Shorting cannabis stocks was a billion-dollar idea in 2019

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Shorting cannabis stocks was a billion-dollar idea in 2019
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Short sellers harvested nearly $1 billion from shorting the top 20 cannabis companies last year.

Though 2019 was a brutal year for weed stocks in Canada and the U.S., that meant it was a stellar year for short sellers, who harvested nearly $1 billion from shorting the top 20 cannabis companies according to a new analysis.

Short sellers collected total mark-to-market profits of $993.3 million, according to research released late Friday by S3 Partners Managing Director Ihor Dusaniwsky. Shorting Aurora Cannabis Inc. ACB, -0.99% ACB, -1.14% through the year would have yielded the most profit, with investors banking $264.8 million, S3 found. Cronos Group Inc. CRON, -3.12% CRON, -2.62% netted shorts $217.1 million and Tilray Inc. TLRY, -2.38% gave investors a profit of $174.3 million.

Investors looking to jump into a short position now will pay handsomely to do so. The average cost to borrow stock across the entire sector is 26.5%, and 30.5% among the top 20 names, costing about $2.8 million a day or $1.01 billion at those rates. The top 20 names make up nearly 90% of all the weed stocks investors are borrowing to short.

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