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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 EquityInveston Apr 17, 2019 5:22pm
185 Views
Post# 29640975

A closer look at APHA

A closer look at APHAThe last 3 days have been brutal on APHA share price, and like everyone else on this board, I can’t rationalize the beatings we are getting in comparison with other LPs (i.e., OGI recovered nicely from Monday’s bloodbath; ACB also recovered the very next day after announcing a $700M shelf prospectus, VFF bounced back today from yesterday’s Citron’s allegations). 

I own these stocks ticks as well but APHA is my biggest holdings as it has the best fundamentals (low float, a big win in Germany’s footprint, increasing production capacity, continued improvement in governance, etc).  So, why do we continue to lag in the space and get punished more severely by the market?  I have absolutely no doubt that the sp will bounce back but it is difficult to go through the turmoil of price recovery.

My take is that today’s sell off had something to do with GGB getting rid of their APHA shares as it’s attempted take over bid finally end on April 25.  I’m not sure if GGB has to pay penalty for the unsuccessful take over bid, and if they had to then, it makes sense that the sell off is led by GGB trying to raise cash to pay the penalty.

The market seems to have a negative view of APHA so any little bit of misstep are always blown out of proportion.  As a long APHA holder, I am very disappointed with the stocks performance in relation to its peers but I truly believe that our time will come, APHA will bounce back and it might be as soon as Apr 25 when a strategic partnership might be finally announced now that GGB’s offer is out of the way.

GLTA!!! 
Bullboard Posts