Supply report 13/8/21


Recommended Posts

Does the cargo flight reference imply a stockpile in HSA warehouses?  Just looking for a silver lining I guess.

Link to comment
Share on other sites

6 hours ago, therealrsr said:

Does the cargo flight reference imply a stockpile in HSA warehouses?  Just looking for a silver lining I guess.

Unfortunately not. Under 3 million sticks at last report and little of that was premium. 

  • Sad 1
Link to comment
Share on other sites

Appreciate the update Rob. 

Link to comment
Share on other sites

12 minutes ago, teamrandr said:

Is there any sense of when they will be able to get back to decent production?  Is the main issue lack of workers?

When they get Covid under control and get back to a full or near full factory numbers consistently.  Best estimate:  November/December? 

In terms of making a dint in global supply, you wouldn't expect things to improve until May/June next year

Link to comment
Share on other sites

21 hours ago, El Presidente said:

When they get Covid under control and get back to a full or near full factory numbers consistently.  Best estimate:  November/December? 

In terms of making a dint in global supply, you wouldn't expect things to improve until May/June next year

Wow, almost a year to get up and running to some semblance of normal. That is a long ways off. Does this mean the factories in Havana will have leaf to roll with more significant age on it? 

 

On 8/13/2021 at 9:24 AM, LordAnubis said:

JLP and Guants must be stockpiled to the brim. Never in doubt of running out, ever. Put your marketing hat on and sell it to us. I await the video review with Ken :)

Glad I like the petit corona size sticks, not much else available. So buying up a few boxes of Marevas. When the Marevas dry up, look out! 

Link to comment
Share on other sites

1 hour ago, NYgarman said:

Wow, almost a year to get up and running to some semblance of normal. That is a long ways off. Does this mean the factories in Havana will have leaf to roll with more significant age on it? 

 

Not really. 18 months is fairly negligible in the world of tobacco. 

 

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

  • Recently Browsing   0 members

    • No registered users viewing this page.

Community Software by Invision Power Services, Inc.