RE:AYR + LHS +.......APHA??If APHA waited for Biden to provide a clear path of legalization then one of the MSO's would be jumping on top of TLRY quicker than lightening.
I have mentioned before that MSO's would lick their chops to have an international footprint like Aphria but never talk about it because right now their hands are tied. Well last week there was an interview with the CEO Boris from CURA and that is the first time I have heard one of these MSO CEO's not only say he wants dominate USA but also went on to saw he wants to dominate the world, international. That was no surprise for my ears.
Aphria is smart to lock TLRY up right now otherwise they would be competing against different American suitors. TLRY is smart to take the deal as well as why not team up with the only other company that has developed a significant international footprint. Both companies have spent years of time and resources creating these international footprints. We are locking down years of progress between our two companies where MSO's will have to start at ground zero for international exposure.
When Biden provides a clear path to USA we can pounce on what ever MSO suitor down there makes most sense for us. A game of chess being well played by team IS and Brendan! That is how I see it.
eom
CCD
thorgb1 wrote: Lots of the same players involved in the background. Can't figure out the TLRY urgency though, and why that needed to be done. By simply waiting a few months until Biden's legalization path is clear, we avoid the messy structure that Canopy had to create to get past federal restrictions. Our dominance in Canada, plus AYR with a good footprint in tne US, plus Privateer's deep pockets could be very interesting.....just speculating.