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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 hevinon Feb 27, 2021 5:00pm
174 Views
Post# 32679895

RE:RE:RE:RE:RE:What happened to gottahunch

RE:RE:RE:RE:RE:What happened to gottahunchHa! I remember that post from long ago but didn't know you were the one. And yes I remember him literally overnight changing the way he dressed in interviews so we owe that to you I guess LOL! Yes, he is an impressive man with a great business pedigree. I can't imagine us being in better hands. Although it still bugs me how much he makes LOL
skyplt wrote: Thanks hevin; I reiterate the primary reason I decided to hold 5K shares (the only speculative play in a rather boring portfolio) is my belief in Irwin Simon. This is a true story: Last November I sent a critical note to Aphria Investor Relations about Irwin Simon showing up to a BNN interview unshaven and in a track suit. I indicated (politely) that regardless of how well (or poorly) a company was doing, out of respect to the shareholders it would be appropriate for the CEO to show up to a televised interview looking like they mean business. I received an e-mail from Mr. Simon himself apologizing and stating I had made a good point. So...first thing to note is he reads e-mails sent to IR. But here is the real kicker...just before his CNBC interview a few days later he sent me an unsolicited e-mail stating he had taken my remarks to heart and to watch how he would be dressed for his next stint in front of the camera. How many CEO's do you know who would be that sincere? That's a nice story, and convinces me this guy is a solid person, but that does not make money. However, watching the two CEOs on CNBC last week was pretty impressive. These guys have a solid plan in play with Europe and medical inroads to the USA. I am back because I really do believe Irwin Simon to be the best of the bunch.
hevin wrote: Welcome back skplt! We've missed your many informative posts. Glad to see you managed to retire and make profits on apha. Like you, I'm about to retire thanks to selling 2/3 of my apha at 27$ ave., yet still hold 5k for post merger. The new Tilray should soon breach 1 billion/yr rev. and quickly ascend as European countries, like dominos, legalize even before US possibly. Best sir! hevin
skyplt wrote: I am still lurking around, but as someone on this board said so eloquently a month or so ago; why would you parade your misses and mistakes. I sold in January for 11 dollars; I had managed to get my average buy price just below 10. After so many 20 percent haircuts (I believe 5 quarters in a row) and having met my revised goals (albeit low end of the target) I chose to go into dividend payers. I am retired now and less willing to take on too much risk. Indeed, after holding a lot of APHA for close to 30 months it is frustrating to have missed that wonderful ride this month. In truth, I did do a number of short term trades that effectively rose the net selling price of my core 30K shares at 11 dollars to a less regrettable 17 dollars...that was about 30 trades of 5K shares for one or two dollars per share profit per trade. I have not held (until this week) APHA shares for more than a day. That changed this week. I had a standing buy order in for 5K shares at 20 CDN that I truly did not envision ever getting filled...a Hail Mary. Last week's flash crash has me now holding shares at 20 per share buy. I am still amazed that order filled! But I am not trading these ones in the short term. Why hold? Mainly because of Irwin Simon. I have had some direct communications with him and I can state with first hand knowledge that he is truly a gentleman...and an incredibly shrewd business person. Unlike "loose lips sink ships" Neufeld, Mr. Simon had SweetWater and Tilray moves in play while many were accusing him of being asleep at the wheel. I am convinced he has "the plan" in play that will make Tilray a success with Aphria in the nameless driver's seat and him as CEO. He is going to make this a huge success. So I am back to holding 5K shares (about 10 percent of what I used to own at one time) with no intention of doing any trading. Just hold. I won't make any predictions as to where I think the share price is headed, and I think macro events (like bond interest and inflation) will put up roadblocks; but I do believe Irwin Simon to be one of those rare CEOs (dare I compare to Jobs, Gates, Bezos, or Musk) who has the vision and the chops to make this enterprise a huge success.
CommonCentsforDollars wrote: What happened to.....

mike411
tattooinvstor - miss this guy, where he at?
skyplt 
daredevil1964

I think too many people lost their patience through the abused and beaten wife (APHA) years and unfortunately sold too early as we grew strength to rise up for that multi year beating. Unfortunately that happens..

As for gottahunch he made a post on the GRAMF board last night so they are still around...




Sneekyboots wrote: SneekyBoots 










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