Village Farms International (From Tomatoes To Cannabis) (Seite 98)
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Antwort auf Beitrag Nr.: 61.559.295 von awsx am 24.09.19 20:02:52Meine Nerven liegen blank...
Mich interessiert der Grund der Abstürze ! Ich hoffe, dass sich das Blatt morgen wendet, wenn die Abstimmung positiv in den USA ausfällt. Hoffentlich...
Mich interessiert der Grund der Abstürze ! Ich hoffe, dass sich das Blatt morgen wendet, wenn die Abstimmung positiv in den USA ausfällt. Hoffentlich...
Schöne kaufkurse zum Aufstocken
Antwort auf Beitrag Nr.: 61.558.275 von 203 am 24.09.19 18:37:59Erst wenn die letzten Nerven blank liegen endet solch eine Phase. Heute sind wir einen guten Schritt näher.....
Sacht ma Leute, das gibt's doch gar nicht , was ist denn los mit dem Markt..
...sehr wohlwollender Artikel über das solide konstante Wachstum bei Village. Die Aussichten für die Zukunft werden als hervorragend eingeschätzt und die starke Unterbewertung wird deutlich herausgearbeitet.
Habe nur Auszüge eingestellt....
Habe nur Auszüge eingestellt....
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Antwort auf Beitrag Nr.: 61.557.030 von Zerwirker am 24.09.19 16:33:22
1035 Capital Management profile picture.
1035 Capital Management
Village Farms Inc.: This Cannabis And Hemp Producer
Management is transforming VFF by pivoting away from low growth, low margin vegetable sales toward high growth, high margin cannabis and hemp/CBD sales.
VFF recently announced its JV partner received approval for its packaging license to begin shipping retail product, which should improve sales prices by CAD $1.50+/g.
VFF is expanding its Canadian cannabis business by transitioning a second 1 M sq/ft greenhouse and has an option for a 3rd larger facility in the same complex.
VFF is also building capacity to produce higher price, higher margin cannabis edibles and oils in 1H 2020.
Management is positioning VFF to become a significant supplier of hemp biomass and CBD oil for the US market beginning in Q4 2019.
Background
Village Farms (NASDAQ:VFF) was traditionally a vertically integrated producer of high-quality premium produce with more than 30 years of growing experience. Today, the company is one of the lowest cost producers of tomatoes and cucumbers in North America. The company prides itself on their prowess in technological and sustainable farming practices.
Over the last 20 years, VFF built a solid distribution system, sophisticated greenhouse operations, and an experienced growing staff. This infrastructure and expertise provides an excellent foundation for VFF’s transition into a low cost, high quality cannabis and CBD producer. I’ve seen the Delta compound outside of Vancouver, British Columbia, and can attest it is a sophisticated operation in a rural area, ideal for growing cannabis, with easy access to transportation.
VFF has many marquee grocery accounts across the US and Canada, but vegetables are a commodity business. As a result, the company has historically had very low margins and minimal growth potential. While VFF was an interesting agriculture business, it didn't attract much investor attention.
The New Village Farms
Within the last 2 years, VFF has transformed itself from a low growth, low margin vegetable grower into a high margin, high growth cannabis company. VFF began this transition by entering into a 50/50 JV, Pure Sunfarms ("PSF"), with Emerald Health Therapeutics (OTCQX:EMHTF) to create a large-scale, high quality, low cost producer of cannabis. Below is the road map and timeline management implemented to complete this impressive transition in just over two years.
(Source: Sept. 19 VFF Investor presentation)
VFF’s initial contribution to the JV was a state-of-the-art greenhouse, called Delta 3, which was converted to grow cannabis. Additionally, VFF provided experienced growing staff to operate the greenhouse. Emerald provided $20M in cash and expertise in the cannabis industry compliance and licensing processes. Finally, the JV has options to convert VFF's Delta 2 and Delta 1 facilities to cannabis production.
On April 1st, 2019, Emerald Health chose to exercise their option to convert the Delta 2 greenhouse and anticipate first production in mid-2020 with full run rate reached by YE 2020. Completion of the Delta 2 greenhouse will effectively double PSF’s annual growing capacity from 75,000 kg/yr to 150,000 kg/yr. The option on the larger Delta 1 facility expires in September 2021 and would provide another 180,000+ kg/yr of production.
