Tuesday, July 3, 2018

Cannabis Short Tally From TSX



https://www.tmxmoney.com/en/research/short_positions.html


Top TSX Short Positions

Please find below the Top 20 Largest Consolidated Short Position Report Highlights. The report is produced twice monthly, effective the 15th and the end of each month.
Last Updated: June 22, 2018Get info on our Short Positions product
Issue NameSymbolAs of June 15As of May 31Net Change
TORONTO-DOMINION BANK (THE)TD43,899,99344,084,647-184,654
ENBRIDGE INC.ENB36,628,51439,741,076-3,112,562
ISHARES S&P/TSX 60 INDEX ETF UNITSXIU36,148,26037,538,019-1,389,759
NEWSTRIKE RESOURCES LTD.HIP35,370,84625,038,80510,332,041
AURORA CANNABIS INC.ACB34,981,82429,279,1265,702,698
TRANSCANADA CORPORATIONTRP30,996,56025,561,3285,435,232
BCE INC.BCE28,039,18829,490,714-1,451,526
GREAT-WEST LIFECO INC.GWO25,879,71425,766,177113,537
BANK OF NOVA SCOTIA (THE)BNS24,705,30422,450,0592,255,245
BOMBARDIER INC.BBD.B24,390,10331,771,780-7,381,677
QUEBECOR INC.QBR.B21,260,97421,168,47192,503
TELUS CORPORATIONT19,889,36617,201,5192,687,847
ELDORADO GOLD CORPORATIONELD17,788,13519,976,234-2,188,099
KELT EXPLORATION LTD.KEL17,602,81317,526,06276,751
PEMBINA PIPELINE CORPORATIONPPL17,493,62711,853,9085,639,719
ARC RESOURCES LTD.ARX17,126,02916,936,927189,102
CENOVUS ENERGY INC.CVE16,696,93118,433,759-1,736,828
FORTIS INC.FTS15,167,32516,240,909-1,073,584
GRAN TIERRA ENERGY INC.GTE15,085,22514,586,377498,848
ROGERS COMMUNICATIONS INC.RCI.B15,036,67315,870,444-833,771

APH - Thin Volume Ahead Of July 4th USA Holiday

Sellers First

House Positions for C:APH from 20180703 to 20180703
HouseBought$ValAveSold$ValAveNet$Net
1 Anonymous1,042,01612,256,02111.7621,190,60513,996,28411.756-148,5891,740,263
79 CIBC783,5469,231,26711.781894,77010,530,70911.769-111,2241,299,442
9 BMO Nesbitt168,7141,979,36811.732270,0453,168,92811.735-101,3311,189,560
13 Instinet95,9051,133,24411.816189,7682,242,88611.819-93,8631,109,642
72 Credit Suisse6072012.0036,856434,78211.797-36,796434,062
39 Merrill Lynch95,2421,121,61311.776127,4851,499,13211.759-32,243377,519
15 UBS1,88222,44711.92730,900362,69311.738-29,018340,246
53 Morgan Stanley32,618386,38911.84650,965593,96011.654-18,347207,571
22 Fidelity26,359309,71611.7530,351356,75011.754-3,99247,034
58 Qtrade5,14260,87411.8396,27573,96711.788-1,13313,093
19 Desjardins13,399157,65411.76613,925163,30811.728-5265,654
14 ITG6072012.005606,63711.852-5005,917
36 Latimer5,64866,37211.7516,02071,09311.809-3724,721
68 Leede5005,91011.825005,90011.800-10
76 Industrial Alliance2,70031,82111.7862,56029,69611.60140-2,125
59 PI5005,86011.720500-5,860
48 Laurentian6457,48811.6090645-7,488
70 Manulife7508,83211.776901,04611.622660-7,786
94 Hampton6908,16211.8290690-8,162
56 Edward Jones7288,46311.6250728-8,463
143 Pershing5,56965,66411.7914,65054,97711.823919-10,687
62 Haywood1,00011,64011.6401,000-11,640
28 BBS7,83492,92611.8625,66666,57511.752,168-26,351
57 Interactive2,91634,26111.7497188,41811.7242,198-25,843
88 Credential3,12736,88811.7971517611.7333,112-36,712
99 Jitney22,900269,74811.77919,300227,36911.7813,600-42,379
83 Mackie3,80044,57211.72903,800-44,572
33 Canaccord78,790928,55811.78573,238863,36511.7885,552-65,193
2 RBC335,1053,936,87611.748275,1583,232,61311.74859,947-704,263
124 Questrade145,1881,710,06411.77880,122948,41411.83765,066-761,650
80 National Bank149,7001,761,51011.76779,529936,18011.77270,171-825,330
65 Goldman71,100836,13911.76071,100-836,139
7 TD Sec561,8106,604,68111.756424,4954,998,12311.774137,315-1,606,558
85 Scotia341,8014,015,08011.747193,1782,277,56711.79148,623-1,737,513
TOTAL4,007,74447,151,54811.7654,007,74447,151,54811.76500

Sunday, July 1, 2018

Happy Canada Day !








On June 6, Aphria Inc.  (TSX:APH), Canada’s third-largest medical marijuana company, announced that it plans to invest $55 million to build a brand new, state-of-the-art extraction facility.
In announcing the move, the company spun it as a social governance initiative: “We’re expanding our horizons in Leamington so that when our youth go away to school they’ve got something to come home to.”
And while there may be some truth to the company’s statement that the move is intended as a grassroots initiative to help provide skilled employment for local youth living near the company’s Leamington headquarters, the multi-million-dollar investment is far more about exploiting the apparent opportunities in marijuana extraction than anything else.
The planned facility will be capable of processing over 200,000 kilograms of marijuana plant annually, with the first deliveries expected towards the end of the first quarter in 2019.
Through advanced extraction methods involving the use of butane, ethanol, and CO2, the company aims to produce “world-class cannabis concentrates” that can then be converted into a myriads of applications from powders, creams, patches, edibles, and even infused beverages.
While it hasn’t received a tonne of attention in the mainstream press to date, those Fools fortunate to be blessed with shrewd memories may recall that Constellation Brands, Inc. (NYSE:STZ), one of the world’s largest alcoholic beverage makers, specifically touted the potential it saw in infused beverages last fall when it announced it was making a $245 million investment in Canopy Growth Corp. (TSX:WEED)(NYSE:CGC).
As Aphria’s chief financial officer Carl Merton said in announcing the company’s latest investment, the investment in extraction facilities sets the company up for “the wave after [this one] that no one even knows about yet.”
The proof is in the pudding…
Maybe the latest news shouldn’t come as such a surprise to those who have been following the evolution of Canada’s cannabis markets closely over the past few years.
As the market for product has matured, more sales for Canada’s licensed medical producers (recreational marijuana is still not legally available for sale) are coming from the sale of derivative products like oils, edibles and creams — rather than simply sales of the traditional marijuana flower.
Not only do oils and other derivative or extract products tend to carry with them higher margins for producers like Aphria (a good thing), they also promote several health benefits with them as compared to smoking the traditional flower through a cigarette or pipe.
A look to the future
As the values of licensed marijuana producers have soared in recent years, it only becomes more difficult for investors uncover the true “value” that remains hidden in the market.
One avenue worth considering is, of course, the implications for companies like Aphria, Canopy Growth, Cronos Group Inc. (TSX:CRON)(NASDAQ:CRON) and others to tap into the many international markets that continue to open.
But many are already looking at that opportunity square on — meaning that the next leg of the marijuana rally may actually end up coming from an advanced understanding of which manufacturers are able to lead the industry through innovation, including Aphria’s latest initiative.
Stay Foolish.