Village Farms International (From Tomatoes To Cannabis) - Älteste Beiträge zuerst (Seite 200)
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ISIN: CA92707Y1088 · WKN: A0YJNB · Symbol: VFF
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War klein genug drin bisher und schraube jetzt meinen Einkaufskurs nochmal runter. Und ja, wird ne zähe Geschichte, aber der Wind wird hoffentlich auch noch mal drehen
....und was noch aussteht, ist die womögliche gerichtliche Auseinandersetzung mit Emerald.
Emerald Health Therapeutics’ Pure Sunfarms JV Records Q3 Net Sales of $24.0 Million, 69% Gross Margin, 56%
https://de.advfn.com/p.php?pid=nmona&article=81155568
Antwort auf Beitrag Nr.: 61.932.308 von awsx am 15.11.19 13:08:09Wie interpretierst Q_3 persönlich?
Wird sich Deiner Meinung nach das Sektorproblem lösen oder Kanada in Cannabis untergehen?
Ohne globale Öffnung werden sie die Überkapazitäten nicht verkaufen können.
Welche Marketcap kann man als worst case Szenario ansetzen, also Unternehmenswerte, Grundbesitz, Inventar,.....
Wird sich Deiner Meinung nach das Sektorproblem lösen oder Kanada in Cannabis untergehen?
Ohne globale Öffnung werden sie die Überkapazitäten nicht verkaufen können.
Welche Marketcap kann man als worst case Szenario ansetzen, also Unternehmenswerte, Grundbesitz, Inventar,.....
Antwort auf Beitrag Nr.: 61.932.440 von Ganjawoman am 15.11.19 13:19:04Also von VVF nicht EMH
Trading Spotlight
Now that's there been some time to read beyond the vff loss loss loss headlines...
loss was mainly due to a few things:
switching to GAAP accounting which meant a big change in how they assess their biological assets (due to them listing on NASDAQ). This cost them about 12M CAD. Other weed companies trading on US markets will need to do the same (if they've not done so already)." Net loss (before Village Farms' 50% share) of (C$2.4 million) ((US$1.8 million)) which included the non-cash impact of a net charge of (C$12.6 million) due to a change in value of the biological asset; and, "
could not recognize 7.2M CAD from EMH due to dispute between obligated purchase agreement.
to a smaller extent a bump in SG&A spending
1&2 account for about ~20M in revs. (1) is more of an accounting gimmick. (2) will be resolved in a later q. they mentioned "Pure Sunfarms has reserved the right to take such actions as it considers necessary and appropriate to recover its losses from Emerald for non-payment of amounts owing under the Supply Agreement. " which tells me PSF can do things like with hold distribution of the JV revs until debts are paid.
beyond that
they sold 12000kg in q2 which was only 2nd to ACB who sold 12,500 kg and above CGC who sold around 10,913kg. marketcaps: vff (340M), acb (3.3B), cgc(5.3B)
they have 16% of ocs market share for dried flower. note: ocs sales won't be recognized til q4.
their kush was the #1 sold product on ocs and outsold the #2 product by a factor of 2:1
3 of the top 7 products on ocs were from psf.
their all in cost was .48 usd/g (.01 better than q2)
they harvested 1M lbs of hemp (note: looks like they lost their entire crop in CO due to some bizarre wind storm). biomass hemp is going for about $40/lb so 40M there... but cbd will be much much more.
they finished installing their extraction equipment and ready for oils in 2020. GMP certified and ready for exports (per PR)
they started their d2 (1.1msqft) conversion and on track to start producing in q2/2020. Will be GMP certified and ready for exports (per PR)
the market will do what the market will do but nothing too crazy here and lots to look forward to in q4 and beyond. cc is at 830a today.
loss was mainly due to a few things:
switching to GAAP accounting which meant a big change in how they assess their biological assets (due to them listing on NASDAQ). This cost them about 12M CAD. Other weed companies trading on US markets will need to do the same (if they've not done so already)." Net loss (before Village Farms' 50% share) of (C$2.4 million) ((US$1.8 million)) which included the non-cash impact of a net charge of (C$12.6 million) due to a change in value of the biological asset; and, "
could not recognize 7.2M CAD from EMH due to dispute between obligated purchase agreement.
