Sundial(SNDL)
icon
搜索文档
SNDL Acquires Delta 9 Cannabis' Debt, Ascends to Senior Secured Creditor Status
Prnewswire· 2024-07-06 09:15
CALGARY, AB, July 5, 2024 /PRNewswire/ - SNDL Inc. (Nasdaq: SNDL) ("SNDL" or "The Company") today announced that it has completed the acquisition (the "Debt Acquisition") of the principal indebtedness (the "Purchased Indebtedness") of Delta 9 Cannabis Inc. ("Delta 9") from Connect First and Servus Credit Union Ltd. ("CFCU") for a purchase price of CAD $28,138,284 pursuant to a purchase and sale of indebtedness agreement dated July 5, 2024. As a result of the Debt Acquisition, SNDL has become Delta 9's senio ...
SNDL Enters into a Stalking Horse Purchase Agreement for Indiva Limited's Business and Assets
Prnewswire· 2024-07-06 07:48
文章核心观点 - 加拿大大麻公司SNDL Inc.宣布以信用竞标的方式收购Indiva Limited及其子公司的全部资产 [1][2][3] - 此次收购有助于SNDL进一步丰富其产品组合,特别是在可食用大麻产品领域,并巩固其在加拿大大麻市场的领先地位 [4] - Indiva的主要品牌包括Pearls by Grön、No Future Gummies和Vapes、Bhang Chocolate、Indiva Blips Tablets、Indiva Doppio Sandwich Cookies以及Indiva 1432 Chocolate,这些品牌在消费者中拥有很高的忠诚度,以其优质、创新和价值著称 [4] 交易细节 - SNDL将以信用竞标的方式收购Indiva资产,同时承担Indiva部分负债,并支付现金偿还Indiva的优先债务和CCAA程序相关费用 [1][2][3] - 根据监管人的报告,SNDL的收购价格预计在2500万加元到2800万加元之间 [3] - SNDL作为"跟踪马"投标人,其出价将作为最低可接受价格,如果没有其他更高的出价,SNDL的收购将获得批准,否则SNDL将有机会参与拍卖 [3] - 交易预计于2024年9月30日前完成 [3] 公司信息 - SNDL是加拿大最大的私营酒类和大麻零售商,零售品牌包括Ace Liquor、Wine and Beyond、Liquor Depot、Value Buds、Spiritleaf和Firesale Cannabis [6] - SNDL是一家持牌大麻生产商,是加拿大最大的垂直整合大麻公司之一,专注于低成本生物质采购、优质室内种植、产品创新、低成本制造设施以及包括Top Leaf、Contraband、Palmetto、Bon Jak、Versus、Value Buds和Vacay在内的大麻品牌组合 [6] - SNDL的投资组合致力于通过在北美大麻行业的直接和间接投资及合作部署战略资本 [6]
Is SNDL Stock a Buy?
The Motley Fool· 2024-06-18 17:00
Its grand turnaround plan is approaching completion. For longtime shareholders of Sundial Growers, now known as SNDL, (SNDL -2.05%) the fun looks like it's finally starting. Hot off a protracted period of consolidating its operations and substantially diversifying its business, the company will probably soon have the opportunity to increase its top and bottom lines at the same time. But old reputations die hard, and for many investors, the risk of it continuing to experience volatility and a falling share p ...
The Best Marijuana Stocks To Watch Now 2024
Marijuana Stocks | Cannabis Investments And News. Roots Of A Budding Industry.™· 2024-06-14 20:50
Here Are 3 Marijuana Stocks For Your June List Most marijuana stock investors are keeping focused on the future of the sector. Also, some have adapted to the volatile trading and consistent variables that impact trading. So for instance when a company reports bad news it lets people know there could be a possible decline in trading. But when news is reported in a positive light depending on how important it can have adverse effects on most marijuana stocks. That is why many have had to learn how to find way ...
Here's How SNDL Stock Could Fly for the Rest of 2024 and Beyond
The Motley Fool· 2024-06-09 19:05
Its investing segment is doing well, and its valuation is quite inexpensive. SNDL (SNDL -1.92%), formerly known as Sundial Growers, is shaping up to be a decent purchase for value- sensitive investors. Between the improving efficiency of its operations, its burgeoning investment income, and its ongoing attempt to invest in businesses competing in the U.S. marijuana markets, shareholders have no shortage of favorable trends and catalysts to appreciate. And things could be getting even better over the next fe ...
SNDL Stock Is Up 35% This Year. Here's Why It'll Go Higher.
The Motley Fool· 2024-06-08 22:08
SNDL has a shot at generating free cash flow this year. As shareholders already know, SNDL (SNDL -1.92%) stock is having a great year, as it's up by 35% through the first five months of 2024. The Canadian alcohol and cannabis business is finally picking up steam after spending many quarters on improving its operational efficiency and slimming down its operation. And there's a good chance the stock is just getting started. Operations are starting to look more efficient SNDL isn't currently profitable. But th ...
Canopy Growth vs. SNDL vs. Tilray Brands: What's the Best Pot Stock to Buy If You're Bullish on Legalization?
