RE:When all is laid out in front of you. Great post. Found a post explaining Aphria's inventory taken from their financials:
Total inventory value of $225,832,000 $40,252,000 is distribution inventory $22,601,000 is other inventory (vape pens, packaging etc) The rest at approximately $160,000,000 is cannabis in various forms. The large increase is due to DD cannabis that was harvested, but wasn’t ready to be sold until our current quarter of March-May. I believe we recognized our first sales in early March.
Edit- during their conference call they mentioned sales from CC Pharma were up 15% due to Covid-19. Medical sales up 18%. Pulled guidance due to concerns over Covid-19 and not knowing if it would have a material impact, especially in Europe.
At the end of April Carl did a Fireside chat and stated that we have not seen any material impacts at Aphria due to Covid-19.