RE:RE:RE:RE:RE:RE:RE:RE:RE:NR TodaySpot on joh and that is exactly what the quote says...whether meth is straight up short or not he is definately not pro success and gain for the company and has not been from his first post.
The tracking you have done, while an estimate of the information available, is as close to the real picture as one can be without the actual final figures/ info of the report to come...the chronology of package dating speaks volumes in the accuracy of your assessment, add the rest of your info to support an ~$20mil range for the period very reasonable/ doable and always tempered on the conservative side.
My assessments/ views are more general in nature overall and find great value in the info you provide...the only place you will find better numbers/ assessment is in the report when it is available.
With such low production levels to date there is no question of the potential available for FIRE, add Beena and the changes planned and made over the last 6-8mos and I see FIRE maximizing it's full potential in the not to distant future. The upgrade to CPG along with the increase in product shelved and on ever increasing shelf space across the country over the last few months is the most impressive story in the sector. Your info and assessments are valuable and appreciated estimates and don't ever let the barking sideshow tell you any different. JMHO...Opt
johnale wrote: I agree method - and in past quarters I leaned on analysts - but for q4 this is a straight quote from stifel report::
"Given the above, FIRE’s profitability outlook will likely depend on growth in REC channel volumes, for which. our visibility remains limited due to: 1) recent management changes, 2) longer sales channel shift, and 3) market impact from COVID."
they basically don't know -
so I can't wait for fire to post their quarterly report to see how they are doing. I need a better barometer than those reports. The package dates and other factors gives that barometer.
You yourself posted that the package dates were important.......
26.3mil in finished flower inventory end of March 31....
package dates indicate pretty good sell through.