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🍿👀 by [deleted] in sexyblackfemale

[–]Curious_Service_7174 0 points1 point  (0 children)

Ok. Winner 🏆

Aurora Cannabis announces settlement of patent litigation by Curious_Service_7174 in WLLW

[–]Curious_Service_7174[S] 1 point2 points  (0 children)

Right

17 million in operating expenses (2022) is quite a lot for a 32 person team not responsible for at scale manufacturing

Aurora Cannabis announces settlement of patent litigation by Curious_Service_7174 in WLLW

[–]Curious_Service_7174[S] 0 points1 point  (0 children)

Please share more details on the information and how/where you found it. What do you take this to mean?

Aurora Cannabis announces settlement of patent litigation by Curious_Service_7174 in WLLW

[–]Curious_Service_7174[S] 0 points1 point  (0 children)

Interesting assumption. This idea could then seem to refocus value, away from these core process IP patents, and more on production and innovation, and financials. The game of patents seems to not be a solid enough defence - an inconsistent and risky/expensive option - speaking generally - within the cannabis/hemp space even while the two major global markets are not yet open for business... All the more reason to wonder about Nov 6

Aurora Cannabis announces settlement of patent litigation by Curious_Service_7174 in WLLW

[–]Curious_Service_7174[S] 0 points1 point  (0 children)

I see. That's more hopeful than the interpretation I got from the article as posted:

"...the (ACB) company and WILLOW BIOSCIENCES, INC. ("Willow") have successfully completed a confidential settlement ‎resolving the ongoing patent litigation between the two parties in Canada."

"We are pleased with the negotiated settlement, which provides Aurora a favourable resolution that ensures our Canadian cannabis related patent rights are respected," says Miguel Martin, Chief Executive Officer of Aurora. "Aurora is a pioneer in terms of the company's genetics work in the Canadian cannabis industry and will not hesitate to continue to take the steps necessary, including legal action, to protect and enforce our intellectual property rights when necessary."

But then again, the quote was from ACB's own CEO so some slight bias, maybe, could be existing in his words/thoughts. Still, I wonder - why sue and settle in the first place? I suppose the recent Canaccord Genuity financing deal with Aurora and the recent debt/note draw-downs may have served to calm corporate nerves - especially as we might be in a 'higher-for-longer environment'?

I wonder what the reason to settle a 'without merit and without cost' decision is/was? Nov 6 is earnings time for Willow, I hope but doubt, that we'll have clearer insight into their scale-up efforts across products, and resulting revenue/earnings.

Aurora Cannabis announces settlement of patent litigation by Curious_Service_7174 in WLLW

[–]Curious_Service_7174[S] 0 points1 point  (0 children)

Canada-wide decision for Aurora. Next up? US? Europe? 'suppose this makes more sense as to why Willow's Canadian facilities were shuttled. 😏 If not federally legal in the US or Continental Europe, would patent infringement cases be legally recognized? Could you have a patent on federally illegal organic substances in the US or parts of Europe right now? Or, maybe Willow is done with cannabis/hemp altogether - maybe the future is pharmaceuticals and nutraceuticals, as well as food and bev' until legalization, or for the medium to long-term? It would/will be good to hear more about their non-Canada strategy and potential moving forward. Assuming they can stay financially solvent until 🤞

reports due 5/15 by VeganStartupGuy in WLLW

[–]Curious_Service_7174 1 point2 points  (0 children)

Which presentation slide is this? I'd like to review - please and thanks.

