We have updated our full marketing presentation on Aphria. This easy to follow 18-slide pitch updates the expected per store sales change for Ontario, Canadian EBITDA expectations and assumptions on the impact of oil-based products on ASP’s. International medical sales we believe will not have a material impact over the next two fiscal years and our expectations per country are shown. Finally, we have created two tables outlining both our financial and non-financial assumptions and valuation.
You must be logged in as a 'Perspectec Institutional Equity Research' or 'Perspective on Technology' subscriber to view this content.You may also like
We have completed a holistic overview of Canada’s recreational cannabis market. Based primarily on data from Colorado as well as taking into […]
In this report, we compare key metrics between Aphria and Canopy Growth, two of the largest licensed Canadian marijuana producers. Our fiscal […]
Long/Short equity fund Quintessential Capital issued a scathing report this morning, focused on Aphria’s international business. The three early takeaways for us are: 1) […]
With Aphria (APH-TSX) closing at $8.53 on Friday, the stock price is now roughly 5% above our fundamental target of $8.13. We began […]