You may find it surprising, but the Post Office, the Atlanta Hawks and these seven marijuana stocks all have something in common. At first glance, you may think they have nothing to do with each other. After all, the Post Office is run by the government, the Atlanta Hawks are a professional basketball team and cannabis companies were established to profit off of the booming legal cannabis industry.
But unfortunately, these very different organizations do in fact have something in common. And it just so happens that it is a very important thing. They are all losing money! None of them have made a profit in years!
Obviously, the Post Office can continue to lose money forever because itâs run by the governmental and the government can just raise taxes. And a professional sports team can continue to lose money as long as the owners are willing to sustain the losses.
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But letâs talk about the cannabis companies In the stock market, the idea is to invest in companies that are, or will be, profitable. This profitability will, in turn, lead to the share price appreciating. Financial theory, history and common sense all tell us that if a company doesnât make money it will eventually go out of business. Investors will see declining share prices and losses.
Looking at the Cannabis Companies: You are probably familiar with the following companies if you trade or invest in the cannabis markets. They may have cool products and be in a cool industry, but if you are considering investing in them, it is important to understand that they are losing money. You may ask yourself, âhow have they been able to lose money for a sustained period of time?â
The answer is that they borrow money or issue stock and use these proceeds to cover their expenses. But eventually, the ability to do so will stop if they are never able to turn a profit.
I am not saying that these companies will never earn money and that you canât profit by investing in their stocks. Some of them may eventually become great investments. My intent here is to express my belief that before making an investment in a company, one should consider if it is actually making money and what the future prospects of profitability are. In the long run, these dynamics will ultimately have a significant effect on the share price.
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Axim
Biotechnologies (OTCMKTS:AXIM)
makes a really cool product. It is a biotechnology company based in
New York City. The company makes chewing gum that is infused with
medicinal cannabis. This is used to treat pain,
anxiety and other conditions. It can even be used to treat opioid
addiction, which we all know is a terrible epidemic. I am not
really sure how they do it because Iâm a stock market guy, not a
scientist, but I think it sounds like an awesome idea.
But letâs take a look at some numbers. Last year AXIM lost 12 cents per share. That means that for the year the company lost about $6.7 million. Unfortunately, losing money is nothing new to this company. In 2017 they lost $4.2 million, in 2016 the loss was $7.3 million, and it 2015 it was just over $10 million.
Not surprisingly, the stock has not acted well. It is currently trading around the $1.50 level. As you can see on the chart, over the past year it has lost about 70% of its value. Maybe someday one of the companyâs product will be a huge success and it will become profitable, but over the past few years, it has certainly been a disappointment to shareholders.
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Americann, Inc.
(OTCMKTS:ACAN) is
next on the list. Like many other cannabis companies, they are
based in Denver. This company develops medical cannabis cultivation
and processing properties. In other words, they build greenhouses.
The greenhouses they build arenât like the kind my grandfather had
in his garden. These are big-time greenhouses that are used for
largescale industrial growing. They have built and developed over
one million square feet of growing area.
Americann has been involved with some enormous projects. Some of the projects include the Denver Medical Cannabis Center, the Massachusetts Medical Cannabis Center and the Illinois Medical Cannabis Center. The company is also committed to sustainability and uses clean energy from solar and geothermal sources.
Apparently, the Cannabis greenhouse business isnât very profitable â at least in the way that Americann does it. Last year they lost $4.4 million which equates to a loss of 22 cents per share. This is more than they lost in the prior few years. In 2017 the loss was $2.7 million, in 2016 it was $2.2 million, and in 2015 the loss was $1.7 million. Maybe one day the company will be profitable but, as for now, they seem to be headed in the wrong direction.
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General Cannabis Corp.
(OTCMKTS:CANN) is a holding company that
is based in Denver. They have four different segments â security,
operations, consumer goods and investments.
The security segment provides different types of services to cannabis growers and retails stores. These services include video surveillance, transporting cash and providing security professionals. Consulting services to the cannabis industry that include obtaining licenses, compliance, logistics, retail operations and facility services are offered by the operations segment. The consumer goods segment includes developing relationships with apparel retailers and distributors. The investments segment provides loans and financing to companies within the cannabis industry.
General cannabis is clearly an organization that is involved in many things. Maybe it is involved in too many things. Have you ever heard the expression âjack of all trades and master of none?â I think that could apply here. This company hasnât earned any money in years. Last year it lost almost $17 million, or 49 cents per share. The prior yearâs losses were less than half of that. In 2017, the loss was just over $8 million. In 2016, General cannabis lost just over $10 million and, in 2015, the loss was almost $9 million. If youâre keeping track, this company has lost a total of $44 million in the past four years.
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Cannabis Sativa, Inc.
(OTCMKTS:CBDS) is
next up on the list of losers. After looking at the company website
for a while, I couldnât even figure out just what they actually do.
I think it has something to do with providing services to cannabis
dispensaries. Here is the description from
MarketWatch:
âCannabis Sativa, Inc. engages in the research, development, acquisition and licensing of specialized natural cannabis related products, including cannabis formulas, edibles, topicals, strains, recipes and delivery systems. The company was founded on November 5, 2005 and is headquartered in Mesquite, NV.â
This company seems very mysterious to me. According to MarketWatch, there is only one employee despite having revenues that were over $500 million. One of the things that I noticed when I was looking at the financials is that the Quick Ratio is only 0.25 while the average Quick Ratio for the industry is 2.67.
The Quick Ratio is the companyâs cash and short-term securities divided by the current liabilities. Current typically means one year or less. In other words, Cannabis Sativa only has 25 cents for each dollar of debt that they have, while the industry average is to have $2.61 for each $1 of debt. With a ratio like that, it isnât surprising that they are losing money.
The losses were $4.1 million in 2018, $7.6 million in 2017, $3.1 million in 2016, and $9.4 million in 2015.
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Tilray Inc.
(NASDAQ:TLRY)
hasnât been a publicly traded company for that long. The initial
public offering was last summer. This company has the distinction
of being the first publicly traded cannabis company to list on the
Nasdaq. Their business model is very
understandable. They engage in research, cultivation, production,
and distribution of cannabis and cannabinoids. Products include
dried cannabis and cannabis extracts. In other words, they grow and
sell weed.
Like the others, this company is losing money as well. I have heard that the cannabis markets are glutted and that the price of cannabis has fallen dramatically since its legalization. Many cannabis farmers are losing a lot of money. Maybe that is why Tilray is losing money as well.
Tilray went public last year, but they have disclosed financial information going back further. If you think about it, it is kind of amazing that a company that loses money could go public. This was a common occurrence back in the dot-com era. The company has a market capitalization of around $5 billion despite the fact that they lost $67 million last year. In 2017, they lost about $8 million and had a similar size loss in 2016.
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22nd Century Group,
Inc. (OTCMKTS:XXII) is
based in Clarence, New York. It is a biotech company. They research
and develop technologies that will allow the increase or decrease
of the levels of nicotine and nicotinic alkaloids in tobacco plants
and the levels of cannabinoids in cannabis plants. My guess
is that there will be greater demand for increasing than
decreasing. This is done through genetic engineering and plant
breeding. Sounds like pretty neat stuff.
But donât let their cool name and cool stock symbol fool you. They are losing money. Last year the loss was $10.4 million. That is a loss of 8 cents per share. In 2017, the annual loss was close to $17 million. The loss in 2016 was just over $15 million and the loss in 2015 was just over $14 million.
Maybe this company will turn around one day and become successful, but the current shareholders must be disappointed. The valuation has fallen by about one-third since December as the price per share has fallen from $3 to $2 while the broader equity markets have been booming since then.