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CPG

Crescent Point Energy Corp

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Mentions (24Hr)

1

0.00% Today

Volume

$9M

Avg Volume

$8M

Market Cap

$4B

52 Week High

$7.98

52 Week Low

$2.75

Day High

$6.86

Day Low

$6.5632

Previous Close

$6.7

7 Days Mentions

3

Reddit Posts

r/stocksSee Post

Do I get out of tech? (SNOW/AFRM mainly)

r/pennystocksSee Post

CPG/Wellness/nutraceutical space --> $ELMT DD

r/pennystocksSee Post

Eat Well Investment Group Shareholder Letter ($EWG.CN / $EWGFF)

🚨 $CPG oil/energy has yet to explode - am I finally early on a play?

r/pennystocksSee Post

Detailed breakdown of why Eat Well Group (CSE: #EWG / OTC: #EWGFF ) is undervalued and provides massive upside as it prepares to uplist to US big boards

r/pennystocksSee Post

Detailed breakdown of why Eat Well Group (CSE: #EWG / OTC: #EWGFF ) is undervalued and provides massive upside as it prepared to uplist to US big boards

r/wallstreetbetsSee Post

WOW. Look at these hidden gems (VET, CPG, Enbridge & Suncor) at what they've done in the past year...

r/wallstreetbetsSee Post

TLRY profitable quarter. Ready for come back.

r/smallstreetbetsSee Post

What penny stocks do you hold that you think will one day go parabolic?

r/pennystocksSee Post

What penny stocks do you hold that you think will one day go parabolic?

r/wallstreetbetsSee Post

VLNS Top Cannabis Picks

r/weedstocksSee Post

Verano Welcomes Veteran CPG Industry Finance Executive Brett Summerer as Chief Financial Officer

r/wallstreetbetsSee Post

VLNS is the Cannabis Winner in 2022

r/wallstreetbetsSee Post

VLNS is the Cannabis Winner in 2022

r/wallstreetbetsSee Post

VLNS Cannabis Winner in 2022

r/wallstreetbetsSee Post

Go Big! Or Go Home Apes! VLNS is the Cannabis Stock for 2022

r/ShortsqueezeSee Post

$ISIG Why I believe ISIG could squeeze to $100 per share. MULTIDAY RUNNER. 61% shorted, 210.40 percent CTB

r/pennystocksSee Post

Any input on these babies?

r/pennystocksSee Post

Why Eat Well Group (CSE: #EWG / OTC: #EWGFF) Could See a 4x SP Increase and Major Insider Buying From Directors

r/StockMarketSee Post

What are our thoughts on CPG?

r/weedstocksSee Post

How the Cannabis Industry Is Embracing the CPG Model

r/weedstocksSee Post

How the Cannabis Industry Is Embracing the CPG Model

r/stocksSee Post

BioLargo $BLGO Science will (finally) translate to $$$

r/pennystocksSee Post

Investors Are Sleeping on The Rev Numbers Being Put Up By Eat Well (CSE: $EWG / OTC: $EWGFF)

r/weedstocksSee Post

Ayr Wellness Unveils New Corporate Brand Identity, Introduces New Retail and CPG Brand Portfolio

r/weedstocksSee Post

CRONOS GROUP INC. (CRON) as a possible alternative to TLRY to diversify within sectorc- Not an advisor. Please do your own DD.

r/pennystocksSee Post

$HAVN. This Psychedelic stock is one of the most exciting healthcare developments of the year and is set for rapid future growth.

r/pennystocksSee Post

Majority Stake Acquisition Signed by Eat Well Group Completes Vertical Integration Model and Primes Them for a Massive 2022 (CSE: $EWG / OTC: $EWGFF )

r/wallstreetbetsSee Post

Tattooed Chef ($TTCF): A New Hope – Vegan Tendies may actually be the solution to saving the planet after all.

r/wallstreetbetsSee Post

Tattooed Chef ($TTCF): A New Hope – Vegan Tendies may actually be the solution to saving the planet after all.

r/wallstreetbetsSee Post

Buy Energy stocks!!

r/weedstocksSee Post

Schwazze AMA with CEO Justin Dye and CFO Nancy Huber. We will be hosting an AMA live from MJBizCon on Thursday, 10/21/21, at 10:00 AM PST to answer your questions.

r/wallstreetbetsSee Post

CPG oil trading at just 1.7 x earnings is a bargain basement deal

r/WallStreetbetsELITESee Post

Oil - Energy - Clean Energy: Tickers to watch update

r/pennystocksSee Post

Oil - Energy - Clean Energy: Tickers to watch update

r/wallstreetbetsSee Post

$YSG: China's leading cosmetic company, currently $4.05 I think it goes to $12

r/wallstreetbetsSee Post

$YSG: China's leading cosmetic company, currently $4.05 a share, I think it goes to $12

r/wallstreetbetsSee Post

$CPG: Bull on the rise!

r/optionsSee Post

Help with a written call

r/pennystocksSee Post

Global Diversified Marketing Group Expands its Business into High Growth Nutraceutical Supplements Category with Preparations to Launch in Fourth Quarter

r/pennystocksSee Post

Vertically Integrated Plant-Based Company Generating $60M Rev, $15M Gross Profit and Somehow Still Only $122M MC - The Case for Eat Well Group (CSE:EWG / OTC:EWGFF)

r/investingSee Post

HighGold Mining Intersects 20 g/t AuEq over 4.3m in 100m Step-out at JT Deposit, Alaska

r/pennystocksSee Post

Xigem $XIGM Q2 Results — some good numbers

r/WallStreetbetsELITESee Post

$ATER - High Short Interest, Good Fundamentals

r/wallstreetbetsSee Post

$ATER - High Short Interest, Good Fundamentals

r/pennystocksSee Post

$GTEH - GenTech Hires Top Outsourced Sales Agency Vista Brands to Drive Sales Growth for Recent Brand Acquisitions

r/wallstreetbetsSee Post

ANY IDEAS ON WHY TTCF WENT UP WHEN IT'S SECTOR WENT DOWN?? ALSO Millions in $25 calls purchased with weeks to expire (ER is 8-12). DOES ANYONE KNOW ANYTHING HERE????

r/WallStreetbetsELITESee Post

WTF!!! Why Would TTCF Go UP when it's sector goes DOWN?? Millions in $25 calls purchased with only weeks to expire?? ER is 8-12. DOES ANYONE KNOW ANYTHING HERE????

r/wallstreetbetsSee Post

Canadian Oil ready to boom

r/pennystocksSee Post

Creative Realities Potential Break Out ($CREX)

r/StockMarketSee Post

How does Metromile Become a Leader in UBI Auto Insurance?

r/investingSee Post

CPG stocks in an inflation-hedge portfolio

r/wallstreetbetsSee Post

Oil Stonks VET

r/weedstocksSee Post

Colin Landforce COO of Unrivaled Brands the parent company of numerous cannabis brands discusses how to grow a CPG cannabis startup

r/pennystocksSee Post

$GTEH - GenTech Successfully Closes NxtBar Acquisition, Adding a Strong and Growing Brand with Broad Established Distribution Footprint

r/wallstreetbetsSee Post

Why Tilray ($TLRY), Canopy ($CGC), and every other Canadian LP are going to 0

r/wallstreetbetsSee Post

WISH: Strong Cash Flow Potential, If Revenues Continue Growing

r/wallstreetbetsSee Post

$WISH: Strong Cash Flow Potential, If Revenues Continue Growing

r/pennystocksSee Post

$ATER - High Short Interest, Good Fundamentals, You Like Tendies?

