RE:RE:RE:RE:How much capital is needed for Pharmacy and Rec sales float?It's so neat how you always sign off your posts!!! It's always "yada yada, blah blah blah...." Blue. Or goblue, or whatevs, but it just really adds credibility to everything you say. Amazing.
GoBlue2016 wrote: Morloch
most analysts are using $5/gram as floor when doing the post rec modelling.
But Medical has FAR more opportunity to hold margins and top line pricing.
The 35% EBITDA most analysts seem to use is off a rev per gram well below today.
No worries.
GoBlue
Morloch wrote: Seeing that this is most likely to happen down the line, What do you think the margins would be for Aphria. is 35% to 45% ebitda still possible? It seems like it as they combat it with oil and value formats and also good old econ of scale for Aphria at max capacity. Also, could Canopy still hypothetically get 20% to 25% ebitda, at max capacity as well and value added products of oils and edibles? Seems like everywhere, everyone wants a damn slice of the pie, albeit its worth it if it opens the gates to the flood of recreational users and the world to witness and be invaded by Canadians. (: