RE:ValueVery nice post Oilspecs! You brought everything together very nicely.
But the only thing I don’t agree with is that we will reach those revenues soon.
We still need all our licenses to come through without any hiccups, and also we don’t have much for inventory, although we can always buy from aphria to get the party started. All in all, we are undervalued especially if all of this comes to fruition.
As far as financials go, what is everybody’s thoughts? I’m not expecting much from them this early, may take a few quarters for us to start showing some good news.
I also feel like we could see some type of run, just due to the fact that Canopy got a buy rating and is buying acreage farms. Good for the sector. As long as these companies keep growing we will only look more undervalued by comparison.
Glad to be back in Aleafia.
GLTA
Oilspecs wrote: I feel you are a little off on you value year end. Correct me if I am wrong. Lets look at each facility, and what their yields are. 1) 7,000 sq. foot Port Perry (kg unknown annual) 2)2,000 kg annual Paris Ontario 3)160,000 sq. foot Niagara (38,000 kg annual) 4)26 acre Port Perry outdoor (60,000 kg annual) 5)Product innovation centre 25,000 sq. feet currently extracting 6)30,000 sq. foot expansion nearly finished (GMP certified) 7)Emblems existing roughly 30,000 kg annual 8)Paris Ontario land owned 83 acres zoned agricultural(guess what's going there) 9)Port Perry 76 acres TOTAL roughly 138,000 kg annual. From that 138,000 kg we have to sell Canntrust 5,000 kg per year, which is probably around $8/gram = $40,000,000 per year. We are left with 133,000 kg. This will more than likely ALL be extracted into oils, capsules, sprays @ $15/gram which is 1.99 billion. Last is the pre paid flower purchased from Aphria which starts shipments in 2 weeks if I am correct. Key word is prepaid "$20,000.000". Around 2 billion when all is said and done. Only the biggest idiot in the world would sell flower for $8 when you can sell capsules etc for $15, you doubt me? Last year Canntrust extracted and sold 80% of their flower. Canopy was just doing an interview the day before stating that they will have 1 billion gross sales by year end.......guess what Bruce Linton, we should be hitting 2! We are grossly undervalued, considering our near future potential. We currently have 271.95 million shares outstanding. This gives us 447ish million market cap. With Niagara lic, and Port's outdoor I believe we will rocket to $6.50, and that is without unlimited distribution that we now have. $6.50 in the minimum I see, with hype/future developments, the sky is the limit. Currently I understand the price has fallen due to the acquisition and the fact that we have not received the 2 licenses (applied for late Dec), but you guys really need to open your eyes of how much potential we have coming. So many LP's have 1-3 billion market caps and they only have 50,000kg's grow cap, with expansions to 100,000kg's by 2021, lol. We are there, hold the line like in Braveheart. We need to close above $1.66 on the weekly chart or we will lose this level, the more we hold the levels, the easier the ride up will be! HOLD THE LINE!!!!!!!!!!!!!!!!