RE:RE:RE:RE:RE:RE:RE:RE:Crouching tiger hidden weed stock - ALEAFIA OVERLOOKED! When you strip OGI of its debt to cash on hand they have just over 50m in debt, with roughly 300m shares o/s.
Sound familiar?
Their Sales for 2020 was 86m. This year their q1-14.6, q2-20.3, q3-29.1... Which means with growth in q4 they're on pace for 94m...
Even in this bear market in the sector they're trading at 857m... On 94m...
If we we're valued at 857m we'd be trading at 2.56 a share.
OGI just filed a 500,000,000 base shelf...
We're not valued correctly at all. But its certainly a 'prove it' market right now. So what happens if we prove it?
Surely its not a 0.60 shareprice.
Toweringmars wrote: Quick question. Are other LP's trading at earnings multiples or sales multiples? 15x Sales (which others are trading at) divided by your 500m shares outstanding gives you a S/P of 2.40.
Slight difference.
80m x 15X multiple = 1.2b / 500m s/o = 2.4
TRADECRAFTT wrote: When or if Aleafia reaches $20 per quarter by q4 2021 and q1 2022, their total float after addressing the debt in June would be approximately 500,000,000 shares depending what they raise at. If earnings/profit are $15 to $20 million / year on $80 million, by 15 times earnings = $300 million market cap. Divided by 500 million shares = $0.60 /share. Thats if they reach $80 million forward revenue 2022 with 25% margin. Not a slam dunk by any means. But those are the raw numbers not inlcuding the $10 million credit facility that need to be repaid as well. I think they should be able to take care of that with cash. A risky potential double from current.
Cannabasis wrote: Mate, you gotta start learning the basics. Indoor and outdoor is two different pair of shoes. To Beginn with the fact that you have completely different growing cycles with multiple harvests indoor vs only one harvest per year outdoor. So in terms of your potential grow capacity analysis its not comparable at all.