Aphria Inc. APHA

RE:RE:RE:RE:RE:RE:RE:RE:RE:APH vs MARI (Alberta)

[BaconIsBad]

What did I say that was untrue? Aside from the shape of your mom's cooter. I've personally never seen it.

endofdays7 wrote: Lol why you mad bro? I've help aph.... back in the $1 range all the way up to 23... and recently I bought around $10 but unloaded when I saw it loose steam. Stay stubborn is working out so well for you. ; )

BaconIsBad wrote:

... and yet not only will Canopy be growing one of the worst quality bud on the market, but the cost to produce garbage will be high. It's all smoke and mirrors and you'd have to be foolish to see this as a viable business model that won't bite them in the future. Selling everything you grow at a major loss for multiple quarters and banking on edibles to start turning a profit is not a good business decision. There will be companies (hint : you're on their bullboard) that will be profiting every gram they grow, whether it's end use will be rolled in a joint or in a cookie shaped like your mom's cooter.

The decision is SIMPLE. Need I remind you we are invested in a sector that once valued HIP at over $1b? The sector is a joke, but soon the cream will rise to the top. It always does.
 

endofdays7 wrote: You're missing the big picture.... how long is it taking aph and acb to build out their hi tech automated greenhouses? Canopy retrofitted and licensed over a million sqft in what 6 months.... meanwhile they have supply deals with streaming partners that are/will be building out fully automated greenhouses (livewell/sunniva etc.) And they are already building out another 200,000+ automated greenhouse at their tweed farms site.... the retrofits were to get product to market now! once the streaming partners are running they will probably do a fully automated retrofit of the bc and tweed farms greenhouses. You can have the fastest most high tech car for the race but if youre still building it when the race has already started where does that leave you.....

 

kingbear wrote: LOL some of the things I read on here.

'They are building low cost facilities in order to steal market share" Is this a joke? They have zero automation, they are using old greenhouses. That above statement is true for APH not WEED, you have it backwards man.

APH realizes there is money in IP etc, hence the Extraction Centre of Excellence which is better than any extraction WEED has.


WEED will not hit $100 when they have no profit margins on any of their products.

Ya a 30,000 KG supply deal is 150mm, but what's the point when you are selling it just to break even?

brentkosta wrote: Believe me, I’m not a canopy guy. And I appreciate the marginal difference. But why are you assuming the greenhouses are high cost? There is no financial information out on them. 

And i care about capacity. The 30,000kg supply agreement equates to $150mm in revenue. Canopy is burning cash yes. But in exchange for deals like this. Do the math. 

I aggre with automation. But canopy knows that the future isn’t in the grow. They are building low cost grow facilities in order to steal market share and will spin these green houses off after supply meets demand. Their share price will be north of $100 by then and they’ll purchase $3 grams from automated low cost producers like Aph. Canopy will lose a few hundred million in spinning off the facilities but will gain billions in market cap from brand and IP. 

You must realize this. 

kingbear wrote: Who cares how many square feet of greenhouse they have when their costs are so high they are showing no signs of profitability?? They didn't invest in automation so their costs will always be high, they paid a big price to expand so quickly and it will bite them hard. 

APH is going to be netting 100 million income while WEED is still losing 100 million. APH had a 13 million net income last Q while WEED had a 60 million loss, that's already a 73 million dollar difference!

brentkosta wrote: your emotional outburst tells me you see validity to what ive said. WEED "insane cost per gram" with their 5 million square feet of grow space? mmmkay. ACB? We arent talking about ACB. I dont care about ACB and their rediculous market cap. I care about APH and making money. 

kingbear wrote: you have some of the poorest posts I've seen. This is grounds to sell the stock? You do realize APH has more supply deals than ACB right? And ACB has a 9.5 billion market cap. Alberta is 4 million people, Ontario is 15 million people.

APH has a 15,000 KG per year supply deal for a total of 60,000 KG with Auxly which you probably had no idea about.


APH is the lowest cost producer, who do you think is going to win all the price wars when price compression comes into play? Definitely not WEED and their insane cost per gram. 

Weak attempt at a bash bro. 

brentkosta wrote: APH gets 870kg. MARI gets almost 7,000kg. Clealry these supply deals are not strcutured on current capacity as MARI doesnt have it. Can anyone explain why APH missed the mark again. I'd be very curious to know what IR has to say about this. Frankly this is grounds to sell this stock as APH is showing a pattern of small supply deals. Very disappointing