RE:RE:RE:Aphria conference call tidbits In my opinion, so are you telling everyone the countless ceo departures, the reduced growspace, the lack of profit from any company other than having adjusted numbers on the books that work their financings into the picture, those all are wrong clues and somehow this particularly is a standout?
Do you think even, with some magical miracle, a company finds a way to break even, with hundreds of millions in sales rev. Even showing a 10mm profit, do you think that even comes close to proving out a value for the insane market caps? No chance this industry survives it is just waiting for a bunch of flops, financing to run out, before the government even shakes a stick at it. Good luck.
johnale wrote:
The buisness case for an LP - (as it relates to the Canadian side) - is building strong brands in the Canadian rec market.
You build partnership with retailers, and get distribution across Canada - and you have a growing retail footprint.
Done well it's profitable and sustainable like Any other CPG buisness.
Aphria has done it well - and continue to have consistent ebita positive qs.
I think supreme arguably has better products and great brands with a similar distribution model - that should show similar q over q growth and profitability with no capital expenditures and a better grow footprint aligned to the market.