RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:when does Tweed come out with their 15Q1 report
Sarahsurfergirl wrote:
Most definitely Tweed will last time I checked Bed had 1500 patients. They were having to pay a commission to their parent company and they just opened their facility which they are still building out. They'll have the huge costs tweed had last year without as big of a customer base. I said Organigram was a sham from the start and was correct I think they had 45,000 sales or something pathetic. Bed is not as bad but definitely behind tweed a year I'd say.
You need to take a look at Tweed Q4 report to see the facts.
https://cdn.shopify.com/s/files/1/0266/0901/files/MDA_-_Tweed_Marijuana_Q4_2014.pdf?1845952756620538876
1, Tweed 12 months revenue is at the same level with Bed, about 1.1M
2, Tweed 12 months gross margin in Q4 is 36%, the same level as Bed(after BED paid its parent company)
Once Bed start to ship domestic production in late 2015Q2, its gross margin will increase to 80%.
Bed started about half year late, but its revenue has already one the same level with Tweed at Q3. I think Tweed will have a better 2015 Q1, Q2 but BED will catch up again in Q3.
I will try to compile Tweed's ER in the coming days if I have time. You can take look at another company MT who is also position itself at recreational market. You will see big difference between TWEED and MT.
BED is different from the rest of the herd. It is the only company who deliveres
Pharmaceutical Cannabis and they grow it in warehouse where airflows are filtered. The rest five grow in greenhouse in the farm land.
Check this link from time to time. Let us make our call on facts not emotions.
https://docs.google.com/spreadsheets/d/1KDWC51JA0i5dEx6UY0cUnP8ghkrs9U1MdQ2OSK-w4VQ/edit?pli=1#gid=0
I see there might be a chance in the next two weeks so I am getting into Tweed again, hoping to ride the pumping. And then I dump.