(Source: Sept. 19 VFF Investor presentation)
Transitioning their existing greenhouses away from vegetables and toward cannabis is an excellent opportunity for VFF to redeploy their fixed assets at higher rates of return. Management believes they can achieve 10-15x the revenue from growing cannabis compared to the current revenue derived from vegetables while also improving EBITDA margins by over 10x. Given these striking improvements, it’s no wonder why management has been so aggressive in transitioning their greenhouses toward cannabis and hemp/CBD production.
(Source: Investor Presentation on Cannabis JV)
As mentioned above, VFF’s goal is to become the lowest cost, vertically integrated producer of high-quality cannabis, similar to their current position in tomatoes and cucumbers. One of VFF’s competitive advantages is that they already own and operate millions of sq/ft of technologically advanced greenhouse space. This allows the company to transition to cannabis with minimal capital expenditures, unlike many peers who need to spend significant capex to bring their capacity online. VFF’s execution on the Delta 3 transition gives us confidence that Pure Sunfarms is well-positioned to increase production and scale, allowing them to maintain their cost advantage as the cannabis market matures.
Additionally, the existing greenhouse footprint provides PSF a significant time to market advantage compared to some of the other, more well-known peers. All of PSF’s products will be grown indoor, which should provide a quality advantage versus their peers who tout significant capacity potential, but much of which is outdoor. As one would expect, higher quality should directly correlate to higher sales prices.
Cannabis Market
The opportunity for VFF in Cannabis is quite large relative to the size of the company today. According to Deloitte,
“the total cannabis market in Canada, including medical and illegal as well as legal recreational products, is expected to generate up to $7.17 billion in total sales in 2019. Legal sales are expected to contribute more than half of this total - up to $4.34 billion - in the first year.”
Management estimates that the Canadian market will have a demand of 600,000 kg/yr by 2021, as seen in the second slide below. Upon execution of the remaining option to convert Delta 1, PSF could produce over 330,000 kg/yr. Since the JV’s conversion option expires in September 2021 and it took PSF under 24 months to convert the other two Delta Greenhouses, we anticipate the remaining facility could come online as early as late 2022-2023.
(Source: Sept. 19 VFF Investor presentation)
In the early days of the recreational market in Canada, many expected there would be a significant supply shortfall. While recent indications are that producers are sufficiently covering demand, we believe this may not continue going forward. Edibles, oils, liquids and other forms of cannabis will become legal in the recreational market in Q4 2019. Additionally, Ontario recently announced their intention to open more retail stores with other Provinces expected to follow. These two impending demand drivers could strain the current supply/demand equilibrium.
If the demand forecasts for 2021 of 600,000 kg/yr prove accurate, there appears to be potential for a shortfall, which would benefit VFF. The slide below is a few years old, so the industry capacity estimate is out of date. Our research of the major competitors found that existing capacity is actually closer to 450,000 kg/yr as shown in the table below.
(Source: Investor Presentation on Cannabis JV)
(Source: Company Presentations/Filings)
US Hemp and CBD
In the US, the recent passage of the 2018 Farm Bill legalized hemp and CBD cultivation, overturning a long-standing federal ban. This opens up a new opportunity for producers of hemp and CBD in a wide range of products from concrete to clothing. In the slide below, management expects the US hemp/CBD market to reach $16B by 2025. VFF is aggressively pursuing this significant opportunity through field grown product as well as high purity greenhouse grown product. The first entry into this market for VFF will be through sales of field grown biomass and CBD oil on the wholesale market to drive near-term cash flow. Management will then use this cash flow to create a branded products business. Management currently expects first biomass sales in Q4 2019 and ramping from there.
(Source: Sept. 19 VFF Investor presentation)
Separate from the company’s JV with Pure Sunfarms, VFF entered into another JV to address the US hemp fiber and CBD markets. The hemp JV is for field cultivation and extraction and includes more than 920 acres across 4 states. There are two outdoor hemp operations VFF is involved in - the first is Village Fields Hemp, which has access to 800 acres across Virginia, North and South Carolina. The second has access to 120 acres in Colorado through Arkansas Valley Green and Gold Hemp as shown in the slide below.
