TRansaction entre ACB et CMED ce matin, ACB qui achète CMED pour envrion 1 Milliard $. LA consolidation dans le secteur ne fait que commencer.
En ce qui concerne $CANN.c, il reprend de la vigueur ce matin, je crois que nous sommes proche de plusieurs annonces importantes…
C’Est ce qu’on appelle avoir des couilles d’acier.
Hedge fund says cannabis stocks will either collapse or we should all move to Canada and grow pot
Lakewood Capital Management, led by Anthony Bozza, revealed short positions in Canopy Growth and Aurora Cannabis, according to the firm’s fourth-quarter investor letter sent Wednesday and obtained by CNBC. The firm has about $5 billion in assets under management.
Bozza estimates that Canopy Growth’s production capacity can be recreated for less than 150 million Canadian dollars and Aurora’s for CA$100 million. Canopy Growth’s market cap is around CA$6.6 billion, while Aurora’s is CA$6.2 billion.
Excellente nouvelle de Santé Canada pour $CANN.c
January 25, 2018 Ottawa, ON Health Canada
OTTAWA - Health Canada is introducing two targeted changes to the physical security requirements under the Access to Cannabis for Medical Purposes Regulations (ACMPR) that must be respected by licensed producers (LP) of cannabis for medical purposes.
Health Canada has drawn on four years of experience, and nearly 1000 physical inspections of licensed producers, to determine that the current requirements for physical security under the ACMPR, specifically the requirements that licensed producers maintain a high-security vault for the storage of cannabis products and that areas where cannabis is grown be under constant visual surveillance, do not align with the existing evidence of risks to public health and safety. Since the licensing of the first federally licenced producer in June 2013, Health Canada has not had any cases of diversion of cannabis to the illegal market.
Effective immediately, licensed producers will no longer be required to meet the vault and storage measures outlined in the existing Directive on Physical Security Requirements for Controlled Substances. Instead, licensed producers will be required to store cannabis within a secure area of their facility. This area must be secured with physical barriers, an intrusion detection system, and 24/7 visual monitoring and recording capability. A record of the identity of every person entering or exiting the storage area must be kept, and access to those areas must be restricted to those whose presence is required by their work responsibilities.
In addition, licensed producers will no longer be required to maintain 24/7 video surveillance inside the rooms where cannabis is being cultivated, propagated or harvested. All access points to cultivation, propagation and harvesting rooms will, however, continue to be subject to 24/7 video surveillance and recording in order to record all entries and exits.
Licensed producers will need to continue to meet all the other robust, multi-layered physical security requirements outlined under the ACMPR, namely securing the perimeter of their site in a manner that prevents unauthorized access, ensuring that this perimeter is visually monitored at all times and that intrusion detection systems are installed and operate at all times. All indoor areas where cannabis is present will continue to require physical barriers that prevent unauthorized access, intrusion detection systems, visual monitoring and recordings, and restricted access and entry and exit logs. Strict inventory control measures and regular reporting of cannabis production, inventory and shipments to Health Canada will continue to be required and verified during Health Canada’s inspections of producers, providing another important regulatory control to ensure that cannabis is not diverted to the illegal market.
Finally, licensed producers and applicants must continue to meet all other requirements under the ACMPR, which represents one of the most robust frameworks in the world for ensuring effective control and regulation of the production of cannabis for medical purposes. In addition to security requirements, the ACMPR includes requirements for Good Production Practices, which help provide individuals with access to quality-controlled cannabis for medical purposes. Compliance is verified during inspections by Health Canada inspectors.
The introduction of these two targeted changes will help ensure that the physical security requirements imposed on licensed producers continue to align with the evidence of actual risks to public safety and do not impose an unjustifiable burden on regulated parties. These changes follow several improvements that Health Canada introduced in May 2017 to streamline the application process for issuing production licenses and enable increased production of cannabis for medical purposes under the ACMPR.
Health Canada will continue to work closely with patients, patient advocates and licensed producers to identify and act on opportunities to improve access to cannabis and service to Canadians.
puis je vous demander des conseils sur investissement ou serait-ce malvenu? débutante en investissement et sur ce forum; pouvez vous m’aiguiller?
Bonjour Julie,
Le forum a été créé afin de partager des idées d’investissement entre les membres. Je te suggère de lire et de t’assurer de bien comprendre les entreprises dans lesquels tu considéreras investir éventuellement, c’est la base d’une stratégie gagnante!
