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strtd small position on $GRWG :
A)
why ? (fundamentals) :
1. Largest hydroponics essentials provider
2. Hydroponics is future of agriculture : grwing population, climate changes, soil fertility lvls are falling due to pollution, over use of land, de-forestation.
A)
why ? (fundamentals) :
1. Largest hydroponics essentials provider
2. Hydroponics is future of agriculture : grwing population, climate changes, soil fertility lvls are falling due to pollution, over use of land, de-forestation.
B)
-2. Food safety is most important benefit. Hydroponic farms are in controlled environments. Here, products are grown under strict quality control thus more nutrition and produce. Like a better ROI on ur farms
3) Strategically opening stores in loc. tgt at the cannabis / hemp
-2. Food safety is most important benefit. Hydroponic farms are in controlled environments. Here, products are grown under strict quality control thus more nutrition and produce. Like a better ROI on ur farms
3) Strategically opening stores in loc. tgt at the cannabis / hemp
C)
3) Diverse rev base : Str, Equip, Consulting on Grn houses (like a $TSCO of this ind.)
4) Building omnichannel offering: devlpng e-comm opern with online ord. & del.
5) TAM :
Hydroponic : $8.1B (2020) doubling in 5 yrs
Cannibus : $17B (2020) grw to $30B (2025)
3) Diverse rev base : Str, Equip, Consulting on Grn houses (like a $TSCO of this ind.)
4) Building omnichannel offering: devlpng e-comm opern with online ord. & del.
5) TAM :
Hydroponic : $8.1B (2020) doubling in 5 yrs
Cannibus : $17B (2020) grw to $30B (2025)
D)
6) Opportunity in priv. labels - Walmart? Costco?
7) Experienced founder with 3 successful starts ups
8) Clear growth map & strategy
6) Opportunity in priv. labels - Walmart? Costco?
7) Experienced founder with 3 successful starts ups
8) Clear growth map & strategy
E)
9) Shareholding patter
103 institutions. Lrgst shareholders incl BlackRock Inc., Driehaus Capital Mgmt Llc, Federated Hermes, Inc., Vanguard Group Inc, Cvi Holdings, Llc, JW Asset Management, LLC, AWM Inv Co, Inc.,
9) Shareholding patter
103 institutions. Lrgst shareholders incl BlackRock Inc., Driehaus Capital Mgmt Llc, Federated Hermes, Inc., Vanguard Group Inc, Cvi Holdings, Llc, JW Asset Management, LLC, AWM Inv Co, Inc.,
F)
-9) Millennium Mgmt Llc, Cooper Creek Partners Mgmt Llc, Friess Assco. Llc.
Founder after dilution hold arnd : 3.3% ( bit concerning)
-9) Millennium Mgmt Llc, Cooper Creek Partners Mgmt Llc, Friess Assco. Llc.
Founder after dilution hold arnd : 3.3% ( bit concerning)
D) Sales & Grwth :
