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    New ANZ Leadership Hire Might Change The Case For Investing In Aurora Cannabis (TSX:ACB)

    Simply Wall St·12/22/2025 12:16:02
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    • Aurora Cannabis Inc. has appointed Kerry Miller, a veteran of Reckitt Benckiser and Unilever, as Managing Director for Australia and New Zealand, effective January 15, 2026, to lead its operations in these key medical cannabis markets.
    • The hire brings decades of consumer-packaged goods experience in tightly regulated, fast-moving industries, potentially sharpening Aurora’s execution and market development in Australia and New Zealand.
    • We’ll now examine how Miller’s consumer-packaged goods background in regulated markets could reshape Aurora Cannabis’s investment narrative and international growth focus.

    Find companies with promising cash flow potential yet trading below their fair value.

    Aurora Cannabis Investment Narrative Recap

    To own Aurora Cannabis, you need to believe its pivot toward higher margin international medical markets can eventually support a path toward more stable earnings, despite ongoing losses and competitive pressure. Kerry Miller’s appointment in Australia and New Zealand looks incrementally positive for execution in a key growth region, but it does not materially change the near term balance between the main catalyst of global medical expansion and the major risk of intensifying international competition and margin pressure.

    The recent expansion of Aurora’s IndiMed product portfolio in Australia, including new TEMPO 22 offerings, is the company announcement that most directly ties into Miller’s appointment. A more seasoned consumer goods operator overseeing Australia and New Zealand could influence how effectively Aurora converts that growing local product footprint into higher quality revenue, which matters given ongoing net losses and the need to support its international medical growth catalyst without letting SG&A costs run too far ahead.

    Yet while Aurora is deepening its presence in Australia, investors should also be aware that rising global competitors could still...

    Read the full narrative on Aurora Cannabis (it's free!)

    Aurora Cannabis' narrative projects CA$418.1 million revenue and CA$42.4 million earnings by 2028.

    Uncover how Aurora Cannabis' forecasts yield a CA$7.92 fair value, a 16% upside to its current price.

    Exploring Other Perspectives

    TSX:ACB 1-Year Stock Price Chart
    TSX:ACB 1-Year Stock Price Chart

    Seven Simply Wall St Community valuations for Aurora cluster between CA$7.93 and CA$51.11, underscoring how far apart individual views can be. When you weigh that spread against rising international competition that could pressure margins, it becomes even more important to compare several theses before deciding how Aurora might fit into your portfolio.

    Explore 7 other fair value estimates on Aurora Cannabis - why the stock might be worth over 7x more than the current price!

    Build Your Own Aurora Cannabis Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.