Apollo Healthcare Corp Warrants (03/01/2022) APHWF

COVID implications

[Mdemont]

One more thing for today. It appears to me that some people are misinterpreting one near term, 'post-covid' effect of mass vaccinations. Ahc sales are likely to increase and not decrease as the worse of covid passes because more not less facilities are going to be open for biz. 

It is counterintuitive but not sure why this is being missed at such a high frequency in industry commentary. Tried to poke a hole to my argument but cannot find any. Happy to stand corrected anytime in the interest of our investment community here.

[gary7789]

What has me really excited about Apollo is that it seems they have started to make it roads at Costco. Already has a big relationship with Walmart US (including Sam's Club). Those are the two core retailers that REALLY matter for success and growth. Amazon is really just getting started with private label .. the volume is low, like Target. Apollo will battle with Vi-Jon as it's prime

[Mdemont]

Two more thumbs up from me! I have reached a preliminary conclusion similar to yours. Still working on quantification - no primary sources or industry experience.  i consider it a double edged sword for obvious reasons. In fact, the setup of 'two or three big buyers and one production facility' would have been a no no as an investments thesis for me. But, but, the way they appear