Aphria Inc. APHA

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

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Aphria Inc.

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Post by ShootingStarAlon Aug 04, 2018 11:15pm

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Post# 28415757

Interesting

APhria on track for 75 million in medical sales YTD, exculding recreational. Aphria sold some 1400 kg or approx 15% of total sales for medical market. Leading into Recreational Aphria should account for 15% of Recreational Market as well. This would translate up to 1.05 Billion in sales for 2019. However, market research shows 70% or 735 million is sales for 2019.

Cannabis for Medical Purposes (FY 2017-18) - Licensed Producers: Monthly Data
Dried Cannabis
	Q1			Q2			Q3			Q4
	Apr.	May	Jun.	Jul.	Aug.	Sept.	Oct.	Nov.	Dec.	Jan.	Feb.	Mar.
Amount sold to clients (kilograms)	1,921	2,081	1,894	1,893	2,028	1,984	2,120	2,143	2,079	2,318	2,020	2,272
Amount released for sale to clients (kilograms)table 5 note1	1,947	3,773	3,468	1,857	3,482	3,817	3,609	3,531	3,374	3,616	2,600	6,526
Total amount in licensed producers' inventories at end of month (kilograms)table 5 note2	20,964	22,682	25,077	28,179	27,273	29,312	33,764	37,883	38,927	40,211	39,862	44,179
Amount imported (kilograms)table 5 note3	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0	0	0
Amount exported (kilograms)table 5 note4	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0	273	57
Cannabis Oil
Amount sold to clients (kilograms)	1,918	2,165	2,111	2,416	2,675	2,578	3,002	3,267	3,005	3,437	3,212	3,677
Amount sold to clients (litres)table 5 note5	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	3,693	3,458	3,966
Amount released for sale to clients (kilograms)table 5 note6	2,161	1,718	2,309	2,251	2,658	2,396	2,937	2,808	2,779	3,455	4,390	4,428
Amount released for sale to clients (litres)table 5 note7	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	3,719	4,723	4,755
Total amount in licensed producers' inventories at end of month (kilograms)table 5 note8	5,142	5,381	6,713	8,708	8,293	8,585	8,138	10,205	11,140	12,577	15,630	14,623
Total amount in licensed producers' inventories at end of month (litres)table 5 note9	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	13,567	16,843	15,727
Amount imported (litres)table 5 note10	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0	0	0
Amount exported (litres)table 5 note11	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0	0.025	0.27
Total number of client registrations at end of monthtable 5 note12
Canada	174,503	188,200	201,398	211,603	224,898	235,621	248,653	260,948	269,502	278,121	286,707	296,702
Alberta	60,479	68,055	74,013	79,170	85,541	91,150	96,406	100,817	104,272	107,333	109,976	112,207
British Columbia	7,454	7,756	8,103	8,433	8,815	9,061	9,472	9,726	9,985	10,254	10,571	10,887
Manitoba	2,987	3,325	3,598	3,849	4,249	4,663	5,259	6,025	6,650	7,482	8,300	9,019
New Brunswick	5,284	5,511	5,748	5,837	6,027	6,094	6,263	6,402	6,524	6,505	6,580	6,656
Newfoundland and Labrador	1,853	2,027	2,162	2,233	2,399	2,521	2,604	2,672	2,747	2,789	2,977	3,144
Northwest Territories	112	123	125	138	138	144	150	153	154	146	155	158
Nova Scotia	7,685	8,087	8,737	9,158	9,736	10,296	10,981	11,315	11,539	11,746	12,010	12,241
Nunavut	47	45	46	51	57	61	62	64	62	63	62	63
Ontario	77,692	81,522	86,196	89,483	93,508	96,390	101,255	107,060	110,338	114,418	118,290	123,983
Prince Edward Island	739	782	831	864	945	1,006	1,058	1,097	1,194	1,212	1,246	1,233
Quebec	5,149	5,330	5,630	5,886	6,172	6,369	6,718	7,036	7,318	7,578	7,947	8,239
Saskatchewan	4,937	5,535	6,108	6,397	7,193	7,749	8,310	8,466	8,601	8,476	8,471	8,747
Yukon	85	102	101	104	118	117	115	115	118	119	122	125
Total number of shipments to registered clients during month
Canada	86,985	102,034	103,270	104,737	111,511	109,603	119,687	122,263	114,928	130,925	116,031	132,975
Alberta	30,103	33,970	33,889	34,114	35,653	36,518	39,206	40,268	37,561	42,795	37,623	41,656
British Columbia	2,876	3,332	3,278	3,237	3,370	3,342	3,735	3,761	3,574	4,211	3,845	4,283
Manitoba	1,462	1,774	1,827	1,871	2,114	2,110	2,488	2,694	2,730	3,616	3,361	3,899
New Brunswick	2,902	2,991	2,787	2,752	3,043	2,901	3,110	3,197	3,169	3,453	2,980	3,518
Newfoundland and Labrador	1,204	1,432	1,366	1,377	1,474	1,477	1,599	1,542	1,501	1,686	1,591	1,814
Northwest Territories	76	101	91	83	93	93	106	100	98	111	97	116
Nova Scotia	3,467	3,829	3,932	3,916	4,344	4,595	4,949	4,833	4,772	5,337	4,669	5,053
Nunavut	30	40	38	35	46	42	49	50	44	50	51	52
Ontario	39,165	47,746	49,159	50,373	53,825	51,007	56,223	57,630	53,906	61,282	54,356	63,998
Prince Edward Island	456	537	533	543	537	550	582	621	656	717	632	663
Quebec	2,790	3,452	3,417	3,556	3,808	3,752	4,152	4,318	3,945	4,356	4,036	4,625
Saskatchewan	2,407	2,776	2,901	2,826	3,130	3,160	3,424	3,190	2,919	3,241	2,732	3,243
Yukon	47	54	52	54	74	56	64	59	53	70	58	55
Health Care Practitioners
Health care practitioners that provided a medical document for a client who registered with an LP in the reporting period	2,359	2,314	2,786	2,544	2,284	2,643	2,511	2,667	2,475	3,011	3,154	3,494
Total number of health care practitioners that have ever provided a medical document for a client who registered with an LP	N/A	N/A	N/A	9,726	10,179	10,433	10,767	10,916	11,058	11,946	12,584	13,359
Average amount of dried cannabis for medical purposes authorized per client (grams/day)table 5 note13	2.3	2.3	2.3	2.3	2.3	2.5	2.4	2.4	2.4	2.1	2.1	2.1