RE:Paraphrasing Fireside Chat copied from The CannalystsSavage97 wrote:
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Revenue for the Quarter was the Largest of any Public LP in Canada
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On the cannabis side, 2nd Highest Quarter Ever recorded for sales
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Aphria Diamond very close to full production capacity
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Expectations we have, we see that number going down on a fully blended basis between the 2 Facilities to at least $.80 (Cash Cost/Gram)
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We are taking it right back to our cost to sales line. When you look at what some of our competitors are doing, in those calculations, you can’t see that tie. Example, couple months ago, they were quoting a number that was below $.80, but when you duplicate the calculation that we do, with them disclosing all the info necessary, I got a number that was over $3. There’s costs that they’re are incurring, that they’re pulling out of the calculation, that we are not incurring in the first place. Compare them on an apples to apples basis, WE ARE THE LOWEST, and there really isn’t anyone that can compete with us at that level
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4 Consecutive Quarters of +EBITDA, but if you go back years, the number is like 14 or 15 out of 20
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It speaks volumes for the Management Team and how quickly we reacted, and that we had contingencies in place, and we moved very very very early. We moved on the supply chain for Vapes in China back in early January and had alternate plans setup then
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(Cannabis 2.0) Some people believe themselves to be visionaries, they see the market that’s something that’s bigger, and made a corresponding Big Bet. Our approach has been, let’s let things play out, let’s see how people are doing it, let’s find out what the early mistakes are, let’s make sure we don’t make them
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We are looking at other opportunities inside cannabis 2.0 and we’re taking on more than 1 on at a time. What’s the real key to the Chocolate & Edible market? It’s become clear it’s Gummies. On the Chocolate side, what’s now clear is people don’t want cheap chocolate. There are a couple very bargain basement offerings, but don’t have the greatest uptick. People don’t want the chocolate to taste that bad. We won’t make those mistakes going forward
*On the M&A Side, there are a lot of opportunities today, if you look over the last year, some of our best decisions were not entering into M&A opportunities. There were a lot of people who wanted to do it previous do that. Right now, there are lots of people who want to do it just to survive. Pretty much anybody who has a need for cash, is reaching out to us because we have cash
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I see the attractiveness in THC once the launch in USA. We’ve been on a search for the right 1st thing to buy, we found a lot of nice things that would be good 2nd or 3rd things to buy. Accretive income statement addition, no cash burn. It’s not cannabis related in any way. I don’t want to pay a premium because cannabis is associated with the business. I want to gain all the benefits of cannabis for our SHAREHOLDERS once we buy at a cheaper valuation
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Southern Glazer‘s ‘The Largest’ Alcohol Rep in the USA. Fantastic relationship, we’re very proud of having them. Variable relationship tied to Sales. Element of Exclusivity, where we know they can’t go and start Repping one of our biggest competitors in the same space. Internally we have kept senior sales level that manages our relationships with the control boards. We’ve really leveraged Great North’s capabilities at the Retail Level
Any guesses on who the producer whos stated grow cost is at .80$ a gram that would be calculated as over 3$ using the aphria calculation? ACB
And guess who Southern Glazers (largest distributor, most connected alcohol rep) will be representing when the US of A opens up Federally?? A P H R I A We have a multinational CPG growing ffs! Prof I