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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 stockfyon Dec 17, 2020 3:35am
266 Views
Post# 32125958

RE:RE:APHA, TLRY, DTEA

RE:RE:APHA, TLRY, DTEA
stockfy wrote:
stockfy wrote:    More consolidation in the marijuana sector is a sure thing.

Also, tea retailer DAVIDsTEA (DTEA) will most likely start selling CBD-infused tea in 2021.

 

DTEA's CEO was thinking of introducing this new product and the CBD-infused edibles are legal now in Canada.

The key question is which company will acquire DTEA. DTEA's CEO will sell because he and his daughter own almost 50% of the company.

 

Profitable and debt-free DTEA currently trades less than 1 times its revenue while the vast majority of the other e-commerce online retailers CHWY, W, FTCH, ETSY, JD  trade 3 to 7 times their revenue.






And thanks to seasonality, Q4 is DTEA's strongest quarter when it generates about $20 million in free cash flow.


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