Peer & Trend Comparison Gross Margin % Before IFRS Voodoo

I will take a one day break from posting the Income Statement Driver and Implied Breakeven charts to post this new one on Peer & Trend Gross Margin. OGI sure has a pretty trend. I will start using the above in quarterly Rundowns.

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Liberty Health Science – Trend Analysis Breakeven Sales

Below you will see the first Trend Analysis for LHS using the same format I dropped yesterday in Peer Comparisons.  I was going to drop these company “Income Statement and Implied Breakeven” in the order they appeared on the Peer Comparison chart, but as the Aphria LHS news dropped last night, I thought I would drop this one first. It is important to remember in Florida there is no wholesaling.  Until you have built out production, you cannot build out retail or you will have empty shelves.  In Canada, as you were building out your production you could buy third party product and sleeve…

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United States Peer Comparisons – Breakeven Sales Levels

Hello subscribers!   We hope you are getting settled in and have poked around the website.  The website is a work in progress as we want to design something that our subscribers covet.  So free feel to tell us what you would like to see.  Also, plans are underway for a message board and some other features to get the conversations and dialogue rolling.  But you certainly can ask Q’s and we will do our best to reply in a timely manner. If you haven’t followed us on our subreddit you may wonder who is who in the zoo.  So, before I drop some new…

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Canopy Growth Q3 F2019 Rundown – Dec 31, 2018

First Q of Adult Recreational with the market leader! Open up the fins and MDA ad follow along Sales: Net revenue was $83 million with KGs sold of 10,102.  The bulk of the sales increase was attributable to Rec with Medical dropping to an Other income increasing Here is the bridge to last Q: CGC came out of the first Q of adult rec with a bang with sales of $59 million and 8,288 kgs of cannabis sold.  This compares favorably to their largest peers that have reported. ACB sold 3,806 KGs or $21 million in the full Q of adult Rec.  Apha recorded…

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