r/wallstreetbetsSee Post

DD with no emojis. $ATER

r/wallstreetbetsSee Post

$ATER - High Short Interest, Good Fundamentals, You Like Tendies?

r/wallstreetbetsSee Post

$ATER - High Short Interest, Good Fundamentals, You Like Tendies?

r/wallstreetbetsSee Post

$ATER - High Short Interest, Good Fundamentals, You Like Tendies?

r/wallstreetbetsSee Post

$ATER - High Short Interest, Good Fundamentals, You Like Tendies?

r/wallstreetbetsSee Post

WHY I'M INVESTING IN TAAT and WHAT THE F00k IS TAAT?

r/pennystocksSee Post

Xigem Technologies $XIGM First Quarter Results - Revenue in Q3

r/wallstreetbetsSee Post

Leah S. Bailey Brings Strong Cannabis and CPG Track Record to Drive Growth of AUSA

r/wallstreetbetsSee Post

Spruce Point: The First Biodegradable Hedge Fund

r/wallstreetbetsSee Post

AUSA Appointed Leah S Bailey as its chief business development officer to drive commercial initiatives

r/stocksSee Post

$BERY - An undervalued global packaging company with a competitive moat

r/weedstocksSee Post

The Valens Company Continues Transition From Toll Extraction to CPG Powerhouse With New Additions to Management (TSX: VLNS)

r/wallstreetbetsSee Post

Energy Oil & Exp was the sector to be in today!!! I used to work all year and couldn't make what I made today on paper LOL... $CPG $CVE $WCP $VLO... Live long and prosper my fellow Redditors!

r/weedstocksSee Post

Very bullish on Neptune Wellness (NEPT) growth potential...

r/wallstreetbetsSee Post

Oil Industry might be the new boom soon

r/pennystocksSee Post

This CROSSMARK Partnership is Going to be Massive for Rritual Superfoods US Expansion (CSE:RSF.C)

r/pennystocksSee Post

$VLNCF Get in Now, Before the Big Announcements

r/pennystocksSee Post

Why I think Rritual Superfoods $RSF.C is Bucking the Correction Trend

r/pennystocksSee Post

Why I think Rritual Superfoods $RSF.C is Bucking the Correction Trend

r/wallstreetbetsSee Post

The beginners guide to the US cannabis industry

r/wallstreetbetsSee Post

The beginners guide to the US cannabis industry - A "short" overview

r/wallstreetbetsSee Post

Right Wing Billionaire, Charles Koch, Is Backing INTERSTATE COMMERCE FOR CANNABIS. TilAphria 🚀🚀🚀 Trulieve 💩💩💩

r/investingSee Post

Dollar General to curb logistics costs by expanding private truck fleet

r/stocksSee Post

Dollar General to curb logistics costs by expanding private truck fleet

r/pennystocksSee Post

Why I'm long on $ALYI, $USMJ, $PURA, $PAOG and $ALKM. (A response to the bears case against them)

Mentions

There were unique circumstances to that growth which I do not foresee happening again. The big tech you would reference now would be akin to the Cisco's and IBM's back then. I would stay with multinational CPG brands. Upside due to global demand and supply chains and in contrast to tech they can also act as a hedge against inflationary pressures.

Mentions:#IBM#CPG

boris has said repeatedly that cannabis seems special now, but that when its widely available everywhere... it'll just be a CPG product, like all others. and he expects 75% of the market to be composed of highly formulated products, not flower. to that end, the strategy must be to go for market share and distribution and international expansion as quickly as they can. its the only way to get ahead of pharma and alcohol and other retailers before they start eating away at market share.

Mentions:#CPG

Decision maker at a big CPG, we almost certainly won’t stop putting some spend towards Instagram

Mentions:#CPG

CPG way undervalued this one is on a Fire 🔥

Mentions:#CPG

Sp500 Baytex CPG Suncor Cameco

Mentions:#CPG

Yeah this is a massive stretch. It is possible but it is not there right now. There is no need to put capital into it now. If things change down the road, Tilray can get into it pretty quickly and just team up with a CPG company like Hexo did with Molson. Corinalas is 100% right. Beverages should not be their focus. They need to be focused on their strategy to enter the US and that is not very impressive right now.

Mentions:#CPG

I read all your arguements to others and I get where you're coming from but just from a CPG history stand point your perception and beliefs are not correct. If I'm you I'd try to find my bias. Is it just stock price related? Losses? Bad market intel? Thinking you know more than you actually do? I don't know what it is, but it is a bias keeping you from seeing the obvious. You will see a huge displacement of alcohol for non-alcoholic cannabis drinks in the coming decade. Especially when consumers realize 1) The health and recreational benefits combined, and 2) the lack of any of the ill effects alcohol brings with it. It will dwarf flower sales by far. Emerging markets must emerge first. This is where you are now. My opinion, buy all of what you need to make it possible now, while it's cheap. Brilliant moves imo. Argue with me if you like but I've done my research so I'll comment no further. I wish you well.

Mentions:#CPG

I read all your arguements to others and I get where you're coming from but just from a CPG history stand point your perception and beliefs are not correct. If I'm you I'd try to find my bias. Is it just stock price related? Losses? Bad market intel? Thinking you know more than you actually do? I don't know what it is, but it is a bias keeping you from seeing the obvious. You will see a huge displacement of alcohol for non-alcoholic cannabis drinks in the coming decade. Especially when consumers realize 1) The health and recreational benefits combined, and 2) the lack of any of the ill effects alcohol brings with it. It will dwarf flower sales by far. Emerging markets must emerge first. This is where you are now. My opinion, buy all of what you need to make it possible now, while it's cheap. Brilliant moves imo. Argue with me if you like but I've done my research so I'll comment no further. I wish you well.

Mentions:#CPG

A deleted account near the bottom stated "I'm betting on marijuana legalization". He was fairly spot on with his prediction regarding legalization progress and societal acceptance but the investment potential of this has yet to be realized as thus far this has been on a state by state basis. Due to this lack of federal legalization all the US cannabis companies are forced to list on the OTC and the CSE in Canada hindering investment by banks, funds, and big money. I predict that the trend toward federal legalization and general normalization of recreational and medicinal use will only continue and as the US companies eventually are allowed to up-list off of the OTC and trade on the NYSE and NASDAQ they will present great opportunity. Consolidation is occurring and will continue to occur, but of the larger players in the space (Trulieve, Curaleaf, Greenthumb, Cresco, Verano) at least one of these will Coca Cola, Inbev, Phillip Morris, or whatever company you want to compare of cannabis. Or due to regulations and the licensing structure they will be bout out by Coca Cola, Inbev or another alcohol or CPG company at hefty premiums.

Mentions:#CPG

Yes sir CPG way under valued they started this year already buying back shares this green future will take 100years and oil products to complete switch

Mentions:#CPG

We have it, alcohol and CPG

Mentions:#CPG

Well said. I know people hate on TLRY, but they have best positioned themselves for growth with their global footprint, and adjacent CPG products. I’ve said this so many times here, there will be a Coke and Pepsi in this industry. One or two leaders with valuations at $50b-$75b. I believe TLRY will become one of those.

