Reddit Posts
Looking to invest in weed stocks, need help dissecting the financials/business model of Entourage Health Corp. (formerly WeedMD, owns Color Cannabis, Saturday Cannabis, Starseed and Royal City Cannabis)
Looking to invest. What's you opinion on the financials of Entourage Health Corp? (formerly WeedMD, owns Color Cannabis, Saturday Cannabis, Starseed and Royal City Cannabis)
$CCMP CMC Materials, Inc., a brief look into this semi-conductor stock with an upcoming acquisition by Entegris (ENTG)
$CCMP CMC Materials, Inc., a brief look into this semi-conductor stock with an upcoming acquisition by Entegris (ENTG)
$CCMP CMC Materials, Inc., a brief look into this semi-conductor stock
Entourage Health estimates 2021 revenue of $54.8M
Entourage Health Corp. (ENTG.V) In talks with Redbull? Anyone know if there is any information on this and if this is valid?
Entourage Health ENTG.V Announces Preliminary Q3 Record Revenue of 14.7 Million and Confirms Financial Results
Overlooked stocks that supply growing industries
Entourage Health (ENTG.V) Launches Mary’s Medicinals Transdermal Cannabis Patches in Canada
Lesser-known stocks that supply popular industries
Entourage Health (ENTG.V) Launches Fire & Flower-branded CBD Softgel Product Line
Mentions
ENTG, 4063 and FN But they’ve already ran up
I've had some decent success identifying new assets with a custom gem on Gemini. I have no idea when to exit the positions though. Couple examples it's helped me pick about 3 months ago are: SNDK, ENTG, and ASML.
I bag held ENTG for so long and dumped it Friday. Naturally it’s up 10% so far this week.
With the chipmaker news I think the play is semi suppliers like AMAT, TSM, ENTG. Fuck trying to guess what NVDA and AMD will do. All the suppliers just got peace of mind for business in china
I have 100k sitting in ENTG and it’s not even up as much as SPY
ENTG is a bullshit, fraudulent stock
I knew the 🍎 presser would cause tickers in their production orbit to pop… I looked at AMAT said nah, MP said nah, TSM said nah, then put 80k into ENTG thinking it would be a hidden gem. Guess which ones are going shrek dildo and which one is drill team 6
A little contrarian and I’m willing to be patient on these - truckers: MRTN SAIA JBHT ODFL Everyone thinks European defense is the hot new thing. But HII has a much more room to move IMO. “Picks and shovels” is a theme that should continue to work: ENTG, URI, OKE, TMO, VMC
I have 280,000 shares of ENTG. Sometimes I think about it - most times I don’t.
Entourage Health Corp. (ENTG.V) Is up 200% today…is it going to keep going up?
TSM; Samsung; SK Hynix; MU; TXN; GFS; ENTG; MCHP and several other semiconductor IDMs and fabs have been awarded CHIPS Act Spending. Unlike INTC, most of these companies have a more impressive history of using funds efficiently and effectively. INTC isn't benefiting much more from CHIPS Act than many others - and because it is further behind, with larger ambitions than, TSMC and Samsung it is facing higher Capex just to begin to catch up - except both those companies are also receiving CHIPS Act spending. The EU and Japan are also pouring money into all these companies - and TSMC is again favored.
Entegris and Biden administration announce up to $75 million in proposed direct funding under chips Act to drive U.S. semiconductor manufacturing -ENTG
So does $sam still work with the Canadian LP ENTG after merger- what happens to them in this deal?
You looked at ENTG, KGC, ESI, JMPLY or UMICY?
ENTG 
Buy AMAT, TOELY, AMKR, ENTG, PLAB
Entourage Health Corp (TSXV: ENTG) just had their Chief Legal Officer Resign. Their debt negotiations are due Dec 8th. Effective resignation date is the 15th. Looks like ENTG might not be getting bailed out by the Liuna Pension Fund again.
