CommonCentsforDollars wrote: The interesting aspect for myself with this quarter's Fins is Tilray moving up the release date. Did they move up the date as the Fins are great and want to ride the wave of USA legalization momo that has been building ? OR are the Fins going to suck and they just want the earnings to go under the radar during a time of outside momo influences. Who knows. Overall I have an optimistic outlook on this Qtr report but mainly in consideration of International Medical Sales growth.
RIFF it appears has had a few types of flower discontinued,.. DT81, Raider Kush and Hawaii Heartbreak are some that I noticed are no longer offered / listed at least on the OCS. Also last week some Price Drops happened on a few strains including the RIFF 28 g bag offerings.
Broken Coast: Price drops on 3 strains. 2 of the 28g bag options appear to be discontinued or maybe they were just offering those to get rid of some surplus ? Stargazer flower no longer offered. Also Stargazer Resin which had some of the very best online reviews up against comepetitors also appears to be discontinued. No longer listed in or out of stock, gonzo. Strange af to me.
Solei: Half of the offerings have been out of stock for way too long, pretty much the whole dam quarter. Whomever is the inventory planner for Solei should be fired immediately. No excuses to have half the line out of stock for an endless amount of time. Whatever the problem is should be up rooted immediately. This is Tilray's 2nd most popular brand, so it should ALWAYS be in stock.
Good Supply. Doing a good job of JIT inventory levels from what I have seen and pricing is appropriate. Price drops last week on Hash Bats.
Not feeling great about Canadian Rec Sales this quarter for a bunch of the reasons listed above.
What I am feeling very optimistic about is International Medical cannabis sales this quarter. Expecting the biggest boost in revenue to come from Australia, New Zealand, Germany and Malta. We know they started offering 15 bag offerings in New Zealand and also we read about a shipment going to Malta. Will have to see if other countries start coming into the fold. UK ?
This will be our 1st quarter report to include Breckenridge Distillery. What type of quarterly numbers are we to expect from them, not sure as no guidance was given.
With the expansion of Sweetwater to the west coast facility and also the inclusion of Green Flash are higher sales volumes happening ?
Are RIFF Vodka Seltzers selling ? Who knows, I still can't find so much as 1 review, good or bad..?
Manitoba Harvest, is the revamped lineup selling better?
It should be an interesting Qtr for sure. Hope we get the results we expect to see from a management team that paid themselves lot of Bonus's last year. Let's see the results !!!
eom
momo
Brightsand wrote:
does anyone want to share thier educated opinions on Wednesdays earning report? Thanks in advance