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Bullboard - Stock Discussion Forum Aphria Inc. APHA

Aphria, which is headquartered in Ontario, produces and sells medicinal and recreational cannabis. The company operates through retail and wholesale channels in Canada and internationally. Aphria is a main distributor of medical cannabis to Germany and has operations in over 10 countries outside of Canada. However, it does not have exposure to the U.S. CBD or THC markets due to the constraints... see more

NDAQ:APHA - Post Discussion

Aphria Inc. > brand equity valuation ... was Sweet Water deal overpriced?
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Post by PuffnPass13 on Nov 06, 2020 10:24pm

brand equity valuation ... was Sweet Water deal overpriced?

Just to continue a bit on my point earlier...a lot of people are saying they over-paid for the the deal and on surface I can see why they would say that.


SW does have debt , we are going to have our shares diluted and we have lost our cash to debt favoured position that was the strength many has said APHA had.

Think of how many companies have huge valuations because of their brands that are actually losing money such as Uber, Tesla and many other tech companies. 

now I know SW is not necessary a household name but in the craft beer world it's actually a very highly respected name and has really strong association with the cannabis which as I said in my previous post is going to pay dividends later when legalization does happen.

so ask yourself how much is having a brand that already sells on Delta airlines and sells in Costco. Also love their annual festival as it's a great way to cross promote APHA products once legalization happens.

companies spend billions annually to have their brand constantly promoted all in the name of brand equity. So before you start bashing the company's decision to buy SW for 300 mill usd think of what it may actually worth without the need to spend so much in marketing to develop a brand new brand. 


GLTA...

puff

Comment by Momoisback on Nov 06, 2020 10:58pm
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