Publicly-traded Cannabis Industry Companies

[mcorliss]

Several people have PM’d me asking to make this topic a stand-alone thread instead of embedded in recent Rolex vs BitCoin thread...so without further ado, here it is, discuss amongst yourselves. There are an awful lot of Daytonas to be made investing in the exploding Global Cannabis Industry.

If you want to speculate in an area with explosive growth potential and with solid financials, look at one of the top three publicly-traded Canadian Cannabis companies: Aphria Inc, Canopy Growth, and Aurora Cannabis (each with existing market values between $1.5-2.5 Billion). Their stock prices have already tripled this year, and will likely do the same in 2018 when Recreational Adult-Use Cannabis is finally launched in Canada before Summer 2018.

They are already the largest Medical Cannabis companies in the world and have even begun shipping products into Germany, Italy, Australia, Argentina, Uraguay, Mexico, and many other countries legalizing marijuana nearly every month. The U.S. is woefully behind the curve on Cannabis, and that gives Canadian companies like Aphria Inc. a huge first-mover advantage in establishing key supplier/client/customer relationships and developing recognizable brands. Constellation Brands (maker of Corona, Svedka Vodka, Kim Crawford Wine) has already made a $200MM investment (with warrants to purchase another $200MM) in Canopy Growth to produce Cannabis beverages. Look for other multinationals from the beverage, tobacco, and candy industries to make additional large strategic investments or outright acquisitions in the aforementioned three companies.

Constellation brands (maker of Corona, Modelo, Svedka Vodka, Kim Crawford Wines, etc.) was the first multinational to make a major investment ($200MM with warrants to increase to $400MM) in a competitor (Canopy Growth), but that is just the starting point as other major beverage/tobacco/food/candy industry multinationals will follow suit on picking off the top Cannabis Cos with large footprints. Constellation Brands is already up 40% on their investment in about 6 weeks, and they haven’t even started collaborating yet. Once they do, the potential is outstanding. The same is in store for Aphria Inc. and Aurora Cannabis too.

The whole Cannabis and Industrial Hemp industry is expected to be THE fastest growing industry over the next 5-10 years. Personally, I’ve already made a lot of money with several Cannabis companies since April, and still have very significant exposure via Aphria Inc. shares (APHQF - OTC).

2018 is going to be an interesting ride for both...publicly-traded Cannabis companies and BitCoin...although, I expect them to travel trade in completely opposite directions, and because of that, I prefer to place my money on the side with actual fundamentals and the protection of government regulation. What say you?