Mentions:#TLRY#CPG
r/stocksSee Comment

For this quarter? go with oil or gold. Oil has seasonality. Pick a small to midcap canadian runner like CPG or NOG or GTE or CDEV because oil market is tight and jet fuel and diesel have shortages AND refinery demand is low but ramping up now bc refineries maintenance season is ending. Avoid american names like the plague bc they are overvalued and divert too much money to renewables I also like uranium but idk where it will be in a quarter. At least with oil you have a tight market that is pretty much already broken except the media and general public hasn’t mentioned it yet

Yes, they are quite diversified. Coca-Cola is actually an exception in the CPG space in terms of how heavily concentrated they are.

Mentions:#CPG

Again, and for the last time, enjoy holding a bag for this company. They will run out of money because there is no real market for their products or services, which at this point don’t exist anyways. Pharmaceutical companies are not jumping at the chance to get one of these licenses for a very good reason and that this because there is no path to profitability when the only customers are researchers with DEA licenses. Cannabis is will be a CPG product first and foremost. Limited pharma products like epidiolex are just that….LIMITED. Both is efficacy and in TAM because they focus on specific conditions. Insurance companies will never reimburse patients for flower, concentrates, vapes….ever. The play in cannabis is CPG not pharma unless you got in on GW very early. A startup pharma cannabis company will need hundreds of millions just to get past stage III. Not saying it can’t be done, but spending $300m on a facility in New Mexico with a DEA research license is what is truly laughable. I don’t need dots connected, because if you reply to this comment it is just proof that you are an executive or board member of this silly start up that checks Reddit to see what retail investor sentiment is regarding your IPO. Good luck with the IPO btw.

Mentions:#DEA#CPG#III

I think the 'states rights' element in the USA cannot be understated, and those are going to provide considerable moat protection. On the back of any federal legislative/regulatory change (don't hold your breath), it would take years IMO for the feds to break those walls down amidst complex and layered political alliances, and provide for interstate cannabis commerce (never mind cross-border). In a goldilocks scenario, Tilray gets 25% of Medmen and can maintain its listing (anyone else puke in their mouth when Irwin called them the Apple of cannabis?). Tilray comes off as a flailing multi-vertical CPG company posing as a cannabis play, which uses derivative liability changes to hoodwink their investors. If you want cannabis exposure from more reputable and better operating companies, there are better options (my opinion: GTI, TRUL, VRNO).

Mentions:#CPG#TRUL

To echo what Tiaan said, MSOs benefit by being able to uplist and draw institutional capital. Or potentially partner with big CPG companies. Also, removes 280e taxes. Tilray will need to spend a fortune just to be able to begin US operations. I predict that any share price increases in Can LPs from hype will be short lived and that capital will shift into MSOs when uplisting takes place.

Mentions:#CPG

I’ve worked for a number of large international CPG brands. Major ones. You’ve used their products 🏄‍♂️

Mentions:#CPG

The Columbia Care merger news will no doubt take the headlines today, while Cresco posted mixed Q4 results that fell well short of both analysts consensus, as well as the company's own guidance for the quarter on both revenue and EBIDTA. With contributions from M&A in the quarter (Mass and PA) and noted market share gains in PA, top-line growth was expected to be much higher, reflective of much weaker results in California. On the positive side, margins were stable despite the tough Q4 market overall, cash flow was at its strongest ever, and OpEx control was quite good. Comparisons to Q3: ​ **Revenue:** Q3 $215.5M to $217.8 *Very modest growth of just 1%, and well below consensus of $234M. Note this quarter included a full contribution from their Cultivate acquisition in Mass (closed 9/3/21 so a little less than 1 month in Q3), and partial contributions from 2 acquisitions in PA (Cura PA closed 11/25 and Laurel Harvest closed 12/10). Headset data also indicated near 20% CPG share gains in PA as well, so clearly California (and perhaps other states) were down quite a bit QOQ. Cresco, while still the wholesale market share leader, is trending further towards retail as of late for a 46:54 wholesale to retail split in Q4 (which will lean further in that direction with the CC deal).* **Adjusted EBIDTA:** Q3 $56.4M to Q4 $56.9M *Very modest increase here as well and behind consensus of $67M, with adj EBIDTA margins contracting very slightly from 26.2% in Q3 to 26.1%. Management had repeatedly indicated finishing the year at 30% adj EBIDTA margins so clearly disappointing here, although somewhat expected given the margin contraction we've seen across the board with most MSOs. Remove $4.9M in SBC and $5M in one-time costs for actual EBIDTA closer to $47M (a 21.6% EBDITA margin)* **Gross Margins:** Q3 50.3% to Q4 50.5% *Flat here- solid considering larger margin contraction nationwide.* **Operating Income:** Q3 -$264M to Q4 $15.5M *Note that like last Q, this quarter included impairment charges ($14.9M here in Q4). So comparable OI with impairments removed each quarter is $26.9M in Q3 vs $30.4M in Q4. Slightly higher gross profit along with good OpEx control led to better OI.* **Operating Expenses:** Q3 $372.3M to Q4 $94.5M *As noted, impairments raised OpEx dramatically in each quarter. W/o those impairments, OpEx would be $81.4M in Q3 and $79.6M in Q4, reflecting very strong OpEx control considering Cresco incorporated Cultivate in Mass and 2 deals in PA into the business.*. *OpEx as a % of revenue would be 37.7% in Q3 and 36.5% in Q4 without the impairments- nice improvements here.* **Operational Cash Flow:** Q3 $7.1M to Q4 $37.65M *Nice improvements in 2H 2021 here, with 2021 OCF finishing at positive $14.5M. Below top peers a nice result overall.* **Cash:** Q3 $254.8M to Q4 $226.1M *Positive OCF offset by $64M spent on CapEx/M&A payouts. Debt is somewhat high at $377M*

Mentions:#CPG
r/stocksSee Comment

M&A is a growth vector. You buy companies with stock/cash (loans) to grow revenue. Companies like Pepsi don’t just sell Pepsi cola, they sell all kinds of beverages and CPG.

Mentions:#CPG

I'd say that most cannabis investors, while being sensitive to issues of the war on drugs, would prefer incremental legislative changes sooner than later. Some may want MSOs to keep expanding and growing before big CPG companies can take over, so that would be a situation where they'd prefer a slower but more extensive change later. Regarding Tilray, it's true that they have a bigger international presence than most MSOs, but in the context of US legalization, Multi State Operators like GTI, Cresco, Trulieve, Verano and Curaleaf are the ones who will be affected the most by their own turf going legal, that's all.

Mentions:#CPG
r/stocksSee Comment

Anyone have picks among these: CPE, CPG, CHK, CTER, APA, HES, DVN, PXD ? ​ I already hold CIVI, EQT, AM

To add to the mix, Russia and Ukraine are 2 of the largest fertilizer manufacturers in the world (along with grains). I work for a large CPG food company and we had a call yesterday about fertilizer specifically. This Ukraine situation is going to mess up the global food supply chains for at least another 12 to 16 months.

