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That would still leave a gain of about 1,750%, rather than 3,500%. If the sector was getting a bit frothy, then it's no bad thing that there's been a pullback. And that can benefit the biggest players in the sector, like EMMAC, as investors will focus more on quality:
"Europe’s leading independent cannabis company We have now launched our first range of unlicensed medical cannabis products, which are already being prescribed to patients in the UK." https://uk.emmac.com/
As regards regulatory change, a lot has changed already, with the key change being in Germany three years ago. European countries which have legalised cannabis for medical uses already have a combined population of hundreds of millions, and that market is likely to grow strongly:
"How are New Regulations for Medical Cannabis Impacting Germany, Europe, and the World? ... 11/09/2019 ... In recent years, Europe has seen a tremendous shift regarding the legalization, cultivation, and trade of medical cannabis. This arguably started when Germany legalized cannabis for medical use in 2017, which seems to have had a persuasive effect on other EU member states. Since then, a lot has happened. In Europe, Portugal, Denmark, Poland, and the UK have changed their regulations concerning medical cannabis. Germany has granted cultivation licenses and increased the quantity of medical cannabis that can be imported. Now, the European Union has stepped in and is working on a harmonization process among the EU member states. ... What we have seen just recently are changes in some of the EU member states, like Luxembourg and France, for example. France is actually a market which, so far, was relatively conservative regarding the use of cannabis for any purpose, in particular, for medical purposes. But from next year onwards, France is starting an experimental phase during which it will allow the use of cannabis for medicinal purposes and observe the progress. It will then base further decisions on how to proceed with cannabis regulations on the outcome. That, I think, is a significant change, because France is a big market. ..." https://www.labiotech.eu/sponsored/new-regulations-medical-cannabis-changing-europe/
FFWD's holding in EMMAC was valued at £2.5M. as at 30.9.19, but this value could soon be nearly doubled at EMMAC's next fundraising:
From FFWD's 16.10.19 RNS: "The convertible note is convertible at a 20% discount to the price of the next eligible fundraise by EMMAC capped at GBP0.50 per share. At a conversion price of GBP0.50 per share, EMMAC has an implied value of greater than GBP150 million. Following FFWD's investment in March 2019 the implied value of EMMAC was GBP77 million (post-investment)."
"Yooya (investment position: c.8% of NAV) is currently a content-driven e-commerce platform focused on Asia, however, proposals are under review, which may result in it being converted to a CBD sales and marketing platform." "I'm hearing 3 clients already on board"
Yooya could provide great synchronicity with FFWD's investee company EMMAC, Europe's largest medical cannabis company by territory. The potential for selling EMMAC's products via Yooya into the gigantic Chinese market must be vast.
As at 30.9.19, FFWD's stake in Yooya was valued at £1.586M. Which is over four times the level that its stake in Cryptologic was valued at as of that date (£386K.), which was recently sold for about 130% more than that.
Yooya (investment position: c.8% of NAV) is currently a content-driven e-commerce platform focused on Asia, however, proposals are under review, which may result in it being converted to a CBD sales and marketing platform.
LONDON, Jan. 23, 2020 /PRNewswire/ -- The CBD skincare market is projected to bring in US$959 million in sales by 2024, leading cannabis market intelligence and strategic consultancy firm Prohibition Partners has found in its latest report, The Impact Series: Disrupting Beauty, released today.
The report explains that cannabis, with its antioxidant and anti-inflammatory effects, is disrupting the traditional beauty market and supply chain as consumer demand skyrockets for innovative natural cosmetics products.
Key findings include:
Smaller indie brands have driven recent developments in the CBD beauty market, as multinational companies remain wary of CBD's complicated legal status. The global CBD skincare market is projected to rise to US$959 million by 2024. Select brands are exploiting the interest surrounding cannabis-derived CBD oils to sell beauty products containing low-CBD hemp seed oil, in a practice known as "weed washing". Continued consumer education will be vital to ensuring the longevity of the CBD beauty market. Prohibition Partners' Managing Director Stephen Murphy, said:
"Cannabis and CBD are rapidly being integrated into a wide spectrum of mainstream consumer products, being used in everything from pet food to skincare. As the market for cannabis consumer goods gets ready to take off in 2020, The Impact Series helps to cut through the noise and the hype to identify real value, long-term trends and commercial opportunity for key stakeholders of the consumer goods market."
"Thus far, the disruption we've seen in the beauty industry is nothing short of remarkable, attracting attention from high-street retailers, global brands and indie entrepreneurs. Consumers are looking for new and exciting products derived from natural and sustainable sources and cannabis continues to fit this mould, driving product demand through the roof."
"There are constant questions on the longevity of this trend but with the ability to act as a natural anti-inflammatory agent and an antioxidant, cannabis is becoming one of the most disruptive forces in the beauty and personal care industry in the last two decades."
"In this new report, we offer a comprehensive look at the state of the cannabis beauty market, explore potential future trends and commercial opportunities, and analyse some of the most pressing issues that are facing the sector today."
Disrupting Beauty is the first edition of a new set of reports, entitled 'The Impact Series', documenting the rise of cannabis consumer goods and the disruption of mainstream markets. Disrupting Beauty launches on 23rd January 2020 and can be downloaded via the Prohibition Partners reports homepage, here, alongside a full suite of other industry reports.