Si tu as des questions plus générales sur l’investissement, je te suggère de les poser dans: La Cuisine Espace MicroCaps - Discussions ouvertes ou d’utiliser l’outil de recherche en haut à droite afin de trouver le sujet spécifique qui correspond à ta question.
Merci pour votre réponse. Je vais commencer par là.
L’industrie du Cannabis plus grande que celle du Tabac et de l’Alcohol réunis
Un autre takeover dans le secteur pour une valeur de 826M$
Aphria to acquire Nuuvera at $8.50 a share
2018-01-29 07:21 ET - News Release
See News Release (C-APH) Aphria Inc
Mr. Vic Neufeld of Aphria reports
GLOBAL LEADER IN MEDICAL CANNABIS CREATED BY APHRIA AND NUUVERA COMBINATION
Aphria Inc. and Nuuvera Inc. have entered into a definitive arrangement agreement, pursuant to which Aphria will acquire, by way of a court-approved plan of arrangement under the Business Corporations Act (Ontario), 100 per cent of the issued and outstanding common shares (on a fully diluted basis) of Nuuvera. The combined company will leverage Nuuvera’s extensive international network and best-in-class manufacturing practices to become the pre-eminent global supplier of premium cannabis. The acquisition brings an already successful partnership between Aphria and Nuuvera under the Aphria brand, reducing costs and providing the potential to unlock greater economic value from future production. The transaction has been unanimously approved by the board of directors of each of Aphria and Nuuvera and is supported by the management teams of both companies as well as significant shareholders of Nuuvera. The transaction values Nuuvera at approximately $826-million.
Transaction rationale
Creates the global leader in the international medical cannabis market: Aphria will leverage Nuuvera’s numerous relationships in Germany, Italy, Spain, the United Kingdom, Malta, Israel, Lesotho and Uruguay. Combined with Aphria’s existing agreements in Australia, the combined company establishes a leading international footprint among Canadian licensed producers and expands Aphria’s processing and manufacturing capabilities globally.
Combines complementary, best-in-class core competencies: The acquisition of Nuuvera bolsters Aphria’s recent accretive and value-add transactions, including Broken Coast Cannabis, proud producers of small-batch, premium-quality British Columbia bud. Nuuvera’s expertise in extraction, distillation and processing of advanced medical-grade derivative products supported by Aphria’s low-cost, high-quality cultivation to scale unlocks greater economic value for the combined company. The acquisition expands upon the existing strategic relationship between Aphria and Nuuvera, established through multiple off-take agreements. As a result of the transaction, Aphria will capture the retail margin of the 77,000 kilograms of cannabis originally earmarked for these agreements. The combined company will unlock greater economic value from future production, including expectations of realizing supply chain efficiencies, cross-selling and up-selling to customers through a broader product portfolio, developing a more diverse customer base, integrating operations and controls, and implementing best practices.
Adds highly experienced and complementary management team: Aphria will benefit from Nuuvera’s highly experienced, global management team and the international expansion opportunities it has secured at an accelerated pace. Nuuvera’s reputation for offering the highest quality in purified cannabinoid products has set it apart from its competitors. The Nuuvera management team will play a meaningful role within the combined company going forward.
Provides access to state-of-the-art testing and extraction facilities: The combined company, through Nuuvera, has access to the only stand-alone Health Canada GMP-approved facility that is authorized and dedicated under its controlled drugs and substances licence to conduct commercial scale activities with respect to cannabis and cannabinoids. This state-of-the-art medical laboratory enables Nuuvera to maintain the highest standards by adhering to both Health Canada and Food and Drug Administration pharmaceutical GMP guidelines, ensuring product safety, quality and efficacy.
“The combination of Aphria and Nuuvera creates a true global leader in medical cannabis with excellent potential for growth and value creation,” said Vic Neufeld, chief executive office of Aphria. “This transaction, which builds on a long-standing relationship between the two companies, brings together our top-tier ability to grow high-quality cannabis at a low cost with Nuuvera’s expansive international network, expertise in processing and access to industry-leading technology. I am thrilled to welcome Nuuvera to the Aphria family and I am confident they will play a significant role in our continued success.”
Lorne Abony, CEO of Nuuvera, said: “The transaction provides our shareholders with significant value for their investment in Nuuvera and the opportunity to participate in the significant upside of the combined company. As part of Aphria, we will have access to every tool we need to open key international markets and execute on our growth plan as part of a stronger, well-resourced global cannabis leader.”
