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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 mungermanon Jul 16, 2020 12:44pm
119 Views
Post# 31276623

RE:Perspective

RE:Perspective

Considering 330M people in the usa, 450,000 kg annually seems like an asset light approach.

Oldweed wrote: Action always speaks louder than words when trying to predict forward behavior, that being said both Cron and WEED are under a multinational compan and both (recently WEED) have adopted an asset light approach focusing on CPG not production. If APHA was in recent and serious discussions with ACB I would consider this the opposite to an asset light approach to say the least. That would indicate to me that there is no serious discussion with any multinational at this moment and it would then be reasonable to assume that any other multi would be taking the same financial prudence with regards to assets. The take away from that would be that APHA and ACB will need each other to compete with the growing giants south of the border as neither have a serious mutination merger in progress. Just an opinion to consider.

 

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