(Source: Sept. 19 VFF Investor presentation)
VFF is anticipating selling both branded and white label hemp/CBD products to big box retailers beginning in 2020. We believe VFF’s hemp/CBD strategy should benefit from its historical relationships with big box retailers across the country as well as the company’s reputation for quality and reliable supply. Additionally, management expects to put in place CBD oil extraction capabilities in Q1 2020 with sales and product manufacturing to follow later that
Why do we like VFF now?
In our articles, we often mention that one 1035 Capital’s core tenants of investing is “front running the black box” (see our interview with seeking alpha here to learn more about our strategy). We want to invest in companies undergoing positive change before these changes become obvious to other participants in the market and are more likely to be priced in. We believe VFF fits this characterization nicely as many investors still view the company as a low margin farming operation. This perception has been exacerbated by disappointing execution at some of the bigger names in the space which we believe has soured appetites for stocks in the industry.
Unlike peers, VFF’s management has consistently executed on their strategy to become a high margin, high growth vertically integrated cannabis company. In our opinion, VFF has executed the best strategy in the entire Canadian cannabis market during the last two years, which gives us confidence that the outlook for this transformed company is bright
1035 Capital Management profile picture.
1035 Capital Management
Village Farms Inc.: This Cannabis And Hemp Producer
Management is transforming VFF by pivoting away from low growth, low margin vegetable sales toward high growth, high margin cannabis and hemp/CBD sales.
VFF recently announced its JV partner received approval for its packaging license to begin shipping retail product, which should improve sales prices by CAD $1.50+/g.
VFF is expanding its Canadian cannabis business by transitioning a second 1 M sq/ft greenhouse and has an option for a 3rd larger facility in the same complex.
VFF is also building capacity to produce higher price, higher margin cannabis edibles and oils in 1H 2020.
Management is positioning VFF to become a significant supplier of hemp biomass and CBD oil for the US market beginning in Q4 2019.
Background
Village Farms (NASDAQ:VFF) was traditionally a vertically integrated producer of high-quality premium produce with more than 30 years of growing experience. Today, the company is one of the lowest cost producers of tomatoes and cucumbers in North America. The company prides itself on their prowess in technological and sustainable farming practices.
Over the last 20 years, VFF built a solid distribution system, sophisticated greenhouse operations, and an experienced growing staff. This infrastructure and expertise provides an excellent foundation for VFF’s transition into a low cost, high quality cannabis and CBD producer. I’ve seen the Delta compound outside of Vancouver, British Columbia, and can attest it is a sophisticated operation in a rural area, ideal for growing cannabis, with easy access to transportation.
VFF has many marquee grocery accounts across the US and Canada, but vegetables are a commodity business. As a result, the company has historically had very low margins and minimal growth potential. While VFF was an interesting agriculture business, it didn't attract much investor attention.
The New Village Farms
Within the last 2 years, VFF has transformed itself from a low growth, low margin vegetable grower into a high margin, high growth cannabis company. VFF began this transition by entering into a 50/50 JV, Pure Sunfarms ("PSF"), with Emerald Health Therapeutics (OTCQX:EMHTF) to create a large-scale, high quality, low cost producer of cannabis. Below is the road map and timeline management implemented to complete this impressive transition in just over two years.
(Source: Sept. 19 VFF Investor presentation)
VFF’s initial contribution to the JV was a state-of-the-art greenhouse, called Delta 3, which was converted to grow cannabis. Additionally, VFF provided experienced growing staff to operate the greenhouse. Emerald provided $20M in cash and expertise in the cannabis industry compliance and licensing processes. Finally, the JV has options to convert VFF's Delta 2 and Delta 1 facilities to cannabis production.
On April 1st, 2019, Emerald Health chose to exercise their option to convert the Delta 2 greenhouse and anticipate first production in mid-2020 with full run rate reached by YE 2020. Completion of the Delta 2 greenhouse will effectively double PSF’s annual growing capacity from 75,000 kg/yr to 150,000 kg/yr. The option on the larger Delta 1 facility expires in September 2021 and would provide another 180,000+ kg/yr of production.