Mentions:#CPG

1. Nationwide distribution network for CPG products such as Martha CBD and Quatreau via Constellation Brands 2. 10 state THC footprint in limited license states including New Jersey and New York via Acreage 3. 20 state footprint (by the end of 2022) via the top North American gummy brand Wana 4. Potential opportunities in a possible merger between Constellation and Monster. Which may or may not see Coke play a large role in the combined company. I’ve been personally watching for any developments here. This could cause a big splash for Canopy. Canopy, when looking at it as a standalone company is obviously lackluster. When factoring in the additional parts of its ecosystem which are not yet consolidated, it is a monster. I feel that most users here are unaware that Canopy would be the 6th ranking cannabis company by revenue if it were consolidated today. One place where no other company in the sector comes close though: Canopy’s CPG distribution network. They can reliably get mainstream CBD, BioSteel, and other CPG products into nearly any store nationwide. The U.S. federal restrictions are holding Canopy at bay right now. When THC is federally permissible and when CBD attains supplement status, Canopy’s potential will begin to become obvious.

Mentions:#CPG#THC

CPG coupang Korean based company E commerce services for home goods, apparel, beauty products, groceries, etc. and logistics, delivery and on line advertising. 68000 employees Revenues 2021 were $18.41 billion, with a loss increase from $567 million to $1.7 billion... Incorporated US 2010, went public March 2021

Mentions:#CPG

Good ones to own: MEG, CVE and CPG among others. Not reflecting how much cash they are going to be raking in at these prices.

Mentions:#MEG#CVE#CPG

Yes exactly. Prices up 25% on CPG easy across the board

Mentions:#CPG
r/stocksSee Comment

Amazon is a HUGE benefactor of Google finally killing third party cookies. They have so much data for CPG and other retail it’s going to be a massive money maker.

Mentions:#CPG
r/stocksSee Comment

Yeah, I know. The one that kills me is I have a bunch of RSU's and employee purchased stock in my tech company and its fallen almost 50% in the last 8 months, costing me about $300K I could have used to pay down the mortgage or pay my big tax bill coming up. But my last company I sold way too soon and cost myself about $1.5M in gains over several years, so this time I said I'd let it ride, but didn't see this stock crashing as we're blowing out growth revenue numbers, but this market wants like oil stocks and CPG stocks and is dumping tech completely. It's hard to lose like $25K a day every day for months. Very hard. I worked a long time for that money.

Mentions:#CPG
r/stocksSee Comment

well your ark is still a little up or close to even many Oil stocks aren't even close to there ATH - quick few examples - SU/BTE/CPG but pretty much everything in the Canadian side is still well under ATH highs - in SU's case they still haven't caught up to Jan. 2020 - pay a nice dividend and are going to have a huge year this goes on very long - they were going to have a huge year on Covid recovery - this just blows that out of the water example - OIL jumped 25$/barrel - that about 18.5 mil top line which mostly goes right into the bottom line after the royalties - all the fixed costs are already covered at 35$ WTI

r/stocksSee Comment

Early 2021 I loaded up on Canadian oil stocks (SU, BTE, CNQ, CPG, CVE, MEG and few others). It has been a really great ride so far and I have no intention of trimming yet. My reasoning for picking oil as my major play is because of the below points: These companies have high debts and low breakevens (45-55 wti). The free cash flow can range between 10-25% of market cap at current oil prices. Cash flow is used to pay debt (stock price increases over time) Once debt levels are improved then some of the cash flow is used in increasing dividend and share buy backs( stock price goes up). Any decrease in oil price to 70-80 levels mean the stock go down first but then continues to increase slowly as the free cashflow is still good and the market caps are under valued. Once all debt is paid (most will happen within 3-5 years) then that cash flow will make the stock price go to reflect (10% return on equity) - my assumption. Oil supply is not currently sufficient to cover demand and inventories are decreasing. Investments need to happen to increase supply meaning that it needs a year or two to catch up

Also, I just looked at Hexo website they have a exclusive export into Australia just like Tilray has in Germany. Irwin is locking up the EU one country at a time and he is grabbing Canada back. He is literally killing two birds with one stone if he takes Hexo over. Also, he’s taking up market share in Jerusalem where we also have business this is actually brilliant for what we are giving up and getting the presence we are taking over in so many countries it’s not just about Canada this goes beyond that. Introducing Aphria and Tilray medical brands to Hexo’s multinational foot print will give us exclusive exportation and market capitalization. This is establishing TILRAY as a King in cannabis CPG.

Mentions:#CPG

I got WCP ATH CPG CNQ IMO MRO, fucking monsters

Mentions:#CPG#CNQ#MRO

I agree, they're one of the few that didn't go batshit with expansion in the old days, kept their costs and heads down, and did what they do best, grow low-cost quality product. I do believe VFF could bring a lot to the Tilray table though. I'd love to see aggressive cost cutting measures in areas that are bloated, and perhaps one could be shuttering grow houses that aren't necessary. VFF greenhouses are some of the best in the business, so if Tilray moved majority of their production and grow masters talents their, I think they could really shine in the long run. Tilray's stated as much that their plan is to not just be a weed company, they want to be a large CPG company with efficient brand synergy. I think VFF would add nicely to that. Just my 2¢ though, and I'm heavily invested in both so I'd like to see both succeed ultimately :)

Mentions:#VFF#CPG

Why the fuck is no one talking the 2 oil stocks tomorrow morning. With Russia out of the picture, this shit is gonna moon $CNQ $CPG

Mentions:#CNQ#CPG

Im in OBE, TGA, EGY, MGY, CPG, CNQ, OVV, BTEGF, XOM. Spreading it out.

The sector sure could use a surprise catalyst like a big CPG company coming into the space. I sure miss the days of those rumours. Juicy SPs right now, maybe a suitor is looking? One can dream

Mentions:#CPG

[SU](https://SU.TO) and INDO treated me well as oil plays. but my sleeper play CPG gave me a fat x2 since sep 2021 and still has room to go, volume increasing,

Mentions:#SU#INDO#CPG

I like CPG - report earning after close tomorrow - numbers should be good and the price jump since last week is going to skyrocket earnings and share price this goes on very long - not an advisor do your own DD

Mentions:#CPG

impp , CEI, and CPG have gave me nice gains the last 3 months. Su.to as well. I knew nothing about oil stocks, sprinkled a little bit in each. But I wish I dumped a lot more in CPG (x3-x4) if I did. And it’s still far from it’s all time high

Mentions:#CEI#CPG

I love IMPP and CPG has paid me well the last 5 months … I might move some more profits to Both these companies.

