Aleafia Health Inc ALEAF

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

[ShakngMyHead00]

wrangler327 wrote: Good points. The Everyday brand is just another great  addition that will help increase AH's marketshare. 

Toweringmars wrote:

Agreed gents. I mean, its all about the money. The pre-roll pricing is nice for sure, but the competition is selling shake in their pre-rolls. We have the field, thats our compeditive advantage. Sell the trim and shake wholesale for an added bonus, and sell the flower in the pre-rolls and undercut the sht out of the industry. We aint out to make friends. Its dog eat dog, and the faster the big boys realize 10 cent grams will put them out of business the quicker they'll notice us. Heck, sell em at $3 grams to cover costs and pull in less margin but more volume. Certainly our quality on outdoor flower will rock the doors off their indoor trim, and at a fraction of the cost. If we can dominate the market share and change the landscape of an entire segment its bound to make its way up the competitions corporate ladder as to why Aleafia's garnered 25%+ of the pre-roll market.

I mean, I'm no marketing expert by any means, but now is the time to set the proverbial hooks into the clientel. Much like the alcohol industry. Most people still drink the same beer as they did twenty years ago. Some go purely for the craft stuff, but theres a pile of folks buying the blue ribbon because of the price alone. And generally the heavyer drinkers go for the cheaper beer. Much can be said by that if we draw the lines to where the industry will mature in the coming years. Aleafia can be both. Thats the beauty about our flexability with CPG, and the differentiation between tailored brands. Hexo's pushing hard to be that 'value' brand, and I dont imagine they have 10 cent grams. Albeit we have alot of extraction capacity that we dont want to go to waste, but we have the biggest legal outdoor grow in the world if im not mistaken? Ideally id like to see them grow several high yeilding outdoor strains this year in 1/3 of the feild just to dominate the pre-roll market. the other 2/3ds can go to our extraction pipeline for 2.0 products mixed in with some greenhouse lines for EU-GMP clients.

We have da power. Let us flex.
This is the beginning of our new branding and im sure theres more to come.
I cant see Aleafia being undervalued for much longer given the doors that are opening.
Sometimes hockey pucks hit you in the face, and they tend to come out faring much better than ones teeth.
>.

 

wrangler327 wrote:

 

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.