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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

Bullboard Posts
Comment by BaconIsBadon Mar 05, 2018 5:45pm
190 Views
Post# 27664177

RE:RE:RE:RE:It's so unfair

RE:RE:RE:RE:It's so unfairUse that logic on ACB adjusting to the shares added to their float once CMED deal closes... that just hasn't been the case. Either ACB investors are too dumb (ding ding ding), or potential investors are too dumb to think that they'll get no exposure from Aphria International if they own APH today (ding ding ding). I think it's a combination of both.

Just look at the investment dollars flocking toward CRON since being added to the NASDAQ, all the while investors are completely ignoring the uncertainty currently happening in Isreal. You would bet your bottom dollar that if Aphria were in the same shoes in Isreal their stockprice would be getting beaten because "investors don't like uncertainty".

In this case, investors don't like uncertainty but will also follow the trends of what others are doing aka Sheep. Eventually fundamentals will get a nice long look and it'll be a no-brainer that APH is the company to invest in... and the sheep will join the party too.

TimMcCracken wrote:
MammothPump wrote: Ridiculous to keep seeing cgc run like this while we gain relative peanuts in comparison ..somethings gotta give ..

kingbear wrote: I agree it's very frustrating to see APH always up the least of the top 5, and on red days it is ALWAYS down the most of the top 5. I think some of it has to do with the uncertainty with APH INT. The company needs to release news ASAP. I love VIC, but it was not a good move to go to the Globe about A.I. with no news ready from the company. 

APH has about an 80 PE while ACB WEED CRONOS LEAF all have PE's from 500-700. APH is very, very undervalued in comparision to those ones. Hold strong.

dilanp15 wrote: that APH is trading at a $2Bil market cap while ACB and WEED are double/triple ($5-$6B) that and Cronos is essentially the same market cap as APH. I'm super duper long and APH is my largest position but this is utter bs lol. 

 

 


In my opinion it’s the dilution that needs to work it’s way through. 

The broken coast deal added what 15,000,000 shares? 
The NUV deal 36,000,000 shares? 

That is 51,000,000 new shares ... I think APH has 222,000,000 shares now. 

All time high price was $24.75 and this with 171,000,000 shares = MC of $4.235 billion

$4.235 billion/ 222,000,000 shares = $19.06/ share is now the new all time high/ market cap

At $14.28 APH is -25% off all time high — $14.28 - $19.06 = -4.78/ 19.06 = -25.07%

Canopy @ $32.37 is -24.51% off it’s all time high ... so they are trading pretty closely. 

It’s like last year when Canopy bought Mettrum, remember the short term pain while the dilution worked its way through. The dilution is what caused canopy to be a laggard last spring/ summer. 




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