RE:RE:RE:RE:RE:RE:What happened to gottahunchMorning Everyone,
I hope you are all doing well. It has been a heck of a ride. I sold my shares around last earnings, so have missed some of the run up here. When you see $3, getting out around $16 seems like a gift, but of course $40 would have been that much better in hindsight. I wanted to diversify and 85% of my account was in this stock at one point. My account has tripled from the lows in March, so I cannot complain. I managed to make some on LHS & BWEL as well, but still would have been better off at the moment if I kept all my shares. One thing I was concerned about with APHA was the ability to ship product over the border and how that might hamper growth vs mso's. It sounds like they think they will be able to ship medical but not sure about rec. Sweetwater is explanding faster than I thought. I'm very happy for all the true longs that stayed with it and are better off for it!!!!!! I think Europe will be huge for APHA in the future.
I'm in AYR, GRAM & SOL at the moment. Hoping it's going to be a good month with the stimulus heading to Biden's desk, MSO earnings, and potentially safe banking to be tabled mid-March as rumoured by Todd Harrison on Twitter.
Good luck to all.
hevin wrote: Ha! I remember that post from long ago but didn't know you were the one. And yes I remember him literally overnight changing the way he dressed in interviews so we owe that to you I guess LOL! Yes, he is an impressive man with a great business pedigree. I can't imagine us being in better hands. Although it still bugs me how much he makes LOL
skyplt wrote: Thanks hevin; I reiterate the primary reason I decided to hold 5K shares (the only speculative play in a rather boring portfolio) is my belief in Irwin Simon. This is a true story: Last November I sent a critical note to Aphria Investor Relations about Irwin Simon showing up to a BNN interview unshaven and in a track suit. I indicated (politely) that regardless of how well (or poorly) a company was doing, out of respect to the shareholders it would be appropriate for the CEO to show up to a televised interview looking like they mean business. I received an e-mail from Mr. Simon himself apologizing and stating I had made a good point. So...first thing to note is he reads e-mails sent to IR. But here is the real kicker...just before his CNBC interview a few days later he sent me an unsolicited e-mail stating he had taken my remarks to heart and to watch how he would be dressed for his next stint in front of the camera. How many CEO's do you know who would be that sincere? That's a nice story, and convinces me this guy is a solid person, but that does not make money. However, watching the two CEOs on CNBC last week was pretty impressive. These guys have a solid plan in play with Europe and medical inroads to the USA. I am back because I really do believe Irwin Simon to be the best of the bunch.
hevin wrote: Welcome back skplt! We've missed your many informative posts. Glad to see you managed to retire and make profits on apha. Like you, I'm about to retire thanks to selling 2/3 of my apha at 27$ ave., yet still hold 5k for post merger. The new Tilray should soon breach 1 billion/yr rev. and quickly ascend as European countries, like dominos, legalize even before US possibly. Best sir! hevin
skyplt wrote: I am still lurking around, but as someone on this board said so eloquently a month or so ago; why would you parade your misses and mistakes. I sold in January for 11 dollars; I had managed to get my average buy price just below 10. After so many 20 percent haircuts (I believe 5 quarters in a row) and having met my revised goals (albeit low end of the target) I chose to go into dividend payers. I am retired now and less willing to take on too much risk. Indeed, after holding a lot of APHA for close to 30 months it is frustrating to have missed that wonderful ride this month. In truth, I did do a number of short term trades that effectively rose the net selling price of my core 30K shares at 11 dollars to a less regrettable 17 dollars...that was about 30 trades of 5K shares for one or two dollars per share profit per trade. I have not held (until this week) APHA shares for more than a day. That changed this week. I had a standing buy order in for 5K shares at 20 CDN that I truly did not envision ever getting filled...a Hail Mary. Last week's flash crash has me now holding shares at 20 per share buy. I am still amazed that order filled! But I am not trading these ones in the short term. Why hold? Mainly because of Irwin Simon. I have had some direct communications with him and I can state with first hand knowledge that he is truly a gentleman...and an incredibly shrewd business person. Unlike "loose lips sink ships" Neufeld, Mr. Simon had SweetWater and Tilray moves in play while many were accusing him of being asleep at the wheel. I am convinced he has "the plan" in play that will make Tilray a success with Aphria in the nameless driver's seat and him as CEO. He is going to make this a huge success. So I am back to holding 5K shares (about 10 percent of what I used to own at one time) with no intention of doing any trading. Just hold. I won't make any predictions as to where I think the share price is headed, and I think macro events (like bond interest and inflation) will put up roadblocks; but I do believe Irwin Simon to be one of those rare CEOs (dare I compare to Jobs, Gates, Bezos, or Musk) who has the vision and the chops to make this enterprise a huge success.
CommonCentsforDollars wrote: What happened to.....
mike411
tattooinvstor - miss this guy, where he at?
skyplt
daredevil1964
I think too many people lost their patience through the abused and beaten wife (APHA) years and unfortunately sold too early as we grew strength to rise up for that multi year beating. Unfortunately that happens..
As for gottahunch he made a post on the GRAMF board last night so they are still around...
Sneekyboots wrote: SneekyBoots