Aphria 1 KGs to Sales Shelf Math

I figure I would take a stab at seeing when the harvest to shelf ramp for Aphria 1 might start showing up in financials and when it should be at full capacity. 20,000 kgs/year capacity pre PIV PV is 5,000 kgs/q or 1,667/week [NOTE: This is reduced from 30,000 kgs capacity as part of facility had to be used for mother plants] 22,000 plants moved into PIV PV March 4, 2019. 55 grams a plant = 1,210 kgs incremental moved to PIV PV 12,000 plants per week thereafter. 55 grams a plant = 660 kgs incremental per week moved to PIV PV. 110,000 kgs/year…

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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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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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ACB Q2 F2019 Rundown Dec. 31, 2018

Firstly, this has taken a little more time as the addition of Rec has added lots of new data to play with.  Usually new data takes me a couple of Q’s to get comfortable with. So bear with me as I try out some new things. Secondly, having scanned Twitter and Reddit I find it interesting the reactions that we are seeing.  These LP’s are oil tankers NOT Zodiacs.  You couple that with the absolute Gong Show that rec roll out has been in the majority of the provinces, sprinkle in the fact that no LP seemingly gets their HC licenses when they think…

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