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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
Post by Duediligence33on Oct 27, 2018 6:46pm
332 Views
Post# 28883038

Bull and Bear case for APH

Bull and Bear case for APHEverything that DareDevil has said is the correct and likely Bull case and I do agree with what he has stated. The fundamentals for APH are fantastic and as a Cannabis company they wiill succeed as promised by the CEO. However there is a Bear case to be made which I hope does not happen because I am long and I have the best interest to see the share price go up but I do have worries that keep me awake and stress me out. Number 1 is the S&P Dow Jones end of the 10 year bull run factor and the overall world markets (higher intrest rates and possible recession). Number 2 is the Cannabis sector has been overhyped in general and is in a down swing after Oct 17 sell the news event . Number 3 The US " Tilray effect' has waned and Aurora has proven that just being on NYSE is not going to give a huge runup like in July and Aug 3D earnings that Number 4 Aph and other LP have revenue expectation not yet realized and the rec sales from OCS have been hampered by under supply shortages and Postal strikes and stores are not avalaible until April 2019 Number 5 Edibles and Cannabis infused Beverages will not be available until prior to Oct 2019 as promised by Trudeau but PC Andrew Scheer might make it an election issue prior to the Oct 2919 federal election Number 6 is the relentless short seller trader attacks. The Bull case made by other posters can be reiterated here as a balance to the negative Bear slant by repeating the inevitable but not so imminent buy in or buy out by Diageo Altria Pepsi or Pharma or some combination. Also the NYSE listing might surprise on higher sp and reward APH after a beneficial fundamental analysis contrast is made to Aurora Cronis Tilray Canopy is made revealing positive earnings low cost and high capacity with a low market capital share structure. The general stock market fear might work in favour of recession proof need for pain releivers and altered states of conciousness Finally the Nov 6 US election might hold huge upside surprises like Nov 2016 as Federal Laws may change especially the CBD bill presently before Congress. So in conclusion it is not prudent to bury your head in a sand of bullishness but be aware of the hazards. It is my gamble and hope that the Bull case wins over the Bear case and my money is on the line. There are plenty of adverse factors to worry about but also plenty of positives to give valid hope for success and for all investors to make money. Prof is a good man and a Perma bull with good intentions but the new investors that paid $ 20 and longs that didn't sell at $ 20 based on the deal happening "the next day" might feel like the saying "the road to Hell js paved with good intentions". Michael
Bullboard Posts