Aphria Inc. APHA

RE:RE:RE:Irwin is "absolutely" interested in TRST

[jayjay2020]

skyplt wrote: I do not know enough about TRST.  I would think it would depend upon what supply contracts they have.  If TRST did not have enough grow space to meet their future supply commitments perhaps this would be a way for APHA to secure more contracts for when DD comes on line...or perhaps supplement what will (IMHO) become a high demand for extracts.

This would require some very forward thinking.  Some are forecasting a supply overage in a few years.  Not sure how accurate that is (my experience is the forecasts have been all wrong).

During the conference call one thing that was stressed was the brand recognition.  Obviously some winners are emerging...Broken Coast is an example.  Once again, I am not sure how HC licensing works, but I would assume you could change plant types in a licensed facility.

But bottom line for me is I agree gottahunch, with DD coming online, I would hate to see APHA expand too much too quickly (like ACB). 

My view on APHA management has changed.  I suspected they were focused on execution and not PR these last few months.  Now we know that is what they are doing.  I expect Mr. Simon will weigh the pros and cons with his team of experts and do what he believes best for the long term sustainability of the company.  I wouldn't pay 4 dollars a share though.  

gottahunch wrote: Wonder how many medical clients they have lost though. Must have lost a lot of them and their value has deteriorated. Not sure I'm that excited about this unless we get the facilities for a massive discount. We are already killing it, do we really need this right now

jayjay2020 wrote: https://finance.yahoo.com/news/aphria-ceo-absolutely-interested-canntrust-152515012.html?.tsrc=rss



Lets see what happens

 

well that is it... How many customers has TRST lost and will lose?  At the present rate I think in the 15-30 days at least 80% of the customers have gone to other providers.  TRST had 72000 patients listed.  I think APHA could get 20 % of them if they do nothing.  After the patients are gone with other LP's what's left? A grow operation without a license? If HC decides to pull the license. There has to be something in the background between HC the new owner of TRST.  An agreement that they keep the license.  Even then what is the company worth without its customer base? My guess without a license it is worth $100M.  With a license it is worth 4x or $400M with still considering they have 50 % less patients. At $3.00 per share it maybe worth it.  But I don't think APHA should jump at it.  and how would they finance it.  In cash it would take a big chunk of their cash position.  In shares... well can they afford to dilute? A debenture maybe...