Aleafia Health Inc ALEAF

Lets fire up the chat

[Toweringmars]

Rather than talk about a rookie who doesnt even own stock or know how to read fins.

So yes, Geoff mentioned 200kgs going international. Not a giant shipment, but not to be fluffed off. I'm thinking around 6-7 dollars a gram after the euro to cad conversion. 1.4m is a nice addition to our top line. And again, this is just the beginning of the German market. Its a nice feather in the cap to add to the Australian market. We all know the other countries, like Canada, have been slow to roll our their plans, but once that door opens, its going to be a vacuum. The other thing I didnt see much mention of, is the quality of our 50 cent grams. We didnt even require irradiation (something Germany just started to allow within the last year because there wasnt enough LP's who could produce good enough product). Thats a massive win for our little company. Import/export isnt always the easiest thing to navigate, but now that its started, I imagine its going to roll out much quicker from this point, and with quality flower that doesnt require additional steps, you can bet your bottom dollar that they're going to want as much as they can get. Geoff mentions that our Sour Kush strain seems like its going to be a staple in the German medical market, and I tend to agree.

Moving on to domestic sales. Divvy has been the number 1 selling brand on the OCS for 2 weeks now?? How is that not talked about more? Again, to the naysayers, these brands have just recently been launched and are going to show fruit in this coming quarter, and only scale from there. Auroras last quarterlies had a big paragraph about how their transition to selling 'premium' flower has not gone so well, and that the market seems to be chasing 'value' brands. They blame it on the pandemic, but frankly, I think theres a wider range of people looking for value rather than ultra premium brands. Theres a reason Coors light outsells Miller High life, and its not necessarily taste. People could give a fk about classyness when they're looking to spend a weekend wit deh boys getting pssd by the fire. They want quantity, and clearly, we have quality to go with that seeing as our greenhouse has no need to irridiation. Our outdoor test almost as high as the greenhouse from what I hear, so now that our pre-rolls are the #1 sellers, what do we think is going to become of the milled pouches? Juicy.

Next in the domestic pipeline, did anyone catch what Geoff said in the interview about health Canada reviewing the laws and regulations? The FDA already approves of CBD over the counter. Canada is next. Its no mistake that we grew an abundance of CBD last year, and though the timing did not work out in our favor, it sure looks like it just may this time. Once the Walmarts of the world start selling CBD topicals and roll-ons and the like, who do you think will be first in line? Currently we're the only LP with omega-3 products infused with cannabis. 

Recently, we've started finally seeing patients from the UNIFOR deal with FORD being the leader with its employees. And Geoff mentions that they're looking to onboard several others.
That surely will impact our top-line.

Has the S/P been impressive lately? No. Theres no sugarcoating that. But frankly, the market rolls over all the time and nothing tends to make financial sense these days. That said, eventually it will have to correlate and correct. The MM's are controlling the market, and once it turns-over to act like a regular market there will be winners and losers based on actual performance. We are THE low cost producer in Canada, and eventually thats going to reflect in our shareprice. Until then, the Aurora's and Canopy's of the world will retain their rediculous market caps while they hemorage money. Our time is soon, and this years outdoor is going to be a gamechanger.

AH long and strong.

[RealityBitesHar]

Great post, thank you.

[Toweringmars]

Reposting because limplications spammed it off the board again with useless posts.

[rad10]

ROTFLMFAO - based on a single 200kg shipment sour kush is "becoming a staple in the German market......."  you can't make this stuff up!  Epic blagging on an unprecedented scale.  What a grifter.........  thanks for the giggles Towering

[GroceryGateway]

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[ImpIications]

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[Toweringmars]

Erhm, I think its more based off the fact that we're one of only several LPs in the industry right now that doesnt need to irradiate our weed to kill off mites and other junk. Quality like that at $0.50 per gram greenhouse is something MOST lp's wish they had. I mean, you and ol' grocery gateway seem to be well informed, can you show me just ONE lp growing 50 cent grams or less that

[GroceryGateway]

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