Aleafia Health Inc ALEAF

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:including debt that deal valued at $435 million

[Francoic]

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Francoic wrote:

What we can hope for in the 1st quarter is the sale in Great Britain and Australia and maybe it will take us above $ 10 million.

When there is no problem, there is a 3-4 month delay between checking the site and processes and granting the EU-GMP license. Because of the Covid and these travel restrictions in Ontario, it is not clear when we will get this license. However, Rahim Rad, who generally has good information, said there might be an EU-GMP inspector arriving in Ontario ...

 

stocktracker101 wrote: Franco, So there could be European export earnings in q1. They will need it. There isn't much left for bulk sales but their rec sales should be much stronger. If they can report over 10 million, that would be decent. Once eugmp certification is obtained, sales will start to increase significantly. What are your estimates on q1? PS.. closed on the day and weeks high. It doesn't seem like it, but unlike most LPS, aleafia has closed green 2 weeks straight. And one of the only LPs to close green this week on the high while most closed close to their lows.. Maybe the market is finally realizing the value here..

 

Francoic wrote:

There are surely shipments in the 1st quarter or at the beginning of the 2nd

European Union

During Q4 2020, the Company completed an inspection with certified auditors which deemed the facility to be operating as EU GACP compliant. This allows flower grown at the Niagara Greenhouse to be exported to certain international markets including the European Union, after it has been dried and packaged in an EU-GMP certified facility, and following receipt of necessary import and export permits for each shipment.

Subsequent to the reporting period, the Company sent three batches to Germany of its greenhouse flower for stability, quality and cannabinoid testing. All three lots were deemed to meet EU GMP standards. With the successful testing results, the cultivar specific dried flower grown at the Niagara Facility is eligible to be exported to the EU market, pending receipt of necessary import and export permits. The Company’s strategic export partner, which owns and operates an EU-GMP certified facility, has applied for the necessary import and export permits, which represent the final stage in completing the Company’s first shipments of cannabis to the European Union.

 

stocktracker101 wrote: Thank you for sharing that.. I missed it.
How about Niagara? Anything on that export to Germany through the 3rd party?
 

 

Francoic wrote:

From 2020 report :
Israel

On December 8, 2020, the Company announced its intention to enter the Israeli medical cannabis market, through its strategic relationship with medical cannabis company Equinox International Holdings Limited. (“Equinox”). Equinox committed to purchasing 1,400 kgs of dried flower in 2021. The Israeli Ministry of Health has recently instituted new testing requirements and tightened Israeli import requirements on cannabis imports. These changes significantly increase the barriers to entry in that market, and which do not apply to domestic producers. A new requirement for cannabis to be imported into Israel is the completion of testing for two specific pesticides, which are banned in most countries including Canada. Due to this ban, there are no known existing laboratories in Canada that test for the banned pesticides. The Company is currently reviewing alternative approaches that would allow it to commence cannabis shipments to Israel in 2021, however the timeline is expected to be substantially longer than initially expected

 

stocktracker101 wrote: The $45 doesn't matter? lol. OK. Thats the type of ego trip I am worried about that I mentioned in my earlier post. Listen man, I love the company, but I trade it and I am honest about it. It's so profitable to do so. I'm not going to sit back and watch the roller coaster ride with out profiting off of the ridiculous 150% swings.. Depending on what their share price is next spring will dictate how much they dilute by. And it will matter. They can release what ever they want about paying it off but no one will drink the cool aid this time. When I initially invested in Aleafia they had under 100 million shares. We are now at 330 million+ and counting. Dilution Shmilution I guess. lol.. 200% +... With out it, Aleafia would be trading at $1.90 to $2 today. I realize they gained assets with it but it all came at a cost to shareholders.. I'd rather let other shareholders pay the dilution. It just smarter investing. Regardless, I am a buyer at these levels. glta.. PS.. on another note, what do you guys think international sales will be q1? There wasn't really much guidance regarding Germany... They mentioned Isreal orders will commence in q1 but no real clarity on if niagara indoor would be shipped through the 3rd party to Europe.. That could increase earnings estimates drastically. Thoughts?

 

penismightier wrote: Meh. Dilution, shmilution. Maybe if they put more cash in the bank, we'd be trading at 6 or 7x. That 45M ain't gonna matter. Pen.

stocktracker101 wrote: I don't know about big pharma. I still think it's early for that. Beverage companies for sure but they have a lot to chose from and the larger names will wait until the space is more developed. Canopy gave FIRE x9 earnings. The market is only giving Aleafia x4.5. So technically, Canopy overpaid. More legalization news out of the US could drive the sector higher but imo the larger CAD lps are overbought as is. Lots of shorting right now. To put this into perspective, Amazon trades at apprx. x5 earnings while Canopy trades at x34... Aphria x10... Its ridiculous. I like Aleafia because they are reasonably valued. But I don't want them to miss the next window. June 2022, $45 million is due. At $1 that would be a further 14% dilution. Let's see how it plays out

CMHarring218431 wrote: I get it. The concern is revenues will not surpass the need to raise capital to support operations. So, Who knows where the up and down sentiment of the market will head as we go forward. Just the speculation or rumor that a buyout is close , hopefully will cause a spike that will force a potential buyer to overpay. Stock, I know you do not speculate but calculate on the factual numbers. I need a little more excitement and like surprises. Take my chances, I guess.
Question. Just thinking......would an offer from big Pharma tend to be higher than one from a big cannabis player. After all, the larger number of possible pharma companies and even those like Coca Cola who have huge profits can and typically overpay cause they can