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Legendary.
I guess you're right, I was not looking at the "all in"
$ 0.96
Cash cost to produce dried cannabis / gram2
$ 1.56
"All-in" cost of sales of dried cannabis / gram2
Actually he forgot to add a few expenses.
But he also forgot to add in vapes, oils, accessories and most of all international revs, which could be booming next year.
"Aphria boasts supply agreements with every single Canadian province and also with the Yukon Territory - more agreements than any other cannabis producer and covering 99.8% of Canadians."
Also I believe Aphria has the cheapest cost per gram, under a $1.
And yes, obviously a bunch of LPs are way overvalued. I would say Aphria is far from one.
Stolen from golferman post....who's math totally adds up. (Kudos GM!) Except he didn't even mention international sales that should really start kicking in next year. A lot of these LPs are trading at 50-100x or even more valuation!!!!! So at 8-10X (or even less with international sales) I would say Aphria is not just undervalued, but GROSSLY UNDERVALUED, compared to it's peers. If we get a major deal, then I would say Aphria is by far the best pick of the sector for the money. 100%
My Canadian price valuation per share based on Vic’s Output projections of 255,000 KG/year and his average wholesale price of $5.00/Gram asper the video
**********
Aphria says they will be able produce in January 2019
255,000kg per year
=255,000,000 grams per year
Projected whole sale price per gram is $5.00/ gram
Projected sales gross @ 255,000,000 grams
= $1,275,000,000
All in cost & 1.50/gram
= $382,500,000
EDITBA calculation
$1,275,000,000. - $382,500,000. = $ 892,500,000 (EDITBA)
******
Earnings per share EBITDA
Outstanding shares 232,000,000
$892,500,000 / 232,000,000 = $3.846
*******
Projected share price at 8x to 10x EBITDA
= $ 30.72 to $ 38.46 CDN
= $ 23.64 to $ 29.60 US
Awesome!!!
Totally disagree. Compared to others in sector Aphria is gross UNDER valued. I am not saying the others are valued correctly, but Aphria has a lot of international plays that will start paying off soon and with uplisting imminent IMO and other catalyst, hopefully Diageo, I see an epic short squeeze forming.
Nice! Probably priced in, but still a great confirmation.
We're on fire!
What was just confirmed today was interim data will be released soon because it's an open label study. They usually won't do that unless results are good (:
Go Kaly$$$
Wait a sec.I believe those numbers are just for Canada and do not include international plays. So the final number could be way higher.
Also aren't a lot of Mj companies trading at 50-100 EBITDA? 8-10 is very conservative.
Ok Golum. We shall see. I've done my DD.
Just getting started IMO. Market cap is still tiny at 24M. CEO told me this is an open label study and there will be interim data out pretty soon.
The lame part was it had such good news yesterday. And even lamer no powder today to buy on the dip.
I was really hoping for green today, disappointing, to say the least. Stupid Tilray is still killing it.
I did (: Been in since $8 too. Still like these prices.
Bruce: "Hemp, Inc.’s business this year will barely (if at all) be hurt by hurricane Florence"
Nice post! Someone gets it. $HEMP
No thanks. I'll stick to AP articles, there's hundreds of them saying Hemp in Farm Bill is basically a done deal.
Teens coming....Don't hate, appreciate.
Me too! I'll add on every dip because this could be in the teens in a week, maybe more!
I grabbed a few more (:
What a complete busload of BS. "rumor" yeah sure buddy. If you are shorting this right before the Farm Bill is guaranteed to pass you're a funny dude.
Pretty silly. He didn't even mention Aurora has over a billion shares ha
Hemp Inc for the win!!! See you boys in the teens soon then the real ride will start! Farm Bill passage is coming 100% Doing DD on it constantly, it's a sure thing.
10 bagger in the making!!!! Maybe more. Shorties trying to short before the farm bill passes? Haha wow
Great news!!!!!
18.6 OS??? Wow.
Chart looks sexy. Just found out about this one, weird. Nice revs...looking at the website, looks awesome.
Is it too late for me? HHHmmmmmm?
STILL UNDERVALUED!!!
Ahpria 3.3B MC!!!
MCs:
Canopy 11.6B
Aurora 6.5B
Tilray 5.9B
"Still, the final version of the Farm Bill might not be all bad. Rep. Morgan Griffith (R–Va.) took to the pages of the Augusta Free Press with a real peach of a piece extolling the virtues of the Farm Bill as a means to "support farmers" and similar drivel. But Griffith also used the piece to push for one of the few potential bright spots in this Farm Bill: the possibility to end what he rightly labels the "illogical and unproductive ban" on raising hemp.
In fact, farmers around the country are hopeful the nation's hemp ban may fall with passage of this Farm Bill.
"We're optimistic the 2018 Farm Bill will include hemp legalization," Jonathan Miller, general counsel for a group that represents hemp companies, told UPI."
Wow, that guy is pretty sharp! Nice video with excellent points! Go Aphria!
Shorting got your panties in a bunch? Buy some shares, you'll be way better off. Grub will be massive in a few years. They are the go to for online food ordering.
Seriously! Roku has been on fire, totally missed it, didn't want to chase but it hasnt stopped.