Any thoughts on Entegris Inc (ENTG)?
Thoughts on ENTG and ACRE?
Calls on ENTG and ACRE? Reports look kind of good
Why ENTG.v up 30% with close to 300x volume as yesterday
Think more broadly. Every fab in the world uses the same tooling suppliers. ASML ($ASML), Applied Materials ($AMAT), and Tokyo Electronics ($TOELY, but it's OTC) are a few. Samsung is a little different, because they do as much of their stuff in-house - the majority of their tools are SEMES, which is a subsidiary, and isn't publicly traded. If you want to get even more granular, look at the OEs for the tooling. All photolithography and metrology tools need obscenely expensive lenses, and there are basically three companies that make them - Canon ($CAJ), Nikon ($NINOY, OTC), and Carl Zeiss ($CZMWY, OTC). All wafers are moved around a fab in something called a FOUP (Front Opening Unified Pod), which is a sealable, cleanable box with slots to hold wafers, that can be easily picked up by robots and humans alike. Entegris ($ENTG) makes them, among many others. Chemical suppliers is another huge one. Fabs go through massive amounts of chemicals; off the top of my head: sulfuric acid, hydrochloric acid, hydrofluoric acid, hydrogen peroxide, boron trichloride, isopropyl alcohol, and chlorine trifluoride. Any amount of that one is too much - it ignites *sand* FFS. Sulfuric acid mostly comes from petroleum processing; not sure about any of the others but I'm sure you can figure that out. Finally, if you want to get really dicey you could invest in real estate near the new fabs. Samsung's new plant in Taylor is particularly interesting, because Taylor is not a large town, and there's basically one road going to it from civilization - Highway 79, from Round Rock, a suburb north of Austin. Any housing with easy access to 79 is gonna be extremely desirable, but tbf there are tons of other factors around Austin real estate.
ENTG, NVDA and borderline AMD (still fairly valued) are all good plays.
None of these companies are cheap right now, even with the sell-off over the past 6+ months but they're all pretty solid businesses. All are around $15-$22B. ENTG - Specialty chemicals, filtration systems, and handling solutions for semiconductors and other high tech industries JKHY - Tech solutions and payment processing services for financial service organizations ANSS - Simulation software for engineering, electricity/power, fluids, etc. WST - Containment and delivery systems for injectable drugs and healthcare products
My three favourite stocks are trading at all time lows CLVS, ENTG and LFST, all great companies IMO. The stocks jumped last year around the same time as a few meme stocks and since then these have come right back down, for no good reason. Not financial advice, but I will buy more.. What are your thoughts on these??
They add value through the medical model as you mentioned. Canadian health care is majorly supported through benefits/insurance. The market is largely untapped - in BC alone the teachers union has 30k members and they are still denied to claim cannabis - they can only do it with CRA which is a marginal refund. The market for insured Canadians is big and ENTG has a significant relationship with LPF who is also a massive union in the states. What you may be seeing in the Canadian market is that all the lps with significant lenders ( BAT, ADT, STZ, etc.) are just bleeding cash. I said in another post - I’m not claiming ENTG to be the pure winner - I’m saying they are a significant player.
ENTG grows adult use revenue by $16mill in one year. Cogs and sga still sucks and has zero signs of slowing down. But both medical and adult use revenues grew for 2021. Can we say the same for canopy, hexo, acb?
Yeah, these bankruptcy posts are always really funny. ACB has us retail investors to supply infinite money for them. They wont go anywhere anytime soon. Its the smaller LPs, like SUGR, ENTG, AH and the like that are in serious trouble.
Thoughts on ENTG? ENTOURAGE HEALTH. \---- Big tx to trusted partner & strategic investor LiUNA Pension Fund for upsizing our credit facility w, addt’l $15M. Supports our goal to keep produc’g best u/StarseedCA u/colorcannabis_ products. Plus improves our liquidity w, non-dilutive financing
Year end financials for ENTG released after hrs today.
