Hierba Wheaton KWFLF
Es una empresa de streaming, para el canabis. No produce nada llega a acuerdo con productores, y distribuye su hierba.
Cotiza en EUA y en Canadá.
No me deis las gracias.
"Hierba Wheaton went public and started trading in early May. The next chart tracks its share price since then.
Hierba Wheaton’s market cap is currently around $120 million.
I think Hierba Wheaton could earn at least $630 million in annual streaming revenue by 2019.
And that’s the conservative estimate.
In the coming years, it will likely bring in over a billion annually in top-line revenue.
The Mar1 Math
For mar1, the average yield per square foot per harvest is around 40 grams.
Growers can do multiple harvests per year. But, to be conservative, let’s assume there are just two annual harvests. That gives Hierba Wheaton access to 80 grams per square foot of mar1 per year.
In the next 18 months, Hierba Wheaton should have access to around 1.3 million square feet of cultivation space. That means Hierba Wheaton will have access to 104 million grams of mar1 per year.
Reliable estimates peg the cost of mar1 in Canada at around CAD $8–$10 per gram. Let’s assume Hierba Wheaton can get $8 per gram. Sell 104 million grams at that price, and you have CAD $832 million, or around USD $630 million.
Hierba Wheaton is set to raise some serious money. It is expected to close on an oversubscribed private placement of over $60 million before the end of the month.
The financing consists of equal offerings in special warrants and convertible debentures.
The special warrants were priced at $1. They include a share and a regular warrant at an exercise price of $1.50 per share for 24 months.
Hierba Wheaton will use the proceeds for general corporate purposes and to finance its streaming agreements.
With this financing, the company will have enough cash for the foreseeable future.
Risks
Of course, no investment is risk-free. Especially with young companies in a brand-new industry.
One of the biggest risk factors here is that Canada won’t legalize recreational hierba.
That would stop the industry dead in its tracks. But the chances of that happening are slim.
The ruling government is committed to pushing the legalization bill through. A solid majority of Canadians also support legalization, according to recent polls. I’ll be trinc any developments closely.
There’s also a chance that Canada’s individual provinces will try to overregulate the market. This could handicap the industry’s growth in parts of the country.
But, once again, Hierba Wheaton largely mitigates this risk by spreading its bet across Canada.
The Trade:
Buy Hierba Wheaton in the US under the ticker KWFLF at up to $2 per share."
