HEXO Equities Warrants Exp 2 Apr 2024 T.HEXO.W.A

Capacity/Production/Sales

[mydogchach]

Hexo - according to the Investor Presentation - has an annual run rate of 90,000kg.
At Q2, Hexo has produced a little less than half that - 42,000 kg and sold 17,000kg.

Zena - also according to their Investor Presentation - can prodice 111,000 kg
At year end - they prodcued 47,000kg and sold 21,000 kg.

So - to add it up for those that aren't able:
Hexo/Zena Prodcution Capabaility                201,000 kg
Actual Annual Production                              130,000 kg (Hexo Q2 x 2)
Actual sold                                                       55,000 kg (Hexo Q2 x 2)

If you're selling 55,000 kg a year - why do you need space to grow 201,000kg?
In the Canadian market?
It's like the Canadiens Bell Centre, a waste of facility.

Not bashing, fair and honest facts - happy to respond if anyone woudl like to refute those numbers

[HaulJockey]

[quinlash]

As sales increase and HEXO gains more and more market share it is reasonable to expect that it will have larger inventory in reserve at the end of each QTR to be prepare for sales in the upcoming QTR. You will also want to check your math on that post.... last I checked a Fiscal year has 4 QTRs, not 2. BTW.. today's bashers are going to be our buyers :) Q Long and Strong on HEXO

[mydogchach]

quinlash - (4/26/2021 9:20:52 AM) RE:RE:Capacity/Production/Sales As sales increase and HEXO gains more and more market share it is reasonable to expect that it will have larger inventory in reserve at the end of each QTR to be prepare for sales in the upcoming QTR. You will also want to check your math on that post.... last I checked a Fiscal year has 4 QTRs, not 2. BTW.. today'

[quinlash]

Dog... If you take 1 QTR and multiple numbers from it by 2 you get a number representing that one particular QTR x 2.... If you take Q1 x 2 = twice the value of Q1 If you take Q2 x 2 = twice the value of Q2, not 4 QTRs / 1 year If you take Q3 x 2 = twice the value of Q3, not 6 QTRs / 1.5 years If you take Q4 x 2 = twice the value of Q4, not 8 QTRs / 2 years Typical comparsions in the market

[mydogchach]

I'll try and go slower for you. Zena Sales for the 1 year ending Dec 31/20    21,000 kg Hexo Sales Q1+Q2 17,000kg Total Hexo extrapolated to 1 year 17,000kg x 2        34,000 kg       Total kg sold Zena/Hexo  1 year:                55,000 kg Should I try another way - or do you understand this time?

[quinlash]

Dog... There are two answers to your question regarding needed production on the part of HEXO with the ZENA acquistion: - HEXO will either NEED the extra capacity due to their planned new product rollouts and sales projections within Canada and other markets    - OR- - HEXO does NOT require the extra capacity, which in this case (as per the Trent McDonald AMA Presentatio)  HEXO

[Touran77]

This post has been removed in accordance with Community Policy

[mydogchach]

quinlash - (4/26/2021 10:11:43 PM) RE:RE:RE:RE:Capacity/Production/Sales Dog... There are two answers to your question regarding needed production on the part of HEXO with the ZENA acquistion: - HEXO will either NEED the extra capacity due to their planned new product rollouts and sales projections within Canada and other markets  If the combined capability is 200,000kg -

[Touran77]

This post has been removed in accordance with Community Policy

[mydogchach]

Touran77 - (4/26/2021 10:43:10 PM) RE:RE:RE:RE:RE:RE:Capacity/Production/Sales   Bash bash bash! But Hexo is a HOLD as per little Doggy.... :p Something weird right? :) If you care to count - in his last 30 posts, Tourqueen has mentioned me 27 times. The other 3 were replies to his girlfriends - but only one had anything of substance regarding Hexo. And

[Touran77]

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[mydogchach]

Sorry there jockey - nice speech, but was there a point in there somewhere? The numbers were taken directly from the Hexo and Zena presentations, so if you see an error - or are suggesting I've somehow manipulated them, go ahead and point it out. But unless there's a typo - they are what they are. HaulJockey - (4/26/2021 8:40:09 AM) RE:Capacity/Production/Sales