stocktracker101 wrote: It doesnt matter how profitable the other LPs are.
It matters how much cash and market share they have.
I like Aleafias assets and the customer base they have established.
But it takes lots and lots of cash to become profitable in this game.
Look at their burn rate. Eugmp delays will ultimately delay their cash flow and sales into europe.
I dont need to be involved in board discussions to understand the mechanics of revenue, cashflow and dilution. I just need to find value and trade accordingly.
Everyone else can dream of an imaginary big payday.
Aleafia will not make it to June 2022 with $40 million in the bank which will ultimately result in further dilution and raising and shorting etc.. Why not maximize on Aleafias value before then? Shareholders win and could be potentially part of a bigger deal.
I am not saying it should happen, just talking if the opportunity were to arise why would you be against it? It doesnt make sense to be against something without even seeing a deal. How anbout if they get offered $3 / share? You wouldnt take that?
If their wholesale revenue pumps up their upcoming q4 earnings, where will they get the sales to match it in q1 2021. If you tell me rec sales, your dreaming.
I am anticipating good q4 results and a nice uptick because of it, but not so sure about the upcoming quarters after it. Unless they get eugmp soon.
I am not bashing and I am not pumping.
I like Aleafia but I like making money more. glta
wrangler327 wrote:
People are talking in that fashion because AH is ripe for the picking. Do the DD. They are a well seasoned play that is just about to overcome their transitional stage. How long has this company been operating at full capacity, maybe 6 months? Are you in the midst of any of the board discussions? I think not. Every other LP is 18-24months ahead of AH, and how profitable are they?