Aphria is in the midst of building out its largest and likely last greenhouse expansion (Part IV). Their 700,000 square-foot expansion will increase cannabis production capacity from 30,000 KG a year to 100,000 KGs when it is finished by mid-2018. Talking with insiders at the company, material technological advancements are poised to have a meaningful impact to the future operational costs and profits of Aphria. Among the changes the additions to includes: 1) The co-generation of heat and power (CHP) in the new building, 2) Power supply from the proposed Windsor-Essex upgraded grid, and potential sell back 3) Switching to LED lightning (provided […]
Daily Archives: Monday, September 25, 2017 11:21pm
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From September 22nd to September 24th we conducted another online U.S. survey with 400 respondents about their Netflix’s (NFLX: NASDAQ) usage. The most notable difference from our previous survey in June was that domestic annual customer churn has moved substantially lower, dropping from 17.3% to 13.3%. This move has caused our estimate of the value of a U.S. subscriber (U.S. CLTV) to increase from our previous from $330 to $429. In terms of the company wide impact, our company-wide Q3 annual churn rate moves from 28.6% to 26.6%. Netflix’s overall CLTV moves from our previous estimate of $139 to $150. EXHIBIT […]