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.
在德国部分合法化以及可能重新安排美国的大麻期限之后，沉睡的大麻行业重新苏醒。西摩资产管理公司的创始人兼首席信息官蒂姆·西摩周三加入了Benzinga的PreMarket Prep，讨论了他对大麻这个 “激动人心的时刻” 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.
发生了什么：德国上周宣布的监管变化是最近大麻库存上涨的重要催化剂。德国的新法律将于4月1日生效，并将大麻从该国的《麻醉品法》中删除，该法将大麻列为受特定刑事条款约束的违禁药物。
"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.
西摩在节目中说：“德国已经悄悄地领先于美国，他们也可能在我们之前通过联邦政府完全合法化成人市场。”
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.
投资组合经理指出，Tilray Brands, Inc.（纳斯达克股票代码：TLRY）是欧洲主要的分销商，最有能力从德国新法规中受益。西摩说，该公司几年前在德国进行了关键投资，这可能会在新的大麻监管体系下产生回报。
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.
为何重要：大麻投资者将德国渐进的法律改革视为该行业朝着正确方向迈出的一步，该行业有望受益于销售额的增加和收入的增长。许多人希望，美国将走类似的道路，进行联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
相关新闻：Canopy Growth首席执行官表示，合法化后，德国大麻市场 “有能力增长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.
西摩强调指出，越来越多的州将医用和成人用大麻合法化。他认为美国的改期是不可避免的，并指出拜登政府在下次大选之前的时间已经不多了。
"There's no question about what's happening, no question about where it's eventually going to go," Seymour said.
西摩说：“毫无疑问，发生了什么，最终会走向何方。”
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.
副总统卡马拉·哈里斯最近在本月早些时候在白宫举行的圆桌讨论中向缉毒局（DEA）施压，要求其迅速重新安排大麻的时间。
"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.
哈里斯在圆桌会谈中说：“大麻被认为和****一样危险，比芬太尼更危险，这太荒谬了，更不用说显然不公平了。”
Seymour expects growth in the cannabis industry to be magnified by major improvements in efficiency and a steady stream of catalysts ahead.
西摩预计，效率的重大提高和未来稳定的催化剂将放大大大大麻行业的增长。
"Investors that are here now are certainly going to be rewarded," Seymour said.
西摩说：“现在来到这里的投资者肯定会得到回报。”
TLRY Price Action: According to Benzinga Pro, Tilray shares were up 0.92% at $2.50 at publication time.
TLRY价格走势：根据Benzinga Pro的数据，Tilray股价在发布时上涨0.92％，至2.50美元。
Image: asdqwejkl from Pixabay
图片：来自 Pixabay 的 asdqwejkl
译文内容由第三方软件翻译。