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Reddit's Favorite Weed Stock SNDL Posts Staggering Revenue Growth, But Cantor Lowers Price Target
Reddit's Favorite Weed Stock SNDL Posts Staggering Revenue Growth, But Cantor Lowers Price Target
SNDL Inc. (NASDAQ:SNDL) released its financial and operational results Monday for the second quarter ended June 30, 2022, revealing record net revenue of CA$223.7 million ($173.3 million), compared to CA$9.2 million in the second quarter of 2021, representing a 2,344% increase.
Net loss was of CA$74.0 million for the second quarter of 2022, compared to a net loss of CA$52.3 million in the second quarter of 2021, a 41% increase.
Adjusted EBITDA loss of CA$25.9 million for the second quarter of 2022, including an adjusted EBITDA loss of CA$35.5 million from the investments segment, compared to adjusted EBITDA loss of CA$0.2 million in the second quarter of 2021.
The Analyst
Cantor Fitzgerald's Pablo Zuanic kept 'Neutral' rating on SNDL stock, lowering the price target to $3.56 from $4.80.
The Thesis
Zuanic reduced the price target due to the lower market valuations.
Similarly to other marijuana businesses, provided with more than $1 billion cash inflows, Sundial is also using funds to build an "ecosystem."
However, unlike Tilray (NASDAQ:TLRY) that bought low multiple, EBITDA-positive and cash-generating consumer packaged goods companies, or Canopy Growth (NASDAQ:CGC), which opted to invest in U.S. nationality via stakes in U.S. multi-state operators and brands, "Sundial opted to branch out into four separate verticals that, on the surface, seem less synergistic and have resulted in an above average level of complexity (vs. the group), in our view," Zuanic said.
Nevertheless, even though SNDL doesn't have a lot of international optionality and is more focused on Canada, it's credit portfolio could offer a path to the U.S. market, the analyst noted.
"A market re-rating of cannabis assets and/or the company finding ways to monetize the various pieces (or create value via earnings growth in each unit), could generate upside, but we remain Neutral and prefer to focus on more direct ways to play the industry," Zuanic said.
"Our reduced estimates reflect more challenging dynamics across most cannabis industry segments," the analyst concluded.
Price Action
SNDL shares were trading 2.21% higher at $3.24 per share during Tuesday pre-market session.
Benzinga Cannabis Capital Conference
Come and meet Pablo Zuanic and other extraordinary cannabis visionaries at the Benzinga Cannabis Capital Conference, which returns to Chicago Sept. 13-14 and stay at the historic Palmer House Hotel. Don't miss out on a chance to hear about future market forecasts and worldly advice on investing and finance from those embedded in the cannabis industry.
Book your tickets HERE, and your room HERE.
Photo: Courtesy of Diyahna Lewis on Unsplash
SNDL Inc. (NASDAQ:SNDL) released its financial and operational results Monday for the second quarter ended June 30, 2022, revealing record net revenue of CA$223.7 million ($173.3 million), compared to CA$9.2 million in the second quarter of 2021, representing a 2,344% increase.
SNDL Inc.(納斯達克股票代碼:SNDL)週一公佈了截至2022年6月30日的第二季度財務和經營業績,顯示創紀錄的淨收入爲2.237億加元(1.733億美元),而2021年第二季度爲920萬加元,增長了2,344%。
Net loss was of CA$74.0 million for the second quarter of 2022, compared to a net loss of CA$52.3 million in the second quarter of 2021, a 41% increase.
2022年第二季度的淨虧損爲7,400萬加元,而2021年第二季度的淨虧損爲5,230萬加元,增長了41%。
Adjusted EBITDA loss of CA$25.9 million for the second quarter of 2022, including an adjusted EBITDA loss of CA$35.5 million from the investments segment, compared to adjusted EBITDA loss of CA$0.2 million in the second quarter of 2021.
