GREY:ALEAF - Post by User
Comment by
Francoicon Mar 23, 2021 9:24am
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Post# 32857045
RE:Aleafia should post great numbers
RE:Aleafia should post great numbers why buy Zenabis?
sthinei wrote: Sundial posted revs of 13 million and they are backing out of wholesale business. Their ebitda numbers were weaker yoy because their sales only up 7% yoy. They are growing way slower than the overall market. Cdn legal sales were 830 million in final 3 months of 2020. Sndl is showing market share in canada about 1.5% at best during that period with names like apha likely around 20% and cgc around 17% in my estimates. Aleaf is going to grow more than the market so that I'd a good sign and they are taking share imo. Hexo has also been outperforming market and will do so going forward with zanabis acquit ion and prominent position in Quebec. The guys at sundial are idiots if they don't use their 2 billion market cap to be a acquisition because imo that name could or should trade down to 2x their cash balance for the way their operations are running.