RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Anyone Else Disappointed? Just a straight up Canopy hater eh. Gotcha. Whatever little world you fabricate in your head where im the bad guy for investing MY money in WEED is yours alone. Your trying to discredit me or somerthing lol. Have at er' champ.
GoBlue2016 wrote: Tweed
i don't c2are about your investing. That is on you. But with your boast...
"I'm a 'big picture' investor that invests in good managment, and manovers on facts, not predictions." I just wanted to show that that was all hot air. You are part of the WEED herd. Who can't differentiate between good and bad Mgmt. And relies on predictions.
God knows how you "manovers on facts".
Folks should know your boasts are a less than credible. If you have made money good for you. Blind squirrels find nuts. I wish you well.
Cheers
Tweedlede wrote: Holy Jeez man your still going on about this. Don't worry about my investment decisions man, I'm doing more then alright. I don't even know what it is that set you off. I do my investments my way, you go nuts predicting all the things you want ok. Ok good. Lets keep it to APH now.
GoBlue2016 wrote: Since the poster didn't want to answer the management inventory Q from CGC 3Q call here are my follow ups.
And BTW... he pivoted so quick he may have gotten whiplash.
Follow up Q should have been... So does that mean you have a considerable amount of slow moving inventory? Should we be worried that the product quality might degrade as it sits?
Or... so your customers, that have prescriptions (which can only be used at one LP at a time and you have to go through a process to change LPs), when faced with no 27% THC product (that you never carried before) elected not to order rather than ordering the highest THC product that you had available?
and here is another Q and pivot to non answer
Vivien Azer
So, I just wanted to follow-up on the initial question that you just got which was can you specifically quantify on how much you think you left on the table from a revenue perspective given the supply constraints that you felt in the quarter?
Bruce Linton
Yeah, I don’t want to put exact number on it, but you can imagine customers who like a variety in oils and a mid to higher THC probably make up a third or more of our total customer base and we had a limited offering for them. And so it feels like when we put the stuff in the store on February 1, people are watching the store, and I got to get some people on this call credit their social media and store analysis is pretty amazing.
But we had a fairly substantial amount of some reasonably price and high THC products that were enough [ph] and we’ve back filled again with another wave and we have a number of waves behind. But it really feels like about a third or more of the customer base that as a primary driver that if you have a CAD6 to CAD9 moderate to high THC that sells and we really didn’t have that in the quarter almost ever.
GoBlue2016 wrote: Tweedlede
ok not good with predictions. You have been measured on that and found lacking.
But you are big on management. I would like you to tell me how you measure management. Are you part of the herd??
Let's measure you again.
Here is a Q from last Q WEED call. Does Linton answer the Q or does he pivot? and what do you make of his answer?
Martin Landry
Hi, good morning, Bruce and Tim. First question, I can understand a little bit that you seem to have had not the full mix of products available during the quarter and it was you were little bit capacity constrained. How long did you go without a full inventory during the quarter in it, and how much you think that impacted your sales?
Bruce Linton
So first that the products that we had tended to be low-to-mid THC, and so that is a segment which there is a market for, but as you have the like this morning we just released a product which is I think 26%, 27% THC. We didn’t have that kind of offering to the quarter almost at all. And in the case of oils we tended to have one oil and so I, Tim commented whether these things come and go occasionally might have a small release, but for the most part the quarter ran fairly light on high THC and constrained on oils.
Tweedlede wrote: Classy guy. I hope you figure out what it is that causes you so much anger and makes you lash out someday. Its a much healthier way to live.
Anyhoo, I don't really need to go on about what it is you think I'm missing by not predicting those metrics you asked for. I will wait for the metrics to be fact, and then decide if the investment thesis is changed. Simple as that :)
Good luck!
GoBlue2016 wrote: Tweedlede
"I'm a 'big picture' investor that invests in good management, and manovers on facts, not predictions."
You seem very good at sucking and blowing.
Predictions is what the stock market is ALL about.
Your in the herd.
Thanks for clarifying. Just wanted to see if we should take you seriously.
And dude, I'll spot you the first five letters: Earning Before Interest Tax Depreciation and A...
Kind of important. You might want to bone up.
Tweedlede wrote: Those are details I dont try to speculate on, quite frankly because I dont know how to predict, let alone calculate EBITDA or those other metrics. I'm a 'big picture' investor that invests in good managment, and manovers on facts, not predictions.
The fact is APH is going to be one of the survivors, and most likely going to be one of a few global brands that will come out of Canada. Their advantages are clear, and I enjoy their approach of growing slower with profit in mind, strong managment with great connections, and building their facilities vs buying. It is a great counter invetment to WEEDS aggresive growth approach with splashy headline grabbing NR.
GoBlue2016 wrote: Teeedlede.
I am am interested in your forecast for WEED's 4Q.
Could you forecast the March 31 Qs
Sales
Other Expenses (not COGS)
EBITDA (adjusted per MDA)
Net Income (unadjusted)
and perhaps "Gain on Bios".
Tweedlede wrote: Wow nobody was complaining when every LP was going down but APH was holding firm. It's at percieved fair value right now until further actions from the company dictate. Why would any big investor drop money on this company valued at 800M when WEED is valued at 1.6B? You cannot honestly believe 1 share of APH is worth more then 2 shares of WEED. LP's are valued at a very generious premium as it is. Adding more premium just because it uplisted is ridiculaus.