Aphria Inc. APHA

Retail Perspective

[Sid123]

That didn't take long sold out all Tangie Kush vapes in two days. Just ordered new ounces this week.

With ACB floundering and no direction I believe APHA can buy it out on the cheap before end of year. 

Lots of consolidation and bankruptcies still to come but APHA is well positioned to take advantage

[skyplt]

Why would anyone buy ACB?  If supply was an issue than perhaps, but I think this sector could withstand the loss of ACB's product.  Perhaps I am missing something, and by all means correct me as you are better verses as a store owner, but does APHA not have enough supply to cover off the demise of ACB?  Sorry if that is naive.

[Sid123]

I'm still not getting all the vapes and pre rolls. I'm suggesting they buy ACB at huge discount as they have a couple of world class facilities and would compliment APHA global expansion long term 

[skyplt]

Thanks for keeping the board up to date on your orders.  It is useful boots on the ground insight.  I remember when Canadian Airlines was going bankrupt.  Air Canada cut a deal with the government (tax breaks, other concessions) and bought Canadian just before it fell under the knife. It just about sunk Air Canada. I doubt there would be any tax breaks or other concessions here

[tweedx]

Aphria selling about 25% of their product. Why would anyone spend hundreds of millions for a few acres of land when your not even selling what you're growing now. 

[HopefulJuan]

ACB has a strong medical side with the former Canimed facility in Saskatoon. Could be that CBD will be the better play in the long run and they are well positioned there. Not sure I would be interested in Aurora Edmonton if it was free.