Transaction summary
Under the terms of the arrangement agreement, Aphria will acquire all the issued and outstanding common shares (on a fully diluted basis) of Nuuvera for a total consideration of $8.50 per Nuuvera share, representing a total transaction value of approximately $826-million. Nuuvera shareholders will receive $1 in cash plus 0.3546 of an Aphria share for each Nuuvera share held which, based on Aphria’s 10-day volume-weighted average price of $21.15 for the period ended on Jan. 26, 2018, equates to $7.50 of value per Nuuvera share. Aphria expects to issue up to approximately 34 million shares in connection with the transaction, representing approximately 20.8 per cent of the currently issued and outstanding shares of Aphria on a non-fully diluted basis. The transaction is expected to be accretive to Aphria on an earnings basis in its first full fiscal year.
The transaction consideration of $8.50 per Nuuvera share represents a 30.5-per-cent premium to Nuuvera’s 10-day volume-weighted average price of $6.51 for the period ended on Jan. 26, 2018.
Upon closing of the transaction, Nuuvera shareholders will own approximately 14.8 per cent of the combined company, assuming the closing of Broken Coast Cannabis Inc.
The deal remains subject to certain other customary closing conditions for the benefit of Aphria, including the conditional approval of the Toronto Stock Exchange, applicable regulatory approvals and the satisfaction of certain customary closing conditions.
The transaction is subject to the approval of the Superior Court of and is subject to the approval of two-thirds of the votes cast by Nuuvera shareholders (as well as a majority of the minority shareholders of Nuuvera), receipt of required regulatory approvals and other customary conditions of closing. Aphria has secured irrevocable hard lock-ups from shareholders of Nuuvera to vote in favour of the transaction and also holds an approximate 6.5-per-cent interest in Nuuvera. Collectively, the shares subject to these lock-ups represent, together with the Nuuvera shares already owned by Aphria, approximately 57 per cent of the currently outstanding Nuuvera shares and over 50 per cent of the minority shareholders.
The board of directors of Nuuvera unanimously recommends that Nuuvera shareholders vote in favour of the resolution to approve plan of arrangement, which is expected to be subject to a special meeting of shareholders held in March, 2018. The board of directors of Nuuvera has obtained a fairness opinion from Canaccord Genuity Corp. that, as of Jan. 28, 2018, and subject to the assumptions, limitations and qualifications on which such opinions are based, the consideration to be received by Nuuvera shareholders is fair, from a financial point of view, to such shareholders (other than Aphria). The board of directors of Aphria has received an opinion from Cormark Securities that, as of Jan. 28, 2018, and subject to the assumptions, limitations and qualifications on which such opinions are based, the consideration to be offered by Aphria is fair, from a financial point of view, to Aphria.
The arrangement agreement between Nuuvera and Aphria provides for, among other things, a non-solicitation covenant on the part of Nuuvera, as well as a provision that entitles Nuuvera to consider a superior proposal in certain circumstances, and a right in favour of Aphria to match any superior proposal. Nuuvera is not permitted to terminate the arrangement agreement as a result of a superior proposal. If the arrangement agreement is terminated in certain circumstances, including if Nuuvera enters into a definitive agreement with respect to a superior proposal, Aphria is entitled to a break-fee payment of $25-million. The transaction is currently expected to close in April, 2018. The transaction will not impact the completion of the prospectus offering of units of Nuuvera that was announced on Jan. 24, 2018.
Further information regarding the transaction will be included in Nuuvera’s management information circular to be mailed to Nuuvera shareholders in advance of the special meeting and in Nuuvera’s material change report in respect of the announcement of the transaction, each of which will be filed with the Canadian securities regulators and will be available at SEDAR.
Financial and legal advisers
Clarus Securities Inc. provided strategic advice on the transaction. Stoic Advisory Inc. acted as financial adviser and Stikeman Elliott LLP acted as legal counsel to Aphria. Cormark Securities Inc. is providing a fairness opinion to the board of directors of Aphria.
Canaccord Genuity Corp. acted as financial adviser and Norton Rose Fulbright Canada LLP acted as legal counsel to Nuuvera. Canaccord Genuity Corp. provided a fairness opinion to the special committee of the board of directors of Nuuvera.