Mentions:#IMPP#CPG

A solid but slightly mixed start to the Q4 earnings season from GTI, with moderate top-line growth, continued internal cash generation, another quarter of positive net income, while margin compression was notable for the historically-consistent operator. With nearly every US market showing flat or lower sales QOQ , rev growth was slow for a second straight quarter, but CPG expansion, market shares gains in key states (namely PA), new store openings, and contribution from recent M&A (Rhode Island and Mass for Q4) all lead to a nice revenue beat on the quarter. The dip in margins seems two-fold: 1) As expected, price compression in key markets like IL/PA/MA that start to see supply/demand imbalances recalibrate and 2) GTI making significant investments in largely pre-revenue operations where the SG&A spend in build-out precedes revenue capture. GTI continues to make investments for the future, with management noting $200M+ in CapEx spend for 2021, a notable step up from past years. With exposure to nearly every major growth market ahead (NJ then CT then NY then VA all turning adult-use), flags set in future growth markets (OH/RI/MN), an industry-leading balance sheet, and strong profitability, GTI looks poised for continued expansion. Comparison to Q3: **Revenue:** Q3 $233.7M to Q4 $243.6M *Modest jump here of 4.2%, but a good step ahead of consensus at $238M. Weakness in markets across the US (particularly NV- down 10%+) was offset by market share improvement in PA (+10% growth according to headset), 3 new store openings in Q4, and a full quarter from their RI acquisition (was 2 months in Q3) and MA retail deal (was 1 month in Q3). Note that the Leafline (Minnesota) deal closed 12/30 so essentially no contribution here.* **Adjusted EBIDTA:** Q3 $81.2M to Q4 $76.0 A notable miss here on consensus $82M, and a drop from both Q2 and Q3 levels.. Adj EBIDTA margins drops from 34.7% in Q3 to 31.2% in Q4. Worth noting that after removing SBC/one-time adjustments, actual EBIDTA was actually up slightly in the quarter ($75.2M in Q3 and $75.6M here in Q4). **Gross Margins:** Q3 55.4% to Q4 52.8% *Similar story as adj EBIDTA, a notable drop here although still at strong levels relative to peers.* **Operating Income:** Q3 $58.1M to Q4 $54.4M *Drop here stemming from lower gross margins and marginally higher OpEx.* **Operating Expenses:** Q3 $71.45M to Q4 $74.25M *Modest increase here, particularly considering the integration of recent M&A (Mass, Rhode Island, Virginia, Minnesota). OpEx as a % of revenue down very slightly from 30.6% in Q3 to 30.5% in Q4, below the FY 2021 level of 31% and well below the 2020 level of 35.6%. Nice control here.* **Operational Cash Flow:** Q3 $34.5M to Q4 TBD *Waiting on full financials here.* **Cash:** Q3 $285.8M to Q4 $230.4M *Strong cash position relative to debt of $240M. Will have to wait on the cash flow statement, but positive OCF/additional debt raised were likely offset by M&A cash outlays and significant CapEx spend.* Other call notes: \-Compression mainly on the lower price segments across, particularly distillate vapes and value flower. Premium segments have held better. \-Management noted that CapEx expansion projects in Maryland, Ohio, and New Jersey did not contribute in the quarter but are now online and will start to hit the P&L over the next 6 months. New Jersey will be an obvious driver here imo, but Ohio (where GTI has the max of 5 retail and has only had a processor active historically) will be a key growth driver in H1 2022. \-No interest from management in forecasting when NJ/CT/NY/VA turn on. Nobody knows but they will be ready.

Mentions:#CPG#MA#SG#MN

Got me some baytex. Shares were $5 last week. Q4 earnings were $1 per share. Price now $5.79. let's see what happens in 4 more quarters of $1+ EPS. Buybacks start in q2 CPG earnings in 3 days

Mentions:#CPG
r/weedstocksSee Comment

"Our second largest shareholder is Andrei Blokh, a successful retired CPG entrepreneur who is not active in the Company. Mr. Blokh is a U.S. citizen, who also holds a Russian passport." Interesting Cat.... [https://russiabusinesstoday.com/economy/andrei-bloch-uses-marijuana-business-to-get-back-on-list-of-richest-russians/](https://russiabusinesstoday.com/economy/andrei-bloch-uses-marijuana-business-to-get-back-on-list-of-richest-russians/) [https://www.cnn.com/interactive/2019/10/politics/ukraine-giuliani-associates-indictment-annotated/](https://www.cnn.com/interactive/2019/10/politics/ukraine-giuliani-associates-indictment-annotated/) https://twitter.com/visionsurreal/status/1182527506634723328

Mentions:#CPG
r/pennystocksSee Comment

CPG.

Mentions:#CPG
r/wallstreetbetsSee Comment

LOL my first few jobs had them (I used to work in tech/pharma/CPG marketing and PR), they’re basically to-the-minute financial market data. There’s also analysis and reports, etc. back in the day, I (as part of a team) used to be responsible for earnings reports for several publicly traded companies so we needed the terminal to pull the reports and minutes, etc. it was literally its own computer station. I hated it.

Mentions:#CPG
r/weedstocksSee Comment

VFF already has a good footprint in US. They are one of the best players sitting on the sidelines waiting for uplisting while not burning through cash. I don’t see how MSOs or SSOs would want to sell assets to LP’s. Who would want LP stock in a deal when they have big US CPG, Alcohol, and tobacco flush with cash looking to get in the business?

Mentions:#VFF#CPG
r/wallstreetbetsSee Comment

Judging from the premarket, sit and laugh at the bloodbath as I pick a good exit point on my puts before loading up on a few calls prepping for the kickback in the other direction. Also I may increase my oil position. I have stocks in $CPG rn as a solid canadian investment. (In my very non professional opinion). Fucking bulls must be sweating bullets at the 1% Spy drop before the opening bell, jesus.

Mentions:#CPG
r/investingSee Comment

Both companies would be re-rated with differing economics, growth rates, and investment profiles. Generally speaking, the thought is that people who want to invest in essentially a digital gaming card company can buy the WOTC and will pay up for that. The people who want to buy into a traditional CPG physical toy company will want to buy the remainder of Hasbro. And Wall Street/ the Markets will value the two separately more than the individual pieces. Although I personally believe that there are significant strategic advantages of owning WOTC underneath the Hasbro umbrella and that there would be significant disadvantages of the two brands / properties being separated. Especially in the pending downturn that neither Hasbro not Mattel included in their rosey 2022 forecasts. But vultures will make their arguments and do what they can do make a quick buck.

Mentions:#CPG
r/investingSee Comment

I’m convinced that CPG companies have slight changes to the products they sell at Walmart to lower their product cost and maintain margin. Not all but some to most.

Mentions:#CPG
r/StockMarketSee Comment

Become of one day? Most oil stocks are up 60% when whole market being down for last 2 months. Some like IPOOF or CPG are literally 7x in 12 months....

Mentions:#IPOOF#CPG
r/wallstreetbetsSee Comment

I work in automation for CPG - we get price increases on a weekly basis. Electrical components for example have been a steady 10%-20% every month or two for the last year. Every week we have an email from another distributor. It’s going to roll downhill pretty quick. In addition, the 4 for $5 Campbell’s chunky soups are now 4 for $6.

Mentions:#CPG
r/wallstreetbetsSee Comment

With Russa all but certainly going to invade Ukraine, how would you play Wheat as a commodity? Price is going to go up a little bit, I'm sure. Especially give that Ukraine is one of the largest exporters... Impact on Flour, given that wheat is a large component. Likely an impact on all CPG manufacturers (actually, who wouldn't it impact)?

Mentions:#CPG
r/weedstocksSee Comment

...and there I was reading that Irwin Simon is really one of those CPG-oriented guys at the top of his game, with an abundance of success behind him that proves his value. I'm not saying your vague, missing a lot of what's been done, or just don't like Tilray, I just sayin'.

Mentions:#CPG
r/wallstreetbetsSee Comment

Buffets waiting for 180 LOL ,Look what he did with AAPL he was late and wrong but once he got right ,he got right! LMT PG CPG .I like them and hold them

r/stocksSee Comment

Canadian E&P energy stocks. Trading at 2-3 P/E ratios. Large cash flows, very undervalued. Some to look at CPG, TVE, NVA, ARX, CJ, MEG and WCP. I have mostly quality dividend paying long term hold stocks but these need to be looked at if you want to double your money.

