Aurora Cannabis Dominates 30% Of Canada's Medical Marijuana Exports: Will Its Bold International Expansion Pay Off?
Aurora Cannabis Dominates 30% Of Canada's Medical Marijuana Exports: Will Its Bold International Expansion Pay Off?
Aurora Cannabis (NASDAQ:ACB) saw its international sales for the first half of 2024 reach C$39.3 million ($28.9 million), reflecting a 31% year-over-year increase. This growth includes the full acquisition of MedReleaf Australia in February 2024, which contributed significantly to the sales boost. A Wednesday report by Pablo Zuanic of Zuanic & Associates provides a detailed analysis of the company's recent activities and financial standing.
極光大麻（納斯達克：ACB）在2024年上半年的國際銷售額達到了3930萬加元（2890萬美元），同比增長31%。這一增長包括了2024年2月對MedReleaf Australia的全面收購，這對銷售增長起到了重大貢獻。Pablo Zuanic of Zuanic & Associates在週三的一份報告中對該公司的最近活動和財務狀況進行了詳細分析。
International Sales And Market Position
國際銷售和市場地位
Aurora remains a leader in the export of Canadian medical marijuana (MMJ), accounting for more than 30% of Canada's MMJ exports.
極光大麻仍然是加拿大醫用大麻（MMJ）出口的領導者，佔加拿大MMJ出口的30%以上。
Key markets include Australia, Germany, Israel, Czechia and Portugal, with notable growth in the Czech and Portuguese markets.
主要市場包括澳大利亞、德國、以色列、捷克和葡萄牙，捷克和葡萄牙市場增長明顯。
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免費訂閱我們的新聞簡報以獲得Benzinga對大麻行業和市場的獨家分析和頭條新聞。如果你對這個行業很認真，不能錯過。
Profit Margins And Cash Flow Trends
利潤率和現金流趨勢
The company reported encouraging profit margin trends, with adjusted cash gross margins for its global cannabis business reaching 69% in the June quarter, up from 66% in March and 61% a year ago.
該公司報告了令人鼓舞的利潤率趨勢，全球大麻業務的調整後現金毛利潤在6月季度達到了69%，高於3月的66%和一年前的61%。
Despite this, recurring cash operating expenses in Q2 2024 were slightly higher than adjusted cash gross profits, leading to a 102% ratio.
儘管如此，在2024年第二季度，經常性現金運營費用略高於調整後現金毛利潤，導致比率達到了102%。
Still, this represents an improvement compared to the previous fiscal year. Aurora's net cash position improved to C$63 million, with positive operating cash flows of C$8.4 million for the quarter.
然而，與上一個財年相比，這是一個改善。極光的淨現金狀況改善到C$6300萬，並且本季度的正營業現金流量爲C$840萬。
Valuation And Strategic Outlook
估值和戰略展望
Aurora Cannabis is currently valued at C$516 million, with an enterprise value of C$543 million. The company trades at 1.6 times its current sales run rate, significantly below the multiples seen by competitors like Tilray (NASDAQ:TLRY) and Canopy Growth (NASDAQ:CGC). Zuanic suggests that while Aurora's financial and operational trends are showing signs of improvement, the company's valuation remains relatively attractive compared to its peers.
極光大麻目前估值爲C$51600萬，企業價值爲C$54300萬。該公司的交易價格目前是其當前銷售額的1.6倍，明顯低於競爭對手Tilray（納斯達克代碼：TLRY）和Canopy Growth（納斯達克代碼：CGC）的倍數。Zuanic建議，儘管極光的財務和運營趨勢正在顯示改善跡象，但該公司的估值相對於同行公司仍然相對吸引。
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封面圖片由人工智能製作