Conference call information
Aphria and Nuuvera will hold a conference call on Monday, Jan. 29, 2018, at 9:30 a.m. ET to discuss the transaction. Interested participants may take part by dialling 888-231-8191. A replay of this call will be available until March 1, 2018, by dialling 855-859-2056 with the passcode 9287699. The conference call is accompanied by an investor deck which can be downloaded at the Aphria website.
Aphria has a good thing growing.
About Aphria Inc.
Aphria, one of Canada’s lowest-cost producers, produces, supplies and sells medical cannabis. Located in Leamington, Ont., the greenhouse capital of Canada, Aphria is truly powered by sunlight, allowing for the most natural growing conditions available. Aphria is committed to providing pharma-grade medical cannabis, superior patient care while balancing patient economics and returns to shareholders.
GROSSE NEWS POUR $CANN.c
Vancouver, B.C. / TheNewswire / January 29, 2018 - HERITAGE CANNABIS HOLDINGS CORPORATION (CSE: CANN) ( "Heritage " or Company ") is pleased to announce the commencement of Phase 2 construction, and a creation of a three-person Advisory Board.
Heritage’s 75% owned subsidiary, PhyeinMed Inc. (“PhyeinMed”) a Health Canada late stage applicant under the ACMPR (Access to Cannabis for Medical Purposes Regulations), has begun its Phase 2 build out of a new 41,400 sq ft facility at their Falkland, BC location. This new build is 3,400 sq ft larger than originally planned, and is in addition to their existing 15,500 sq ft facility, which is scheduled for completion in mid-February. It is expected that the construction of Phase 2 will be done by late Spring 2018, with cannabis production beginning June 2018. Upon completion, the production capacity of Phase 1 and 2 will be in excess of 4,000 kg of cannabis flower.
Jagdip Bal, CEO of Heritage commented “Our Falkland project is progressing according to plan, and we have our sights set on completing both the Phase 1 build and evidence package for Health Canada on-time. Additionally, we would like to applaud the new regulations by Health Canada allowing for reduced specification on security requirements, and in anticipation of the proposed regulations for adult use cannabis, adjustments were made regarding our security requirements with huge savings by not committing to a vault but instead a secured storage area has been built.”
The Company would also like to announce the creation of a newly formed Advisory Board. Joining this new board are Michele Cadario, Bob Simmonds, and Debra Senger.
Ms. Cadario is the former Deputy Chief of Staff for both Premier Christy Clark in British Columbia, and the Office of the Prime Minister of Canada. Currently, Ms. Cadario is the Principal of VANGAURD Strategy, a communications and public relations firm, Ms. Cadario has also held senior positions in Canuck Place Children’s Hospice and the BC Liberal Party.
Mr. Simmonds is a retired RCMP Inspector, after a career which spanned over 36 years, with particular focus in Alberta, targeting illegal marijuana grow operations. He is a trained security expert surrounding marijuana cultivation, and has conducted training seminars, lectures and presentations both within and outside of the law enforcement community. Mr. Simmonds comes from a distinguished law enforcement family as his father Robert Henry Simmonds, OC was the 17 th Commissioner of the Royal Canadian Mounted Police, serving from 1977 to 1987.
Ms. Senger is the President & CEO of PhyeinMed Inc., a 75% subsidiary of Heritage. The Company has continually relied on Ms. Senger’s significant knowledge of the cannabis industry and her guidance as PhyeinMed created their expansion plans.
“I am very pleased with the creation of this new Advisory Board. Being able to add quality people like this to our management team, both furthers our ability to execute on our aggressive strategies, and better validates our position as future leader in the cannabis industry in Canada.” stated Clint Sharples, Chairman of Heritage.
About Heritage Cannabis Holdings Corporation
The Company is currently listed as a marijuana issuer having a 75% interest in PhyeinMed Inc, a Health Canada late stage applicant under the ACMPR (Access to Cannabis for Medical Purposes Regulations). It is a parent and development company with strategic plans to continue to acquire Cannabis related companies.
Disons que c’est pas pire d’avoir l’ancienne chef de cabinet de Paul Martin et de Christy Clark sur le advisory board 
Et une production de 4000 Kg de Cannabis pour débuter ce qui se transmet on 40M$ de ventes à un prix de 10$ le gramme. L’expansion est de 10x la capacité actuelle donc à terme on parle de ventes de plus de 400M$ par année. Faites vos devoirs !
tu prends ton prix de 10$/g où?
le gvnt du Québec a indiqué que le prix de détail allait se situer entre 6$et 10$/g au détail donc je vois mal comment le producteur va se faire payer ce prix là.
