From Management’s Discussion & Analysis page 14
Nice to see the EBITDA going in the right direction.
Distribution revenue is nothing to brag about. LP's need foreign markets to grow and America to legalize. Canada alone is not enough.
""All-in" cost of sales of dried cannabis"" is better than some, but nowhere near the industry lows.
The differential of Kilogram equivalents sold vs produced is just ridiculous from a cost containment point of view. Imagine if it were right sized?
The premarket reaction is what I feared during the prior two day run-up ... Last Trade / $5.51 Change Since Close -0.49 (-8.17%) July 29, 2020 8:39am ET
I hope we don't witness a running for the hills ... again.
A key to watch is how the cannabis industry reacts overall?
Will it affect recent exuberance of USA MSO's too? - FUNMAN
.......................................... YE - 2020 / Q4 - 2020 / Q3 - 2020
Distribution revenue /$ 369,214 / $ 99,137 / $ 88,308
Kilogram equivalents sold / 39,602.4 / 12,556.5 / 14,014.1
Kilograms produced, net / 107,776.1 / 52,242.6 / 31,086.1
"All-in" cost of sales of dried cannabis / gram / $ 1.90 / $ 1.69 / $ 1.69
Adjusted EBITDA from cannabis operations / $ 20,106 / $ 9,360 / $ 6,031