ENTG posted pretty good numbers, this drop in semis is sus
ENTG beat boys, might be good news for your semi leaps
Or sell canopy and buy ENTG.v they are actually likely to turn a profit by year's end and could be a nice 3 or 4x as they are currently priced for bankruptcy but that is unlikely given the labourers union is backing them.
have to be honest i have been very pro ENTG.V for awhile but they did two things last week that concerned me a lot - 1 they pushed back the earnings release and the second is they turned over their third of fourth CFO in the last 4 years - CFO's tend to stick around if they see value in their shares going up - the first few times I wasn't worried about as the industry was consolidating - but this time, given the revenue increases, did, I know the Labours union is essentially bankrolling this but share dilution is going to be an issue they don't break even
$ENTG.V cannabis, earning on the 1st of Apr. volume has dropped to about a tenth of normal - almost no one is selling book value .23 currently trading .075-.085 the last few weeks
I've posted two new semiconductor arbitage play DD's: **$CCMP CMC Materials, Inc., a brief look into this semi-conductor stock with an upcoming acquisition by Entegris (ENTG)** https://www.reddit.com/r/wallstreetbetsOGs/comments/tivmcp/ccmp_cmc_materials_inc_a_brief_look_into_this/ **Conclusion/TL;DR:** I don’t want to make this DD too long like my others, so I’m going to end my research here. Overall I think this is a good play for shares. The stock price of CCMP will be somewhat tied to the $133 per share cash combined with the value of Entegris stock, which you will recieve upon completion of the deal. There is also the upcoming ex-dividend which may drive up the price of the stock. There is also the However CCMP seems to be an interesting stock on its own, so I’m interested to see how things will turn out when acquired by Entegris. I might write a part 2 with research on Entegris. If you know any more information about this stock (CCMP or Entegris) feel free to comment. **$TSEM Tower Semiconductor Ltd., Intel/IFS has plans for a major acqusition of TSEM, merging the two foundries. There is a $5/10.42% upside if you buy TSEM at $48 per share.** https://www.reddit.com/r/wallstreetbetsOGs/comments/tjffzx/tsem_tower_semiconductor_ltd_intelifs_has_plans/ **Conclusions/TL;DR:** After doing this research, I have decided to buy some shares. With a 10.42% upside, and with Intel having a long history of its acquisitions going through, I don’t really see a downside apart from the risk of regulatory approval issues. If in the event the acquisition does not go through, TSEM has extremely strong earnings and a strong global foundry business, so I would not be amiss holding shares anyway. There is a risk of the stock declining if the deal does not go through, as it is currently buoyed by this news. But from what I can see, this is a strong opportunity to get 10% gains within 12 months. And I'm personally seeing a good chance of the deal going through given it has been announced and approved by Intel and TSEM, the only thing getting in the way is regulatory approvals. Looking at Nvidia's ARM deal, this is definitely a potential issue. But as I mentioned, Intel has a strong history of successful acquistions.
ENTG.V earnings in 12 days
ENTG.V - earnings date April 1st
ENTG.V - earnings date Apr. 1st, Cannabis sector close to earnings, volume has dropped well below average as no one is selling currently - one analyst .40 price target currently trading .08 book value .23 - they hit break even this will go profit by years end - lots of upside
ENTG.V shares - earning report on Apr. 1st - shares .075, book value .23 should have a shot at being close to in profit or in profit - book value .23 in the Cannabis sector - Revenue preview was 23.8 mil for last 1/4 which is more than double past 1/4, should the US eventually legalize that would be a massive catalyst but without it they are on verge of profit!
Thanks seems ENTG.V is listed in the US as ETRGF
ENTG entourage health, 54.8 mil in sales, should be close to profitable or profitable this year - growing sales, next earning report Apr. 1st volume has dropped significantly do to no selling and almost not short position to speak of
After Hours Losers $FTCH -2.6% $RELY -2.0% $VNO -1.8% $CVNA -1.8% $GPS -1.8% $TRIP -1.6% $ENTG -1.5% $SPT -1.5% $KBR -1.5% $KOS -1.4%
[Guess what](https://pbs.twimg.com/media/ENTG2gjUcAADrZB?format=jpg&name=small)
How did you know $ENTG would be a good play?
