Barring, Breaking and SA Combination Competition: Why 2019 could be a complicated year for cannabis



Cannabis was one of the biggest investing stories in 2018, as promised to be able to; supporting recreational activities in Canada billions of folders from across the border, evaluating driving companies to levels that were not capable of just a year ago. But when we come to 2019, the landscape for investors is changing rapidly. Although there are new opportunities – think of Canada in Canada and the law that gutters in the US – there are more risks, because companies now have to give their high values. Among these uncertainties, the Post asked four experts to comment on their cannabis investment in 2019. Answers were prepared for clarity and place.

Matthew Nordgren, Chief Executive and founder of Arcadian Fund

What do you see as the biggest investment issue for the cannabis division in 2019?

I think that 75 per cent of the large stores are a? to achieve better in 2019 because they are valued over. I just wanted to keep the three bigger because the market will move with them. As a result, sales customers and venues such as the small small potatoes and the market are successful on that, I think the market is going on to where it's always successful – and that's where you need to focus.

What company is expected to be the next market music in a business; chinnabis?

I'm thinking that iAnthus Capital Holdings Inc., which is similar to the MedMen Enterprises and Green Thumb Industries in the world, valued much lower and one of the reasons that the stock made was better than (near) anyone else by 2018.

Which support company you think is the best benefit from a market that is expanded in 2019?

KushCo Holdings Inc., which, I think, is really interesting. I'll see an up-list (now it's an apprentice over a counterpart in the US) at some time. When that happens, the people will be more abusive than they are already and Kush has the chance to get out and reinforce it in a great way. "

There are many emergencies for a situation in the US. Which company is best placed to take advantage of legal market expansion there?

I think it's likely to be a detrimental effect on Canadian selling agricultural companies and the reason is because of it; Their growth has been through other markets. I think it's a # 39; help Medmens, the Acreage Holdings, iAnthuses of the world amazingly here. Those people are going to & # 39; going to & # 39; grow bigger and open new places across the USA and its; buy those who are already there.

What do the tasks do not talk about a story yet that they will be in 2019?

I'm thinking that people do not. talk enough about what institutional customers do. If you are an institutional, you may think that a business is a business; I decided to grow up in 2019, but how do you put a big dollar to work? Well, you can not do it illegally and so suddenly these supportive companies have suddenly become a focus. I think the big dollars are going to do it; start viewing in the US and I'm going to think they are investing in companies that are not as dangerous as them.

You have $ 1 million for investment in 2019. Choose a canned stock.

If I'm in Canada and I have to buy it in Canada, in fact I'm buying Canopy. The only reason why you buy Amazon.com Inc. The whole market moves one way or another and Canopy is able to move. go up and down.

Charles Taerk, president of Asset Management, regional manager to Alternative Ninepoint Health Fund

What do you see as the biggest investment issue for the cannabis division in 2019?

What we were doing? Seeing in 2018 all the carriers carried out and the market was very bigger; trading in lockstep. Every time that was named for one company, in general, all the names came to that news. Each statement is now more detailed and so you're starting to & # 39; See companies that are generally sold more based on their own results in terms of market opinion in general. Income going to a case, is quickly installed.

What company is expected to be the next market music in a business; chinnabis?

We enjoy CannTrust Holdings. He is a larger company in Canada and is listed in the US Now, he has sales at 1020 2020 salary and has production capacity, the current representation in the top five and still it is not in the top five in terms of market cart. We look at values ​​of value.

Which support company you think is the best benefit from a market that is expanded in 2019?

Molecular Science Corp is a company that we have submitted. Third-party organizations will be asked to increasingly an external quality control body for smaller growers. Molecular Science has movable work and drives around southern Ontario; Visit a range of resources available to test in the process. If you wait to the end, it is when plants are infected with pests and damage. It is also expected that its company will be able to; go to early 2019.

There are many emergencies for a situation in the US. Which company is best placed to take advantage of legal market expansion there?

When reducing agricultural costs, Village Farms International Inc., 30 years in fruit and vegetables within a framework of NAFTA has learned to become a low cost producer. They have greenhouses in Texas and by creating a corpse, which should be done. coming in in 2019, bringing their facilities – they have 5 million square feet – and they'll Turn a million square feet to grow cocks. They could be an important real estate producer in the US.

What do the tasks do not talk about a story yet that they will be in 2019?

On science side, agriculture is the only way to extract active medicine from cannabis plants (CBD)? Companies already start to & # 39; focus on treatment. For those companies that fall into it, it will significantly reduce the operating cost and then the impact of ripple: Do these LPAs need all this agriculture? I think you're going to; To see, in the middle-middle, people are coming to a good, we may not need 140 licensing representatives in this country.

