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Bullboard - Stock Discussion Forum Aleafia Health Inc ALEAF

Aleafia Health Inc. is a federally licensed Canadian cannabis company offering cannabis products in Canadian adult-use and medical markets and in select international markets. The Company is engaged in the production, sale, and distribution of cannabis. It operates a virtual medical cannabis clinic staffed by physicians and nurse practitioners which provide health and wellness services across... see more

GREY:ALEAF - Post Discussion

Aleafia Health Inc > Tilray cwould on industry and hexo
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Post by sthinei on Mar 06, 2022 4:16am

Tilray cwould on industry and hexo

As the number one company out there, I'm not sitting by just to let this industry blow up in Canada," Simon said. "Listen, the car industry used to be a big industry in Canada. The car industry is no longer a big industry in Canada. Canada needs industry." Simon noted he's been chasing Hexo for months for a potential deal with Tilray and didn't mind throwing a lifeline to his closest competitor, even though analysts now expect a full acquisition is all but inevitable. Cantor Fitzgerald Analyst Pablo Zuanic tipped his "chapeau" to Simon for the "creative way" Tilray invested in Hexo, without antagonizing anti-trust regulators but questioned when the company will "feel emboldened enough" to buy the rest of Hexo it already doesn't own. "I'd rather see it get on better footing and I'd rather see the Canadian market change a little," Simon said. "If I had to pay a higher price, I got a lot more visibility and comfort level in doing that because I see the marketplace and I see Hexo in much better shape."
Comment by rad10 on Mar 08, 2022 7:30am
This is quite an intelligent way of getting around antitrust regulators.  It also enables partial control of a competitor - that won't hurt Tilray - steering the Hexo board in synergistic directions.   I always "bet the jockey". Simon has good strategic leadership qualities, other former CEO's were out of their depth from day 1.  Shame this entire Canadian LP ...more  
Comment by sthinei on Mar 08, 2022 8:26am
I don't disagree with that un-investable comment. The business sucks. Aleafia more likely than not a mistake on my part and hoping they work something out. Hero shareholders should get at least 1.50/share which would suit me fine. Hey I can pick thousands of growth stocks out there right now that are down like 70-80% so in good company. Holding a lot of cash right now and waiting for first ...more  
Comment by rad10 on Mar 08, 2022 8:38am
Yep -  Facebook down 50 plus percent.  Difference between a FB / meta and MJ penny stocks like Aleafia - one is a cash cow, the other is a cash vacuum. Also doubling down on Euro banks like ING - massive over reaction with minor Eastern European exposure.  Magna getting interesting too. lots of quality going on sale... Just need to look under the hood.
Comment by sthinei on Mar 08, 2022 1:34pm
You make the mistake of believing that because someone owns this stock they dont have many other positions elsewhere.  Is there someone here that thinks that investing in ALEAFIA is like investing in Facebook?  Sorry for you then and also if this encompasses the majority of your portfolio.   I think most longs that post here do it because there is little avaialable public info ...more  
Comment by Highandlows on Mar 08, 2022 3:56pm
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