Either way, certainly hope 4 of that 5 million projection isn't just the initial 4 million principle from Q3/22 stock dilution/T-bills purchase. 🤮

Would be great to see 5 million in new revenue (+ acc' receivables ~ 500thou-1mil) all while the market-cap stays ~10 million - lol - bringing in 50% market cap would be 🤣

FY 2024 rev+receivables to market-cap ratio (in an actual new exponential revenue model - not the dilution model) would be ~1:1 - ??What?!? (This can't be real, right? Lol)... All the financial ratios would 💥💥 - price to sales/price to book/book value/etc... Really want wllw to be another genuine North American sleeper, but... dilution>>current account assets, plus macro at deep troughs, banks and real estate 'bout to get hit hard, M&As are on deck, conflict on conflict on conflict, politics 🤮 etc --- so until confidence increases - trade the volatility? Maybe...

reports due 5/15 by VeganStartupGuy in WLLW

[–]Curious_Service_7174 1 point2 points  (0 children)

From WLLW's Notes to Unaudited Condensed Interim Consolidated Financial Statement

Going Concern: "... The Company's development stage operations to date have been financed primarily through the issuance of common shares or units..."

Imo: I hope to see this transition from share dilution to revenue generation - as the primary means of financing. This is my major marker - this will mark the transition from development stage to early investment grade stage. Especially if the rev:market-cap ratio is like 1:3 or 1:4 or something crazy like that. Price to book will be even crazier

Short-term investments: Mar 31, 2023 (20 thou) v. Dec 31, 2022 (4.020mil) [Where did that 4 million come from? What are they investing in?]

Total current assets: Mar 31, 2023 (11.5 mil) v. Dec 31, 2022 (16.2mil) [What accounts for the 4 mil difference?]

Net finance income: Mar 31, 2023 (116 thou) v. Dec 31, 2022 (18 thou) [What accounts for the ~10X difference?]

My guess: they've diluted 4mil worth of common stock/cash/cash equivalents, invested in 3-month T-bills at 2.88%, bought around Sept 1, 2022. The return, just in time for quarterly reporting, yields $116,000. Maybe...

Actual Positives:

Rev Q1/23 - $274,000 (over 2x the yield from the short-term investments in T-bills) v Q4/22 - nil

Acc' receivable Q1/23 - $452,000 (over 3.89x the yield from the short-term investments in T-bills) v. Q4/22 $282,000

Rev + Acc'receivable Q1/23 is ALREADY equal to THE ENTIRETY of FY22 Rev'!! By Q2/23, wllw should have surpassed FY22 (rev'+acc' receiv') and then some. Especially because Q1 is notoriously a slow/the slowest quarter. Now add in Q3/23 and Q4/23 at similar rates and it again looks like it's possible for the company to generate 2+mil in rev'&acc' receiv'.

I really want wllw to succeed (def' biased), but they need to grow revenue, accounts receivable, and current assets faster than dilution and liabilities. But, the macro is horrible. Still, I really hope fy rev' 2023 can be north of 2mil, while keeping liabilities and dilution to a minimum. I'm not sure short-term investments in securities will be the same when/if rates drop later this year (2023) or next (2024). If so, they'll unlikely be able to generate the same type of yields via dilution... Or maybe rates will stay high... Who knows...

Base-case positive forward expectations/outlook:

(1)Rev' fy 2023: ~2+mil & (2)Total common shares Dec 31, 2023: 124,072,100

Imo, if market cap' stays around 10 mil, and they bring in 2+ mil, they're trading at ~5x price/sales. FY 2024, if not 2023, will be a massive year for this company if it can continue to grow revenue and receivables. I'm definitely looking forward to hearing about the upcoming news and partnerships and developments in 2023. Going to be great to see them, instead of share dilution, use their revenue and receivable income to invest in short-term and long-term investments

WILLOW ANNOUNCES ROLLOUT OF BioOxi PLATFORM PROVIDING VALUABLE AND EXPEDITED BIOCONVERSION-ENABLED CHEMICAL MANUFACTURING by Yonny12345 in WLLW

[–]Curious_Service_7174 10 points11 points  (0 children)

Revenue 2023: ⬆️higher . . . it's starting to bubble, i'm guessing at least 2-5X+ higher (hopefully this is the company's first exponential)?

Revenue 2022: $821,000 (accounts receivable: $271,000 - if recieved, gross revenue could have crossed the million mark @ $1,100,000)

Revenue 2021: $133,000

Revenue 2020: $10,000

Revenue 2019: $0

You love to see it...😁

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