stagniert man oder verliert sogar, WIESO?

In einer Anlyse habe ich mal gelesen dass das eigentliche bestehende Gemüsegeschäft welches ja schon länger gute Umsätze und auch Erträge liefert ca. 2 CAD zum Kurs beiträgt und der Rest wäre die Cannabisphantasie.........

Irgendwo sollte doch auch mal wo ein Boden erreicht sein bzw. auch eine Unterbewertung erkannt werden.
Village Farms hat ja auch noch einiges an Glashausflächen welche (ev. auch in Zusammenarbeit mit Emerald) des weiteren in Richtung Cannabis convertiert werden.
ICH verstehs nicht mehr - Du vielleicht Phobieeee??

[phobieeee]

https://seekingalpha.com/amp/article/4159875-marijuana-produ…[/url]

Gruß phobieeee

[phobieeee]

https://www.linkedin.com/in/robert-grahovar-3893b370/

Ein paar Artikel/Bilder zu VFF u.a.

von heute Villiage Farms 100% Wholly owned Powerplant and Generators that supply power to Delta Greenhouses

https://www.linkedin.com/pulse/villiage-farms-100-wholly-own…

Gruß phobieeee

[phobieeee]

Antwort auf Beitrag Nr.: 57.306.709 von phobieeee am 17.03.18 13:20:09

Village Farms to release 2017 results April 2

2018-03-19 11:25 ET - News Release

An anonymous director reports

VILLAGE FARMS INTERNATIONAL RESCHEDULES FOURTH QUARTER AND YEAR END 2017 FINANCIAL RESULTS CONFERENCE CALL TO APRIL 2, 2018 AT 11:00 A.M. ET (8:00 A.M. PT)

Village Farms International Inc. has rescheduled its fourth quarter 2017 and year-end financial results conference call to Monday, April 2, 2018, at 11 a.m. ET (8 a.m. PT). Participants can access the conference call by telephone by dialling 647-427-7450 or 888-231-8191, or via the Internet.

The company expects to report its fourth quarter and year-end 2017 financial results via news release at approximately 7 a.m. ET on Monday, April 2, 2018.

The change in scheduling was made to allow for more time to finalize the 2017 financial statements for the company's cannabis joint venture, Pure Sunfarms Corp.

Conference call archive access information

For those unable to participate in the conference call at the scheduled time, it will be archived for replay both by telephone and via the Internet beginning approximately one hour following completion of the call. To access the archived conference call by telephone, dial 416-849-0833 or 855-859-2056 and enter the passcode 8267239 followed by the pound key. The telephone replay will be available until April 9, 2018, at midnight ET. The conference call will also be archived on Village Farms' website.

[phobieeee]

Village Farms to issue 2017 results March 19

2018-03-14 07:20 ET - News Release

An anonymous director reports

VILLAGE FARMS INTERNATIONAL TO HOST FOURTH QUARTER 2017 FINANCIAL RESULTS CONFERENCE CALL ON TUESDAY, MARCH 20, 2018 AT 11:00 A.M. ET (8:00 A.M. PT)

Village Farms International Inc. will host a conference call to discuss its fourth quarter 2017 financial results and provide an update on its cannabis joint venture in Canada on Tuesday, March 20, 2018, at 11 a.m. Eastern Time (8 a.m. Pacific Time). Participants can access the conference call by telephone by dialling 647-427-7450 or 888-231-8191, or via the Internet.

The company expects to report its fourth quarter 2017 financial results via news release after markets close on Monday, March 19, 2018.

Conference call archive access information

For those unable to participate in the conference call at the scheduled time, it will be archived for replay both by telephone and via the Internet beginning approximately one hour following completion of the call. To access the archived conference call by telephone, dial 416-849-0833 or 855-859-2056 and enter the pass code 8267239 followed by the pound key. The telephone replay will be available until Tuesday, March 27, 2018, at midnight ET. The conference call will also be archived on Village Farm's website.

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.

