Aphria Inc. APHA

Predictions for Q2?

[InTheWeeds2]

Does anyone have any insights into sales for Q2? Looks like total Canadian cannibas sales of $750m/ 14% market share = $105,000,000. 

Anyone have any insights into what the street is looking for ? What will be good vs bad?

[Ventura2020]

ITW2, this is what I came up with, close to your estimate.   APHA market share Canada -13% (latest December 16, 2020 and conservative)   Canada Cannabis Sales  Sept 2020 - 257,034M (actual) + 2.1% Oct 2020 – 270,079M (actual) + 5.1% Nov 2020 – 276,830M (conservative estimate) +2.5%   Total - 803,943M   Apria estimated cannabis sales – 104,510M @13%      

[InTheWeeds2]

Ventura, Thanks for the detail. Any idea into what the street is looking for on top and bottom line? Does the $138-$159m put is in a pretty good spot.  I think the sales are conservative with the amount of new stores coming online but am thinking about  the same risk of impact on Toronto/ Peel early lockdown as we heard about it in the last results.  Let's get past Jan 5

[hevin]

Brilliant post again. But for whatever reason I can't stop laughing. Perhaps the pure logic and detail which we aren't used to seeing on this board. VENTURA or RAINMANTURA? lol have a great week buddy glta longs

[Ventura2020]

hahaha, more like Snowmanshovel-It  Just try'in to keep it real on here. Got a little disturbing just before Christmas. On that Note... Vinny, agreed!  a little "Creepy". Read between the lines, folks. We are looking at standard stock market fluctuations. We have done nothing to move it, all is positive with APHA.  IS and team are very bullish right now, maybe

[Ventura2020]

ITW2, The street is what I posted for predicated revenue. I have taken a stab at it, as well.   We were burned pretty bad on Q1, due to CC Pharma, which was my biggest concern before Q1. I always found it silly, when people put out disclaimers…but please do your own as well. This is just my DD, for myself…but will share with the board. Take with a Grain of Salt and make of it, what you will.