RE:RE:RE:RE:RE:RE:RE:RE:Aphria's second quarter results were only 6 weeks sales....40Baggs wrote: The one thing I noticed on APHAs recent financials compared to ACB/CGC was deferred revenue. It's nearly 36M on APHA Q2, whereas ACB and CGC showed less than ~1M deferred. Not sure how this will play into the Q3 revenues. 80M+ gross sales is reasonable & achievable.
Once we have HC approval for expansion, growing capacity goes from 5000kg/qtr to 9000kg/qtr in currently operating facilities as the mother plants will be moved into the expansion. Expansion facilities will be an additional 18500kg/qtr in capacity, total of 27,500kg/qtr (~180M sales/qtr). And CC Pharma will be ~75M/qtr with positive net income and the huge potential in Germany.
Later in 2019, Diamond will add another 36000KG/qtr for a total of ~64,000KG/qtr (~420M sales/qtr @ current prices for flower/oil ONLY) from CDN operations.
Edibles and beverage will add significant margins later in 2019. This is a great growth stock in the portfolio, likely will pay dividends in a few years.
40Baggs > Excellent post! Facts and figures.