RE:RE:RE:yea..me neither...blueskiesaheadKingbear, thank you for the discussion. You are correct that APH does have the low cost per gram and I believe their low cost per gram will help them down the road when the sector reaches an oversupply, but at the present time the market does not seem to care. For the sake of shareholders I hope they start to release so game changing news.
kingbear wrote: APH can compete with WEED easily. They will be growing in 255,000KG by fall while WEED's NR today puts them in about the same capacity. Remember APH has 3x lower cost per gram than WEED so they could techically sell 3x less cannabis than WEED and still have the same earnings.
As of now the pressure is on WEED to perform. They are carrying a 20 billion valuation they have to execute. They have about 700,000KG of sales priced in already...
You are right about the U.S. assets though. No idea why they are still holding onto LHS shares, they must divest 100% of the shares as soon as possible. Management is making a mistake by not divesting the U.S. assets right now.
UniverseofLimes wrote: You still do not get it, and it i starting to get a bit sad. Investors invest with a company that shows promise and proper execution in a growing sector. WEED is in all provinces, growing in all areas, and is looks to have 38% market share for recreational sale, with Ontario numbers out of the equation, plus their medical patients, 38 some odd patents, retail space in prime locations, have been formulating drinking for a year in smith falls, 5 billion in the bank, there other company to be listed soon which they will still control with 51%, others growers under canopy. In short they are about to dominated the Canadian sector when the start of the race begins on Oct 17th. Other great piece of news came out this morning doubling capacity at Smith Falls. With the success alone in Canada, investors can imagine what will happen in the 11 other country's they are in.... And that is why WEED has a market cap where it is and will climb higher in the next year. Also, Constellations will keep buying through Bruce's structured plan - check out his last video on Midas letter, what he calls his "rainbow". If APH had what Bruce has developed then there market cap would be significantly higher as well, but investor just do not appreciate the $0.5 Billion NUU deal because it has not done anything, nor do they appreciate the US assests for many reasons. APH needs to start driving their ship and pour out some news releases that show investors they can compete. Nobody cares about a small positive EBITA during the warmup phase, they do have a great cost per gram. South Americian assests will not favour APH without some significant growth and delivery of numbers, so until that happens APH will be sucking the fuses of industry leaders.
Atheena wrote: great post blueskiesahead! Rational and realistic. Now somebody do the math for ACB and WEED to maintain their market caps based on their sales. What a joke this sector is at the moment.
Atheena