[phobieeee]

https://www.linkedin.com/pulse/village-farms-vff-tsx-robert-…

VILLAGE FARMS INC. (Our #1 Cannabis Pick)

Our reasoning for Village Farms Inc. (simple, straight to point logic)

"In my initial post on the cannabis euphoria it seems the sector as a whole has entered what I believe to be the begining of a much needed healthy correction, specifically the Billion dollar cap companies that don't need mentioning as we all know who they are. Village Farms, as I will get into later, carries minimal downside for a number of reasons we strongly believe in. This correction will weed out those companies that have spread themselves to thin by trying to consolidate every possible angle of the cannabis market with no clear focus or direction. Just looking at the top three $B companies ACB, WEED and APH all of whom started out wanting to be producers and suppliers of cannabis in the medical or recreational markets or both in Canada and globally. One of the above, which was the first to announce an exclusive supplier distribution agreement with a major drugstore chain saw its market cap enter the billion dollar club after announcing in my view a meanless agreement with a national drug chain chain. No details provided. In a conference call with investors that day the president said, when asked how they would ship it, that they would deliver the cannabis from their vaults to the national chains vaults to one of the chains distribution warehouses the chains. This was a major red flag. That national chain doesn't have vaults or to my knowledge take delivery of any prescription drugs directly to any of there warehouses and niether does any other major retail drugstore chain. I wouldn't be suprised to learn that this agreement never saw the national chains executive suite. McKessen for those who don't know is the king of presciption drug delivery and distribution through 6 nationwide distribution warehouse centers, delivering directly to a pharmacies individual locations based on needs. McKessen distributes to over 8,000 pharmacies in Canada including that chain. This is just one example of how an unsophisticated retail investor drove stocks in this sector higher, in my opinion, based on to put it politely, insignificant agreements that lacked details to place some form of value on. I spent over ten years directly consulting various devlopment stage emerging (Biotech) and producing pharmaceutical companies, including generic pharma's participating directly in over $500million of various forms of financing and M&A deals. I have also personally built or retrofitted, through my construction company IDA, Gaurdian, and Shoppers Drug Mart retail locations as either genearal contractor or in Shoppers Drug Mart case had the construction management contract. I guess I have, just a little experience in these area's. I digress a little to prove a few points. These companies have all raised money in a capital market that was easy pickings. Those days may be gone for now. Its show me time and some of these companies have acquired or plan to open various retail locations also buying equipment suppliers, greenhouse builders, the list goes on and on. Where is the focus? Will they be able to finance these aquisitions individually going forward? or will the inevitable mounting corporate overhead expenses and potentially underperforming aquisitions prevent a clear focus on building a profitable core sustainable well defined area of the emerging Canadian cannabis market. Maybe then go global. Suprisingly the first major down swing this year where the DJIA went as low as 1,600 points, intraday, the cannabis sector held out fairly well to the broader market initially. It has recently showed signs of weakness potential downward trend (Village Farms is the exception I believe)emerging. Just from a technical observation Canopy Growth after breaking $30, a key support level it needed to hold for upward trending to continue now seems to want to test that next key support level around $20 which it tried to around the $21 area on the 05 of Feb, 2018. If it where to break that $20 and finish under it could visit $12-$15 range just based on technicals. To confirm the upward trend has legs it will have to break back through that $30 resistance. I am a fan of the company I just won't pay anything north of $12. Others technically face the same downward pressure. VIllage Farms technically is sound still in an upward trend holding strong around $7.40-$7.60 range and $7.00 wouldn't worry me the slightest if it backed there and tested support.

VILLAGE FARMS INTERNATIONAL

VFF we believe to be the most focused most conservative (in terms of not promoting hot air and fantasy land others are) lowest risk cannibis opportunity to own in the emerging sector. Its Very very unlikely they would go under as I believe many others will as they did in the Dot.com bubble era of the internet. The management group led by Michael DeGiglio has experienced and is still expereincing low cost Mexican produce dumped into the US. They know how and are prepared like no other management group when the time comes for pricing pressures on growers. Bottom line in a world full of smoke and mirrors bull sh-t artists, promoters, pump and dumpers. I have gotten to know Michael and he is one decent guy, a smart focused businessman and operator you can't help but like because of style. He has not only gained my respect and support but many fund managers have and hold this view.

