Tilray - Bestes Cannabis Unternehmen?
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| Boardmail an "Senseo2016" |
Wertpapier: Tilray Brands Inc |
S I N O gibt ausreichend Scheine . Ist immer lustig wie User
mich durch Provokationen versuchen an Infos
bzgl Shorts zu kommen. Macht euch ein Depot, hinterlegt ausreichend
Cash - dann müsst ihr nicht immer so scheinheilig Fragen
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| Boardmail an "Senseo2016" |
Wertpapier: Tilray Brands Inc |
Unten ein kleiner Vergleich zu einem Mid-Cap, bewertet zu 500 Mio. $. Es gibt noch ein paar von diesen Midcaps, ähnlich positioniert wie CV Sciences.
Tilray is a global leader in medical cannabis research, cultivation, processing and distribution. We aspire to lead, legitimize and define the future of our industry by building the world’s most trusted cannabis Company (ja klar, ich dir glauben alles).
Tilray: Umsatz: 9.7 Mio., Verlust 12.8 Mio.
CV Sciences: Umsatz 12.3 Mio., Gewinn 3.2 Mio.
Management: Vorteil CV Sciences, top-seriös (Tilray, CEO Mittelmass-Bankmanager, wohl die letzten 7 Jahre arbeitslos, grossmäulig, Team 30-40 Jahre)
Patente: Vorteil CV Sciences
Produkte: Vorteil CV Sciences + 2. Standbein smokeless Tobacco. Tilray: Öl und Blüten in Plastikfläschchen (austauschbarer Rohstofflieferant, praktisch in der Position einer Kaffeeplantage, die hoffen muss, dass jemand den produzierten Kaffee über den Produktionskosten abnimmt, wehe wenn nicht...). Preiszerfall innert 24 Monaten bei Blüten: Beispiel Schweiz: 1 kg, 2016 CHF 5000.--, Preis 2018: CHF 1'000.--...
Mein Fazit: ein fairer Preis für eine Tilray-Aktie 2018: 5 US $.
https://aktien-boersen.blogspot.com/2018/09/...ung-tilray-aurora.html
Tilray kann nicht mal Cannabis trocknen, die gehen nach Portugal zu EnWawe.
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| Boardmail an "M.Minninger" |
Wertpapier: Tilray Brands Inc |
Aber gezittert habe ich nicht- Soche Trockner von EnWave kosten auch viel -eventuell teilen sich da 2 Firmen 1 Maschiene-ist doch Sinnvoll.
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| Boardmail an "Marlies123" |
Wertpapier: Tilray Brands Inc |
Quelle: Bloomberg
The massive surge in pot stock Tilray Inc. has delivered a multi billion dollar windfall for a little-known private equity fund backed by investor Peter Thiel.
Privateer Holdings Inc., a Seattle-based fund started seven years ago to focus on the marijuana business, holds 76 percent of Tilray, a stake now worth more than $12 billion after the stock soared more than 10-fold from its July public offering.
Sie werden Zukäufe tätigen wollen/müssen = negatives Geschäftsergebnis, mittelfristig jedoch die richtige Strategie.
Den (ertragsreicheren/stabileren) Pharma-Markt beherrscht du nicht als Produzent von Cannabis, sondern als Anbieter von Medikamenten. Würde mich nicht verwundern, wenn sie entsprechende Firmen übernehmen.
Persönlich würde ich abwarten, bis der Hype etwas verflogen ist.
Die kluge Frage aller Fragen ist, wann ist der richtige Einstiegszeitpunkt? Und dann aber auch 2 Jahre die Aktie halten.
Klar ist Tilray ne hochgepushte Blase die alsbald vermutlich platzt. Aber jeder der bis dahin gutes Geld verdient hat wird damit klarkommen, wie abgekartet es auch sein mag...