to a smaller extent a bump in SG&A spending
1&2 account for about ~20M in revs. (1) is more of an accounting gimmick. (2) will be resolved in a later q. they mentioned "Pure Sunfarms has reserved the right to take such actions as it considers necessary and appropriate to recover its losses from Emerald for non-payment of amounts owing under the Supply Agreement. " which tells me PSF can do things like with hold distribution of the JV revs until debts are paid.
beyond that
they sold 12000kg in q2 which was only 2nd to ACB who sold 12,500 kg and above CGC who sold around 10,913kg. marketcaps: vff (340M), acb (3.3B), cgc(5.3B)
they have 16% of ocs market share for dried flower. note: ocs sales won't be recognized til q4.
their kush was the #1 sold product on ocs and outsold the #2 product by a factor of 2:1
3 of the top 7 products on ocs were from psf.
their all in cost was .48 usd/g (.01 better than q2)
they harvested 1M lbs of hemp (note: looks like they lost their entire crop in CO due to some bizarre wind storm). biomass hemp is going for about $40/lb so 40M there... but cbd will be much much more.
they finished installing their extraction equipment and ready for oils in 2020. GMP certified and ready for exports (per PR)
they started their d2 (1.1msqft) conversion and on track to start producing in q2/2020. Will be GMP certified and ready for exports (per PR)
the market will do what the market will do but nothing too crazy here and lots to look forward to in q4 and beyond. cc is at 830a today.
$VFF sold 12000kg in q3. $ACB sold 12500kg. $CGC sold 11000kg. Market caps? vff(340M), acb(3.3b), cgc (5.3b)....
Antwort auf Beitrag Nr.: 61.932.308 von awsx am 15.11.19 13:08:09
Emerald Health Therapeutics’ Pure Sunfarms JV Records Q3 Net Sales of $24.0 Million, 69% Gross
Margin, 56%
https://de.advfn.com/p.php?pid=nmona&article=81155568
50% davon für Emerald, die anderen 50% hat VF verbucht.
Solange nicht der komplette Bericht (am 29.11..auf dem Tisch liegt), lässt sich ohnehin nur spekulieren.
Emerald Health Therapeutics’ Pure Sunfarms JV Records Q3 Net Sales of $24.0 Million, 69% Gross
Margin, 56%
https://de.advfn.com/p.php?pid=nmona&article=81155568
50% davon für Emerald, die anderen 50% hat VF verbucht.
Solange nicht der komplette Bericht (am 29.11..auf dem Tisch liegt), lässt sich ohnehin nur spekulieren.
Antwort auf Beitrag Nr.: 61.932.440 von Ganjawoman am 15.11.19 13:19:04
Die globale Öffnung braucht Zeit.
Aktuell war alles an Erwartungen zu hoch.
Das bedeutet aber nicht, dass die langfristigen Aussichten zunichte gemacht sind.
Die Stimmung hat ein neues Tief erreicht.
Zitat von Ganjawoman: Wie interpretierst Q_3 persönlich?
Wird sich Deiner Meinung nach das Sektorproblem lösen oder Kanada in Cannabis untergehen?
Ohne globale Öffnung werden sie die Überkapazitäten nicht verkaufen können.
Welche Marketcap kann man als worst case Szenario ansetzen, also Unternehmenswerte, Grundbesitz, Inventar,.....
Die globale Öffnung braucht Zeit.
Aktuell war alles an Erwartungen zu hoch.
Das bedeutet aber nicht, dass die langfristigen Aussichten zunichte gemacht sind.
Die Stimmung hat ein neues Tief erreicht.
Antwort auf Beitrag Nr.: 61.934.264 von awsx am 15.11.19 16:01:20Eben genau deshalb sollten die Menschen mehr konsumieren - Legal natürlich, CBD wirkt auch hierbei - damit die Stimmung und der Kurs sich gegenseitig stützen ... und die doofen Behörden sollen ihre Blockaden endlich sein lassen und arbeiten ... 🤠👍🤩
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Village Farms International (From Tomatoes To Cannabis)
