RE:RE:RE:At full capacity how much can Aurora make???schocor wrote: I have take issue MOSTLY with the production costs of $1/g. I believe that the best in the industry right now (canopy) is $3.63 - maybe that can be improved upon but it will not get to $1. Right now they can sell fro $7 - again due to the exces capacity that the industry is building I anticipate this will also go lower - maybe $4-6 makes more sense based on the Oregon/Colorado experience. I doubt they will be able to sell 240K KG. I also doubt they will be able to grow this in the first few years - like an oil well I anticipate initial technical challenges that can be overcome with time and experience producing at scale. Liquor stores - had cash rich Aurora not bought out this troubles Alberta retail brand they would be backup right now. I am not sure this is a great acquisition - but they may be able to do something with the store fronts; still not sure how economic the retail portion of this sector will be; I expect most will be mail delivered - and I still expect most of the mail delivered over the next 2 years to be technically illegal because it is cheaper. On a net income basis; I don't see Aurora making money for a few years. Aurora is an unproven company, with an unproven board of directors, rich with cash, buying everything in site hoping something sticks. When people ask "HOW CAN IT NOT MAKE $1B a year" I recognize a valuation bubble. You guys have bid up this stock so that is priced to perfection; literally everything (growing, financing, retail, international expansion, legal framework, price inelasticity) have to go right for this company to be valued at where it trades today from a discounted cash flow perspective. When you see this you short; there might be a better stock to short (ronos or something like that is looking good as well) - but Aurora is certainly shortable and will be lower in price 6 months from now in my opinion - which is only based on numbers and assumptions.
lobe these informative posts, but pumpers will call you a basher/shorter cause they can’t handle the truth.