ACB Aurora Cannabis Inc.

BigNick

Siamo solo noi
Registrato
10/7/01
Messaggi
11.972
Punti reazioni
1.210
Ho iniziato a seguirla, qualcuno l'ha mai trattata ?

ACB.jpg

c'ho messo dentro un cip in attesa della trimestrale
 
In questo articolo ci si può fare un idea

Aurora Cannabis (ACB) and its Hidden Value

Aurora Cannabis (ACB) is the top cannabis company in the world in my opinion, although admittedly, it's a difficult company to value because of its decision to go a different route than its competitors, and the growing number of pieces in its overall puzzle that results in a complexity that is difficult to analyze.

By complexity I don't mean it's difficult to understand the individual pieces, only as mentioned above, that gathering the vast number of pieces of the company at all its points is hard to put your head around. That has created some uncertainty in the minds of some investors in my view, and that has partially held back the share price from moving a lot higher than it now stands.

Another reason hasn't taken off like it deserves is because of the perceived need by many in the market for it to receive a big cash infusion from a large company outside of the sector. That doesn't fit the business model or culture of Aurora in any way, and I believe it would be a disaster for it to give up control of the board and the way it operates for a temporary boost in its share price that would take what makes the company unique and compelling over the long term.

Most of those harping on the cash infusion are older investors that only acknowledge a few ways to do business. That's why so many millennials are attracted to Aurora and many older investors aren't.

As Aurora adviser Nelson Pelz noted, with Aurora very near to generating positive EBITDA, it wouldn't make sense to pursue a cash infusion at the expense of giving up control of the company.


Its obvious and not so obvious value

I want to start with the most obvious strength of Aurora, and that is its market-leading production capacity, which within a couple of quarters will surge to about 625,000 kilograms.

Even here I've seen some commentators view this as a negative, as if having a large amount of products is somehow a negative for the company. The essential assumption is having that much cannabis is going to result in the company having no outlets to sell some of it to because of supply exceeding demand.

The good news there is the company isn't primarily focusing on dried flower, and will take an increasing amount of its cannabis for extraction and turning it into other higher-margin products. It of course also has the largest global presence in the cannabis sector, and will have those markets as outlets to sell its product to.

Another hidden value is the flexibility it offers for Aurora from quarter to quarter as it sells or holds back distribution of its cannabis in order to obtain the best deals or ensure it has enough for specific segments of the market.

For example, in the latest reporting period the company stated it held back selling more into the recreational pot market in Canada in order to have enough to serve its medical cannabis customers.

One of the more important things investors need to understand about Aurora is it considers itself a medical cannabis company first and foremost, even though it will sell into the recreational segment to generate revenue while it's expanding its medical cannabis business.

Another value of production capacity is it attracts interest from governments because it provides a reliable and high-quality source of cannabis that their citizens can rely upon. This is one of the reasons it has been able to secure exclusive supply contracts with countries like Australia, Brazil, Germany and Italy, among others. That is an underrated competitive advantage that will pay off in the long term.

As it's easy to see, having a lot of production capacity is more than simply loading up on cannabis for the purpose of bragging rights, as the market will find out in the near future with Aurora.

Powerful brands and strains

Aurora has a powerful portfolio of brands, including the popular CanniMed and MedReleaf, but its brands and strains go far beyond those two well-known names.

For example, not too long ago Aurora added Hempco Food and Fiber and Chemi Pharmaceutical to its growing brand portfolio, and also has a number of pharmaceutical partnerships with companies like PharmaChoice, Pharmasave, and Shoppers Drug Mart.

It also has some of the top strains sold in Canada.

As for Hempco, it increases its exposure to hemp, adding to its other hemp brand Planet Hemp and Praise. Along with the usual hemp products, these brands also sell to the specialty markets; including kosher, certified organic, and vegan products, among others.

In the case of Chemi Pharmaceutical, it bolsters the already formidable research and development team of Aurora, adding expertise in a variety of medical applications and skin products.

The research and scientific teams at Aurora are second to none, and over the long haul will roll out products that have pricing power and solid margins.

Most recently it entered into a partnership with the UFC, where scientists from Aurora and those from the UFC will work together to find research-backed solutions to a number of conditions associated with sports, and over time, develop products that treat those conditions, eventually leveraging them across the entire sports complex, and ultimately, to the general population.

All of this and more will generate numerous popular brands for Aurora, which will continue to differentiate it from its competitors.

It has a number in place now, and will without a doubt continue to develop popular brands and strains in the future. These brands, and research and development are tied together, and they aren't obvious to the market as to their long-term value to the company.

Conclusion

I've only touched on a few of the things that are part of the hidden value many investors aren't aware of or don't appreciate or value in the way they deserve to be.