The Motley Fool· 2024-06-07 16:52
These big pot stocks trading on the Nasdaq have the most to gain from legalization. But which is the best long- term buy? Many cannabis investors are showing signs of bullishness again now that the U.S. government announced it moved forward with efforts to reschedule marijuana into a less serious drug regulatory category. The recategorization doesn't mean that marijuana legalization in the U.S. is inevitable, but it's a clear sign of a change in regulatory attitude on the substance that suggests legalizatio ...
SNDL Inc. (SNDL) KCSA Cannabis Virtual Investor Conference - (Transcript)
2024-06-06 01:52
会议主要讨论的核心内容 公司概况 - SNDL是一家垂直整合的多元化监管产品平台,在加拿大拥有四个业务分部:大麻业务、大麻零售、酒类零售以及投资组合 [6] 大麻业务 - 公司通过收购Valens公司,在各主要产品领域拥有制造能力,并建立了强大的采购部门,能够利用加拿大市场上的供给过剩和价格错配情况,大幅改善了成本结构,实现了首次正毛利季度 [8][11][13] - 公司采取了"混合策略",既有具有成本优势的室内种植,也与可靠的合作伙伴进行合作,以应对大麻原料价格波动 [13] - 公司认为加拿大市场未来将向寡头垄断格局发展,预计未来3-5年内会出现少数几家强势企业和一些小型辅助企业 [17] - 公司对德国等国际市场持谨慎态度,目前主要集中在加拿大和美国市场的业务整合与改善 [19] 大麻零售 - 公司持有Nova Cannabis的绝大部分股权,并为其提供支持,Nova的Value Buds品牌在早期加拿大大麻市场具有颠覆性 [21][26] - 公司正积极寻求在加拿大进一步扩张零售网络的机会,预计未来12个月内零售业务会有大幅增长 [23][24][26] - 公司认为加拿大零售市场未来也会出现整合,规模效应和盈利能力将成为关键 [25][26] 酒类零售 - 公司通过优化采购、推出私有品牌等措施,已经将酒类零售业务的毛利率提升了200个基点 [28] - 公司未来会适度扩张酒类零售业务,但不会过度追求规模增长,而是更多考虑风险调整后的收益 [30] - 酒类零售业务与公司整体大麻战略的协同主要体现在合规管理和公司治理成本的共享等方面 [32] 美国投资组合 - 公司通过SunStream USA正在推进对Parallel和Skymint的重组,预计在第三季度会有更多进展和信息披露 [34][37] - 公司在美国还有对Ascend、Jushi和Curaleaf的信贷投资,整体表现良好,未来有望收回部分本金 [42] 财务目标 - 公司今年的目标是实现全年自由现金流正值,正在制定3年战略规划以明确实现自由现金流的具体路径 [43][44] 问答环节重要的提问和回答 问题1 **Frederico Gomes 提问** 公司如何看待加拿大大麻市场的价格环境,是否仍处于供给过剩状态,公司能否利用采购优势从中获益? [10] **Zachary George 回答** - 大麻原料的商品化风险一直存在,产能的增减会影响价格 - 公司预计加拿大市场已经触底,优质生物质和花卉价格正在上涨,公司之前以较低价格大量采购的花卉现在已经无法获得 [11][13] - 公司采取了"混合策略",既有自有种植设施,也与可靠合作伙伴合作,以应对价格波动 [13] 问题2 **Frederico Gomes 提问** 公司在美国投资组合中Parallel和Skymint的重组进展如何,何时能看到这些公司的财务表现? [33] **Zachary George 回答** - 这些重组进程进展缓慢,需要满足许多条件才能完成,预计在第三季度会有更多进展和信息披露 [34][37] - 重组完成后,这些公司将着重于稳定经营,待关键市场如佛罗里达、密歇根等稳定后,再考虑未来的扩张机会 [37][38] - 公司有能力在必要时为这些公司提供资金支持,但目前还没有具体计划 [38]
SNDL to Present at the KCSA Cannabis Virtual Investor Conference June 5th
Newsfilter· 2024-05-31 20:35
CALGARY, Alberta, May 31, 2024 (GLOBE NEWSWIRE) -- SNDL Inc. (NASDAQ:SNDL), Canada's largest private-sector regulated products platform, today announced that Zach George, Chief Executive Officer, will present live at KCSA Cannabis Virtual Investor Conference hosted by VirtualInvestorConferences.com and co- sponsored by KCSA Strategic Communications, on June 5, 2024. DATE: June 5, 2024 TIME: 10:30 a.m. EDT LINK: https://bit.ly/3QVIu08 This will be a live, interactive online event through which investors are ...
SNDL: Federal Government Begins Rescheduling Process For Cannabis (Buy)
seekingalpha.com· 2024-05-18 06:18
Marina Fedorova/iStock via Getty Images SNDL Inc. (NASDAQ:SNDL) and other cannabis stocks (CGC, GRWG, VFF) rallied on renewed news of federal cannabis rescheduling. The rally was short-lived because investors need to unpack the development and see what it implies. On the surface, it seems to be a reiteration of last week's news of rescheduling. There are a few details to consider. SNDL has seen a lot of action in the recent cannabis rallies. There is additional news with the company, who just released its Q ...