INTC does look like it had a recent dip lately so possibly a buying opportunity. ENTG is actually a supplier for them too. So if they do well typically so does ENTG.
I've mainly been trading tech and semiconductors. My strategy has been finding Ceos with a history of turning disasters around. I wait for concerns to happen and cost average on the dip. My largest gains have been with ENTG and ZNGA Entg will often dip a decent amount when investors are concerned but the company has been pretty consistent in coming through on earnings. Znga I got into due a large dip rather than ceo history. On this one I lucked out when the stock exploded upon an acquisition proposal. This appears to be more of a boom bust type of stock so I don't really recommend it unless you're some kind of pro day trader. I could have gotten into trouble with this one and it made me realize that I need to develope some kind of risk management strat. I also obsessively monitor my stocks from open to close wether I plan on trading or not. I feel like it gives me a better sense of its typical movement.
I present to you ENTG - one of the more controversial small caps. Three people on this thread arguing on this thread of 30+ messages. Good luck to George. Burn one down for reduced costs.
ENTG earnings, anyone playing?
ENTG.V still going up! This company has done more in revenue than market cap crazy undervalued. They just need to pay their debts like all weed companies right now.
Someone is buying Entourage today! ENTG.V or ETRGF
>CHALF What are you on about? CHALF: $0.27/share, ENTG: $136.78/share
my pardon, ENTG's revenue was only 25% higher last 1/4, Chalf has 1mil cash/cashequives. in bank - so two to three more 1/4's of operation, like I said ETNG recently added Canada's second largest province to there operations - which is a approx 50% increase in potential product users - now that will take some time to realize as they are a little late into that market - they have a nice mix of respected product lines though which should help. - not pumping - just comparing - both are smaller when looking at the big guys but as I stated I prefer ENTG to Chalice - will be interesting to see over the next 4 1/4s
I'll Stick with ENTG, a third the price, double the sales, sales in medicinal/medical direct to customer and recreational, own extractor - expanded into Canada's second largest market by Pop. late last 1/4 growing revenues the last x number of quarters and 40 times the cash on hand - not a financial advisor do your own DD! But just saying!
Yeah, looked like it from the start. Don’t really know the depth of LPF’s coffers but as the interest rate suggests - somebody is making money. Just hope the cost of capital doesn’t allow ENTG to fully realize their upside. Hurts to see these high rates though.
Agree it's a net positive, but I do find ENTG's pricing to have gotten a little out of hand. I've switched to shares over options now. At current price it is again a compelling value.
Yo /u/Thereian, What do you think of ENTG's merger with CMC Materials? To me it is positive, but the stock reacted negatively into opex. I took the opportunity to buy some $135 Jan 22c.
WeedMD is up 6% on Canadian side and 16% on the American ticker... What the hell is going on there? ENTG.V /ETRGF
Recent Rating and Price Target Changes Canopy Growth Corporation (TSX: WEED) (Nasdaq: CGC) started to be covered by Barclays with an Equal Weight rating and a $14 (USD) price target Cronos Group Inc. (TSX: CRON) (Nasdaq: CRON) started to be covered by Barclays with an Underweight rating and $5.50 (USD) price target Entourage Health Corporation (TSX Venture: ENTG) received a price target cut from Canaccord Genuity. The broker-dealer lowered the price target to C$0.40 from C$0.60 Auxly Cannabis Group (TSX: XLY) (OTC: CBWTF) received a price target cut from Desjardins Securities. The broker-dealer lowered the price target to C$0.60 from C$0.75 MediPharm Labs Corporation (TSX: LABS) (OTC: MEDIF) was downgraded and received a price target cut from Canaccord Genuity. The broker-dealer changed the rating to Hold from Speculative Buy and lowered the price target to C$0.25 from C$0.70 Aleafia Health Inc. (TSX: AH) (OTC: ALEAF) was downgraded and received a price target cut from Raymond James Financial. The broker-dealer changed the rating to Market Perform from Outperform and lowered the price target to C$0.50 from C$0.90 Aurora Cannabis Inc. (TSX: ACB) (Nasdaq: ACB) received a price target hike from MKM Partners. The broker-dealer raised the price target to C$8 from C$7
ENTG they make the gas processors for silicon chip manufacturing
*pokes WMD/ENTG with a stick* 🧑🦯..
