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Strategies & Market Trends : Value Investing

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To: gcrispin who wrote (61625)	1/11/2019 8:49:17 AM
From: E_K_S	Read Replies (1) of 78751

My Value Bet play on CBD oils and the process you describe is NEPT. They finally received their processing license last week and s/d be one of these low cost producers you described. One of the only POT companies actually w/ sales and gross profit and selling below BV. $3mln in debt so really not too much leverage compared to many of the other start ups. I have shares from 2014 as they were a producer of krill oils and pivoted into POT oils. Holdings have doubled since then and has grown into a No 12 position in the portfolio. Just holding shares for now and looking for POT oil revenues as company signs new processing agreements. Good investing EKS

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