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Re: ford7319 post# 55998

Tuesday, 05/23/2017 1:26:23 PM

Tuesday, May 23, 2017 1:26:23 PM

Post# of 128531
I just did a little edit on my doc. I looked at revenue as a percentage of inventory held the quarter before the start of any given quarter.
https://docs.google.com/spreadsheets/d/1sahLundaUycCosUkUWYHItLW1-57IEEbR64aPCjvWQg/edit#gid=0

Reason being is because we all know that most inventory is being processed for sale, not available. People on here talk about availability and inventory and why we got $50 million held in product but we don't do near that amount in sales....

but if you look at the ACMPR market data....http://www.hc-sc.gc.ca/dhp-mps/marihuana/info/market-marche-eng.php
we have for the industry ---- total inventory at 18,087 kilograms dried bud
and Amount released for sale by clients at 4,577 kilograms

which means, at the end of December....only 25% of the total LP industry inventory was available for sale to clients.....which leaves the vast majority of inventory is being processed or tested or who knows what