Tilray ist ein weltweiter Pionier in den Bereichen Erforschung, Anbau, Verarbeitung und Vertrieb von medizinischem Cannabis und von Cannabinoiden. Tilray war das erste staatlich lizenzierte Cannabisunternehmen, das nach EU GMP (gute Herstellungspraxis in der EU) für die Produktion von medizinischem Cannabis zertifiziert wurde. Über seine verbundenen Unternehmen in Australien und Neuseeland (Tilray Australia New Zealand Pty Ltd), Canada (Tilray Canada Ltd), Kanada (Tilray Canada Ltd), Deutschland (Tilray Deutschland GmbH) und Portugal (Tilray Portugal Unipessoal Lda) beliefert das Unternehmen gegenwärtig Zehntausende Patienten, Ärzte, Apotheken, Regierungen, Krankenhäuser und Forscher in acht Ländern auf vier Kontinenten.
Auszug vom EnWave Forum Ariva
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| Boardmail an "Marlies123" |
Wertpapier: Tilray Brands Inc |
Typischerweise haben jetzt viele Neulinge viel Geld verloren.
Nur einige wenige, die sicher auch maßgeblich den Kurs manipuliert hatten, sind jetzt reich.
Merke: Ein Kurs, der nicht gesund wächst, ist gefährlich.
Buffet sagte: Wenn die anderen gierig werden, musst du vorsichtig sein. (oder so ähnlich).
Soll nicht heißen, dass Tilray nicht irgendwann dieses Niveau zurückerobern wird. Wahrscheinlich ja, aber dafür ist es noch zu früh.
Canopy steht da viel besser da. Gesundes, realitätsnahes Wachstum.
Interessanter Artikel im Vergleich zu Aleafia:
http://www.thecannabisinvestor.ca/...inical-study-partner-300-tilray/
By Jen Skerritt
September 20, 2018
• Tilray sees stock surge amid investor optimism over marijuana
• Company one of few with U.S. stock listing, Canaccord says
Two months ago, Tilray Inc. was a little-known Canadian marijuana producer working to build its international footprint from the sleepy British Columbia town of Nanaimo.
Today, Tilray has become the king of pot. The stock has soared more than 10-fold since its initial public offering in July, dethroning Canopy Growth Corp. as the world’s largest marijuana company. It sports a market value of about $17 billion, even after a pullback Thursday.
A global focus on medicinal marijuana, backing from billionaire investor Peter Thiel and a tiny float of traded shares on the Nasdaq have all contributed to making Tilray an overnight sensation and the darling of cannabis on Wall Street for now.
“I think they’re perceived as having a very strong management team and it’s one of only three Canadian (pot) stocks that has a U.S. listing,” said Canaccord Genuity analyst Matt Bottomley. “I think it’s the sentiment and excitement and a bit of scarcity of stocks in the U.S.”
Tilray’s meteoric surge -- the stock more than doubled this month alone and is worth more than Barrick Gold Corp. -- comes amid an investor frenzy surrounding Canada’s nascent marijuana market as the nation is poised to legalize recreational pot next month. The rally showed signs of fading Thursday, with the stock down 15 percent to $182.88 at 2:42 p.m. in New York.
Investors are watching for the next big tie-up in the sector. This week, beverage giant Coca-Cola Co. said it’s interested in drinks infused with CBD, the non-psychoactive ingredient in marijuana that treats pain but doesn’t get you high. Constellation Brands Inc. is now the biggest shareholder of Canopy Growth after a $3.8 billion investment, and Diageo Plc is holding discussions with at least three Canadian cannabis producers.
Though there are more than 100 licensed producers in Canada, there’s a scarcity of quality cannabis companies that could be involved in a strategic venture with major firms, Bottomley said. Tilray is one of the top four companies in the industry based on their international strategy, which will be key to supporting the company, he said.
Tilray is controlled by Seattle-based Privateer Holdings, which was founded by Brendan Kennedy, Michael Blue and Christian Groh in 2010 to invest in the cannabis sector, with some early backing from Thiel. Kennedy, 46, serves as Tilray’s chief executive officer. Kennedy and Blue are both graduates of Yale School of Management’s MBA program, while Kennedy and Groh worked together at SVB Analytics, a non-bank affiliate of Silicon Valley bank.
