Aleafia Health Inc ALEAF

Aleafia needs to do better job breaking out

[sthinei]

Numbers and expectations. People talking about international sales but we don't have a good grasp of what those numbers look like. Including what price per gram are they getting from their partner in Germany. We know other European gmp certified companies getting over $7 in many cases and that was what Benici was touting last year. We have a 60% owned German subsidiary that not being properly utilized because we now have to work through a secondary Europe gmp certified manufacturing facility. In addition to that we can see from the MD & A that avg price per gram for their recreational sales fell from 6.60 per gram in Sept qtr to like 2.70 per gram. That is a huge drop. We know harest did not happen until late October and it takes a while to dry and process. We know that excess supply has caused price compression across sector but I am assuming this level of price compression was caused by clearing out older less potent recreational product mixed with some new product sold in bulk as opposed to higher margin pre roll. Hoping Tricia unlike Benic has not suffered as much concussions and can provide us with clearer more consistent direction and guidance.