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Auxly Cannabis Group Inc T.XLY

Alternate Symbol(s):  CBWTF

Auxly Cannabis Group Inc. is a Canada-based consumer packaged goods company in the cannabis products market. The Company is focused on developing, manufacturing and distributing branded cannabis products. Its brands include Parcel, Back Forty, Foray, Dosecann and Kolab Project. It provides various products, including vaporizers, edibles, dried flowers, pre-rolls, capsules and oils and concentrates. The Company also conducts wholesale bulk sales of dried cannabis to various licensed producers in Canada. Its subsidiaries include Auxly Charlottetown Inc., Auxly Ottawa Inc., and Auxly Leamington Inc. The Company’s primary Cannabis 2.0 Product development, manufacturing and R&D activities are conducted by its subsidiary Auxly Charlottetown Inc. at a cannabis processing facility located in Charlottetown, Prince Edward Island. Auxly Ottawa Inc. holds licenses for cultivation and processing and conducts the Company’s primary dried flower and pre-roll manufacturing.


TSX:XLY - Post by User

Bullboard Posts
Comment by archdiamondon Oct 07, 2018 4:32am
103 Views
Post# 28758963

RE:RE:RE:RE:Here's the math to help grasp how the author get's $93M

RE:RE:RE:RE:Here's the math to help grasp how the author get's $93M The author left out a few more details as well. First in the hemp strain assumed to be grown also has a 0.5% THC content with would yield roughly 375kg of pure THC per harvest. That's enough to produce at least 375,000 1g packets of shatter per crop utilising only 1/3 of the lands growing potential. If you go back to the original news release from January it's also noted there they have other strains that have more than 8% CBD. If my memory serves correctly there was mention of a strain they had that was 16% CBD content in a Facebook Q&A. Either way when this land package is maxed out it has the potential to feed Dosecann 4,000kg of pure THC per year, which would create a ton of value added products that are not even being considered as part of this Hemp play.

EvelKnievel wrote: You investors out there do realize that the CBD distillate is just the beginning, don't you? I mean that distillate could used in countless products... For example, one can of THC soda is 10 bucks at the dispensary and that has a fraction of gram of thc in it...

EvelKnievel wrote: However if you take into account Auxly has 80 percent ownership, which the Author leaves out of his calculations, 80% of 13,341 kg = 10,744 kg, so his numbers still are close and on the low ball side... Perhaps Auxly did use similar metrics to get their numbers revealed to the public...

EvelKnievel wrote: He uses his math to come up with 4,788 kgs of CBD times 3 harvest per annum = 13,431 kg per annum, and Auxly simply says 12 million grams per annum or 12,000 kgs per annum owed to them in their latest update...  >>> https://globenewswire.com/news-release/2018/09/13/1570875/0/en/Auxly-Provides-Operational-Update-on-Uruguay-Based-Inverell-S-A.html
EvelKnievel wrote:

So perhaps his math used was somewhat similar to whoever got the 12 million grams per annum number for Auxly to project in its own news reports...

Quantitative analysis

As discussed above, Inverell's current harvest is slated to provide 75,000 KG of biomass and their hemp strain with the lowest CBD content sits at 8%. The industry has been shown to have an extraction efficiency of 87.7% ± 7.9%. At the low end, this would give us a 79.8% extraction level on the 8% CBD content of 75,000 KG of hemp biomass. 75,000 KG x 8% indicates a potential CBD content of 6,000 KG, with an 79.8% efficiency in extraction. However, this drops to 4,788 KG of CBD crystals. With wholesale market prices for CBD crystals oscillating between $6,500 and $20,000 USD/KG over the last few years, the market is very volatile.

Even though CBWTF has an extensive retail network through it's various subsidiaries and partners, let's use the low end of the wholesale market as an estimate in order to hedge some of the market fluctuation uncertainty. At $6,500 per kilogram, the 4,788 KG of CBD crystals - that can be produced for every four-month harvest cycle - have a wholesale value of a little over $31,000,000.

Even by taking the lowest assumptions from every metric - extraction efficiency, CBD content, and wholesale price - this should add $93,000,000 per year in revenue, even if Inverell never expands to more than this initial 150 hectares of cultivation even though they have 574 hectares available. The income generated by this one CBD focused subsidiary alone, out of over 20 other recreational cannabis focused subsidiaries and partners, is 20% more in revenue than the current largest cannabis company in the world, OTC:CGC. It has a market cap of over $11 billion and dwarfs OTCQX:CBWTF's market cap of only about $485 million.

https://seekingalpha.com/amp/article/4210134-auxly-cannabis-poised-capture-significant-portion-cbd-market-u-s-government-softens?__twitter_impression=true


 

 




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