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

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Aphria Inc.

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Comment by BaconIsBadon Nov 11, 2017 5:14pm

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Post# 26945999

RE:RE:RE:RE:LHS/APH news

The plan is to build 125,000 sq ft but to only use 25,000 sq ft. That way once Ohio gives approval that LPs can have larger facilities, it is just a matter of flicking a few switches. Forward thinking approach.

Buckshot26 wrote: So the thinking is get the 25k sq ft and then there will hopefully be opportunities to apply to expand?

Either way, like it or not, the US assets are holding APH back. Throw them all into LHS and then spin off the LHS shares to shareholders. Clean it up and there is no reason APH isn't trading at $13 and that share price appreciation should be rather quick.

ProfCornelius wrote: Buck,

Yes, I too see that APH has obviously lagged ACB and that their is some definite upside.

The only US exposure that will be "shedded" is Copperstate to LHS IMHO. Then all US assets and exposure for APH will be indirect except for royalty payments...correct me if I'm wrong Monte etc.

Also, APH has permits, surveys, a land option etc in place etc to build out 125 000 square feet in OHIO with the understanding that they will only use 25 000 square feet to grow mmj for now. Ohio is an optimal market for mmj demographically and with the limited (licences) competition and APH's expertise, access to unlimited capital and having their partners connections they will dominate the OHIO market in 5 years or less.

Then there is ARGENTINA. My Lord, what a brilliant move by Vic. I also, hear whispers of other states in APH's sights which will come to the fore frontright right after the OHIO announcement!

Thanks for the post and AS I SAID BEFORE, I congratulate all of the WEEDies on their realized or unrealized gains in their portfolios. I like when people make $$$ in the market.

Prof

Buckshot26 wrote: I'm curious as to why people are so interested in Ohio. It's my understanding that they are awarding 12 tier 1 licenses which each license allowing for a max 25,000 square foot grow facility. I don't really see that moving the needle. Is there more to the story that I'm missing?

Can we all agree that it is time to divest all of these things and focus soley on the 1 million square feet in Leamington.

ACB has a $2.157billion mkt cap (465m shs FD x $4.64)
APH has a $1.364billion mkt cap (160m shs FD x $8.53)

The companies have very similiar growth attributes and projections which leads me to believe that simply shedding the US exposure should add 50% (give or take) to Fridays close. Time to get this done.