As-tu du détail là-dessus? (autre province, récréatif vs médical)
Faut toujours prendre les propos du Guru avec un grain de sel…
Il plug des bons titres au bons moment (quand la machine a promo embarque, et que ses multiples alias/amis se mettent a pluger les memes titres sur pas mal tous les forums d’investissements qui existent)
haha merci!
je sais que je ne prends pas mes chiffres au bon endroit (marché noir) mais actuellement une livre de pot se vend environ 1500$ (3$ par gramme) donc pas besoin de vous dire que l’estimé de notre ami ici est pas mal dans le champ, il ne se vendra pas de pot légal plus cher que le marché noir sinon les gens continueront d’aller voir leur dealer… je suis conscient que comme le vin, des sortes seront plus chères que d’autre mais en moyenne, le prix ne sera JAMAIS de 10$/g pour le producteur,
@Luc C’est pas toi qui avait traité $UMB.c de Pump & Dump quand je l’ai callé à 0.025$ ? J’attends toujours la ‘dump’.
Voilà d’où je prends le 10$ par gramme:
C’est vrai que ca sera le prix de détail mais les producteurs auront la grosse partie du gâteau, Probablement un prix de vente en gros autour de 7$ ce qui se traduirait quand même par 280M$ en ventes à 40 000$ KG de production par année ( à terme une fois l’expansion de 420 000 pieds carré complété)
oui ca devait être moi…
Je sais que tu as de bons contacts et que ton groupe de promo est bien rodé. Et a se fourrer le nez a gauche et a droite c’est bien normal que vous êtes sur de vrais coups a l’ocassion…
Mon probleme avec toi c’est ton approche citation exubérantes pour attirer les autres “investisseurs” a la recherche de profits facile (genre: GROSSE NEWS LA SEMAINE PROCHAINE, DERNIERE SEMAINE POUR CE PRIX D’AUBAINE, FUTUR 10 BAGGER, …)
Mais bon c’est le nerd de la guerre et c’est ca le venture, on récrira pas l’histoire ici!
J’ai aucune doute que tu fait de fort profits mais c’est avec ton approche que j’ai un probleme. On peut en discuter autour d’une bière!
serieux 7$ LOOOLLL
à ce prix là, le gouvernement va perdre de l’argent avec les coûts liés à la commercialisation. Je ne crois pas que tu sois conscients du marché et de son exploitation. Tu parles comme si les gens n’avaient pas d’alternative pour s’en procurer… Le prix va être dicté non seulement par le gouvernement mais par la compétition externe (marché noir) si je peux me procurer ca pour la moitié du prix, qu’est-ce qui justifie que je sois attiré d’aller en acheter légalement? Je préfère payer moins cher pour le même produit.
tu peux pas vendre ton produit 2-3 fois plus cher parce qu’il est légal et espérer que tout le monde va aller se le procurer chez toi. Dès que ca va être légal, les prix au noir vont encore baisser et il y aura une pression sur le légal pour baisser le prix mais je maintiens que 7$ le G est encore beaucoup trop cher dans ton estimé
il faut que tu comprenne que le gvnt s’attaque à une machine très bien rodé. Les consommateurs récréatifs actuels de cannabis ont déjà leur contact pour en avoir et inquiètes toi pas que leur dealer feront tout pour continuer à leur en vendre et ne pas perdre leur business. Si on veut détruire le marché noir, les prix devront être agressifs pour que le marché noir ne soit pas capables de produire à ce prix profitablement.
my2cents
Le marché médical roule sous le règlement ACMPR depuis 2014 et 7$ le gramme est le prix moyen qui prévaut et ça fonctionne bien. On s’entend que niveau qualité tu ne peux pas comparer le produit de la rue par rapport aux producteurs légaux qui ont des strictes contrôles de qualité. Au Colorado le prix moyen avant taxe était de 7$ US environ et il y a eu 1 Milliard $ en ventes pour les 8 premiers mois de 2017. Le Colorado a une population de 5M d’habitants donc ca te donne une idée de ce qui s’en vient au Canada. C’est comme les cigarettes indiennes de contre-bande. Parmis les fumeurs que je connais, j’en connais aucun qui s’en procure pourtant ils payent leurs paquets de cigarettes à 10$ contre 3$-4$ pour les indiennes.
Al Capone a fait fortune avec l’alcohol durant la prohibition mais aujourd’hui je ne connais personne qui achète son alcohol au noir
