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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 ThisIsNoGameon Oct 21, 2018 5:24pm
201 Views
Post# 28844222

RE:Why I'm not concerned at all. ***LONG POST***

RE:Why I'm not concerned at all. ***LONG POST***Atheena !....wow a true 5 star post...not a big surprise. What is a surprise is the list of potential suitors. Thanks to you and DD for this...
Ting

.
Atheena wrote: Hello to all the longs and kind hearted lurkers out there.  This post is only for those who want the best for their investment and are getting frustrated with the amount of negativity on the board.  I implore you to use your ignore feature.  Ignore EVERYONE who is ridiculous or who is constantly negative.  It is difficult enough to risk your savings on stock market...we don't need paid bashers, stock promoters, advertisers, mean spirited and the non invested to type their way into our thought process.  If discussions are had in a respectful manner then anyone with any position should be listened to and considered.  The problem is that MOST are not here to discuss.  Don't let them ruin your experience here.  Don't let them put crocodiles of doubt in the river of your mind.  Join me in the fresh air!!  I have them all on ignore and when one tries to join or if I see a new basher...poooof!  Ignored!  No distractions.  I will hold my shares and wait for my payday.

From my DD in Leamington it looks as though APH will be ready to roll with full scale production by May 2019.  I know the number they are quoting is 255,000 kilos...but that is going to be blown out of the water.  Until you see what they are building in Leamington you just can't understand the scope of it.  Our technology is beyone "state of the art" as heard in the ACB videos. 

Leamington APH sites are the absolute cutting edge of greenhouse technologies.  We will grow and harvest far more efficiently than the competition.  Our crop rotation is faster and the technology is the key.  Every 6 months or so we get an extra crop...I don't have the exact numbers but we definitely more efficient and our yield is going to be outstanding!  I'm expecting that we'll supercede 300,000 kilos once they are up and running.  Our competitiors are going to get buried.  They aren't professional growers.  That matters.  Automation and investment in the best of the best technology matters.

I was speaking to Daredevil (as he was riding his Llama) this morning...we discussed some scenarios.  The one that has us thinking the most is that the farm bill will be passed in NOV of this year.  At that point how many fairly priced companies are there in the WORLD that can produce 300,000 kilos PLUS with an established presence in the USA and deals in the works all over the world?  How many?  NONE...other than APHRIA.  How many companies are there in the World that would want to get into this space? 

PHARMA

1 Pfizer, Inc.
2 GlaxoSmithKline, plc
3 Merck & Co.
4 AstraZeneca, plc
5 Bristol-Myers Squibb Co.
6
Aventis
7
Johnson & Johnson
8
Novartis
9
Pharmacia
10
Wyeth
11
Eli Lilly & Co.
12
Abbott Laboratories
13
F. Hoffman-La Roche
14
Schering-Plough
15
Takeda Chemical Industries
16
Sanofi-Synthelabo
17
Bayer AG
18
Boehringer-Ingelheim
19
Sankyo Co.
20
Shionogi & Co.

ALCOHOL

  1. Anheuser-Busch InBev: US$45.6 billion (Belgium)
  2. Heineken Holding: $23 billion (Netherlands)
  3. Kirin Holdings: $19.1 billion (Japan)
  4. Asahi Group Holdings: $15.7 billion (Japan)
  5. Diageo: $15.2 billion (United Kingdom)
  6. Pernod Ricard: $9.7 billion (France)
  7. Carlsberg: $9.3 billion (Denmark)
  8. Suntory Holdings: $9.1 billion (Japan)
  9. Constellation Brands: $7.3 billion (United States)
  10. Thai Beverage: $5.3 billion (Thailand)
  11. Kweichow Moutai: $5 billion (China)
  12. Molson Coors Brewing: $4.9 billion (United States)
  13. Wuliangye Yibin: $3.4 billion (China)
  14. Brown-Forman: $3 billion (United States)
  15. Jiangsu Yanghe Brewery: $2.6 billion (China)

TOBACCO

  • 1. Philip Morris International Inc. - $175 billion.
  • 2. Altria Group Inc - $139 billion.
  • 3. British American Tobacco - $129 billion.
  • 4. Reynolds American - $89 billion.
  • 5. Tokyo-listed Japan Tobacco Inc  - $68 billion.
  • 6. London-listed Imperial Brands PLC - $61 billion.
CONSUMER GOODS

1. Nestl SA*      
2. Philip Morris International      
3. Procter & Gamble      
4. PepsiCo      
5. Unilever N.V.*      
6. JBS S.A.      
7. Anheuser-Busch InBev      
8. Coca-Cola Co.
 
   



There will be over 50 companies vying to get their cash working for them in an extremely lucrative fledgling industry.  The deals will be made.  Who will get them?  Many will get JV's.  Few will get INVESTMENTS or BUYOUTS/BUYINS.  APHRIA is the company that is already at the top of the list.  

IGNORE THE BASHERS!!!!  Put them where they belong...in a place where no one reads their posts.  Seeing them drone on will stress you out so do what I do and clear them away with that ignore button.  I have no idea when they post about me unless someone hits "reply"...so don't do that either.  Just let them die on the vine, so to speak.  
I am as bullish as anyone can be regarding our future.  Next stop $30.  Until our market cap is in line with ACB, Tilray and Canopy we are undervalued.  These companies have nothing more to offer other than the cash that Canopy has from Constellation and the BILLION shares outstanding that ACB has from buying out everyone with shareholder equity.  Stop acting like Canadians and expecting to be second best.  APHRIA is the best in class and we will be valued as such sooner than later.  My hope is before the end of November.

Atheena


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