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22 Articles

Aphria

Adj EBITDA: Peer & Trend – Cdn Large LPs

With potentially the beginning of some inflection points occurring in Adj EBITDA, I thought I would give our readers a visual. Here is a Peer and Trend that includes Canopy. read more

With potentially the beginning of some inflection points occurring in Adj EBITDA, I thought I would give our read more

Low Cost Production: Heads you win, Tails you win

Aphria’s released it’s financial statements yesterday, and much celebration ensued. This sector needed some good news, and a large outfit reporting EBITDA positive results (a read more

Aphria’s released it’s financial statements yesterday, and much celebration ensued. This sector needed so read more

North American Large LP/MSO Peer Comparisons: Gross Margin %, Sales required to Breakeven on Net Operating Profit and EBITDA

Since we have all of the March 31, 2019 reporting in... I thought I would provide the latest peer comps. read more

Since we have all of the March 31, 2019 reporting in... I thought I would provide the latest peer comps. read more

Aphria Waterfall: Projected Yields from Biological Assets, Harvest, Sale (KGs)

Aphria doesn't include Projected Yield from Bio Assets, nor Harvest KGs. read more

Aphria doesn't include Projected Yield from Bio Assets, nor Harvest KGs. read more

US Peer Gross Margin & US and CDN Peer Gross Margin

As we have been busy last week with Lift Expo 2019 (and we will have a TON of content on the way from MashUp Podcast, Live From Lift, and Video from WE Cann), I thought I woul read more

As we have been busy last week with Lift Expo 2019 (and we will have a TON of content on the way from Mas read more

Peer Comparisons in KGs: Projected Yield from Bio Assets, Harvest, Sold, and Delta of Harvest to Sold

This is anew set of graphs I am playing with. It is a little frustrating as not every LP provides each element of the graph. Aphria only provides one element - KGs Sold. Wherea read more

This is anew set of graphs I am playing with. It is a little frustrating as not every LP provides each eleme read more

Aphria Q3 F2019 Rundown – Feb 28, 2019

[OGI will be up tomorrow] Open up the fins and MDA and follow along. Sales There a few new moving parts with Q3F2019 with the acquisition of CC Pharma on Jan. 9/19 an read more

[OGI will be up tomorrow] Open up the fins and MDA and follow along. Sales There a few new movin read more