RE:RE:Couldn't Have Said It Better MyselfSo when these supply aggreements start getitng signed who is the lucky, lucky provice to get all of Aurora's 17 mil in inventory? Fact is provinces won't commit to large orders with Aurora because they simply can't fill them, that's a major problem. Canopy has 100 mil at this point and they can fill those deals.
Also... how big is Aurora's labout force at this point? I don't have an up to date number on Canopy but I believe they are about 4 or 5 times larger there as well, the backbone of any company is the work force. How much is this going to run Aurora going forward to even attempt to catch where Canopy is at?
There are so many major flaws that Aurora has right now and so many major advantages Canopy has over every other LP I really don't have time to put it all out there but the two I mentioned are the biggest factors over the next 6 months.
Canopy = ready for rec, inventory, labour force, brand.
Aurora = playing catch up, hostile takeovers, minimal market share, minimal labour force.
You want to try and pump Aurora around here you go nuts but on a fool would invest in ACB at these prices and only the ignorant would actually believe ACB has a chance in any way of catching Canopy over the next 2 years.
In 2019 when Aurora actually finishes (if they finish) Sky then maybe, maaaaaaaybe we can talk about Aurora stealing some market share but until then just stop talking about something you clearly know nothing about.
I've been in on every LP for the last 30 months, I used to believe ACB was going to be a solid #2... these latest developments just make them "a" #2