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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

Comment by ilvmyt5son Nov 26, 2020 12:08pm
127 Views
Post# 31979139

RE:RE:RE:$25 premium for WEED over APHA

RE:RE:RE:$25 premium for WEED over APHAThen 3/4 of WEED evaluation is STZ the market is saying. You would be better off buying STZ at $200 than spending $35 on WEED.


ilvmyt5s wrote:
If you bought 10 shares of WEED it would cost you $352.70. For the same amount you would get 37 shares of APHA. The market has valued APHA at 25% of WEED? 
 
If you were to say APHA is 50% of WEED at 18$. If you bought APHA at $10 you could almost double your money with APHA still be valued at %50 of WEED. To double your money with WEED it would have to increase to $70.


WHUbubbles wrote: I think they only value MJ revenues - zero value attrubuted to CC or SW business at the moment?  That said we still have highy qulaity MJ revneue of 250MM annualized and growing so we should have about half the mkt cap of Canopy?  Currenbtly we are 2.5B versus 13B for Canopy (less if you strip out cash).  Maybe we should be closer to 5-6B.  We certainly shouldbnt be trading in line with ACB's 2.2B mkt cap and their 270MM of lower quality flat MJ revenues...

Without a partner we might be worth 4B mkt cap so mid teens share price.
With a partner maybe 6B so mid twenties share price.
I would ride this til someone partners up then eject.





 




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