ENTG.V on the venture or ETRGF for Americans
Most weedstocks are making some sort of move green in the last week but ENTG just continuing down to 0. I have a small bag on it but i thought maybe i could lighten it up a bit. I guess not. I even hate the new name. I'll just keep looking at my Trul shares to feel better i guess.
I would stick with the ones you mentioned and add TMO and ENTG; “shovel” plays for the healthcare and chip industry, respectively. Disney, because never bet against the mouse! Good on you for helping to encourage your daughter to invest at an early age! Wisdom is the only path to building and preserving generational wealth.
Yeah, OGI and LABS moved a hair, no reason why ENTG doesn't...
Yep. Not even a nickel (just a mere two cents). Bought DN.TO at $0.37 CAD and sold at $0.39 CAD. Just to say I made a profit ($150). That, while watching as I lose thousands on ENTG.V, VRNO.CN, and SOL.CN lol.
Entourage Health Corp. (ENTG.V) (formerly WeedMD) , Are lifeboats needed ?
ENTG should go up with the sector. 3 Quarters of revenue growth. High risk high reward stock though due to their ability to pay off debt.
ENTG third quarter in a row with revenue growth.
ENTG.V let this gamble pay off.
Market cap is only a couple million off annual revenue. Not different going on at ENTG. It’s higher risk due to debt and only 15m cash so expect some more volatility then the rest. But don’t compare it to the big market caps - apples to oranges
What the hell has happened to WeedMD, (ENTG. V) its down way more than the rest of the sector over the last 3 weeks.
I hope there is a prayer for ENTG.V (formerly WeedMD) ... a buy out, positive quarter, whatever ...
Any thoughts on Entourage Health (ENTG)? Sitting at a 3 year low and last quarter financial report seemed promising
I noticed that all the stocks you've posted (TMO, AAWW, ENTG to a much lesser degree) Had large fluctuations along with massive volume on Friday. Any ideas on what's going on?
Damn dude. Just looked at your ENTG post from a year ago, well that aged well! Im in! If you really want to throw me a bone i would really love to learn more about your process, how you find and filter ideas and how you find these glorious plays! Either way nice dd!
ENTG looks very overpriced. Most of the semiconductor equipment manufacturers have low PE e.g. AMAT, LRCX, KLIC, UCTT ENTG has PE similar to ASML which has the monopoly in the market. Does ENTG has similar market dominance?
Thanks - will take a closer look at ENTG and TMO. The main issues I've had in the past with suppliers are the cyclicality and somewhat commodity nature of suppliers, i.e, most compete on price - there is no product differentiation. Also the supplier shouldn't be focused on only one or two large buyers and a drop in orders / demand leads to a big loss in revenue.
Thanks for the recognition and sharing. I don't have much to add for the moment, but I can confirm that ENTG and TMO are still 2 of my 3 largest holdings at the moment. They may even be the top 2? It's close! I'll definitely monitor this thread for more opportunities. (As a side-note, you can see my [recent DD on AAWW](https://www.reddit.com/r/wallstreetbets/comments/pottj2/dd_atlas_air_aaww_is_laughably_undervalued_and/), but that does not follow this investment philosophy.)
