Arcview Market Research 和 BDS Analytics 这两家公司都认为2019年大麻市场全球销售额增长38%至169亿美元而华尔街考恩集团预测到2030年全球销售额将达到750亿美元。
This is also a company that's done a bang-up job of pushing into international markets. Following the announcement of a 51% equity stake in Gaia Pharm in Portugal, Aurora now has a presence in 24 countries, including Canada. These foreign markets will prove particularly handy if and when domestic Canadian dried flower supply becomes commoditized. In order to avoid margin deterioration, these external sales channels will prove critical in helping Aurora Cannabis to offload its supply.
奥罗拉也是一家大力进军国际市场的公司。继宣布在葡萄牙拥有 Gaia Pharm 51%的股权后，奥罗拉（Aurora）目前在包括加拿大在内的24个国家拥有业务。这些外国市场将更佳证明大麻产品的需求增长。为了避免利润恶化，这些外部销售渠道将被证明对帮助奥罗拉坎纳比斯减少供应至关重要。
But the one thing Aurora doesn't have is a brand-name partner. Canopy Growth landed a major investment from Constellation Brands, Cronos Group recently closed on an equity investment from Altria, and Tilray has partnered with both Novartis (through a subsidiary) and Anheuser-Busch InBev. Yet no partner for the largest projected producer in the world, as of yet.
但奥罗拉（Aurora）没有与名牌进行合作。Canopy Growth 从 星座品牌获得了一笔重大投资，Cronos Group 最近结束了对奥驰亚的股权投资，Tilray 与诺华（Novartis）（通过子公司）和安海斯-布希-英博（Anheuser-Busch InBev）都有合作。但迄今为止，全球最大的预测生产商还没有合作伙伴。
However, with the hiring of activist investor Nelson Peltz as a strategic advisor to the company, the expectation is for a partnership opportunity to emerge sometime soon. While these are nothing more than guesses on my part, here are four partnership opportunities for Aurora Cannabis that would, at least on the surface, seem logical.
然而，随着激进投资者纳尔逊•佩茨( Nelson Peltz )被聘为该公司的战略顾问，预计不久就会出现合作机会。虽然这些只是我的猜测，这里有四个合作机会奥罗拉坎纳比斯，至少表面上看，似乎是合乎逻辑的。
One of the more likely partnership opportunities lies with beverage giant Coca-Cola (NYSE: KO). For those who may not recall, Coca-Cola was reported to be in discussions with Aurora Cannabis this past September about a possible partnership, joint venture, or even an equity stake. With soda sales falling flat in the U.S., Coca-Cola has been exploring new opportunities to drive top-line growth. Presumably, with nonalcoholic cannabis-infused beverages expected to become legal in Canada by this coming October, this would give Aurora and Coca-Cola a means to team up and bring their respective strengths to the table.
一个更可能的合作机会是与饮料巨头可口可乐。对于那些可能不记得的人，据报道可口可乐今年9月正与奥罗拉•坎纳比斯(奥罗拉（Aurora）Cannabis )讨论可能的合作关系、合资企业，甚至是股权。随着美国碳酸饮料销量持平，可口可乐一直在寻找新的机会来推动收入增长。预计到今年10月，随着非酒精类大麻饮料有望在加拿大成为合法饮料，这将使奥罗拉（Aurora）和可口可乐成为一种合作方式，并将各自的优势摆到谈判桌上。
Coca-Cola ultimately wound up walking away just a few weeks later without a deal, suggesting instead that it would monitor progress for the cannabis industry from the sidelines. My suspicion is that Aurora's equity asking price may have been too high at the time. However, with Peltz leading the charge for strategic opportunities and having a keen understanding of the food and beverage space, I'd have to think that Coca-Cola is back in the picture.
可口可乐最终在几周后才做出决定，但没有达成协议，这也侧面表明它将从副业监测大麻产业的进展。我怀疑当时奥罗拉（Aurora）的股票要价可能过高。然而，由于 Peltz 在战略机遇方面处于领先地位，并且对食品和饮料领域有着敏锐的了解，我不得不认为可口可乐已经重新走上了正轨。
（来源：汇众医疗的财富号 2019-03-19 14:33） [点击查看原文]
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