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Aphria Inc. APHA

Healthcare Drug Manufacturers - Major Cannabis
Aphria, which is headquartered in Ontario, produces and sells medicinal and recreational cannabis. The company operates through retail and wholesale channels in Canada and internationally. Aphria is a main distributor of medical cannabis to Germany and has operations in over 10 countries outside of Canada. However, it does not have exposure to the U.S. CBD or THC markets due to the constraints of federal prohibition. It has some U.S. exposure through the acquisition of SweetWater, a craft brewer


NDAQ:APHA - Post by User

Aphria Inc.
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Comment by sunny3999on Jul 23, 2018 2:56pm
153 Views
Post# 28354527

RE:Forward earnings based on supply deals

RE:Forward earnings based on supply deals
Smellzalot wrote: Dear board,

what are your thoughts on Forward earnings based on APH's current supply deals made with provinces?

I appreciate all your feedback, and would like to say thank you to all the posters who keep it respectful, Bull or Bear.

Thanks, and GLTA!


My assumption and overview.

Took this Canada spreadsheet from reddit, added 30,000 kg for the big 3 in Ontario(wholesale @ 5 CAD) in 2019: 

Aphria 60,000 kg:

could have F/E of 0,84 CAD/Share = 14,28 CAD PPS @17 F/E in 2019 (assuming 1CAD/gramm all in cost)

Canopy/Aurora 100,000 kg:

CGC could have 1,0 CAD/Share = 17 CAD PPS @17 F/E in 2019 (assuming 2,5 CAD/gramm all in cost)   
 
Aurora could earn 0,25 CAD /Share and end up with 4,25 CAD PPS with 1bn shares. 

This will be thirsty and flat 2019 till edibles kick in like infused beer or other drinks. 

Just my 2 cents 

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