RE:APHA-Time for the move Upwards!"The crux is that Aphria may not be able to compete toe-to-toe against the likes of Aurora Cannabis or Canopy Growth if the Canadian cannabis market does begin to suffer from oversupply and international markets fail to open up quickly enough to absorb the overflow. After all, Aurora and Canopy both sport several operational advantages (economy of scale, vertical and horizontal bandwidth, etc.) over Aphria. That means that Aphria might end up as a second-tier player within a field dominated by a small handful of giants."
Pretty sure it's the exact opposite of what was just said here. If the Canadian market is over supplied and international markets fail to open quickly it would absolutely be disasterous for Aurora and Canopy. Their overhead costs are way too high and they both have larger supply. The real "crux" is that both Canopy and Aurora don't stand a chance going toe-to-toe in a price war with Aphria. The only thing that Canopy and Aurora have going for it is being the market leaders of bleeding cash and diluting shareholders.