Considering its market-leading production capacity that will widen further in the next half year or so, and the accompanying flexibility that comes with it; the numerous supply deals it has in place in Canada and foreign markets, the popular brands and strains of the company, and a research and development team that is probably the best in the business, and it's easy to see that Aurora Cannabis is in the early stages of reaching its full potential.

ACB has an optimistic Moderate Buy consensus rating from the Street. This breaks down into 5 'buy' and 4 'hold' ratings in the last three months. We can also see from TipRanks that the average analyst price target is $9.98 - 64% upside from the current share price. (See ACB's price targets and analyst ratings on TipRanks)
 
Aggiornamento sui dati trimestrali di settembre

Aurora Cannabis Provides Corporate Update for the Fourth Quarter of Fiscal 2019

Aurora Cannabis Inc.
Aug 06, 2019, 07:00 ET


TSX |NYSE: ACB

EDMONTON, Aug. 6, 2019 /PRNewswire/ - Aurora Cannabis Inc. ("Aurora" or the "Company") (NYSE | TSX: ACB), the Canadian company defining the future of cannabis worldwide, today provided a corporate update on selected financial metrics for the fourth quarter of the Company's Fiscal 2019 ("Q4 2019") period ended June 30, 2019. This reiteration of guidance and clarification of operations is intended to update our investors as Aurora continues to demonstrate leadership in transparency and disclosure as the industry navigates throughs periods of volatility. Full results will be published prior to September 15, 2019, details for which will be provided in advance.

Based on a preliminary (unaudited) review, the Company anticipates net revenues for the quarter ended June 30, 2019 of between $100 million and $107 million (net of excise taxes), compared to $19.1 million in the period ended June 30, 2018, and compared to $65.1 million for the previous quarter ended March 31, 2019. Fiscal Q4 2019 net cannabis revenue is expected to be between $90 million and $95 million, with growth anticipated across all key business segments including medical, both Canadian and international, and consumer markets. The Company anticipates total net revenues for the fiscal year ended June 30, 2019 to be between $249 million - $256 million. The Company expects to report that production available for sale for Q4 2019 will be at the upper end of the range between 25,000 kg and 30,000 kg, ahead of previous guidance of 25,000 kgs.

These production and revenue estimates reflect strong delivery against corporate Key Performance Indicators ("KPIs"), the financial metrics the Company uses to evaluate the business on a day-to-day basis. The Company also expects to report sequential quarterly improvements in these KPIs, in particular: gross margins, kilograms of cannabis sold and cash costs per gram produced. The Company continues to track toward positive adjusted EBITDA, and in particular adjusted EBITDA from cannabis operations.

From the beginning, the Company's core philosophy of "purpose-built facilities" has focused on high quality cultivation of medical grade cannabis globally. This approach is validated by material growth in production and revenue and continued improvement in the above KPIs. Aurora's management team and Board of Directors continue to drive a culture rooted in quality, transparency, and regulatory compliance. Aurora has grown both organically and through acquisitions of companies with shared visions, and today this culture is ingrained in Aurora's over 2,500 employees across the globe.

"Our Q4 2019 guidance highlights Aurora's continued leadership," said Terry Booth, CEO of Aurora. "We set out to be best-in-class cultivators, and through carefully evaluated acquisitions, that vision continues to drive exceptional results today. We are the leader in cultivation capacity, production available for sale and revenues for cannabis in the Canadian medical and consumer markets. We continue to lead the build out of European and other international medical cannabis markets. Our success to date comes from a focus on quality, regulatory compliance, appropriate Board of Directors oversight, and delivering a profitable, low risk and sustainable business for our shareholders."

The preliminary estimated financial results and other data for the three months ended June 30, 2019 set forth above are subject to the completion of the Company's financial closing procedures. This data has been prepared by, and is the responsibility of, the Company's management. Aurora's independent registered public accounting firm, KPMG LLP, is in the process of performing year-end audit procedures with respect to the accompanying preliminary financial results and other data, and accordingly does not express an opinion or any other form of assurance with respect thereto. The Company currently expects that its final results of operations and other data will be consistent with the estimates set forth above, but such estimates are preliminary and Aurora's actual results of operations and other data could differ materially from these estimates due to the completion of its fiscal year-end audit procedures, final adjustments, and other developments that may arise between now and the time such annual audited consolidated financial statements for the twelve months ended June 30, 2019 are released.

The Company defines adjusted EBITDA as net income (loss) excluding interest income (expense), accretion, income taxes, depreciation, amortization, changes in fair value of inventory sold, changes in fair value of biological assets, share-based compensation, changes in fair value of financial instruments, gains and losses on deemed disposal, and non-cash impairment of equity investments, goodwill and intangible assets. Adjusted EBITDA from cannabis operations is defined as adjusted EBITDA for the Company's business units engaged in the production and sale of cannabis and legal derivatives thereof and excludes non-cannabis-related business units or operations.

