• Moderators, please send me a PM if you are unable to access mod permissions. Thanks, Habsy.

Hey Nerds: Blockchain

sold a 30% chunk of my VFF calls at 10.80

keeping all my March calls for now
 
I got it. PREDICTION/SUGGESTION:

Trulieve will buy Vireo Health. Under $200m market cap currently. Assets in NY, Arizona and Minnesota. All of a sudden they become a brilliantly diversified MSO for not a very expensive cost. The main reason Vireo has been chugging along slowly and not really expanding is a serious lack of capital. Give Trulieve that footprint and they will do some damage.

Hire me Kim. I've got this.
 
  • Like
Reactions: CH1
LeafOfFaith said:
CH, check out Fubo TV FUBO. I don’t even know how it came on my radar around a month ago but I started watching it at $10 and it has just gone up up and away like every day since then. Know it? Thoughts?
Click to expand...
FuboTV is picking up speed for cord cutters that want the cable feel. They’ve been aggressively advertising here to the point that they’re getting noticed. I’ve even looked into it and will likely switch. Less than half the price and all the local channels and cable crap the old timers love in the same style interface as DTV and Comcast. It’s basically cord cutting for dummies.

Hulu, which is owned by Disney and not publicly traded has the same style platform now for live tv and digital dvr and has bundled cable channels, live TV from all the major news and broadcast channels plus Disney+, Hulu and ESPN+So Disney is another to look at.

FuboTV however has been pushed by their piggy backing Roku and I think may break out as the winner.

This information has been brought to you by a walker of the ethereal plane between the two worlds of old fucks with flashing clocks on all their devices and young fucks that wonder why.
 
  • Like
Reactions: CH1

Why is Village Farms stock soaring? Raymond James explains​

https://www.cantechletter.com/2020/11/why-is-village-farms-stock-soaring-raymond-james-explains/

“What impelled this stock move is relatively clear. To date, VFF has never been able to consolidate its revenues with those of its now wholly-owned cannabis JV, Pure Sunfarms (PSF), so cannabis-focused EV/Revenue or EV/EBITDA multiples have been quite obscure, a barrier to investors who are not keeping close track of the story,” Sarugaser wrote.

The analyst said on a revenue basis, VFF’s recent run-up has corrected the stock’s discount “somewhat” but not enough to entirely eliminate the asymmetry, where he sees VFF to be currently trading at 5.9x 2021 and 3.4x 2022 EV/Revenue, which would represent 20 and 34 per cent discount to its peer group.

With the new update, Sarugaser has reiterated his “Strong Buy 1” rating with a target price of US$20.00, which at press time represented a projected 12-month return of 113 per cent.
 
Up over 20% on them in a very short time. Rookie numbers compared to VFF but I'll take it in my RRSP. And that's an RRSP that was fully funded from selling points from churning. Mostly have it all in VTI with some Aphria and DKING and I'm up 105% on my original investment (from churning money that I've thrown in there periodically over the last 4-5 years really). $SLV helped a lot with that! Pretty good for a "long" RRSP account!
 
Last edited:
DKNG is a long term hold for me. VFF was more of a short term arbitrage opportunity (valuation was out of whack vs the likes of APHA)
 
Much as I love it up large today, my two initial reactions:

It’s too early for an acquisition to make a big difference for me. If Slack was up 2x or 3x from where I bought it, then a buyout adding a further premium would be sexy. But if they buy it for $40 or $50, it’s meh.

And second, I should’ve doubled up last week!
 
LeafOfFaith said:
Much as I love it up large today, my two initial reactions:

It’s too early for an acquisition to make a big difference for me. If Slack was up 2x or 3x from where I bought it, then a buyout adding a further premium would be sexy. But if the buy it for $40 or $50, it’s meh.

And second, I should’ve doubled up last week!
Click to expand...
I'm deeming your second reaction illegal. Calling the cops on that one.
 
You must log in or register to reply here.
Back
Top