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Aphria Inc. APHA

Aphria, which is headquartered in Ontario, produces and sells medicinal and recreational cannabis. The company operates through retail and wholesale channels in Canada and internationally. Aphria is a main distributor of medical cannabis to Germany and has operations in over 10 countries outside of Canada. However, it does not have exposure to the U.S. CBD or THC markets due to the constraints of federal prohibition. It has some U.S. exposure through the acquisition of SweetWater, a craft brewer


NDAQ:APHA - Post by User

Comment by TheWokeLemmingon Jul 17, 2020 3:45pm
143 Views
Post# 31283038

RE:RE:RE:RE:Gentleman's bet on q4 results

RE:RE:RE:RE:Gentleman's bet on q4 results
Robeyy18 wrote: couldn't find anything on market share.  if we assume may stays consistent at 180 million and aphrias market share is indeed 18% that would provide them with revenues of roughly 97 million.  throw in another 90 million or so from cc pharma and the higher end of your estimate looks pretty accurate.


Thx Robeyy.  If CCPharma made $88m Q3, then Cdn revenue was $56m on $450m Cdn Sales.  That’s only 12.4%.  If Cdn May comes in at $180m, then it’s $540m for Q4.  12.4% of that is $67m.  

I’m assuming growth in Germany to match Canada, which would be 20%.  That bumps revenue to $105 Cdn.  Add $67m and it’s $172m for the quarter. 

Now perhaps CCPharma doesn’t see as much growth and perhaps May sales don’t hit $180m (I actually believe it’ll be higher), but Aphria should see market share for Canada increase due to strength in Ontario.  A percent or two increase on Canadian sales would significantly jump revenue.  My opinion only. 
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