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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 CentreIce24on May 01, 2020 5:46pm
121 Views
Post# 30978079

RE:RE:Where you people disappeared...?

RE:RE:Where you people disappeared...?

GREAT POST and WELL SAID @N00bInvesTOR 
The newer or younger investors should take heed
Used to be a frequent poster but just got tired of the daily grinds, set backs and disappointments 
The day to day manipulation will eat you up

It's been a tough 3+years
Looking forward the October's ER
Best to you & yours
It was well worth your time, sir
Thanks for the Great Post
GLTA LONGS

Stay Safe and Keep Healthy 
CentreIce

 

Alex1100 wrote: This board has finally become a difficult place to visit. Who else remained here? Where are those who have been in this game from the beginning? Why they have stopped communicating with rest of us?  After 3 years, and everything we've been through, it looks like people are finally tired. Apha was a tough and demanding mistress who got everything she wanted from us but in return, we only received glimpses of hope that our love will not remain in vain. Such a relationship is difficult and very exhausting and it seems that people simply loses the strength and the will to maintain it further. It looks to me that all those clever people I have happily followed here for years have either completely gone (sold) or become bitterly frustrated and withdrawn in their bitterness because of unrequited love. Once the passion is gone, there is no hope, and when there is no hope, there are no more of these wonderful people who gave us the strength to endure unbearable and continue even stronger... I am truly, truly sorry about that.




Well for all the young investors who entered the space without prior experience, viewing the cannabis sector as a golden ticket to early retirement on top of buying during the euphoria without setting any stop loss are probably devastated.

 


Another factor that weights in even more heavily is the fact that the market was all hype and projection before we actually start to get all the data we accumulated so far when it comes to sales. The roll out of the stores, I honestly stopped following the stores count but the one thing that would come back on every company conference call is the super slow roll out of stores in Ontario and the super slow pace at which Health Canada would give a liscence. It was also highlighted on many conference call of many different cannabis companies that on top of the slow deployment of stores, the last minute packaging rules made the whole launch a logistics nightmare.  In these conditions, black market probably thrived, I have no statistics but thats what I assume, because they would not only offer delivery service but their price is cheaper.

When the company is overvalued and it's performing in such bearish conditions on top of dealing with cash issues and no help from the financial institution because the sector is still new and banks don't like to take risk (don't get me wrong they probably manipulate the price, day trade and all that bs) they don't really like to officialy burrow money or take a position big enough that requires them to fill up that 10-k form.

On top of all these bearish conditions and deception on delivering results to back up the mega overvalued values the companies gained from all the hype, alot of cannabis companies had clowns as a CEO and the majority of those clowns are not even CEO anymore (only exception is the legendary Bruce Linton).  Let's not even bring in the short report story for Aphria, really poor defense and sadly today we are trading at the short report price and in march we broke those levels.

So because of all this bearishness, (I exclude Covid-19 and Trump crazy tweets because all the stocks suffer from this)  we just can't break bullish because all the cannabis sectors trade together.  Take Tilray for an example, Canntrust fiasco, Bruce Linton departure, ACB nightmare, Aphria basically payed for their sins.

The good news is that the suffering will end soon because alot of companies will file for bankruptcy and that will create a PEPSI Coca-cola and whatever third name you wanna stick kind of competition where only 3 will survive : Aphria,Cronos,Canopy Growth. Not alot of knowledge about USA situation but you get my point on the canadian side of things.

Sometimes you just gotta accept that the market conditions or the price action is stronger than the fundamentals during bearish conditions.

Now all that being said, since I'm a bull , here are the good news :
 

  • Aphria is eady to takeover Europe with their CC Pharma and EU GMP facilities like Aphria One ready to pump the product.

  • Aphria is the only cannabis company that didn't layoff any employee, even during during this pandemic. That's a sign of strength, they not taking advantage of the situation to fire people to save money because they know they can sell the product, they even had to buy a big amount whole sale from another producer to satisfy the demand for their products because Aphria Diamond liscence came in late. That means that they really need their employee because the demand is here (thats my opinion)

  • Good news is that fundamentals keep on improving (rec sales going up in Canada and best quarter ever  Q3. Even if we lost like 12 or 20M revenue from CC Pharma because they use to generate 98 to 100K alone before the changes in the german government model of reimbursement)

  • Aphria has been Ebidta positive for the last 4 quarters and 2 out of them they even reported a positive earning per share .



  • For the charts lover because some of you probably miss Dan the chart guy, we didn't confirm the bear flag, 4.57 is the key support, if we're able to hold it we can try to enter again a higher higher and higher low pattern, 5.44 being the resistance to break before testing 6.00$ again


So yeah the bulls are still here, we're just watching, we don't have to post everyday, we keep calm, enjoy the Riff Vapes and play the charts to average down. For those that don't have the capital to add more but continue to look at the price day after day and wanna play it long, you're hurting yourself big time. Just write on your calendar the date for the next quarter report and close your phone.

I'm not a financial advisor, I'm certainly not better than anyone on this board.

Here is what I recommend if you still visit stockhouse :

  • Don't watch the price action if you don't have money to average down, cash is king, specialy in this situation so if you're a bag holder like me it happens, for the next big investment you will be more prepared, life goes on!
  • Always have on your calendar the date for the Quarter results and tune in the conference call
  • Set an alarm on your sell price or the price that will make you smile and gain some hope that you will break even
  • Put on ignore list all the users that claim they have insider information or start any rumor (Pumpers with mental illness)
  • Put on ignore list the negative people that just complain or bash for free like Aphria is the only stock tanking and all the other cannabis stocks are on the moon (Bashers with mental illness)


Hope that everyone is doing well and that everyone's family is doing well, even for the pumpers and shorters that are on my ignore list  :) <3

If you have been reading that far, you're amazing because that post took alot of my time and is worth it because the pandemic and the performance of the share can be a nasty combo on for your mental health.

Cheers, stay safe

 


 



 

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