1) Michael DeGiglio and management are clearly focused on who they are and what area they will target. Through the JV they will focus on Cultivation and harvesting of cannibis. thats it. and position the company as the lowest cost producer in Canada.

2) I visited the Ladner Facilities in Mid December 2017 and had a chance to not only view the entire complex but also speak to a number of employees, all of whom had over 15 years tenure there. Replacement cost to build these facilities ground up is easily $500million. So just the Canadian greenhouses and various facilities, which somebody could have easily convinced me were built yesterday, exceeds the current market cap value of VFF.

3) No other producer or potential large scale producer in Canada produces energy self sufficient to not only power the entire cannabis operation but export electricity back to BC hydro's power grid (thats the game changer). We came to a cost competative advantage of $0.98/gram no other growers have. With full capacity in Deltsa 3 production of 75,000kg/30,000,000/grams. 24MegaWatts is the equivalent of 24,000 being supplied power. We assumed an average monthly bill of $100/home. Eletricity bill of 24,000x$100 = $2,400,000/month or $28,000,000 in year over year cost savings or $0.98/gram 30,000,000grams 50% of this attributable to VFF in the joint venture. VFF also has a massive outdoor rainwater capturing pond that supplies free water to the operations (don't know the value other than anybody who fills up a swimming pool every year or somone who had a undetected leaky toilet will tell you its not free) Simply capitlizing on this one strategic advantage indicates VFF is in a position in the JV to be the largest and lowest cost producer in Canada with a very good chance of supplying half the recreational and more importantly the raw ingredients for pharmas with ongoing clinical trials that will displace and take over the currently known Medical Marijauna Market in my opinion.

4) Technically its is sound with a clear uptrend still in tact. This only verifies the market cap on VFF has plently of upside and has had a history of trading many sessions against the sector's overall up or down trend. I think this could and will become more prevelant with more exposure in the market place.

5) This we view not only as a high growth opportunity it also acts as a defensive position, whether its market downturns, volatility or economic (recessions). Management at times felt overlooked and undervalued as compared to peers. With many opportunities presented to them by other companies. They stood there ground by not sharing the views and directions others presented with a long term game plan in mind. I congradulate Michael for this staying focsued where others have placed bets in to many area's. Stay the course Michael.

6) With the exception of Organigram (I don't follow them) Village Farms, two key executives have only sold 300,000 ($1.4m) Michael DeGiglio (just under 3% of holdings) and Steven Ruffini 100,000 for $773,000. Both sold for what I call insignificant amounts dollar and share percentage of holdings wise, less than $2.2m when measured by its peers. ACB insiders sold over $41m , WEED insiders sold over $30m, APH insiders sold over $32m. executives officers and directors in all three of these have recently sold in excess of $30,000,000 in each one of those companies. Michael has put his money where his mouth is. I invest in people and thats him knowing he'll fight tooth and nail to make VFF a success with his eggs still in the basket going the distance. Others might not be as motivated if and when times get hard and sh-t hits the fan, after all they already cashed in lotto max wins 3x Its no wonder Michael became a captain in the US Navy. This Captain either sails the ship through many challenges still ahead to reach its distination or is willing to go down with it. Thats a ship I want to be on. Shared risk

