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Bullboard - Stock Discussion Forum 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... see more

NDAQ:APHA - Post Discussion

Aphria Inc. > $25 premium for WEED over APHA
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Post by ilvmyt5s on Nov 26, 2020 11:05am

$25 premium for WEED over APHA

I don't really understand why you have to pay a $25 premium for WEED over APHA

Share Price $9.60 $35.27 3.67
  APHA WEED APHA:WEED
Total Revenue $542.34 $398.77  
Gross Profit $190.98 -$31.68  
Net Income -$84.63 -$1,321.33  
EPS -$0.33 -$3.80  
ebitda $2.93 -$1,377.33  
Comment by WHUbubbles on Nov 26, 2020 11:57am
I 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 ...more  
Comment by ilvmyt5s on Nov 26, 2020 11:59am
If you bought 10 shares of WEED it would cost you $352.70. For the same amount you would get 37 shares of APHA. The market has valued APHA at 25% of WEED?    If you were to say APHA is 50% of WEED at 18$. If you bought APHA at $10 you could almost double your money with APHA still be valued at %50 of WEED. To double your money with WEED it would have to increase to $70 ...more  
Comment by ilvmyt5s on Nov 26, 2020 12:08pm
Then 3/4 of WEED evaluation is STZ the market is saying. You would be better off buying STZ at $200 than spending $35 on WEED.
Comment by ilvmyt5s on Nov 26, 2020 12:15pm
It's becoming blatantly obvious that APHA is being accumulated albeit slowly as to not attract too much attention.
Comment by ilvmyt5s on Nov 26, 2020 12:32pm
A company who needs the Whole spectrum Cannabis product lines would only have to spend $300 million to own 10% of APHA before the +%10 ownership rule.
Comment by ilvmyt5s on Nov 26, 2020 12:54pm
A company would have to pay $1.5 billion to gain +%50 controlling share of APHA. A buyout is usually +%30 above the share price. So roughly a company would have to spend ~$1.95 billion to buy out APHA and own plug and play Cannabis Product lines...