Sign up or Log In

show sort by

You are not eligible to view 9 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
11	member 10/25/19 6:00AM Re: Anyone like these bonds at 65? 10
i just started looking at this - but given the equity cushion is only $130mm (book equity) or $120mm (at market) versus total debt of what $1.4bn, that's not much of a cushion. also given... login to read the rest 1 view available tags
9	member 6/25/19 3:53PM Re: monetization strategy 8
On the cannabis side there are a myriad of public comps - the big LPs trade for north of 10-15x 2020 revenue; the average across the Canadian space is 5x forward; we've applied this multiple... login to read the rest view available tags
5	member 10/10/18 9:27AM Re: questions 4
Right now CWEB and CVSI are #1 and #2 in CBD with a HIGHLY fragmented base after that - CBD is a TAM play...our discussions suggest consumer awareness is ~5% in the US so as... login to read the rest view available tags
2	member 9/25/18 7:36PM Re: CIG and Criticality 1
Criticality was acquired late 2017 - $7MM for a 40% stake with the option to acquire a controlling stake after 3/31/2020 - hard to speculate, but given our outlook for this business, we think very... login to read the rest 1 view available tags