Aleafia Health Inc ALEAF

RE:RE:RE:Sp low

[Toweringmars]

All this talk of dilution... Dilution is all relative so long as it’s fair value acquisitions/growth. To say that you’re worried about the dilutive nature of an acquisition the size of say ‘Canttrust’ is silly. Sure your ownership percentage goes down, but you’ll own a substantially larger company with a huge gap up in assets. None of these pot companies are in any position to grow organically. No one is profitable enough to offload debts and liabilities while gaining any sort of reasonable market share. So dilution is to be expected. With the amount of competition in this industry right now the only way to scale up efficiently is through M&A or hitting the capital markets up for more dough. Otherwise with the war chest Canopy has or the capacity Aurora has we may as well sit back and play dead. The path to profitability is a long hard road, and  requires product with as much margin as possible, but even looking at companies like Wayland with one of the most efficient facilities and lowest cost per gram they were killed by going to big too fast and lacked sustainability. (That and crooked management, but I won’t even delve into that one). If we manage the numbers they predicted with the outdoor grow it will be an immediate boost to the companies bottom line and eleviate the need for unnessesary dilution. A move many of the heavy hitters missed out on. This company played a great hand by taking over emblem and penetrating the market, while remaining nimble enough to wait for good deals when the hype died down and all the write downs came into play. I have to say the management here gave us a great return on the investments they made, and even though we’re all frustrated with the S/P this will be one of the players with the legs to go the distance. Story book aside, I’ve set my sell order for the future @ 3.00 a share so the shorts can’t borrow against it, and will patiently wait for the inevitable. GLTA Longs!