Food for Thought Aphria-Tilray-New and improved TilrayDecember 15, 2020 at market close and prior to the NR December, 16 APHA SP Nasdaq
· $8.12 USD
15 days later
December 29, 2020 at market close TLRY SP Nasdaq
· $8.21 USD
The way I have been looking at this for quite some time now is...
TLRY is really APHA in my mind, until an NR comes out saying different, acquisition terminated.
I know some don’t like this deal, the .838:1 or just…why TLRY? I get that as well.
However, if you look at it in the way I described above (some have I’m sure) TLRY is holding pretty steady, all due in part to who they really are…Aphria (New TLRY).
TLRY
· +1.10% since market close December 15
CGC
· - 9.30% since market close December 15
Also don’t let anyone fool you on the share price between TLRY and APHA.
· .838:1 = 19.33%
· That’s where it’s trending 18-22%
· If it goes beyond,25, 30, 40 %, you still get .838/1 shares of the New TLRY. Can't see that
happening though.
For myself, I hold APHA and cheer for TLRY to go up or hold steady. (see above comments)
My only concern is if the Acquisition is terminated, but I don’t think this will be another Aurora. It will happen very quickly after APHA Q2 release in January.
Don’t let anyone fool you on who the 800lb gorilla is!!! One gorilla has lost some considerable weight in the last 15 days and it's certainly not the NEW $$$TLRY$$$!!!
Cheers,
Ventura