You have $ 1 million for investment in 2019. Choose a canned stock.

If I had a million dollars right now, and maybe I'll put it in Holding OrganiGram. They are vacant inside, the lowest cost of each gram is from their most recent seasonal statements – they have 80 grams of grams – and they are a cost producer below. They sell $ 1 billion market accused and are still in the highest five in terms of current capacity.

Greg Taylor, portfolio manager with Purpose Investments and active manager Marijuana Access Fund

What do you see as the biggest investment issue for the cannabis division in 2019?

I think it's the big thing in the Canadian region we are doing; going to put away the winners from the people who are losing. It has been a number of years where people were able to throw business plans and to have their hopes and dreams funded. I am thinking now that it is lawful, we will Getting to know who people can deliver.

What company is expected to be the next market music in a business; chinnabis?

Perhaps the one I want to look for next year, Fire and Flower Inc. Fire and Flower is a private company and have not decided when they are going to do it; going to the public. They are all a real estate broker and a & # 39; Come to Ontario and I think they can conserve the places I am, believe they can in the Ontario market, then they could be a huge player in the retail place.

Which support company you think is the best benefit from a market that is expanded in 2019?

Many people seem to try to move their business to be in business-friendly companies. I have not seen a great bigger director yet. Certainly there are a number of construction companies that are out there but at the end of the day it's hard to check what value they are; added.

There are many emergencies for a situation in the US. Which company is best placed to take advantage of legal market expansion there?

I think Acreage Holdings is interesting because they have had a great deal of support in the North West and I've been doing it. think he is going to go; the east invasion. They also have support (former spokesman on the House of Representatives Republican Party) John Boehner. I think it's a # 39; do a lot to bring the reason forward within the old Republican state and if there is anything, it is going to help him to do it; get legislation and make sure that the room is correct.

What do the tasks do not talk about a story yet that they will be in 2019?

If you're going to be a company that is unable to deliver what they say they would have and do not have a contract with one of the departments, I think you see a breach in this place. This could take many people offensive – not everyone is going to win. If the US surprise everyone and his / her; go to a faster law, you need to wonder how Canadian companies are doing in that environment because the Americans are going to do it; opening and influencing them and if they are able to fund the business, they are likely to win.

You have $ 1 million for investment in 2019. Choose a canned stock.

In Canada, I may go with OrganiGram because he believes that those who are ready to deliver delivery to what they have said are; they can. With that, I think they'll be in a situation where some of the bigger people do not; Cutting down, and those at OrganiGram have grown up considerably, and these companies will begin to get an OrganiGram approach.

Bruce Campbell, founder of Stonecastle Investment Inc., manager of Stone Cannabis Growth Property

What do you see as the biggest investment issue for the cannabis division in 2019?

I think it's a bigger US topic and the potential for transit or disregarding the drug from the national perspective that would make it to a new class of investors, who did not investment in the department, investment in the South-

What company is expected to be the next market music in a business; chinnabis?

Cannex Capital Group is one of the top two editors in the Washington State. Their knowledge already exists and has been very effective. Their representation is more square feet than anyone in Canada and I think they could go and go to. Buy existing resources for licensing in a number of states and then add some of their best practices to & # 39; accelerate things.

Which support company you think is the best benefit from a market that is expanded in 2019?

It's a company that's going to & # 39; Go to the public of a company called Innovate Phytotechnologies Inc. and the only thing I would look true. They are in the test area so that all these rubber products are regulated in 2019, many tests and surpluses must be done. It is going to the public in the & # 39; first quarter of 2019.

There are many emergencies for a situation in the US. Which company is best placed to take advantage of legal market expansion there?

Cresco Labs LLC is one of the multi-state activists in the US and these people have done a fantastic job to build their company so far by a limited captain. They are involved in dealing (themselves) as a good company that is packed by consumers and brand company against LP. They just build some capital now and they'll go to the public and allow them to market new markets.

What do the tasks do not talk about a story yet that they will be in 2019?

You will see its & # 39; the cost that exceeds the delay and delay and that will be go between the largest and the smallest companies and you may want to; See the failure of the utility facilities. There will be more evidence of how difficult it is to meet the quality and meet the Canadian healthcare guidance on a scale.

You have $ 1 million for investment in 2019. Choose a canned stock.

I think of the b & # 39; I can only buy one Original Originhouse (CannaRoyalty Corp). They have spread and in California you must have a licensing license or use someone who does. If you are a spacesaid you do not want to handle 300 different providers. (Distribution) can be difficult to access because all messages are tied to someone and that's what Originhouse is doing. do. They may be one of the few (cannabis companies) which is a positive cash flow in the early half of 2019.

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