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Amerikaanse aandelen« Terug naar discussie overzicht

Cannabis aandelen

8.267 Posts
Pagina: «« 1 ... 181 182 183 184 185 ... 414 »» | Laatste | Omlaag ↓
  1. [verwijderd] 21 september 2018 11:18
    quote:

    Karel-B schreef op 21 september 2018 11:03:

    oei oei oei concurrentie vanuit europa is gestart:

    www.nu.nl/economie/5473673/deense-can...
    hmm interresant?

    Waar kan je je eigenlijk inschrijven voor deze aandelen te kopen aan startprijs?

    Vroeg me dit ook al af voor canopy rivers….
  2. whoiam 21 september 2018 11:27
    quote:

    Chappie69 schreef op 21 september 2018 09:16:

    [...]

    Geheel terzijde trouwens...heb ook weer even een inkoop gedaan in KNDI....een electrische autobouwer uit China dit garen gaat spinnen als de plannen van China door zouden gaan om fossiele verbranding te bannen. Vroeger een aandelenritje mee gemaakt van 4$ naar 16$. Maandag weer ingestapt en nog geen spijt van ;-)

    Ik wens jullie allen een prima dag ! Ik ga druiven plukken in mn wijngaard !

    Chappie

    wat bedoel je je precies met garen gaat spinnen? zal dit eens bekijken
  3. Rider 21 september 2018 12:58
    quote:

    rider13 schreef op 21 september 2018 12:56:

    Omzet Aurora was het dubbele van Tilray bij laatste resultaten dus zonder medrelaef en andere overnames.. Aurora 16 miljoen en Tilray 9.7.

    25e resultaten Aurora.. Nog steed geen duidelijk beeld aangezien het pas van 17 oktober legaal is doch verwacht ik goeie resultaten.
  4. RBkr 21 september 2018 16:12
    quote:

    S.Loeber schreef op 21 september 2018 15:20:

    RBkr, ik heb een verassing voor je....
    Canopy Rivers is eindelijk te vinden op Degiro ;)
    Ik wacht toch even in de hoop dat de prijs wat gaat zakken in de komende tijd.
    Ja ik zie het idd haha.
    Maar ik hetzelfde, verwacht dat het aandeel nog wel iets goedkoper gaat worden
  5. Empros 21 september 2018 18:44
    quote:

    Chappie69 schreef op 21 september 2018 09:16:

    [...]

    Stop-loss instellen in dit verhaal is een tricky bedoening. Hangt er vanaf op welke prijs je bent ingestapt natuurlijk. Ik verwacht bij Aurora geen stap terug, gezien de cijfers uitkomen volgende week.

    Maak u omtrent die cijfers trouwens geen illusies, verkoop van MJ start pas binnen een kleine maand dus het zal vooral gaan om de outlook die ze geven + eventuele bekendmaking van de stock market waar ze gaan noteren.

    Als je kijkt naar huidige marketcaps, Aphria 4,6B cad , ACB 11B cad , Canopy 15B cad,, dan geloof ik dat er best nog serieus stuk marge is om door te stijgen voor Aurora en Aphria. Over TLRY spreek ik niet....is je reinste waanzin.

    Verder kijk ik uit naar eventuele deals die Aurora maar ook Aphria nog gaan sluiten. Het Coca-Cola verhaal is nog lopende hoewel die geen deal zal zijn zoals Canopy met Constellations. Ik vind dat Canopy zn ziel heeft verkocht want op termijn neemt Constellations daar de boel over dmv de warrants.

    Coca-Cola zou bij een deal een enoooorme afnemer worden van Aurora producten om hun drankje te maken maar in mijn bescheiden mening gaan ze dus niet met een zak geld afkomen en zich inkopen. Vind ik ook prima zo. Vergeet trouwens niet dat de oude maar invloedrijke vinger van Warren Buffet daar dik in de pap steekt en het zou me verbazen dat deze goede man mentaal al klaar is om geld te pompen in MJ.

    Geheel terzijde trouwens...heb ook weer even een inkoop gedaan in KNDI....een electrische autobouwer uit China dit garen gaat spinnen als de plannen van China door zouden gaan om fossiele verbranding te bannen. Vroeger een aandelenritje mee gemaakt van 4$ naar 16$. Maandag weer ingestapt en nog geen spijt van ;-)

    Ik wens jullie allen een prima dag ! Ik ga druiven plukken in mn wijngaard !

    Chappie

    Volledig mee eens!

    Baaidewee, GEELY (Chinese owner Volvo) doet het ook niet slecht.

    MBT handelsoorlog US / China, hou de grondstof "graphite" ih oog. 60% id handen vanChina.

    Graphite als basis grondstof voor EV-battery fabricatie (meer tekort dan cobalt)...hou LEM ih oog (Leading Edge Materials / Canadees bedrijf - Skandinavia prod. etc..)

    Vanavond (zoals elke vrijdag) spaghetti avond met heel de familie ,...Ik trek ook een lekker flesje open !