ENTG.V is so cheap. This company made 2 biomass deals in the past 2 weeks. Can’t wait to see what happens long term.
ENTG.V is flying under the radar
ENTG - underrated.
Anyone buying ENTG or XLY? I think both are highly undervalued.
Entourage (ENTG. V) formerly WeedMD is trading at their yearly revenue for Market Cap... Completely ignored and undervalued stock.
I'm a small time, yolo $1000 in one stock kind of guy. Bought 700 worth of MVST-didnt have 1000 in app at time- at 11.74. Sold at 14 today. Made about $100. Decided to add 600 into app. Put $1300 into ENTG penny stock at $0.26. It ended day at $0.2750 so im hoping itll keep rising 🤞🤞🚀🚀🚀🚀
TA Fag here - AMBA, MAXR, ENTG, TER, all the same. Small Cap Growth. Guess what, inflation up, will be until the FED decides to intervene. Until then the risk of borrow is NONE, and the inflation risk means debt today is nothing tomorrow. So until the world caves in, it means dinky companies with good growth potential. MAXR rating down boo-hoo look at the cup-and-hand on the weekly and question then. Same to all other Russel 100000000 Growth Stocks. Cheap money with inflation == funk its! So find your dinky little signal that says buy now, and hold until Powell says "maybe perhaps we might consider rate changes possibly sooner than later"
rolled some hood profits into AMD and ENTG.
WeedMD name change to : Entourage Health Corp (ENTG) .
Sick 🤘dividends are so awesome. Btw what’s their price target for ENTG again?
I agree with the mentality behind ENTG. Back the people behind the scenes and regardless of who actually wins, you win. Selling shovels in a gold rush. That's why I like plasma processes and nano materials. PyroGenesis (PRYNF) and HPQ Silicon Resources (HPQFF) are sister companies. PyroGenesis has several different sub-units that specialize in different plasma fields: plasma torches, plasma waste processes, and high-temperature metallurgical processes. Their sister company HPQ creates nano-silicon materials and nanowires. Plasma and nano-tech are still in their infant years and there is a lot of growth to come. In addition PYRNF is on a solid price trend up, and while HPQFF seems to be very slowly falling it is too cheap to pass up. These are my early entry long shots.
**ENTG** \- Semiconduct manufacturing **supplier**. They supply all major players. Lots of battles going on in this industry but no matter who wins (Taiwan Semi, Intel, etc) they get paid. And all of the investment that Intel and Taiwan Semi are making to build billions of dollars worth of FABs? Yeah, Entegris will get their chunk of that money. They sell the equipment upfront and the consumables going forward. Truly a fantastic company, I've owned since 2009 and am still completely bullish. **TMO** \- Similar to the above philosophy. Lots of expensive cell and gene therapy companies out there, those are high risk. But there's a low-risk high-reward play: Thermo Fisher. Just like ENTG in the example above, Thermo is a supplier to the whole industry. While those biotechs remain unprofitable, the suppliers are getting paid and Thermo is making absolute bank in a rapid growth industry and yet it trades at a PE of 20...absurd. It'll double or triple in a couple years. I'm an engineer focused on raw materials, so I'm a bit biased but I have seen suppliers make money hand over fist while the companies buying these things are burning cash or barely scraping by. Thats what drove me to look in to high-moat suppliers in the first place and I will continue to.
Why not go for those that support them, like ENTG?
What do you think about $ENTG for semi's? Thanks for the insight, I'll check out your DD's
AAPL calls expiring worthless. (Fuck you Timmy) CVE calls down %50 ENTG calls going to expire worthless next week QS puts were panic sold. But I made 10% on some FD's today so I have that going for me which is nice. Portfolio down 40% and counting 🤡
ASML for more medium term (outfitting new fabs with equipment), and ENTG for long term (selling consumables). They both crossover in to equipment and consumables but the above is the general trend. Between the two, I view ENTG as the better bet given the forward-looking nature of the market.