While Privateer is run from the U.S., Tilray’s operations are based in the former coal-mining town of Nanaimo on Vancouver Island, about 200 kilometers (125 miles) across the Juan de Fuca Straight from Seattle.
Tilray began construction of a 60,000 square-foot research and production facility in Nanaimo in 2014 and it began operating four months later with a license from Health Canada, according to a report from Nanaimo Economic Development. The facility houses 40,000 marijuana plants in 33 cultivation rooms, allowing Tilray to make more than 50 strains of cannabis. Tilray is now one of the largest employers in the city, and has 330 staff overall.
The company produces medical cannabis in Canada and Europe and has supplied products to tens of thousands of patients in 10 countries spanning five continents through its subsidiaries in Australia, Canada, Germany and through agreements with pharmaceutical distributors, according to company documents. With medical cannabis now authorized at the national or federal level in nearly 30 countries, the legal market is in its early stages and the number of countries where the drug is legal will continue to increase, according to Tilray’s latest quarterly earnings statement.
Pharmacy Links
Tilray has agreements to sell pot in Canadian pharmacies including Shoppers Drug Mart and is investing in production capacity in Portugal so it can supply the EU from within Europe, Kennedy said in an interview. The company also has its High Park brand for the recreational market in Canada, which has secured supply agreements with seven provinces and territories, he said. Tilray has two processing plants in Ontario.
“Our long-term vision is if a patient walks into any pharmacy in any country in the world that has legalized cannabis, that patient should be able to obtain a Tilray product. That’s our global goal,” Kennedy said in the interview this week.
Tilray is expected to become a significant player in Ontario and is “uniquely situated” to attract investment from players in alcohol and pharmaceuticals due to its global reach and large portfolio of brands and products, Eight Capital analyst Graeme Kreindler said in an Aug. 13 report. The company already has an agreement to develop medicinal cannabis with Sandoz, the Canadian division of Novartis AG of Switzerland, and could be a natural fit for pharma “with possible investment from a global player occurring within the next 12 months,” he said.
U.S. Exports
Earlier this week, Tilray received approval from the Drug Enforcement Administration to import cannabis into the U.S. for medical research, the first Canadian company to do so. The move marks Tilray’s first clinical trial in the U.S. and supports the company’s medical cannabis prospects as it competes with Canopy in an “IP-arms race,” Cowen analyst Vivien Azer said in a Sept. 18 note.
Still, there are skeptics. Despite the ballooning valuation, the company had just $20 million in revenue last year. Citron Research said it remains short on Tilray, calling the stock’s surge “beyond comprehension” in a Tweet Wednesday.
“It’s a bubble,” Frank Holmes, CEO of U.S. Global Investors Inc., said by telephone. “You can’t have a company go from $20 billion to $30 billion to $50 billion market cap that trades at 600 times revenue.”
Share Scarcity
The stock may also be benefiting from a scarcity of shares. Privateer controls 76 percent of the company, leaving just 10 million shares for trading in the public float. By contrast, Canopy has a float of 214 million shares. The limited float makes it more expensive to short Tilray’s stock. The small float also means traders who can’t find a borrow to short the stock are likely doing daily shorting and covering, buying it back as soon as it falls, Holmes said.
The U.S. listing also helps, making it easier for U.S. day traders and hedge funds to join the ride. Canopy also has a New York listing, as does Cronos Group Inc. Most of the pot stocks trade in Canada for easier listings and to avoid running afoul of laws in the U.S., where recreational cannabis remains illegal at the federal level.
With industry valuations doubling in the last week, there could be a huge “reset button” if there’s no large strategic investment in the sector soon, Bottomley said.
“You’ve got to be extra cautious because certainly the 35 million people in Canada are not supporting the valuation we’re seeing,” he said.
Quelle: https://www.bloomberg.com/view/articles/...sn-t-sign-of-market-bubble