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Village Farms Stock Should Be Sold
Seeking Alpha· 2025-08-15 17:36
Group 1 - Alan Brochstein is a pioneer in the cannabis investment sector, having focused exclusively on this industry since 2007 [1] - He founded AB Analytical Services to provide independent consulting to registered investment advisors [1] - Brochstein is the managing partner of New Cannabis Ventures, which has been a key provider of financial information in the cannabis industry since 2015 [1] Group 2 - Alan has led the investing group 420 Investor since 2013, which focuses on publicly-traded cannabis stocks [2] - The group covers 20 stocks, providing investment news, earnings report previews, and post-report analyses [2] - Additional features of the group include a model portfolio, 10 weekly videos with chart analysis, 3 weekly summary pieces, a monthly newsletter, and a chat for questions [2]
Surging Earnings Estimates Signal Upside for Village Farms (VFF) Stock
ZACKS· 2025-08-14 17:21
Investors might want to bet on Village Farms (VFF) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.The upward trend in estimate revisions for this greenhouse operator reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation betwe ...
Here's Why Village Farms (VFF) is a Great Momentum Stock to Buy
ZACKS· 2025-08-14 17:01
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...
Here Is Why Bargain Hunters Would Love Fast-paced Mover Village Farms (VFF)
ZACKS· 2025-08-14 13:50
Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves a ...
Village Farms(VFF) - 2025 Q2 - Earnings Call Transcript
2025-08-11 13:30
Financial Data and Key Metrics Changes - Consolidated net sales increased by 12% year over year to $59.9 million, driven by growth in the Canadian cannabis segment and the first full quarter of sales from recreational cannabis in the Netherlands [20][9] - Consolidated net income from continuing operations improved to $19.9 million or $0.09 per share, compared to a net loss of $16.6 million or $0.15 per share in Q2 of the previous year [20][21] - Adjusted EBITDA from continuing operations was $17.1 million, significantly up from $2.9 million in Q2 of last year, with an adjusted EBITDA margin of 28.6% [21][9] Business Line Data and Key Metrics Changes - Canadian cannabis segment total net sales were $61.4 million, a 10% increase year over year, primarily due to strong growth in international sales [22] - Export sales to international medicinal markets surged by 690% year over year to $16.6 million, now representing about half the size of retail branded sales [23] - Canadian cannabis gross margin improved to 39%, up from 26% in Q2 of last year, reflecting successful margin improvement initiatives [23][10] Market Data and Key Metrics Changes - International exports increased almost 700% year over year and were up over 120% sequentially from the first quarter, demonstrating the effectiveness of the international growth strategy [11] - The Netherlands saw its first full quarter of sales contributing $2.5 million, with expectations for similar performance in the upcoming quarters [25] - The company reported strong demand from Germany and the UK, with continued growth expected in these markets [12][47] Company Strategy and Development Direction - The company has transformed into a significant platform for revenue growth and margin expansion in the global cannabis industry, focusing on operational capabilities and international opportunities [6][5] - A recent transaction generated $40 million in cash proceeds, strengthening the balance sheet and supporting future growth investments [6][5] - The company plans to convert the remaining 550,000 square feet of its Delta 2 greenhouse in British Columbia to cannabis cultivation, expected to add 40 metric tons of annual production capacity [16][17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the improving performance of the business, driven by increasing demand in Canada and from international partners [16] - The company is optimistic about sustaining gross margins at the upper end of the target range of 30% to 40% for the foreseeable future [10] - Management highlighted the importance of matching supply with demand and indicated that they are not concerned about oversupply issues affecting their operations [41][42] Other Important Information - The company has passed inspections for GACP and certification against revised Israeli medical cannabis good agricultural practice requirements, enhancing its international operational integrity [13] - The company is focused on organic growth and has not pursued acquisitions to achieve its current international market position, although M&A remains a consideration for strategic opportunities [70][71] Q&A Session Summary Question: What drove the decision to expand the Delta 2 facility? - Management indicated that the low investment cost and existing asset conversion were key factors, along with the need to meet customer demand and manage supply effectively [39][40][42] Question: What were the strong drivers for international growth in Q2? - Management noted that growth was driven by strong demand in Germany and the UK, as well as onboarding new customers [43][47] Question: What are the expectations for Canadian cannabis market dynamics? - Management acknowledged that while pricing has stabilized in wholesale markets, retail pricing has not yet reflected this, indicating ongoing supply dynamics [65][66] Question: Are there any M&A opportunities being considered? - Management stated that while they are primarily focused on organic growth, M&A could be considered if it is strategic and accretive [70][71] Question: What are the implications of potential US federal rescheduling? - Management expressed optimism about the US market, indicating that they are prepared for future opportunities and that Texas would need to follow federal guidelines [75][76]
Village Farms(VFF) - 2025 Q2 - Quarterly Results
2025-08-11 11:05
Exhibit 99.1 Village Farms International Delivers Record Profitability and Performance from Continuing Operations in Q2/25 Vancouver, August 11, 2025 – Village Farms International, Inc. ("Village Farms" or the "Company") (NASDAQ: VFF) today reported financial results for its second quarter ended June 30, 2025. All figures are in U.S. dollars unless otherwise indicated. The Company's second quarter 2025 results reflect the May 30, 2025 closing of its previously-announced, transformative transaction to privat ...
