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Aleafia Health Inc ALEAF

Aleafia Health Inc. is a federally licensed Canadian cannabis company offering cannabis products in Canadian adult-use and medical markets and in select international markets. The Company is engaged in the production, sale, and distribution of cannabis. It operates a virtual medical cannabis clinic staffed by physicians and nurse practitioners which provide health and wellness services across Canada. The Company operates two licensed cannabis production facilities and operates a strategically located distribution center all in the province of Ontario, including the largest, outdoor cannabis cultivation facility in Canada. The Company produces a diverse portfolio of cannabis and cannabis derivative products including dried flower, pre-roll, milled, vapes, oils, capsules, edibles, sublingual strips and topicals. It markets and sells cannabis products through regulated intermediaries into selected international markets, tactically sells cannabis products into Canadian wholesale markets.


GREY:ALEAF - Post by User

Bullboard Posts
Post by Toweringmarson Oct 29, 2019 12:42pm
138 Views
Post# 30282034

Another one of my write-ups

Another one of my write-ups

Seeing as we have no real quality content on here as of late and the inn is just full of the shorter banter. I feel like its my duty to please that booty. 

As of the last financials Aleafia's total assets are: $ 448,032,197

Goodwill (5,064,288 Aleafia farms. 173,921,250 Emblem, 7,649,594 Cannabo) - 186,635,140

Liabilities (including convertible debt) - 62,129,514

That means, that even if you write down ALL of the goodwill incurred (wihich is never the case) You have assets of 261,397,057 and liabilities of 62,129,514.

Its insane to think that its trading with a market cap of 195,100,000 as of right now. It literally means withat with a 100% write down of goodwill, and fully deducting liabilities, you have a clean slate of 199,267,543. Most companies in this sector are trading at forward earning ratio's of anywhere from x3 - x20, and Aleafia is trading well below its asset value, let alone enterprise value. 

This is almost entierly unheard of in the investing world. And makes perfect sense why so many people have come out baselessly bashing the stock and management and the like. The shorts have beat this thing into absolute oblivion, and theres really little value left in shorting the stock. They may keep at it for a few more weeks. But its beyond oversold by a longshot. I'm not saying it will be catapulted back to fair value, mostly because the market makes 0 sense based of investing standards. But you can safely assume that one of these days it will see a gap up, and reverse this trend. 

To summarize this insanity. Aleafia is worth 448,032,197... If it wrote down every single line it had on the books it would be worth 199,267,543. Its currently trading at a valuation of 195,100,000. 

Do the math. Buying these levels is beyond a no-brainer. Even for the most leary of value investors.

Bullboard Posts