My takeMy opinion is worth what you are paying for it.
I think one of the challenges with SH is that, as with many things, certain folks who don't have much insight are very comfotable with posting over and over - repeating the same things they have said 100 times, while the majority of people who read the posts, have insight/opinions/gut fellings and choose not to share. Unfortunately, these are the folks, I'd most like to hear from.
My first take is that, it is fine to talk about how valuable this company will be 2 years out, but lets face it, no solid value play investor is in Canadian MJ stocks - so lets stop pretending that we are. This is a growth play, and a very speculative one at that.
From this morning. Obviously for a stock that is speculative - news on investments is very important. As is high growth. Hard to argue that today was a good day for APH on either of those fronts. Thats today though. My concern with APH is the next few months. I don't see any real opportunities for news that will move the price up much. Not this afternoon and not for 6 months or more. For that reason as the tools in the Den say - I'm out (with half my shares) this morning - not at the high, but at over 11.
As for the HEXO deal. The fact that Molson didn't actually invest in HEXO (as in give them momney for shares) is somewhat concerning. Have not seen details on what it is that they are bringing to the JV, or what HEXO will provide. That may temper the gains - but just the Molson name will give them momentum in the near term. I bought some this morning, not at the low but at well under 4.9. Once news of this leaks out to the non MJ focussed investors, I think they wil see more gains over the next two weeks.
Overall - still a down day for me on this sector so I take no joy in the news.