Village Farms(VFF) - 2025 Q2 - Quarterly Report
2025-08-11 11:01
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934. For the quarterly period ended June 30, 2025 ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934. For the transition period from to Commission File Number 001-38783 VILLAGE FARMS INTERNATIONAL, INC. (Exact name of Registrant as Specified in its Charter) (State or other Jurisdiction of Inco ...
Village Farms International to Report Q2 2025 Results on August 11, 2025
Globenewswire· 2025-07-30 21:00
Company Overview - Village Farms International, Inc. is a large-scale, vertically-integrated supplier of high-value, high-growth plant-based Consumer Packaged Goods, leveraging decades of experience in Controlled Environment Agriculture [4] - The company has a strong foundation as a leading fresh produce supplier in the US and Canada, now focusing on high-growth cannabinoid opportunities internationally [4] Cannabis Operations - In Canada, the company's subsidiary Pure Sunfarms operates one of the largest cannabis operations globally, with 2.2 million square feet of greenhouse production and is recognized as a low-cost producer [5] - Village Farms owns an additional 2.6 million square feet of greenhouse capacity in Canada for future expansion and holds an 80% stake in Rose LifeScience, a leader in cannabis product commercialization [5] - Internationally, the company exports medical cannabis from its EU GMP certified facility in Canada to markets including Germany, the UK, Israel, Australia, and New Zealand, and is expanding its export business [6] US Market Strategy - In the US, Balanced Health Botanicals, a wholly-owned subsidiary, is a leading CBD and hemp-derived brand and e-commerce platform [7] - Village Farms plans to enter the US THC market by leveraging its Texas-based greenhouse assets, which include 2.2 million square feet of existing greenhouse capacity and 950 acres of owned land for future expansion [7] Renewable Energy Initiatives - Village Farms Clean Energy, in partnership with Terreva Renewables, creates renewable natural gas from landfill gas, significantly reducing greenhouse gas emissions in Vancouver by 475,000 metric tons of CO2 annually [8] Joint Ventures and Investments - The company holds a 37.9% equity interest in Vanguard Food LP, a joint venture aimed at creating a premier branded CPG foods company through mergers and acquisitions [9]
Here Is A Way Marijuana Stocks Can Make You A Return On Your Investment
Marijuana Stocks | Cannabis Investments And News. Roots Of A Budding Industry.™· 2025-07-23 14:31
Industry Overview - The current moment presents a significant opportunity for marijuana stock investors, as legal cannabis remains a volatile sector with multi-state operators (MSOs) and ancillary companies leading the market [1][2] - Despite a decline in the sector's overall value, certain companies continue to achieve gains, indicating ongoing progress within the industry [1] Investment Potential - Long-term investing in cannabis stocks is seen as a speculative opportunity, with the potential for better reform and market conditions over time [2] - Historical trends suggest that positive news regarding cannabis reform has previously led to improved trading conditions for investors [2] Canadian Marijuana Stocks - Canadian marijuana stocks are highlighted as potential investments, particularly during a period when the majority of the sector is undervalued [3] - Investors are encouraged to conduct thorough research and develop a strategic plan to capitalize on potential recoveries in the market [3] Company Highlights - **SNDL Inc.**: Engages in the production, distribution, and sale of cannabis products for the adult-use market in Canada, with Q2 2025 earnings set to be reported on July 31 [4][6] - **Aurora Cannabis Inc.**: Involved in the production and sale of cannabis products, recently announced a charitable initiative donating 5% of net profits from specific products to veteran organizations, with a cap of C$200,000 [9][10] - **Village Farms International, Inc.**: Known for its innovative packaging approach through its subsidiary Pure Sunfarms, which aims to enhance consumer experience in cannabis shopping [11][12]
Pure Sunfarms Publishes First-Of-Its-Kind Cannabis Potency Research in Scientific Reports
GlobeNewswire News Room· 2025-07-15 11:00
Core Insights - Pure Sunfarms Corp. has published significant research on THC potency variability in cannabis, emphasizing the need for improved labeling practices in the industry [1][3][4] Group 1: Research Findings - The study conducted by Village Farms Canadian Cannabis Research analyzed dried cannabis flower from commercial-scale production, revealing substantial THC level variations within individual plants and across different strains [2] - The research indicates that cannabis, being an agricultural product, exhibits natural variability influenced by environmental factors, challenging the notion of a fixed THC percentage as a quality measure [3] Group 2: Industry Implications - Current Canadian regulations require a single THC percentage on cannabis packaging, which the study suggests misrepresents the actual cannabinoid content experienced by consumers [3] - The findings provide a basis for evidence-based policy discussions and potential regulatory changes in the cannabis industry [3] Group 3: Company Overview - Pure Sunfarms is a leading cannabis producer in Canada, operating one of the largest cannabis facilities globally, with a focus on high-quality B.C. grown cannabis [5][8] - The company is recognized for its popular cultivars, including Pink Kush, and maintains EU GMP certification for international medicinal market exports [6][8] Group 4: Future Growth and Expansion - Village Farms, the parent company of Pure Sunfarms, is expanding its cannabis operations internationally, targeting markets with significant growth potential and exporting medical cannabis to countries like Germany and Australia [9] - The company also plans to enter the U.S. THC market, leveraging its greenhouse assets in Texas for future expansion [10]