About Aurora

Headquartered in Edmonton, Alberta, Canada with funded capacity in excess of 625,000 kg per annum and sales and operations in 25 countries across five continents, Aurora is one of the world's largest and leading cannabis companies. Aurora is vertically integrated and horizontally diversified across every key segment of the value chain, from facility engineering and design to cannabis breeding and genetics research, cannabis and hemp production, derivatives, high value-add product development, home cultivation, wholesale and retail distribution.

Highly differentiated from its peers, Aurora has established a uniquely advanced, consistent and efficient production strategy, based on purpose-built facilities that integrate leading-edge technologies across all processes, defined by extensive automation and customization, resulting in the massive scale production of high-quality consistent product. Designed to be replicable and scalable globally, our production facilities are designed to produce cannabis at significant scale, with high quality, industry-leading yields, and low-per gram production costs. Each of Aurora's facilities is built to meet European Union Good Manufacturing Practices ("EU GMP") standards. Certification has been granted to Aurora's first production facility in Mountain View County, the MedReleaf Markham facility, and its wholly owned European medical cannabis distributor Aurora Deutschland. All Aurora facilities are designed and built to the EU GMP standard.

In addition to the Company's rapid organic growth and strong execution on strategic M&A, which to date includes 17 wholly owned subsidiary companies – MedReleaf, CanvasRX, Peloton Pharmaceutical, Aurora Deutschland, H2 Biopharma, BC Northern Lights, Larssen Greenhouses, CanniMed Therapeutics, Anandia, HotHouse Consulting, MED Colombia, Agropro, Borela, ICC Labs, Whistler, and Chemi Pharmaceutical – Aurora is distinguished by its reputation as a partner and employer of choice in the global cannabis sector, having invested in and established strategic partnerships with a range of leading innovators, including: Radient Technologies Inc. (TSXV: RTI), Hempco Food and Fiber Inc. (TSXV: HEMP), Cann Group Ltd. (ASX: CAN), Micron Waste Technologies Inc. (CSE: MWM), Choom Holdings Inc. (CSE: CHOO), CTT Pharmaceuticals (OTCC: CTTH), Alcanna Inc. (TSX: CLIQ), High Tide Inc. (CSE: HITI), EnWave Corporation (TSXV: ENW), Capcium Inc. (private), Evio Beauty Group (private), and Wagner Dimas (private).

Aurora's Common Shares trade on the TSX and NYSE under the symbol "ACB", and is a constituent of the S&P/TSX Composite Index.

For more information about Aurora, please visit our investor website, investor.auroramj.com

Terry Booth, CEO
Aurora Cannabis Inc.

Forward looking statements

This news release makes reference to certain non-IFRS measures, including certain industry metrics. These metrics and measures are not recognized measures under IFRS do not have meanings prescribed under IFRS and are as a result unlikely to be comparable to similar measures presented by other companies. These measures are provided as information complimentary to those IFRS measures by providing a further understanding of our operating results from the perspective of management. As such, these measures should not be considered in isolation or in lieu of review of our financial information reported under IFRS. This news release uses non-IFRS measures including "EBITDA", "adjusted EBITDA", "net cannabis revenue", "adjusted EBITDA from cannabis operations" and "production available for sale". EBITDA, adjusted EBITDA and production available for sale are commonly used operating measures in the industry but may be calculated differently compared to other companies in the industry. These non-IFRS measures, including the industry measures, are used to provide investors with supplementary measures of our operating performance that may not otherwise be apparent when relying solely on IFRS metrics. Definitions of the non-IFRS measures can be found in our most recent MD&A and in this news release.

This news release also includes statements containing certain "forward-looking information" within the meaning of applicable securities law ("forward-looking statements"). Forward-looking statements are frequently characterized by words such as "plan", "continue", "expect", "project", "intend", "believe", "anticipate", "estimate", "may", "will", "potential", "proposed" and other similar words, or statements that certain events or conditions "may" or "will" occur and include, but are not limited to the Company's achievement of its production and revenue estimates and the Company's ability to report positive adjusted EBITDA for cannabis operations and production available for sale for Q4 2019 . These statements are only predictions. Various assumptions were used in drawing the conclusions or making the projections contained in the forward-looking statements throughout this news release. Forward-looking statements are based on the opinions and estimates of management at the date the statements are made, and are subject to a variety of risks and uncertainties and other factors that could cause actual events or results to differ materially from those projected in the forward-looking statements. These risks include, but are not limited to, the ability to retain key personnel, the ability to continue investing in infrastructure to support growth, the ability to obtain financing on acceptable terms, the continued quality of our products, customer experience and retention, the development of third party government and non-government consumer sales channels, managements estimation of consumer demand in Canada and in jurisdictions where the Company exports, expectations of future results and expenses, the availability of additional capital to complete construction projects and facilities improvements, the risk of successful integration of acquired business and operations, the impact of competition, and the possibility for changes in laws, rules, and regulations in the industry. The Company is under no obligation, and expressly disclaims any intention or obligation, to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as expressly required by applicable law.

