RE:RE:RE:RE:RE:Counter Balance not sure - but beena has the supply chain straightened out - if sell through was quick - expect them to have it solved quickly. I'm not concerned from an operational perspective.
I want to see eu-gmp and distribution increased to europe and isreal going again. I want them ramping up to full production and full distribution.
Aurum1983 wrote:
johnale - (3/24/2021 9:44:35 AM) RE:RE:RE:Counter Balance I talked to craig from IR about the comments. Shes softening expectations so people dont expect another 55% growth - as covid prevented them from going full speed in ontario.
Supreme was ~3.06% market share last q -
so far -
JAN - 282.6mil.
Even if sales are flat through feb and march - and we dip to 3% market share - and... IGNORE the addition of new produts (28g hiway, cbd vape, edibles) and Ignore humbles ability to add more product listings - we still get recreational sales flat at 12.7mil.
wholesale should be flat as well - B2B flat (even though market sales probably expanded) and loss of isreal ~1mil but gain shoppers/australia and any low key germany sale late in q.
So street has supreme at 15.41, but Beena probaly gets us closer to the crazy 18.3mil we nailed last Q. Which should be valuing us at 55++
In terms of the raises - supreme's operations are profitable, those raises were for strategic opportunities and not to fund operations. Still waiting for that shoe to drop.
good post John.
Some here have mentioned that our product is sold out on shoppers for an extended period of time. Just wondering if it's due to inventory issues or does it really mean we are sold out.