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Aphria Inc. APHA

Aphria, which is headquartered in Ontario, produces and sells medicinal and recreational cannabis. The company operates through retail and wholesale channels in Canada and internationally. Aphria is a main distributor of medical cannabis to Germany and has operations in over 10 countries outside of Canada. However, it does not have exposure to the U.S. CBD or THC markets due to the constraints of federal prohibition. It has some U.S. exposure through the acquisition of SweetWater, a craft brewer


NDAQ:APHA - Post by User

Comment by WHUbubbleson Nov 26, 2020 11:57am
120 Views
Post# 31979048

RE:$25 premium for WEED over APHA

RE:$25 premium for WEED over APHAI think they only value MJ revenues - zero value attrubuted to CC or SW business at the moment?  That said we still have highy qulaity MJ revneue of 250MM annualized and growing so we should have about half the mkt cap of Canopy?  Currenbtly we are 2.5B versus 13B for Canopy (less if you strip out cash).  Maybe we should be closer to 5-6B.  We certainly shouldbnt be trading in line with ACB's 2.2B mkt cap and their 270MM of lower quality flat MJ revenues...

Without a partner we might be worth 4B mkt cap so mid teens share price.
With a partner maybe 6B so mid twenties share price.
I would ride this til someone partners up then eject.






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