Tim Seymour Sees High Times Ahead For Cannabis Stocks
Tim Seymour Sees High Times Ahead For Cannabis Stocks
The slumbering cannabis sector has reawakened following Germany's partial legalization and possible rescheduling of marijuana in the United States. Tim Seymour, founder and CIO of Seymour Asset Management, joined Benzinga's PreMarket Prep Wednesday and discussed his views on these "exciting times" in cannabis.
在德國部分合法化以及可能重新安排美國的大麻期限之後，沉睡的大麻行業重新甦醒。西摩資產管理公司的創始人兼首席信息官蒂姆·西摩週三加入了Benzinga的PreMarket Prep，討論了他對大麻這個 “激動人心的時刻” 的看法。
What Happened: The regulatory changes announced by Germany last week were a significant catalyst for the recent rally in weed stocks. Germany's new laws will take effect on April 1 and remove cannabis from the country's Narcotics Act, where it was listed as a banned substance subject to specific criminal provisions.
發生了什麼：德國上週宣佈的監管變化是最近大麻庫存上漲的重要催化劑。德國的新法律將於4月1日生效，並將大麻從該國的《麻醉品法》中刪除，該法將大麻列爲受特定刑事條款約束的違禁藥物。
"Germany has quietly moved ahead of the U.S. They may totally, federally legalize the adult market before we do, as well," Seymour said on the show.
西摩在節目中說：“德國已經悄悄地領先於美國，他們也可能在我們之前通過聯邦政府完全合法化成人市場。”
The portfolio manager pointed to Tilray Brands, Inc. (NASDAQ:TLRY) as the major distributor in Europe best-positioned to benefit from the new German regulations. The company made key investments in Germany years ago, which may generate returns under the new cannabis regulatory system, according to Seymour.
投資組合經理指出，Tilray Brands, Inc.（納斯達克股票代碼：TLRY）是歐洲主要的分銷商，最有能力從德國新法規中受益。西摩說，該公司幾年前在德國進行了關鍵投資，這可能會在新的大麻監管體系下產生回報。
Why It Matters: Cannabis investors view Germany's progressive legal changes as a step in the right direction for the industry, which is poised to benefit from increased sales and revenue growth. Many are hopeful the U.S. will take a similar path to federal rescheduling and possible decriminalization.
爲何重要：大麻投資者將德國漸進的法律改革視爲該行業朝着正確方向邁出的一步，該行業有望受益於銷售額的增加和收入的增長。許多人希望，美國將走類似的道路，進行聯邦改期和可能的非刑事化。
Related News: Canopy Growth CEO Says German Cannabis Market Has 'Ability To Grow 10x' Following Legalization
相關新聞：Canopy Growth首席執行官表示，合法化後，德國大麻市場 “有能力增長10倍”
Seymour highlighted the increasing number of states that have legalized both medical and adult-use marijuana. He sees rescheduling in the U.S. as inevitable, and noted that the Biden Administration is running out of time before the next election.
西摩強調指出，越來越多的州將醫用和成人用大麻合法化。他認爲美國的改期是不可避免的，並指出拜登政府在下次大選之前的時間已經不多了。
"There's no question about what's happening, no question about where it's eventually going to go," Seymour said.
西摩說：“毫無疑問，發生了什麼，最終會走向何方。”
Vice President Kamala Harris recently pressured the Drug Enforcement Agency (DEA) to quickly reschedule marijuana during a roundtable discussion at the White House earlier this month.
副總統卡馬拉·哈里斯最近在本月早些時候在白宮舉行的圓桌討論中向緝毒局（DEA）施壓，要求其迅速重新安排大麻的時間。
"Marijuana is considered as dangerous as heroin and more dangerous than fentanyl which is absurd, not to mention patently unfair," Harris said during the roundtable conversation.
哈里斯在圓桌會談中說：“大麻被認爲和****一樣危險，比芬太尼更危險，這太荒謬了，更不用說顯然不公平了。”
Seymour expects growth in the cannabis industry to be magnified by major improvements in efficiency and a steady stream of catalysts ahead.
西摩預計，效率的重大提高和未來穩定的催化劑將放大大大大麻行業的增長。
"Investors that are here now are certainly going to be rewarded," Seymour said.
西摩說：“現在來到這裏的投資者肯定會得到回報。”
TLRY Price Action: According to Benzinga Pro, Tilray shares were up 0.92% at $2.50 at publication time.
TLRY價格走勢：根據Benzinga Pro的數據，Tilray股價在發佈時上漲0.92％，至2.50美元。
Image: asdqwejkl from Pixabay
圖片：來自 Pixabay 的 asdqwejkl
譯文內容由第三人軟體翻譯。