(Source: Sept. 19 VFF Investor presentation)
Transitioning their existing greenhouses away from vegetables and toward cannabis is an excellent opportunity for VFF to redeploy their fixed assets at higher rates of return. Management believes they can achieve 10-15x the revenue from growing cannabis compared to the current revenue derived from vegetables while also improving EBITDA margins by over 10x. Given these striking improvements, it’s no wonder why management has been so aggressive in transitioning their greenhouses toward cannabis and hemp/CBD production.
(Source: Investor Presentation on Cannabis JV)
As mentioned above, VFF’s goal is to become the lowest cost, vertically integrated producer of high-quality cannabis, similar to their current position in tomatoes and cucumbers. One of VFF’s competitive advantages is that they already own and operate millions of sq/ft of technologically advanced greenhouse space. This allows the company to transition to cannabis with minimal capital expenditures, unlike many peers who need to spend significant capex to bring their capacity online. VFF’s execution on the Delta 3 transition gives us confidence that Pure Sunfarms is well-positioned to increase production and scale, allowing them to maintain their cost advantage as the cannabis market matures.
Additionally, the existing greenhouse footprint provides PSF a significant time to market advantage compared to some of the other, more well-known peers. All of PSF’s products will be grown indoor, which should provide a quality advantage versus their peers who tout significant capacity potential, but much of which is outdoor. As one would expect, higher quality should directly correlate to higher sales prices.
Cannabis Market
The opportunity for VFF in Cannabis is quite large relative to the size of the company today. According to Deloitte,
“the total cannabis market in Canada, including medical and illegal as well as legal recreational products, is expected to generate up to $7.17 billion in total sales in 2019. Legal sales are expected to contribute more than half of this total - up to $4.34 billion - in the first year.”
Management estimates that the Canadian market will have a demand of 600,000 kg/yr by 2021, as seen in the second slide below. Upon execution of the remaining option to convert Delta 1, PSF could produce over 330,000 kg/yr. Since the JV’s conversion option expires in September 2021 and it took PSF under 24 months to convert the other two Delta Greenhouses, we anticipate the remaining facility could come online as early as late 2022-2023.
(Source: Sept. 19 VFF Investor presentation)
In the early days of the recreational market in Canada, many expected there would be a significant supply shortfall. While recent indications are that producers are sufficiently covering demand, we believe this may not continue going forward. Edibles, oils, liquids and other forms of cannabis will become legal in the recreational market in Q4 2019. Additionally, Ontario recently announced their intention to open more retail stores with other Provinces expected to follow. These two impending demand drivers could strain the current supply/demand equilibrium.
If the demand forecasts for 2021 of 600,000 kg/yr prove accurate, there appears to be potential for a shortfall, which would benefit VFF. The slide below is a few years old, so the industry capacity estimate is out of date. Our research of the major competitors found that existing capacity is actually closer to 450,000 kg/yr as shown in the table below.
(Source: Investor Presentation on Cannabis JV)
(Source: Company Presentations/Filings)
US Hemp and CBD
In the US, the recent passage of the 2018 Farm Bill legalized hemp and CBD cultivation, overturning a long-standing federal ban. This opens up a new opportunity for producers of hemp and CBD in a wide range of products from concrete to clothing. In the slide below, management expects the US hemp/CBD market to reach $16B by 2025. VFF is aggressively pursuing this significant opportunity through field grown product as well as high purity greenhouse grown product. The first entry into this market for VFF will be through sales of field grown biomass and CBD oil on the wholesale market to drive near-term cash flow. Management will then use this cash flow to create a branded products business. Management currently expects first biomass sales in Q4 2019 and ramping from there.
(Source: Sept. 19 VFF Investor presentation)
Separate from the company’s JV with Pure Sunfarms, VFF entered into another JV to address the US hemp fiber and CBD markets. The hemp JV is for field cultivation and extraction and includes more than 920 acres across 4 states. There are two outdoor hemp operations VFF is involved in - the first is Village Fields Hemp, which has access to 800 acres across Virginia, North and South Carolina. The second has access to 120 acres in Colorado through Arkansas Valley Green and Gold Hemp as shown in the slide below.
(Source: Sept. 19 VFF Investor presentation)
VFF is anticipating selling both branded and white label hemp/CBD products to big box retailers beginning in 2020. We believe VFF’s hemp/CBD strategy should benefit from its historical relationships with big box retailers across the country as well as the company’s reputation for quality and reliable supply. Additionally, management expects to put in place CBD oil extraction capabilities in Q1 2020 with sales and product manufacturing to follow later that
Why do we like VFF now?