2022年第二季度調整後的息稅折舊攤銷前利潤虧損爲2590萬加元,其中包括投資板塊調整後的息稅折舊攤銷前利潤虧損3550萬加元,而2021年第二季度調整後的息稅折舊攤銷前利潤虧損爲20萬加元。
The Analyst
分析師
Cantor Fitzgerald's Pablo Zuanic kept 'Neutral' rating on SNDL stock, lowering the price target to $3.56 from $4.80.
坎託·菲茨傑拉德的巴勃羅·祖安尼奇對SNDL股票維持了 “中性” 評級,將目標股價從4.80美元下調至3.56美元。
The Thesis
論文
Zuanic reduced the price target due to the lower market valuations.
由於市場估值較低,Zuanic下調了目標價格。
Similarly to other marijuana businesses, provided with more than $1 billion cash inflows, Sundial is also using funds to build an "ecosystem."
與其他擁有超過10億美元現金流入的大麻企業類似,Sundial也在使用資金建立 “生態系統”。
However, unlike Tilray (NASDAQ:TLRY) that bought low multiple, EBITDA-positive and cash-generating consumer packaged goods companies, or Canopy Growth (NASDAQ:CGC), which opted to invest in U.S. nationality via stakes in U.S. multi-state operators and brands, "Sundial opted to branch out into four separate verticals that, on the surface, seem less synergistic and have resulted in an above average level of complexity (vs. the group), in our view," Zuanic said.
但是,與收購倍數低、息稅折舊攤銷前利潤爲正且能產生現金的包裝消費品公司的Tilray(納斯達克股票代碼:TLRY)或選擇通過持有美國多州運營商和品牌的股份投資美國國籍的Canopy Growth(納斯達克股票代碼:CGC)不同,“Sundial選擇將業務擴展到四個獨立的垂直領域,從表面上看,它們的協同作用較小,導致複雜程度高於平均水平(vs. 該小組),在我們看來,” 祖安尼奇說。
Nevertheless, even though SNDL doesn't have a lot of international optionality and is more focused on Canada, it's credit portfolio could offer a path to the U.S. market, the analyst noted.
儘管如此,分析師指出,儘管SNDL沒有太多國際選擇餘地,而且更專注於加拿大,但其信貸組合可能爲進入美國市場提供途徑。
"A market re-rating of cannabis assets and/or the company finding ways to monetize the various pieces (or create value via earnings growth in each unit), could generate upside, but we remain Neutral and prefer to focus on more direct ways to play the industry," Zuanic said.
祖安尼奇說:“對大麻資產進行市場重新評級和/或公司想方設法將各種資產貨幣化(或通過每個單位的收益增長創造價值),可能會帶來上行空間,但我們保持中立,更願意專注於更直接的行業發展方式。”
"Our reduced estimates reflect more challenging dynamics across most cannabis industry segments," the analyst concluded.
分析師總結說:“我們降低的估計值反映了大多數大麻行業細分市場更具挑戰性的動態。”
Price Action
價格走勢
SNDL shares were trading 2.21% higher at $3.24 per share during Tuesday pre-market session.
週二盤前交易中,SNDL股價上漲2.21%,至每股3.24美元。
Benzinga Cannabis Capital Conference
本辛加大麻資本會議
Come and meet Pablo Zuanic and other extraordinary cannabis visionaries at the Benzinga Cannabis Capital Conference, which returns to Chicago Sept. 13-14 and stay at the historic Palmer House Hotel. Don't miss out on a chance to hear about future market forecasts and worldly advice on investing and finance from those embedded in the cannabis industry.
快來本辛加大麻資本會議與巴勃羅·祖安尼克和其他傑出的大麻願景家見面,該會議將於9月13日至14日重返芝加哥,併入住歷史悠久的帕爾默豪斯酒店。千萬不要錯過從大麻行業內人士那裏了解未來市場預測以及關於投資和融資的全球建議的機會。
Book your tickets HERE, and your room HERE.
在這裏預訂門票,在這裏預訂房間。
Photo: Courtesy of Diyahna Lewis on Unsplash
照片:由 Unsplash 上的 Diyahna Lewis 提供
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Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
風險及免責聲明
moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
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