Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

Lowell Farms Inc C.LOWL

Alternate Symbol(s):  LOWLF

Lowell Farms Inc. is a cannabis company with vertically integrated operations, including cultivation, extraction, processing, manufacturing, branding, packaging and wholesale distribution to retail dispensaries. The Company manufactures and distributes proprietary and select third-party brands throughout the State of California. It also provides manufacturing, extraction and distribution services to select third-party cannabis and cannabis branding companies and sells proprietary bulk flowers and brokers third-party bulk flowers to licensed distribution and manufacturing companies in California. Its brands include Lowell Smokes, Lowell Herb Co, House Weed, Kaizen, Moon, Original Pot Company, Flavor Extracts, Humble Flower and Cypress Cannabis. The Company operates approximately 40,000-square-foot of processing facility, a 15,000-square-foot manufacturing and laboratory facility in Salinas, California, and laboratory facility in Salinas, California, and others.


CSE:LOWL - Post by User

Post by Benedictuson Nov 16, 2021 9:58am
347 Views
Post# 34131299

Question of margins

Question of marginsThe problem with this report and one of George's more significant responses on the call is around gross margins. He really didn't offer any specific margin profile for each of the segments when asked. I've been following this company since before the Geronimo recap and such lack of visibility is a new development. It suggests an industry and business in major flux with some concerning headwinds. Q4 Guidance of $15 - 17M is excellent as it shows LFS and cpg is making up for the B2B bulk shortfall but without any ballpark of expected margins investors are left in the dark on how much of that falls to the bottom line. Cash burn of $10M was also a negative surprise. I think after the dust settles, .60 - .70 is possible (or .50 - .57 for LOWLF). That is where significant support appears on the weekly, which equates  to around a US market cap of 165M or a psr of 2.5. I'm not long or short but monitoring for a potential trade. 
<< Previous
Bullboard Posts
Next >>