GREY:ALEAF - Post by User
Comment by
Toweringmarson Oct 15, 2020 12:41pm
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Post# 31721684
RE:RE:RE:Aphria let us down !!
RE:RE:RE:Aphria let us down !! Lol its so true, I mean, it was a matter of time before they played that old record again. But need I remind them, our spacex JV will more than offset the sales channels required.
stocktracker101 wrote: Hey Towering... Be careful.. Because Aleafia wont be able to sell their dried flower.. LOL.. These short and distort campaigns make me laugh.. Aleafia moved thousands of Kgs last year when inventories were extremely high. There is always a market for unique strains and cost effective quality product.. Aleafia doesnt need to worry about writting down their overvalued product.. Alefias all in cost was .39/gram.. That average is about to go way down with this outdoor grow..
Toweringmars wrote: Sure, if our only hope was to rise on the tide and coattails of others. I think that only bodes better for us. Aphria's CPG is now at 0.87.
So one of the biggest players in the market is boasting a CPG more than 2x higher than ours. That bodes well for us. Especially if we blow out a bunch of pre-rolls at low cost this year.
Sure its arguable that our CPG will change now that Niagra is licensed, but it will be more than offset by our much bigger outdoor this year.
Their adjusted EBITDA is 10.4m vs our 3m. And keeping in mind our EBITDA will fluctuate in a big way with the wholesale segment of our business model. Last Q our EBITDA was 6.379. So literally not very far behind, and comparable to this 1.867 billion dollar company. Our little 153.5 million dollar company.
Cmon now. Who has more upside?
Especially once the market see's the EBITDA we have in the works.
Miamirules wrote: I thought Aphria was going to beat earnings expectation bringing the entire cannabis stock back into the limelight Now we have to wait for elections and hopefully some good earnings from Canopy and Aurora ..