I stated in my first post on cannabis that we took profits and had a trading position simply because we felt head winds coming to the sector and VFF would get unfairly dragged into it. The value can't be ignored in terms of potential growth and our view with this, on a Canadian asset value alone it's undervalued, growing revenues from the produce side ensures ongoing viability for VFF as they caustiously and conservtively move to this higher yielding crop. We as a group had always had the position to lossen some stock, which we did in the $8.35-$9.00 range, for only one reason. we knew the sector had head winds coming and VFF was going to get caught in it and we wanted to be in a position to bring support to the companies market if needed or participate in any offering they may have required if needed. We are now rebuilding our position with no worries of future headwinds that we feel are unlikely as this will be a quarter by quarter results oriented company by year end. I don't manage pension money, however after spending 9 months in 2017 looking into the sector and 2 months August and September in 2017 getting to know VFF and participating in the bought deal in December 2017, I would have no reservations allocating a position within a managed pension funds high growth equity portion, with a long term 5-10 year window at these prices just to get in the sector. Price targets are irrelevant at this point for us because, simply put, if management delivers and likely exceeds expectations, as they do and have VFF would justifiably exceed $1Billion market cap within 12 months and more than likely be the first to pay dividends. Park it and leave it is our position. A few friends that manage pension funds are waiting for the liscense to come through before making final the call to increase very minor positions taken. Most have personal holdings themselves. 24 months out and consistant timely delivery of capacity increases in the recreational space won't be that difficult to distribute. companies like Canopy Growth and Aurora that have and are investing in retail distribution will have to carry everyproducers product if they expect to be in the retail game. Would you go to a beer retailer owned for example by MolsonCoors that only carried there brands or the current Ontarios brewers retail that carries many varieties from around the world. VFF is still a take over candidate however very unlikely with the value of paper in other companies potentially in a downtrend correction. I don't think anybody would object to an all cash offer starting north of $17 at this stage. Any suiters will find this as a take it or leave it condition. Nobody currently has this financial capacity. Outside the industry I just don't know why cash rich tabacco players haven't made the move yet on VFF or taken a position on the scale Constellation Brands did with Canopy. It couldn't be a better fit for a major tabacco player to become chareholder and strong partner in VFF. It may change after the JV is liscensed formally and legally recognizes VFF as a cannabis player.

Michael DeGiglio stay the course, two months ago I couldn't be convinced a stand alone grower soley focused on the cultivation and harvesting of cannabis could be better off without folding into other players. Now I feel those that have acquired and are acquiring anything under the sun that contains a cannibis stamp have created risk exposure to potential cash burning units that I fail to see justify overpaying for. This adds just another reason for VFF's focus and vision to establish a dominant position at what they know best before entertaining other opportunities. VFF in my opinion is now positioned with its JV to be Canada's largest and lowest cost grower.

The most immenent news should be announced any day now, with HC granting the JV LP status. Canopy announced its delta joint venture recieved its LP today. Canopy added $700m to its market cap today on this LP status. This would emply VFF rallying over $15 on the day the JV recieves the LP. Its possible"

[phobieeee]

ORIGINAL: Emerald Health Therapeutics and Village Farms International Announce Cannabis Cultivation License for 1.1 Million Ft2 Delta 3 Greenhouse Operation

2018-03-05 08:00 ET - News Release

VANCOUVER, British Columbia, March 05, 2018 (GLOBE NEWSWIRE) -- Emerald Health Therapeutics, Inc. (Emerald) (TSX-V:EHT) (OTCQX:EMHTF) and Village Farms International, Inc. (Village Farms) (TSX:VFF) (OTCQX:VFFIF) today announced that Health Canada has issued a Cultivation Licence for their co-owned Delta 3 greenhouse operation (the “Joint Venture”) under Canada’s Access to Cannabis for Medical Purposes Regulations ("ACMPR"). This optimally-designed 1.1 million ft2 cannabis growing facility is located in one of the best growing climates in Canada in Delta, BC, and is conservatively projected to produce 75,000 kg of quality cannabis annually at full production.

Village Farms and Emerald aim for the Joint Venture to be one of the most consistent and reliable suppliers of quality cannabis products to wholesalers, distributors and retailers across Canada and internationally, with the goal to be the low-cost cannabis Canadian producer at an all-in production cost of less than $1.00 per gram at full production.

The Joint Venture will immediately begin cultivating cannabis in the Delta 3 greenhouse following the transfer of existing starter plants from Emerald and expects to receive its Sales License under ACMPR by July 1, 2018.