  6. [verwijderd] 22 september 2018 14:08
    dit kan wel eens een boost geven a.s. maandag

    www.thestar.com/news/cannabis/2018/09...

    aurora en medreleaf - aphria - tilray hebben levercontracten met bovenstaande, nu wachten op grote pharma en het hek is van de dam.

    ps philip morris heeft geen interesse in cannabis zeggen ze, alle andere bedrijfstakken wel maar tabacco niet, geloof er geen hol van
  7. [verwijderd] 22 september 2018 19:44
    Dit kan ook een boost geven:

    www.fool.ca/2018/09/22/my-expectation...

    Aurora Cannabis Inc.’s (TSX:ACB) Upcoming Earnings Release

    Brian Paradza | September 22, 2018 | More on: ACB

        Image source: Getty Images.

    It has been a long while since marijuana producer Aurora Cannabis (TSX:ACB) made a quarterly earnings announcement. The last report was released in May, and investors may be anticipating hearing management’s updated views, as the company gives the market a peep into its internals before end of this month, just a few weeks before recreational marijuana legalization sales kick off in Canada.

    The earnings cut-off date of June 30 is probably way off considering the rate at which new market developments are taking place in the nascent cannabis industry, so management’s commentary, including any other new information that may be released during the earnings announcement may be much more valuable for stock valuation than actual historical earnings performance.

    Revenue growth aside, there are a few areas I would be most interested in, as Aurora presents its last earnings before recreational market kicks off, giving the market another chance to assess the company’s readiness for success in the new market.

    Revenue performance

    There won’t be any MedReleaf results consolidation just yet, as the acquisition transaction closed after June 30, but the coming results will present the first full quarter of CanniMed Therapeutics consolidation. The last quarterly installment only included 16 days of CanniMed revenue, showing a strong 211% jump in revenue to $16.1 million from just $5.17 million in sales in a comparable quarter last year.

    Even stronger top-line growth could be reported this time, as the company debuted export shipments to Italy in April and made some shipments to Malta in June.

    However, I will not be very much elated by revenue growth at this point, as Canadian medical marijuana sales may soon be dwarfed by recreational sales revenues.

    International revenue performance

    Will export sales to Germany be consistent? Growth in this market was stalled by limited product supplies during a previous quarter as the company’s only European Union Good Manufacturing Practices (E.U. GMP) certified facility was running at full capacity and no other supplies were available, as Cronos Group cancelled a supply contract late 2017.

    Only exports from GMP-certified facilities are acceptable into Europe, and the company is constructing all its facilities to be GMP compliant.

    Liquidity

    I have no worries about Aurora’s funded capacity, as productive capacity expansion costs seem very low in the industry. I would be interested in the cash-burn rate, though, as a gauge for potential future dilution. Aurora had $231 million in cash and cash equivalents on March 31, and the $200 million debt facility from BMO closed this month may be potentially enough to finance expansion plans before huge cash flow growth kicks in post October 17.

    Productive efficiency

    The company’s cash costs to produce a gram of cannabis rose to $1.53 during the quarter ended March 31, 2018, up from $1.41 by December 2017. I would expect this cost metric to slide back down, increasing investor confidence in the company’s ability to generate good margins in the recreational market, where lower-priced wholesale sales to some provinces will eat into profit margins. Lower production costs will validate management’s prior claims that Aurora is a low-cost producer.

    That said, this cost metric is not directly comparable to that of competitors like Aphria, which incurs less than a dollar to produce a gram of marijuana, but I wish management won’t discontinue reporting on this metric, as Canopy Growth did two earnings releases ago.

    Inventory growth

    Does the company have enough product inventory to meet anticipated demand surge in October? Production is ramping up with more facilities coming online, but June inventory levels will give an indicator of the aggressive growth star’s readiness in obtaining first-mover advantages in the adult-use market by making vast product quantities available nationwide on day one of sales.

    Aurora Sky construction progress

    The facility at the Edmonton airport was scheduled to be complete by mid-year 2018, and some sections are already licensed for production. Investor assurance on this facility’s readiness to meet a recreational marijuana demand surge will be a big positive. I will be expecting management to discuss this issue in the coming management discussion and analysis.

    Investor takeaway

    Revenue and profitability figures by June may not significantly inform investment decision making this September, as market focus has turned to the anticipated adult-use market, but cost-management performance will be key.

    More weight may be placed on management commentary, and I would be interested in hearing more about the company’s U.S. listing plans, too.

    Legendary Investor Issues Urgent 4x Stock Buy Alert

    If you're reading this, you have the opportunity to join thousands of other investors who can take action on this critical 4X stock buy alert.

    You see, one of the world's most renowned stock pickers just did something that he's only done four times before in the last 16 years, and each time, it meant COLOSSAL returns for the investors that listened.

    Our analysts at Motley Fool Canada are so convinced of this company's bright future that we're officially issuing a strong buy alert to all of our Canadian readers.