Mentions:#CPG#TVE#MEG
r/investingSee Comment

You can try playing with this [https://www.portfoliovisualizer.com/match-factor-exposure?...](https://www.portfoliovisualizer.com/match-factor-exposure?s=y&type=1&symbol=VTI&symbols=AAPL%2CMSFT%2CGOOG%2CAMZN%2CTSLA%2CFB%2CBRK.B%2CUNH%2CJPM%2CJNJ%2CHD%2CPG%2CV%2CPFE%2CBAC%2CDIS%2CCSCO%2CNFLX%2CTMO%2CXOM%2CCOST%2CABT%2CCRM%2CPEP&maxPositions=3&factorDataSet=-1&factorModel=3&useHMLDevFactor=false&includeQualityFactor=false&includeLowBetaFactor=false&__checkbox_ffmkt=__checkbox_true&__checkbox_ffsmb=__checkbox_true&__checkbox_ffsmb5=__checkbox_true&__checkbox_ffhml=__checkbox_true&__checkbox_ffmom=__checkbox_true&__checkbox_ffrmw=__checkbox_true&__checkbox_ffcma=__checkbox_true&__checkbox_ffstrev=__checkbox_true&__checkbox_ffltrev=__checkbox_true&aqrmkt=true&__checkbox_aqrmkt=__checkbox_true&__checkbox_aqrsmb=__checkbox_true&__checkbox_aqrhml=__checkbox_true&aqrhmldev=true&__checkbox_aqrhmldev=__checkbox_true&aqrmom=true&__checkbox_aqrmom=__checkbox_true&aqrqmj=true&__checkbox_aqrqmj=__checkbox_true&__checkbox_aqrbab=__checkbox_true&__checkbox_aamkt=__checkbox_true&__checkbox_aasmb=__checkbox_true&__checkbox_aahml=__checkbox_true&__checkbox_aamom=__checkbox_true&__checkbox_aaqmj=__checkbox_true&__checkbox_qmkt=__checkbox_true&__checkbox_qme=__checkbox_true&__checkbox_qia=__checkbox_true&__checkbox_qroe=__checkbox_true&__checkbox_qeg=__checkbox_true&weighting=EQUAL_WEIGHT) I am not getting very stable answers. Changing the targeted factors, or the weighting, or the number of holdings can result in different answers.

r/stocksSee Comment

Cost of a tissue machine is $100MM+. Barrier of entry is too high for most investors to even enter the CPG market

Mentions:#CPG
r/wallstreetbetsSee Comment

I work in the CPG industry. Our ingredients and packaging costs are up 21%. This doesn’t include increased wages and transportation up another 13%. We can’t raise prices fast enough to keep up. Our price is only up 15% from last year.

Mentions:#CPG
r/weedstocksSee Comment

No doubt a big improvement on Biosteel and Storz & Bickel- pretty much saved the report here and overshadowed the mountain of operating losses, margin contraction, and declines in every other business segment. -B2B cannabis: $43.2M a year ago, $41.9M last quarter, $33.3M this quarter. -B2C cannabis: $20.2M a year ago, $16.7M last quarter, $14.5M this quarter. -Canadian medical cannabis: $13.9M a year ago, $13.1M last quarter, $12.9M this quarter. -C3 $17.6M a year ago, $11.9M last quarter, $9.7M this quarter. -Int'l medical cannabis+bulk CBD: $8.9M a year ago, $11.7M last quarter, $12.6M this quarter. -This Works: $10.9M a year ago, $9.1M last quarter, $10.7m this quarter. -Other CPG (Martha Stewert?): $6.3M a year ago, $5M last quarter, $5.1M this quarter. -Gross margins: 16% a year ago, -54% last quarter, 7% this quarter (and that includes $7M in government subsidies). -Adj Ebidta: -$68M a year ago, -$162M last quarter, -$67M this quarter. -Operational Cash Flow: -$87.6M a year ago, -$86M last quarter, -$167M this quarter. This is particularly concerning. -Balance sheet: $1.42B cash to $1.51B in debt. Officially in a net debt position, much of which at a high interest rate. Crazy considering where they were following the $4B constellation investment -Gross profit: $10.1M relative to $160M in OpEx. Canopy could go 5x on their entire CPG business (Storz+Biosteel+CBD) and still wouldnt have positive operating income In desperate need of US legalization to start putting money behind the Acreage/Wana business

Mentions:#CPG
r/weedstocksSee Comment

Perhaps there are new CPG partners waiting on the sideline to partner with the ‘right’ company when federal legality changes… I have a feeling that Constellation is full of regrets

Mentions:#CPG
r/weedstocksSee Comment

Average down my [acrew]dog, if/when you can. EBITDA multiples on top MSOs are still about half what we see in other high growth CPG categories. Good luck!

Mentions:#CPG
r/investingSee Comment

That's going to be a thing of the past very soon. Investing should be forward looking (legal/rec) not backwards (medical). For the first time in history, the question about marijuana legalization is a matter of "when" not "if". Yet you're still betting on the dying dinosaur that is medical marijuana. "Moats" don't really matter in Cannabis. People want one of 3 things. The cheapest, the most popular, or the strongest thing available. No one is going to feel loyalty to a dispensary that's been gouging prices for years. Literally no one. Also, "brand recognition" only matters when you have a brand. Do me a favor and google the investor deck for Trulieve. Look at it from a CPG standpoint. Now go compare to a "tier 3" MSO such as 4Front. Look at their brand portfolio. Now go compare both to Tilray's brand portfolio. You're gonna see a vast difference between CPG companies preparing for a national legal market, and medical companies like TL that are just essentially doing a cash grab for as long as it lasts. The same markets Trulieve has spent hundreds of millions on for license, building, and grow will also be open to companies like the ones I listed above for the price of shipping.

Mentions:#CPG
r/weedstocksSee Comment

CPG Bakin’ Bits - infused microdosed bacon bits you can add to anything that needs some bacon

Mentions:#CPG
r/weedstocksSee Comment

I agree that if there was 1 it could happen with, it would be Trulieve. I don't see it happening though, at least not yet. Perhaps when they start going up against CPG monsters upon legalization.

Mentions:#CPG
r/stocksSee Comment

Lol these people hating on FB are pigeons and the funny thing is their portfolio’s probably hold, child labour king - Apple, Oil Producers, Cig/Sugar CPG’s. But big bad social media FB is destroying society. I’m not saying they’re good but Christ sake stop being such hypocrites.

Mentions:#FB#CPG
r/weedstocksSee Comment

Would be interesting if hexo nominates board members from Molson and the new CPG partner

Mentions:#CPG
r/wallstreetbetsSee Comment

They also don’t own their own CPG or RTD businesses, only get license it. Does anyone have a counter thesis besides “downsides already priced in”?

Mentions:#CPG
r/wallstreetbetsSee Comment

Crescent Point Energy, Suncor and TD Bank - all on the TSX. [CPG.TO](https://CPG.TO), [SU.TO](https://SU.TO), TD.TO

Mentions:#CPG#SU
r/weedstocksSee Comment

I agree, but just wanna throw a PSA out for the sub here: looking at a revenue multiple in isolation and basing decisions on that can be devastating in this sector. I think it’s helpful to take revenue and top line growth in to consideration alongside margin profiles/cash flow, as well as the balance sheet and growth prospects (lots more to this Im sure, but that’s how I try to look at it). Personally, I’m excited about top tier MSOs with growth on the horizon in limited license states and new rec regimes, but even more than the revenue, I like that these companies are trading at significant discounts on their EBITDA multiples vs other high growth CPG categories. Buying as I’m able as this continues.