“Our Joint Venture is well positioned to be a leading supplier in the imminent legal adult-use Canadian cannabis market, with potentially significant benefit to each of our companies and our shareholders,” said Avtar Dhillon, MD, Executive Chairman of Emerald. “With Emerald’s in-depth cannabis expertise, Village Farms’ know-how based on innumerable crop cycles over 30 years of large-scale greenhouse growing, and working with global agricultural leaders and high-tech facilities and systems experts, we configured this greenhouse for continuous weekly harvesting year-round, maximum operating efficiencies, and flexibility to adapt to an evolving market. We are accomplishing this on a very capital-efficient basis.”

“Growing any agricultural crop on a large scale and repeatedly delivering expected quantities and consistent quality, with full regulatory compliance, at a competitive price is an extremely challenging proposition for even the most experienced agricultural producers. The goal is for the Joint Venture to set the standard in this regard in the Canadian cannabis industry and establish itself as a preferred supplier for both the short- and long-terms,” said Michael DeGiglio, CEO, Village Farms International. “In addition to production ramp-up, in 2018 the Joint Venture will focus on product development and developing its marketing strategy to become a vertically integrated leader in the Canadian cannabis market.”

The Joint Venture is converting the Delta 3 greenhouse operation to cannabis production with meticulous attention to the growing environment and systems, processing areas, and production ramp-up, with a particular focus on management of climate and contaminants, optimizing yield, maximizing efficiencies, and achieving continuous year-round production. Key elements of the design, conversion, and operations include:

- Growing system with automation proven in different crops to provide optimal efficiencies;

- Industry-leading HVAC systems reflecting hundreds of aggregate years of climate management experience, with technically advanced data systems;

- High-tech light deprivation and light supplementation systems with individual control of over 15 growing zones within the 1.1 million ft2 footprint;

- Fully automated 90,000 square feet nursery capable of supplying Delta 3 (as well as the 1.1 million ft2 Delta 2 facility should the Joint Venture exercise its option to purchase that facility, as described below);

- State of the art drying, trimming and packaging areas;

- Core upgrades to facility infrastructure;

-Use of an established labour force and proprietary labour tracking systems; and,

- Secure supply of low-cost electricity from BC Hydro sufficient to power Delta 3 at full production (and, if required, to power the Delta 2 facility at full production).

Conversion of the first 250,000 ft2 section of the 1.1 million ft2 Delta 3 greenhouse to cannabis production is substantially complete and is expected to commence production in April 2018. Senior growing and operational personnel, including the established team transferred from Village Farms, are in place for production ramp up. Conversion of the remainder of the 1.1 million ft2 is underway and the entire facility is expected to be in production in 2019.

The Joint Venture holds options on two additional state-of-the-art greenhouses owned by Village Farms (Delta 2 and Delta 1, with 1.1 million ft2 and 2.6 million ft2 of growing capacity, respectively). Exercising these options would expand the Joint Venture’s production facility to 4.8 million ft2 and make it one of the largest cannabis producers in Canada.

About Village Farms International, Inc.

Village Farms is one of the largest producers, marketers, and distributors of premium-quality, greenhouse-grown fruits and vegetables in North America. The food our farmers grow, along with other greenhouse farmers under exclusive arrangements are all grown in environmentally friendly, soil-less, glass greenhouses. The Village Farms® brand of fruits and vegetables is marketed and distributed primarily to local retail grocers and dedicated fresh food distributors throughout the United States and Canada. Since its inception, Village Farms has been guided by sustainability principles that enable us to grow food 365 days a year that not only feeds the growing population but is healthier for people and the planet. Village Farms is Good for the Earth® and good for you.

