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Re: Dogger05 post# 55111

Friday, 04/28/2017 10:23:14 PM

Friday, April 28, 2017 10:23:14 PM

Post# of 128666
We all make our choices. Some are making APH their primary holding in this space for that reason, and i can see that. I held a position there for the same reason, but started to feel uncomfortable with the excessively prudent approach.

This is by all accounts going to be a massive growth industry. Canopy has taken substantial calculated risks which have proven to be prescient as things have played out, and are now in a substantially stronger position than APH or any other LP to be able to feed the demand that is coming. I think that whoever will be able to feed the largest proportion of that coming demand with a reasonable quality of product will likely be able to garner the largest market share and reap the largest profits as economies of scale come into play. Chart your best bet versus Canopy with regard to production and revenue for the next year, and we'll talk then. Good luck.