In our articles, we often mention that one 1035 Capital’s core tenants of investing is “front running the black box” (see our interview with seeking alpha here to learn more about our strategy). We want to invest in companies undergoing positive change before these changes become obvious to other participants in the market and are more likely to be priced in. We believe VFF fits this characterization nicely as many investors still view the company as a low margin farming operation. This perception has been exacerbated by disappointing execution at some of the bigger names in the space which we believe has soured appetites for stocks in the industry.
Unlike peers, VFF’s management has consistently executed on their strategy to become a high margin, high growth vertically integrated cannabis company. In our opinion, VFF has executed the best strategy in the entire Canadian cannabis market during the last two years, which gives us confidence that the outlook for this transformed company is bright
Antwort auf Beitrag Nr.: 61.547.583 von Zerwirker am 23.09.19 16:09:45
rassistische Legalisierung unter Ausschluss von Konsumenten aus anderen EU-Ländern ?
https://hanfjournal.de/2019/06/04/cannabis-freigabe-in-luxem…
rassistische Legalisierung unter Ausschluss von Konsumenten aus anderen EU-Ländern ?
https://hanfjournal.de/2019/06/04/cannabis-freigabe-in-luxem…
Antwort auf Beitrag Nr.: 61.533.467 von Zerwirker am 20.09.19 18:16:26https://www.welt.de/kmpkt/article192485767/Luxemburg-Erstes-…
....etwas älterer Artikel, aber:
Neueste Meldungen deuten an das es 2020 soweit sein könnte.
....etwas älterer Artikel, aber:
Neueste Meldungen deuten an das es 2020 soweit sein könnte.
Antwort auf Beitrag Nr.: 61.536.341 von Zerwirker am 21.09.19 09:02:43
„Es gibt genug Leute, die einen Grund finden wollen, sich über Trudeau lustig zu machen. Lassen Sie ihn nicht ernst, sondern leicht aussehen “, sagte Linton Yahoo Finance Canada am Rande der Grow Up Conference und Expo in Niagara Falls, Ontario.
In Bezug auf wichtige Probleme mit Gegenwind für die Bundesliberalen, wie die SNC-Lavalin-Affäre, sagte er: "Ich glaube nicht, dass die Liberalen leicht und lustig aussehen wollen."
Für die Konservativen von Andrew Scheer würde das Werben für den Erfolg des kanadischen Cannabissektors bedeuten, dass die Partei bei einem Wahlsieg von Premierminister Justin Trudeau auf der falschen Seite der Keilfrage gestanden hat, sagte Linton.
Erinnern Sie sich an die Äußerungen des ehemaligen Premierministers Stephen Harper in einer Debatte 2015: „Tabak ist ein Produkt, das viel Schaden anrichtet. Marihuana ist unendlich schlimmer und das wollen wir nicht fördern. “
"Die Tories haben die letzten Wahlen zum Teil verloren, weil sie versucht haben, einer Mehrheit der kanadischen Erwachsenen mitzuteilen, dass sie Unrecht haben", sagte Linton über die Frage der Legalisierung von Cannabis. "[Jetzt] wollen die Konservativen es nicht anfassen."
Er gab nicht an, ob er erwartet, dass Kandidaten von anderen Parteien die wirtschaftlichen Auswirkungen von Cannabis als Diskussionspunkt erheben, während Kanadier sich darauf vorbereiten, am 21. Oktober ihre Stimmen abzugeben.
Linton, der wohl bekannteste Vertreter der globalen Cannabisindustrie, wurde im Juli von seiner Führungsrolle bei Canopy Growth verdrängt. Er kann auf eine Erfolgsgeschichte innovativer Geschäfte zurückblicken und hat das Interesse der Anleger an dem aufkeimenden Cannabissektor deutlich gesteigert, ganz zu schweigen von den wirtschaftlichen Aussichten der kleinen Stadt Smiths Falls in Ontario, in der Canopy Growth seinen Sitz hat.
Kanadas börsennotierte Cannabisproduzenten gerieten im Vorfeld der Legalisierung im vergangenen Herbst in den Mittelpunkt eines Investorenrummels und zogen Milliarden ausländischer Dollar in Unternehmen mit Hauptsitz in Kanada.