About Emerald Health Therapeutics

Emerald Health Therapeutics, Inc. (TSX-V:EMH) (OTCQX:EMHTF) operates through Emerald Health Therapeutics Canada Inc. ("EHTC"), a wholly owned subsidiary and Licensed Producer under Canada’s Access to Cannabis for Medical Purposes Regulations. Through EHTC, Emerald is authorized to produce and sell dried cannabis and cannabis oil for medical purposes. It operates an indoor facility in Victoria, BC, and is building a 500,000 ft2 greenhouse on 32 acres in Metro Vancouver, with expansion potential to 1 million ft2 to serve the anticipated legal Canadian adult-use cannabis market starting in 2018. Emerald owns 50% of a Joint Venture with Village Farms International, Inc. that is converting an existing 1.1 million ft2 greenhouse in Delta, BC to grow cannabis. Emerald’s team is highly experienced in life sciences, product development and large-scale agribusiness. Emerald is part of the Emerald Health Group, which is broadly focused on developing pharmaceutical, botanical and nutraceutical products that may provide wellness and medical benefits by interacting with the human body’s endocannabinoid system.

Please visit www.emeraldhealth.ca for more information or contact:

Robert Hill
CFO
[phone] Ext. #5
[e-mail]

Ray Lagace
Investor Relations Manager
[phone] Ext. #5
[e-mail]

Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

Cautionary Statements Regarding Forward Looking Information

Certain statements in this press release constitute forward-looking statements, within the meaning of applicable securities laws. All statements that are not historical facts, including without limitation, statements regarding future estimates, plans, programs, forecasts, projections, objectives, assumptions, expectations or beliefs of future performance, are "forward-looking statements".

We caution you that such "forward-looking statements" involve known and unknown risks and uncertainties that could cause actual and future events to differ materially from those anticipated in such statements.

Forward-looking statements include, but are not limited to statements with respect to build out of the Company’s growing facility and the details thereof; rapid production capacity expansion; estimates of production of cannabis at the Initial greenhouse and the additional facilities discussed herein; the development and potential size of a non-therapeutic adult-use market for cannabis and cannabis extracts; contributions of cash to the JV; the JV becoming one of the world’s premier greenhouse cannabis growers; and other information that is based on forecasts of future results, estimates of amounts not yet determinable and assumptions of management.

Emerald Health Therapeutics Inc. does not intend, and does not assume any obligation, to update these forward-looking statements except as required by law. These forward-looking statements involve risks and uncertainties relating to, among other things, failure of the federal government to approve legislation legalizing sales of non-therapeutic adult-use cannabis; failure to obtain Health Canada and other regulatory approvals; failure to obtain necessary financing; results of production and sale activities; the Company's historical experience with medical marijuana operations; results of scientific research; uninsured risks; regulatory changes; difficulties in construction or in obtaining qualified contractors to complete construction or conversion of facilities; availability of production facilities; timeliness of government approvals and the granting of permits and licenses; changes in prices and costs; actual operating and financial performance of facilities; equipment and processes relative to specifications and expectations; as well as the other risk factors set out in the Company’s annual information form and other filings with the applicable Canadian securities regulators, which may be viewed at www.sedar.com. Actual results may differ materially from those expressed or implied by such forward-looking statements.

[phobieeee]

https://twitter.com/BullionNation/status/970292548727078914

[phobieeee]

ENSO RESEARCH Feeding the Village: Deep Value at Village Farms International (March 2018)

http://bit.ly/2I2pjwG

[phobieeee]

Offiziell ist noch keine News raus. Was mir gerade auffällt.... merkwürdigerweise wurde die Lizenz an "Emerald Health Farms Inc." ausgestellt. Entweder steckt mehr dahinter oder es wurde schlicht auf der Seite falsch angegeben.

Die korrekte Bezeichnung beider Firmen untenstehend, entsprechend stellt Emerald Health Farms Inc.
eine Mischung aus beiden Firmen dar.

Village Farms International Inc. (VFF-T)
Emerald Health Therapeutics Inc. (EMH-V)

Bin gespannt was die nächste Woche bringt und wie viel bereits eingespeißt ist.
Die Erteilung der Lizenz wurde ja für Februar bzw. Anfang März erwartet.

Gruß phobieeeee