SHU Portfolio: 22nd Century Group Could Join The Ranks Of Big Tobacco

  • A long and interesting third quarter conference call has left us with considerable optimism about one of our small and risky stocks.
  • The big change is the FDA’s intent to regulate nicotine levels, which put the company at a potentially enviable market position.
  • This is not going to happen overnight, and it’s not a done deal.
  • The company has several other opportunities to pursue as well.
  • Shares are likely to remain volatile, but we’re now more than 20% below the levels of the big ($50M+) financing deal this year.

Source: SHU Portfolio: 22nd Century Group Could Join The Ranks Of Big Tobacco – 22nd Century Group, Inc. (NYSEMKT:XXII) | Seeking Alpha