After a 3-month planned break, Perspectec has re-started. Our team has been busy finalizing some changes to our portfolio. As of November 29, 2019 prior to the market open we are: – We are upgrading Lightspeed (LSPD.TO) to a HOLD from a SELL. We believe Perspectec’s research was a primary driver in moving the stock price lower. – We are upgrading Aurora Cannabis (ACB.TO) to a HOLD from a SELL. We believe Perspectec’s research was a primary driver in moving the stock price lower. – We are moving Shopify (SHOP) from our Focused Portfolio to our General Portfolio. We have […]
ACB
3 posts
Aurora Cannabis’ (ACB-Toronto) released its year-end MD&A and financial statements last week. Issues previously discussed, including questionable disclosures, a limited German market, questionable vertical integration, a lack of operating leverage, excessive shipping costs and oil extraction costs continue to play out as expected. We have expanded our investor pitch to 61-slides in order to more appropriately cover the increasing number of issues with Aurora. Again our coverage of Aurora Cannabis is being made public for marketing purposes. By accessing our investor pitch on Google Drive, you agree to allow Perspectec to contact you via email for marketing purposes. We do not disclose your email […]
We have launched coverage of Aurora Cannabis (ACB-Toronto) with this 48-page investor pitch. This pitch has been made public for marketing purposes. Our financial model is available for subscribers only. Important Disclosures and Disclaimer This publication is produced by Perspectec Inc. This publication and the contents hereof are intended for information purposes only, and may be subject to change without further notice. Any use, disclosure,distribution, dissemination, copying, printing or reliance on this publication for any other purpose without our prior consent or approval is strictly prohibited. Neither Perspectec Inc. nor any of its respective parent, holding, subsidiaries or affiliates, nor […]