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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


NDAQ:APHA - Post by User

Bullboard Posts
Comment by PeterMacd2on Dec 04, 2018 8:03pm
68 Views
Post# 29065147

RE:Conservative estimated valuation

RE:Conservative estimated valuationPlease correct me if I am wrong - but are your revenue and cost calculations correct??  I'm not at all familiar with this, but mathematically  I can't get to your result based on the numbers given. 

REVENUE:  255,000 kg x $4,500/kg = Total Revenue of $1,147,500,000 (or $1.15 Billion). 
COSTS:  $1.56/gram = $1,560/kg.  255,000 kg x $1,560 = $397.8 Mill + ~$100Mill = $497.8 Mill.

Net Profit  = $649.7 Million. 
249.7 Mill shares.
EPS = $2.60.

Am I  wrong somewhere?


Letsbeclear - (12/4/2018 7:42:13 PM) 

1) Production capacity : 255 000 kg 

2) Goods sold : 57,000 kg [dried & oil based sales]

2) Price per kg : $4500 [averaged between dried flower and higher margined oils]

3) Total Revenue : $256.5M

 

4) Cost of production (All-in cost): $1.56/g 

5) Cost of production (total) : 88.92M

6) Other costs : +or- 100M  

7) Total of costs : $188.92M 

 

Net Profit  : 67.5 M 

Bullboard Posts