RE:RE:RE:For those wondering about the share price action lately. I see this more as a sector wide price stagnation. Comparing the charts of the major LPs has pretty much the same overall action during the last six weeks (except ACB, which has been a downhill ride). For those who got access to the unredacted investor presentation that was on Reddit for a bit, there were two additinal product lines blacked out. B!NGO has been discussed at length. It makes sense to have an economy brand that competes with both the volume brands that HEXO offers, as well as making a dent in the black market. I am envisioning the university crowd looking for cheap product. What has me a bit confused is the Avro & York brand that fits between RIFF and Broken Coast. In my estimation there is not a large market here and one risks stealing market share from oneself. So I am left asking why Avro & York and why it has not been released yet. Though this is pure speculation, it seems to be an ideal fit for something like The Second Cup. Again, I stress that this is pure speculation. Getting back to facts, one need only look at the OCS stats to see that Aphria is gaining market share in an increasing market. They are the only LP to be continuing quarter over quarter growth. With the other greenhouses in Leamington falling offline and it appearing as though Canopy and Cronos are getting out of the production business, and ACB on its way to extinction, it strikes me as though APHA is best positioned to pick up the slack. If you were a buyer at Second Cup looking for a quality product that is not in the midst of lawsuit or slowly going bankrupt who would you choose? All guessing on my part...time will tell.
Daredevil1964 wrote: @SKYPLT. The volume has little effect on the potential transaction. Again, it is more about the value weighted average.