Neither TSX, NYSE nor their applicable Regulation Services Providers (as that term is defined in the policies of the Toronto Stock Exchange and New York Stock Exchange) accept responsibility for the adequacy or accuracy of this release.

SOURCE Aurora Cannabis Inc.
 
+7% nel pre market, venerdì scorso la sua concorrente APHA , dopo la trimestrale in apertura ha fatto +30% e ha poi chiuso a +40%,
vediamo ACB come reagisce alla notizia
 
Oggi altra buona notizia nel settore Cannabis

+ 3% nel pre

Access to this page has been denied.

Canadian cannabis producer Cronos Group (CRON) reported a surprise second-quarter profit as revenue tripled Thursday. Cronos Group stock jumped, while other marijuana stocks generally rose.

Cronos Group Earnings
Estimates: A two-cent per-share loss, as revenue doubles to $6 million, or $7.9 million Canadian. In the first quarter, Cronos reported $6.5 million in sales.

Results: Cronos Group earnings came in at 24 cents Canadian as revenue leapt 202% to $10.24 million Canadian.

IBD Newsletters
Get exclusive IBD analysis and action news daily.
SIGN UP NOW!
Cronos Group Stock
Cronos Group stock jumped 9% to 15.70 in premarket trading on the stock market today. Among other marijuana stocks, Canopy Growth stock, Aphria stock rose about 3%. Tilray stock was not yet active. Aurora Cannabis climbed 3%.

Cronos Group stock has a 58 Composite Rating and a 37 EPS Rating, according to MarketSmith. Cronos Group posted a profit in the prior quarter, making it an outlier in an industry where companies are losing money as they spend on expansion. It was below its 50-day and 200-day lines, both key measures of investor support.

The company's recreational business is smaller than some of the rival marijuana stocks that trade on U.S. exchanges. According to Stifel, the company shipped around 2% of Canada's recreational pot to the provinces from the fourth quarter of last year and the first quarter of this year. By contrast, Canopy Growth (CGC) and Aurora Cannabis, combined, shipped around half.

Other Marijuana Stocks Show Optimism
Cronos' earnings follow stronger financials from Aphria (APHA) and Aurora Cannabis (ACB). Aphia reported better-than-expected results. Meanwhile, Aurora Cannabis gave a more upbeat production forecast.

Cronos plans to do less cannabis cultivation on its own, in favor of focusing on genetics, which are said to be able to deliver more precise, consistent effects.

And as Canada prepares to allow sales of products like vapes, edibles and beverages later this year, Cronos has said it plans to lead with vaping devices. Vaping pens have become popular in the U.S. due to a combination of potency and discreet use — a pull of a vaping pen doesn't carry pot's telltale scent.

The introduction of those new products will come as Canada's cannabis producers try to undo knots in their growing, processing, packaging and distribution operations. Executives have said shortages resulting from those hiccups could last through at least this year.
 
il problema di Acb è che brucia tanta cassa ,,,,potrebbe arrivare anche adc....tra poco scadra anche un bond
 
Faccio na capzata...

dentro a 4,80 :rolleyes::rolleyes:
 
Oggi aprirà in gap UP

vediamo se completa il wolfe
ACB Wolfe.jpg
 
ciao a tutti sembra che rimbalzi
 
sono giorni che tutto il settore cannabis sale di brutto
 
OK! scusami sono un po' arrugginito :bow:
 
nessuno riprende il discorso qui ... i prezzi odierni sono QUASI di quando il titolo è stato quotato qualche anno fa... tornerà su a razzo ? sembra un bitcoin !
 
Nel frattempo sono entrato quando saliva, non ho preso profitto e poi è scesa di brutto e ho chiuso in perdita di 250€ mannaggia a me. :D:wall:
 
Sembra una presa in giro, come ho venduto è rischizzata verso l’alto :'(
 
Sembra una presa in giro, come ho venduto è rischizzata verso l’alto :'(

Aurora Cannabis è un titolo altamente volatile e speculativo, si occupa principalemente di produrre medicine a base di cannabis, per terapie etc.. il management al momento fa schifo ed i conti abbastanza, per chi vuole fare trading è il titolo ideale, sfruttando la volatilità e la prospettiva/speranza che Biden apra i cancelli.. io ho mediato ogni - 50% e ne sono uscito molto bene qualche giorno fà. Non nego che sto valutando un nuovo ingresso sotto i 6 dollari.
 
Indietro