    To discover how to access this new recommendation, simply click here to learn more.

    Fool contributor Brian Paradza has no position in any of the stocks mentioned.

  8. [verwijderd] 23 september 2018 02:11
    quote:

    zee1973 schreef op 22 september 2018 19:44:

    Dit kan ook een boost geven:

    www.fool.ca/2018/09/22/my-expectation...

    Aurora Cannabis Inc.’s (TSX:ACB) Upcoming Earnings Release

    Brian Paradza | September 22, 2018 | More on: ACB

        Image source: Getty Images.

    It has been a long while since marijuana producer Aurora Cannabis (TSX:ACB) made a quarterly earnings announcement. The last report was released in May, and investors may be anticipating hearing management’s updated views, as the company gives the market a peep into its internals before end of this month, just a few weeks before recreational marijuana legalization sales kick off in Canada.

    The earnings cut-off date of June 30 is probably way off considering the rate at which new market developments are taking place in the nascent cannabis industry, so management’s commentary, including any other new information that may be released during the earnings announcement may be much more valuable for stock valuation than actual historical earnings performance.

    Revenue growth aside, there are a few areas I would be most interested in, as Aurora presents its last earnings before recreational market kicks off, giving the market another chance to assess the company’s readiness for success in the new market.

    Revenue performance

    There won’t be any MedReleaf results consolidation just yet, as the acquisition transaction closed after June 30, but the coming results will present the first full quarter of CanniMed Therapeutics consolidation. The last quarterly installment only included 16 days of CanniMed revenue, showing a strong 211% jump in revenue to $16.1 million from just $5.17 million in sales in a comparable quarter last year.

    Even stronger top-line growth could be reported this time, as the company debuted export shipments to Italy in April and made some shipments to Malta in June.

    However, I will not be very much elated by revenue growth at this point, as Canadian medical marijuana sales may soon be dwarfed by recreational sales revenues.

    International revenue performance

    Will export sales to Germany be consistent? Growth in this market was stalled by limited product supplies during a previous quarter as the company’s only European Union Good Manufacturing Practices (E.U. GMP) certified facility was running at full capacity and no other supplies were available, as Cronos Group cancelled a supply contract late 2017.

    Only exports from GMP-certified facilities are acceptable into Europe, and the company is constructing all its facilities to be GMP compliant.

    Liquidity

    I have no worries about Aurora’s funded capacity, as productive capacity expansion costs seem very low in the industry. I would be interested in the cash-burn rate, though, as a gauge for potential future dilution. Aurora had $231 million in cash and cash equivalents on March 31, and the $200 million debt facility from BMO closed this month may be potentially enough to finance expansion plans before huge cash flow growth kicks in post October 17.

    Productive efficiency

    The company’s cash costs to produce a gram of cannabis rose to $1.53 during the quarter ended March 31, 2018, up from $1.41 by December 2017. I would expect this cost metric to slide back down, increasing investor confidence in the company’s ability to generate good margins in the recreational market, where lower-priced wholesale sales to some provinces will eat into profit margins. Lower production costs will validate management’s prior claims that Aurora is a low-cost producer.

    That said, this cost metric is not directly comparable to that of competitors like Aphria, which incurs less than a dollar to produce a gram of marijuana, but I wish management won’t discontinue reporting on this metric, as Canopy Growth did two earnings releases ago.

    Inventory growth

    Does the company have enough product inventory to meet anticipated demand surge in October? Production is ramping up with more facilities coming online, but June inventory levels will give an indicator of the aggressive growth star’s readiness in obtaining first-mover advantages in the adult-use market by making vast product quantities available nationwide on day one of sales.

    Aurora Sky construction progress

    The facility at the Edmonton airport was scheduled to be complete by mid-year 2018, and some sections are already licensed for production. Investor assurance on this facility’s readiness to meet a recreational marijuana demand surge will be a big positive. I will be expecting management to discuss this issue in the coming management discussion and analysis.

    Investor takeaway

    Revenue and profitability figures by June may not significantly inform investment decision making this September, as market focus has turned to the anticipated adult-use market, but cost-management performance will be key.

    More weight may be placed on management commentary, and I would be interested in hearing more about the company’s U.S. listing plans, too.

    Legendary Investor Issues Urgent 4x Stock Buy Alert

    If you're reading this, you have the opportunity to join thousands of other investors who can take action on this critical 4X stock buy alert.

    You see, one of the world's most renowned stock pickers just did something that he's only done four times before in the last 16 years, and each time, it meant COLOSSAL returns for the investors that listened.

    Our analysts at Motley Fool Canada are so convinced of this company's bright future that we're officially issuing a strong buy alert to all of our Canadian readers.

    To discover how to access this new recommendation, simply click here to learn more.

    Fool contributor Brian Paradza has no position in any of the stocks mentioned.

    lijkt wel een advertentie en wie is die super belegger?
8.267 Posts
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