Aleafia Health Inc ALEAF

RE:RE:RE:RE:RE:RE:News

[wrangler327]

Agreed. Alberta sku for 12 pre-rolled for $19.99, or  $4.75/g. Starting to leverage low cost production to gain market share. 

stocktracker101 wrote: It'll be interesting to see how much rec they sold in q1. Most of their new SKUs were launched in q1 so I'm anticipating much higher results for rec and much lower for bulk. Average price was in and around $4/gram q4 while bulk was $0.48/gram. All of their writedowns are coming from bulk due to the plummeting price per gram. I'd rather have less volume at 10x higher price point. The market will realize eventually. 5x past 2020 earnings = $0.68/share. Larger LPS are trading at 10x + forward earnings.

Toweringmars wrote: LOL surely they have at least 3 shares. I think the key point to focus on is; 

“We continue our entrance into the adult-use market in a meaningful way with our Sunday Market brand family, targeting our key competitive advantages. With Divvy, the proposition for frequent cannabis consumers is based on quality, price point, and a product that is environmentally sustainable, both in its cultivation and packaging.”

Hexo just launched something interesting with selling bulk flower for people to use in cooking and the like. I think thats a pretty brilliant idea to offload inventory rather than destroying it as it ages. Of course it will come with its share of write downs, if we can do something similar we have one major compeditive edge... 10 cent grams. Instead of letting things unfold at the pace they are, why dont we come out and blow the titz off the competition and undercut everyone and their mothers? We can make a major dent in everyones market share, and become a sought after brand name in the industry. 

I'm not sure how this packaging is environmentally sustainable unless we re-use them? Possibly a returns program? But what I get from this is the price point angle. Alot of stoners still buy from grey market websites for price alone. Heck, at the price I cant nesessarily blame them. The legal market needs to stop licking its wounds and get with the program. The government needs to fix the mess they made and remove some of the barriers and restrictions. The underwriters need to stop doing deals with the little sht companies and let them fall apart so that industry can de-saturate. Its frustrating, but we're in a great position right now to dig into everyones market share. I like the idea of different brands for different target markets. Keep the greenhouse stuff for the higher end SKU's, and use our outdoor advantage to rape market share from the cows trying to sell pre-rolled shake. 

Git em cowboiz

ShakngMyHead00 wrote:
Oh look. Another bigmouth who bought 2 shares that believes he has all the answers.