Mentions:#PSA#CPG
r/investingSee Comment

I used to love Bernie Sanders, and so I used to read Matthew Yglesias articles all the time (he wrote lots of pro-Bernie news back then). That being said, Matthew Yglesias has a strong left bias, and would love to see government inject even more debt-laden cash into the system. He's obviously leaning on confirmation bias here. The March increase is hoarding, but the subsequent fall & higher base is driven by food consumption shifting to at-home from out-of-home. I work in CPG and I've talked to people at packaged foods companies, they'll tell you the same thing.

Mentions:#CPG
r/weedstocksSee Comment

Sounds like good news: >"This is an important step in preparing to potentially up-list on a major U.S. exchange pending federal legalization," said Bob Groesbeck, Co-CEO of Planet 13. "As part of registering our Common Shares with the SEC, we will also be shifting to U.S. GAAP accounting which will make our financial statements more directly aligned with large U.S. retailers and CPG companies."

Mentions:#CPG
r/weedstocksSee Comment

>You are a cancer patient and/or in pain. You have a Medical prescription. If someone is using cannabis to mitigate some of the symptoms of cancer, they’re likely consuming dry flower or full spectrum oils. They’re not likely to go for gummies made with THC distillate. That’s not their target market here. >What company in it for the $$$s? And who cares about you? Why do you need that shit in your medicine? I don't get it. Just go to the supermarket and look at all the shitty CPG goods there are. Does that make it morally right or wrong? There are government regulations in place to protect consumers. Depending on the country you live in, ymmv. These companies abide by government regulations within their jurisdiction. >Guess we'll let the markets figure it out. Yeah, exactly, and generally, the market accepts a variety of product types. Just because you favor gummies coloured with beet juice doesn’t mean others won’t bat an eye at artificial colour. And I agree, I don’t want to consume that shit either. Still doesn’t make it a bad investment. Little story about chocolate: If I’m in the US and buy chocolate, it’s really hard to find stuff without artificial chocolate flavour. In Canada, it seems the solution is to add natural vanilla flavour. And if I go direct to the cacao farm here in Mexico, I get it a lot more pure (and tastier). On the lowest rung of the Mexican chocolate spectrum, it’s even worse. Terrible mouth feel, no flavour, and way too much sugar. You always get what you pay for. >PS, I don't invest in war profiteers, (Grumman, et al) Coke or Pepsi. It's just me. How noble of you 😆 >Food Dyes Linked to Cancer, ADHD, Allergies Taking a tiny little gummy or two every week is not going to kill you. Even if you’re suffering with cancer. The majority of your diet should be simple high quality foods with a lot of raw fruits and vegetables. The caloric intake from a gummy or two is virtually nothing.

Mentions:#THC#CPG
r/weedstocksSee Comment

>Garbage = dyes, food colouring, sugar Slow your roll, bro. Are dyes not food colouring? So they add a bit of colour, and sugar is sugar. Big deal if you eat a gummy or two worth of sugar. How many grams of sugar is that compared to all the Oreo cookies people eat when they’re high? 98% of all CPG products contain a shit ton of sugar, colouring, and other fucked up shit like hydrogenated palm oil, or whatever. Does that mean Coca Cola or Pepsi was a bad investment?

Mentions:#CPG
r/weedstocksSee Comment

>Garbage = dyes, food colouring, sugar Slow your roll, bro. Are dyes not food colouring? So they add a bit of colour, and sugar is sugar. Big deal if you eat a gummy or two worth of sugar. How many grams of sugar is that compared to all the Oreo cookies people eat when they’re high? 98% of all CPG products contain a shit ton of sugar, colouring, and other fucked up shit like hydrogenated palm oil, or whatever. Does that mean Coca Cola or Pepsi was a bad investment?

Mentions:#CPG
r/wallstreetbetsSee Comment

Continuous supply chain issues, When earnings are announced in CPG industries we will see the true effects the supply issues are having in Sales/Top Line Revenue No products No Sales No Earnings, it’s such an obvious take down of the economy

Mentions:#CPG
r/weedstocksSee Comment

You should be investing in companies like Altria too if you really think it's a CPG and branding game and you're not investing in a commodity... The MSO's are going to get hammered by the vast marketing and branding machines that the big boys have if there is federal legalization anytime soon...

Mentions:#CPG
r/weedstocksSee Comment

People coming at me about weed being a commodity. My response: >It’s kind of a tired boomer type argument. They try to pick apart the business without realizing just how much of a disruptor it is. I mean, people buy “premium” vodka, but it’s just 40% ethanol all made by the same distillery (in the US). The farmers may suffer as a result of a volatile commodity, but the CPG producers and top brands will survive through the ups and downs and good management will buy up depressed assets during down times. So, business as usual. Anyone else tired of the ‘commodity’ argument?

Mentions:#CPG
r/investingSee Comment

I agree with you on some points. Personally, I only buy premium bud because I can tell the difference a lot better than trying to differentiate between good and bad wine. Simply because bad weed makes me paranoid and good weed has very little side effects if any. Anyway, the business is booming like you wouldn’t believe. Fastest growing industry in the US, and once Europe starts catching up, these companies are going to do very well. The reason being that a lot of lawmakers are deeming it “unsafe” and to a slight degree, it is unsafe, but nowhere as dangerous as alcohol. Due to those concerns, they’re tightly regulating it. Currently, in the entire state of NY, there are only 10 license holders for a TAM of 20,000,000. And NYC is the world’s largest cannabis market. They’re creating an oligarchy. On the flip side, you have the shit show that is the California market. They chose the opposite approach, and clearly other state lawmakers like Illinois are learning from their mistakes. But even still you’ve got $50 premium prerolls there and people are buying it! But it’s kind of a tired boomer type argument. They try to pick apart the business without realizing just how much of a disruptor it is. I mean, people buy “premium” vodka, but it’s just 40% ethanol all made by the same distillery (in the US). The farmers may suffer as a result of a volatile commodity, but the CPG producers and top brands will survive through the ups and downs and good management will buy up depressed assets during down times. So, business as usual. The CPG companies have insatiable demand, booming sales, solid fundamentals, ownership of scarce licenses, now all we need is some form of law reform. All that in an 80% cash only market with no access to federal banking, and the annoying 280e tax issue. If they can manage to still generate FCF and borrow billions of dollars from private lenders despite all those regulatory hurdles, I’m content to wait. Where I agree with you is this isn’t a very long term investment. I may hold small positions of the biggest companies with house money, but my objective is to take advantage of hype cycles and skim profit in the way of ‘free’ shares. As for growing their own weed, anyone can grow it, but it’s a lot of work to grow it well. Most guys that grow their own weed and gifted it to me has been pretty bunk. I just kind of say “wow, it’s not bad.” And then toss is in the compost bin.

