RE:What am I missing here?In my opinion, the true strength of Aphria lays with the fundamental principals of the company and the experienced management. This is a company worth long term investment and isn't going anywhere. I could care less about the "Big 3" per say, we know this company has been built for long term success and the day to day swings are related to the industry being largely speculative at this point.
That being said, Aphria has set itself up for long term success by tapping into the global market. Anyone that thinks the Nuuvera deal wasn't benefical is crazy and just buying into the fear sentiment that is propogated throughout msm.
Aprhia will continue to bring in supply agreements, which in my opionion is the key to maintaining growth within the industry. ACB shouldn't even be in the same conversation as APH. As the global market continues to open, Aphria will continue to eat up the demand for product. There will be enough pie for WEED and APH to get their fill.
There are plenty of small market cap companies to play the swings, this is a company geared toward long term success and the day to day fluctuations should be taken with a grain of salt.