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CCC sitting at a rand seems cheap on the surface but has anyone run the numbers on their cash burn rate and path to profitability. The psychedelics space is still regulatory roulette so I'm curious if anyone's got conviction here or just speculating on sector hype.
CCC at 78c feels undervalued if they can scale clinical ops without bleeding cash, but psychedelics regulation in SA is still murky. Anyone tracking their burn rate and cash position, or is the sector too speculative for dividend hunters like us?
CCC at 78 cents is pricing in a lot of skepticism on the psychedelics space, but has anyone done the math on what revenue needs to look like for this to work at current cap. The sector's got regulatory tailwinds in some jurisdictions. am I missing something on the fundamentals he
Medical cannabis is still fighting for legitimacy here, and CCC's stuck at R0.78 waiting for someone to care. Revenue's there but margins look thin compared to what the big licensed players are doing offshore. If they can actually scale the exports it changes the story, but that's a lot of ifs.
Medical cannabis is still early days globally but the margins on refined oils and isolates are where the real money is, not just flower. CCC's got the extraction tech already in place which puts them ahead of most domestic players. At R0.78 you're pricing in a lot of pessimism, positioned perfectly for when the sector gets its legs back. The future excites me on this one.
CCC sitting at R0.78 and they still havent landed anything material. Medical cannabis space needs real revenue, not just extraction capability. Waiting to see if they can actually shift volume to hospitals or pharmacies, otherwise this stays rangebound.
listen, if you cant see the play here youre looking at the wrong chart. medical cannabis is literally exploding globally and we're still sub-a-rand on the JSE, pre-revenue means nothing when the infrastructure is there. people complain about the price but they're the same ones who'll be crying when this finally gets momentum, ngl.
Not sure about this one. Sitting at R1.00 but where's the actual revenue coming from, the ops look thin. Do you think they can scale the cultivation side fast enough before cash runs dry.
CCC getting smacked down 5% to 95c is tempting but I'm staying on the sidelines until we see if this biotech name can hold above the 90c support, revenue growth looks decent on paper but execution risk is still too high for me right now.
CCC burnt through cash again last quarter, margins still getting squeezed. Medical cannabis play looks good on paper but execution's been messy, share price reflects it at R0.95. Watching how they handle inventory levels next report, that's where the real story is.
Springboks down at halftime, CCC looking similar, both need second half magic
ccc getting hammered but the med cannabis space is still early here. problem is they're burning cash faster than revenue's climbing, and at r0.95 you're paying for potential that hasn't materialized yet. could read as desperation pricing if next quarter doesn't show actual traction on the cultivation side.
ccc got crushed but medical cannabis is the play long term, look at what tilray did from like 50 cents to dollars. we're sitting at 95c and the revenue is actually coming through. patience wins here!!!
CCC popping 5.26% today, though at R1.00 the market cap remains tiny and liquidity is basically non-existent. Psychedelics play could run if they've got actual clinical data, but this screams penny stock volatility until proven otherwise.
CCC up 5.26% to R1.00 today, which is decent momentum for a healthcare play that's been beaten down. Need to see if this holds or if it's just profit-taking noise before the next earnings.
CCC at R0.95 is still sitting on real assets, actual cultivation licenses and distribution channels that took years to build. Compare that to some of the zombie biotech plays floating around and you're looking at something with actual revenue, not just promises. Long term the medical cannabis space in SA and globally is going to normalise, and when it does the companies with established supply chains will be the ones standing.
Do you think the medical cannabis story actually moves the needle at R0.95, or are we just waiting for consistent revenue to prove the model works. Not trying to be a bear but the cultivation and extract play needs volume to justify the valuation.
Current R 1,00 — 50% of range
Fundamentals sourced from JSE disclosures. Updated quarterly.