Kanadas legale Produktion in der Cannabisindustrie liegt nach Angaben von Statistics Canada vom Juni bei fast 8 Milliarden US-Dollar, basierend auf saisonbereinigten Zahlen und konstanten Preisen für 2012. Der kanadische Konsum von Cannabis für Privathaushalte belief sich im zweiten Quartal des Jahres auf 5,44 Mrd. USD.
Im vergangenen Monat waren nach dem Profil von StatsCan, das sich aus staatlich zugelassenen Cannabisproduzenten zusammensetzt, 9.200 Personen in der Branche beschäftigt, von 2.630 im Geschäftsjahr 2018 und 1.438 im Geschäftsjahr 2017. Mittlerweile machen 175 Unternehmen die Branche aus, von 83 pro Jahr früher und 37 im Jahr 2017, sagte StatsCan.
"Dieser Sektor hat in Kanada mehr ausländische Direktinvestitionen getätigt als jeder, der versucht, ein Loch für Öl zu bohren, ein Loch für Mineralien zu graben oder einen Baum zu fällen, um daraus etwas zu machen", sagte Linton.
"Wenn Sie sich die letzten drei, fünf Jahre ansehen, ist in diesem Sektor mehr Geld nach Kanada gekommen als in all diesen Dingen zusammen."
Cam Battley, Chief Corporate Officer der in Edmonton ansässigen Aurora Cannabis Inc. (ACB.TO) (ACB), sagte, ein gewisses Zögern sei verständlich, wenn es um Politiker gehe, die sich über die wirtschaftlichen Vorteile von Cannabis angesichts des anhaltenden Stigmas Gedanken machen.
Er ist jedoch der Ansicht, dass die große Anzahl von Arbeitsplätzen in den Bereichen Wissenschaft, Technologie, Ingenieurwesen und Mathematik (STEM), die von seinem Unternehmen und seinen Mitbewerbern geschaffen werden, für die Politik schwer zu ignorieren sein wird, wenn die Branche reift.
„Wir sprechen von Investitionen in Milliardenhöhe, der Schaffung von Zehntausenden neuer Arbeitsplätze und einer Vielzahl wirtschaftlicher Nebeneffekte. Es geht nicht nur um Cannabis. Es geht um all die zusätzlichen Nebenbranchen, die davon profitieren, und um Innovationen aus Kanada, einschließlich klinischer Forschung “, sagte er gegenüber Yahoo Finance Canada.
"Wir werden einen neuen kanadischen Konsens darüber entwickeln, wie wichtig diese Branche für die Wirtschaft ist und welchen positiven Beitrag sie leistet."
https://ca.finance.yahoo.com/news/trudeau-scheer-silent-on-c…
Wo du Recht hast, hast du recht
Bruce Linton sagte, er habe in Ottawa im Sommer einen "Gefährten namens Andrew" und "einige Leute getroffen, die direkt an einen Typen namens Justin berichten". Die Begegnungen führten dazu, dass der frühere Mitgeschäftsführer des Potgiganten Canopy Growth Corp. (WEED.TO) (CGC) überzeugt war, dass die politische Haltung die Erfolgsgeschichte der kanadischen Cannabisindustrie im Vorfeld der Bundestagswahlen überschatten wird.„Es gibt genug Leute, die einen Grund finden wollen, sich über Trudeau lustig zu machen. Lassen Sie ihn nicht ernst, sondern leicht aussehen “, sagte Linton Yahoo Finance Canada am Rande der Grow Up Conference und Expo in Niagara Falls, Ontario.
In Bezug auf wichtige Probleme mit Gegenwind für die Bundesliberalen, wie die SNC-Lavalin-Affäre, sagte er: "Ich glaube nicht, dass die Liberalen leicht und lustig aussehen wollen."
Für die Konservativen von Andrew Scheer würde das Werben für den Erfolg des kanadischen Cannabissektors bedeuten, dass die Partei bei einem Wahlsieg von Premierminister Justin Trudeau auf der falschen Seite der Keilfrage gestanden hat, sagte Linton.
