GREY:ALEAF - Post by User
Comment by
ReaIistDontalkmon Oct 08, 2021 5:39pm
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Post# 33990668
RE:RE:Best sector value out there
RE:RE:Best sector value out thereReaIistDontalkm wrote: sthinei wrote: Where to start. Aleaf has tolx us they have already booked 16 mln wholesale revs from their outdoor crop with majority to fall in December qtr. I estimate it is between 12-14 mln in revs. Just that alone is a sequential gain of 200 to 250% gain or yoy over 100 to 150% gain. No one else in industry doing those numbers right now. Next they have two medical fulfilment deals likely to fall in q1 for an additional 2500 of premium flower likely to sell between $5- $7 cdn. That alone is another $16 mln in revs in addition to more wholesale and their own direct to consumer sales. You are looking at well over $20 million in revs on q1 and likely profitability in that qtr especially after stripping out $500k in interest costs. Once again paying down debt with cash. Another rarity in this industry. Everyone else diluting shares with offerings to be used to pay debt. They likely have about 50k kilograms or more of product to sell thru in 2021. At an avg price of even $4 that amounts to $200 mln in revs. The market cap only $187. Compared to other competitors? Cgc trades at 20x revs, cronos at 9x, hexo 5x, acb 5x, apha 4x. Aleaf probably needs to do the reverse split this qtr to get nyse or nasdaq listing to get their stock price above $5 and get some real analyst, some etf sector holding etc...because they are indeed on the verge of posting best numbers across the sector and need to strike while the iron is hot.