Mentions:#CPG#FCF
r/stocksSee Comment

In Canada CPG and SU are great

Mentions:#CPG#SU
r/investingSee Comment

No, literally every boomer I talk to is high on reefer madness and says the exact same thing. Regardless if it’s a commodity or not, it’s still a sound investment because it’s an untapped market. Basically a beautiful tax revenue stream that didn’t exist before. And one that just so happens to help people sleep better, or have a good time without waking up the next day with a splitting headache. We’re not investing in farms, we’re investing in CPG companies that produce a very desirable product that is growing in demand globally. You sure you’re not a boomer? Because you seem to like arguing over nothing. I provide you with facts, you provide opinions.

Mentions:#CPG
r/weedstocksSee Comment

Ya so I think TIlray is switching to "brands" as its pretty clear at this point that the market hates weed companies. With nothing in sight to stop the bleedout alot of these names will just continue to drill. Im thinking By Tilray trying to get exposure to the broader market by becoming a CPG company it gets attention of new investors. Just everything is trending down with no change incoming in the short to medium term. This is Tilray trying to do something. anything.

Mentions:#CPG
r/weedstocksSee Comment

The news is subjective whether that approach is the best. Investors wanted exposure to cannabis and each qt they become less and less of a company whose focus is Cannabis. (Both in their investments as well as their market share) Furthermore, Irwin mentioned not wanting to gamble on legalization, but he too is gambling that he’ll be able to flip the switch from a brewery to a cannabis producer. What does that process look like? Will many new licenses will be issued. Maybe? Maybe not? “Not relying on weed” begs the question, why am I here then? There are a lot more CPG & alcohol companies with much better fundamentals , that pay dividends. For my dollar, I want a company who is aggressive, focused, and creative. Diluting shareholders to buy “adjacent” business ain’t it for me.

Mentions:#CPG
r/weedstocksSee Comment

Just saying if you want a CPG company looks more like l’ than Tilray ever will. Success is another issue (for both companies)

Mentions:#CPG
r/weedstocksSee Comment

If Tilray a plan is now to become a CPG company mostly focused on beverage/booze I would rather invest in CGC

Mentions:#CPG#CGC
r/weedstocksSee Comment

Really? I thought this was a good interview. Tilray brands will be a CPG company, with cannabis as its central feature. US revenues, well there was failure in terms of legislation, that’s out of Irwin’s control. So they are pivoting to other avenues to bring in revenue and build brands. If what he said about German legalization in 4 months happens…. We’ll that’s a whole new market that tilray already has a foothold in. That being said, I’m done averaging down and have accepted that it may take a few years for cannabis to realize profits after this downward slide of a year.

Mentions:#CPG
r/weedstocksSee Comment

You’d be buying a CPG company, with a heavy lean towards cannabis. He’s pretty clear about that. And ya, imminent legalization bit everyone in the ass last February. I’d be pretty silent on that front, as well. Do you really see Biden legalizing?

Mentions:#CPG
r/weedstocksSee Comment

Thought I would give it a chance. This interview scares me. What are you buying, an alcohol, weed or general cpg company. I’ve heard some big claims from him in the past on US revenue and now seems to be silent. I guess you are betting on this company being a very well run large umbrella CPG company and I don’t think LPs have a good track record of lean management.

Mentions:#CPG
r/weedstocksSee Comment

Prices are great, metrics are even better. Review the balance sheets, margin profiles, and TAM for those three, then I would suggest comparing EBITDA multiples to other high-growth CPG categories. You’ll be pleasantly surprised.

Mentions:#CPG
r/weedstocksSee Comment

It took Canada 3 years for a liberal government to assume power and finally pass the law. Germany is a bigger country, with all kinds of slow moving parts, so I’d think it would take longer. Meanwhile the US market is very robust, CPG products are flying off shelves, and these companies will be printing profit long before it will ever be federally legal in the US. People don’t realize that individual states have a lot of power, and each state is like it’s own country. Right now, Curaleaf is operating in 23 states (imagine that as 23 small countries), and several European countries. Even the state of California’s economy isn’t too far off the GDP of Germany, and they’re already bringing in $4 billion in annual weed sales, and that’s a shitshow of a market. Imagine that actually streamlining? In my mind, it’s batshit crazy just how little attention the US market gets because they’re on shitty exchanges. Even the FL weed board publishes sales data. I spent an hour entering all that data in a spreadsheet. Sales grew by 80% yoy, but no one really talks about it. The sales growth charts inverse the stock performance charts! People don’t really see the monster that is growing in the US market. Why not just invest where the real money is being made? That’s the whole point of investing.

Mentions:#CPG#GDP#FL
r/weedstocksSee Comment

I disagree, though they certainly have had a number of short term headwinds and a massive amount of course correction to have taken place since Linton, the company is strategically organized to be an immediate behemoth when 1) CBD attains supplement status (or at least FDA guidance which retail chains are comfortable with) and 2) Recreational cannabis becomes federally permissible (when they can maintain their Nasdaq listing while operating in the U.S. THC market). Canopy immediately becomes the 6th largest MSO by revenue when they can enter the U.S. However, they still maintain the major advantage of having a national supply chain that is able to get their CBD/CPG products all across the nation and into retail outlets everywhere. No MSO or LP has anything remotely close to those capabilities. For those reasons I will remain invested into Canopy.

Mentions:#THC#CPG
r/weedstocksSee Comment

>“We are thrilled to be opening our 10th store in Pennsylvania, a continuation of our strategy of going deeper in our footprint and tailoring to individual state dynamics,” said Charlie Bachtell, Cresco Labs’ CEO & Co-founder. “With our CPG and wholesale focus, we’ve been able to take the top market share in Pennsylvania according to Headset. Adding additional fully-owned retail will support our brand building and provide more access to Cresco Labs’ amazing products for patients across Pennsylvania.” >Located in the borough of Ambler north of Philadelphia, the dispensary is a few miles away from the Pennsylvania Turnpike, a superhighway transporting thousands of people daily east-west across the state. Sunnyside Ambler resides in an area home to large facilities operated by major pharmaceutical companies, including Johnson & Johnson, Merck and Janssen.

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r/weedstocksSee Comment

I wouldn't compare Cannabis stocks to tech companies. Ultra-high goss margins in this industry mostly come from operating in limited license states with large populations, not low distribution/capital expenses like software companies. I'm more interested in which brands go on to become the CPG giants of this consumables category, and we are a long way from that with market caps below $10B. That means researching the financial performance and strategies of each company, finding good entry points and visualizing a future where these companies consolidate into blue chip giants at the end of this long runway (and we do have a long way to go in terms of geographical footprint and outcompeting the black market). It's definitely not the same as FOMOing a barely profitable tech company with a P/E ratio of 600 (unless you flipped Tilray in 2018).

Mentions:#CPG
r/stocksSee Comment

I think the same that it could fit well, however Unilever seems to be paying expensive price for it. And seems like most huge buyouts are usually ending poorly, so no wonder market did not like it. GSK portfolio of brands is quiet small as well too. They have couple toothpastes, vitamins and pain relieffs and that is pretty much it. For over 55 bilion. They could nearly buy whole Reckitt Benckiser for that ,that have a whole lot more stronger brands imo. But now with 4% dividend yield Unilever is in interesting place imo as stock. For safe CPG company this is quiet unheard in this market besides flops like Kraft Heinz. I did not liked Unilever as they stagnated last 5 years, but they are trying to turn it around by selling low margin brands ​ Not to mention deal doesn't need to go throught, seems like either GSK did not want to sell it and just spin it, or want to squeeze more $ from Unilever.

Mentions:#GSK#CPG