Erinnern Sie sich an die Äußerungen des ehemaligen Premierministers Stephen Harper in einer Debatte 2015: „Tabak ist ein Produkt, das viel Schaden anrichtet. Marihuana ist unendlich schlimmer und das wollen wir nicht fördern. “
"Die Tories haben die letzten Wahlen zum Teil verloren, weil sie versucht haben, einer Mehrheit der kanadischen Erwachsenen mitzuteilen, dass sie Unrecht haben", sagte Linton über die Frage der Legalisierung von Cannabis. "[Jetzt] wollen die Konservativen es nicht anfassen."
Er gab nicht an, ob er erwartet, dass Kandidaten von anderen Parteien die wirtschaftlichen Auswirkungen von Cannabis als Diskussionspunkt erheben, während Kanadier sich darauf vorbereiten, am 21. Oktober ihre Stimmen abzugeben.
Linton, der wohl bekannteste Vertreter der globalen Cannabisindustrie, wurde im Juli von seiner Führungsrolle bei Canopy Growth verdrängt. Er kann auf eine Erfolgsgeschichte innovativer Geschäfte zurückblicken und hat das Interesse der Anleger an dem aufkeimenden Cannabissektor deutlich gesteigert, ganz zu schweigen von den wirtschaftlichen Aussichten der kleinen Stadt Smiths Falls in Ontario, in der Canopy Growth seinen Sitz hat.
Kanadas börsennotierte Cannabisproduzenten gerieten im Vorfeld der Legalisierung im vergangenen Herbst in den Mittelpunkt eines Investorenrummels und zogen Milliarden ausländischer Dollar in Unternehmen mit Hauptsitz in Kanada.
Kanadas legale Produktion in der Cannabisindustrie liegt nach Angaben von Statistics Canada vom Juni bei fast 8 Milliarden US-Dollar, basierend auf saisonbereinigten Zahlen und konstanten Preisen für 2012. Der kanadische Konsum von Cannabis für Privathaushalte belief sich im zweiten Quartal des Jahres auf 5,44 Mrd. USD.
Im vergangenen Monat waren nach dem Profil von StatsCan, das sich aus staatlich zugelassenen Cannabisproduzenten zusammensetzt, 9.200 Personen in der Branche beschäftigt, von 2.630 im Geschäftsjahr 2018 und 1.438 im Geschäftsjahr 2017. Mittlerweile machen 175 Unternehmen die Branche aus, von 83 pro Jahr früher und 37 im Jahr 2017, sagte StatsCan.
"Dieser Sektor hat in Kanada mehr ausländische Direktinvestitionen getätigt als jeder, der versucht, ein Loch für Öl zu bohren, ein Loch für Mineralien zu graben oder einen Baum zu fällen, um daraus etwas zu machen", sagte Linton.
"Wenn Sie sich die letzten drei, fünf Jahre ansehen, ist in diesem Sektor mehr Geld nach Kanada gekommen als in all diesen Dingen zusammen."
Cam Battley, Chief Corporate Officer der in Edmonton ansässigen Aurora Cannabis Inc. (ACB.TO) (ACB), sagte, ein gewisses Zögern sei verständlich, wenn es um Politiker gehe, die sich über die wirtschaftlichen Vorteile von Cannabis angesichts des anhaltenden Stigmas Gedanken machen.
Er ist jedoch der Ansicht, dass die große Anzahl von Arbeitsplätzen in den Bereichen Wissenschaft, Technologie, Ingenieurwesen und Mathematik (STEM), die von seinem Unternehmen und seinen Mitbewerbern geschaffen werden, für die Politik schwer zu ignorieren sein wird, wenn die Branche reift.
„Wir sprechen von Investitionen in Milliardenhöhe, der Schaffung von Zehntausenden neuer Arbeitsplätze und einer Vielzahl wirtschaftlicher Nebeneffekte. Es geht nicht nur um Cannabis. Es geht um all die zusätzlichen Nebenbranchen, die davon profitieren, und um Innovationen aus Kanada, einschließlich klinischer Forschung “, sagte er gegenüber Yahoo Finance Canada.
"Wir werden einen neuen kanadischen Konsens darüber entwickeln, wie wichtig diese Branche für die Wirtschaft ist und welchen positiven Beitrag sie leistet."
https://ca.finance.yahoo.com/news/trudeau-scheer-silent-on-c…
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Village Farms International (From Tomatoes To Cannabis)
