RE:RE:RE:RE:Gentleman's bet on q4 resultsRobeyy18 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.