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Alias Born 08/11/2018

Re: None

Monday, 08/27/2018 4:02:06 PM

Monday, August 27, 2018 4:02:06 PM

Post# of 83457
****Still looking for real comps***
Many comparisons I see just really don't look that relevant. Primarily I'm interested in US specific plays. Charlottes Web IPO appears based on them gearing for Canadian Expansion. Others are Canadian/Global non US and or broader general cannabis.
Also any thoughts on Canadian NEXT big liquor M&A candidate. CGC continues to run oddly but already has its deal and no way gets another with Constellation potentially controlling. Diageo has ties already to Aphria Exec's and also an exclusive distributor agreement with Glazers that is also closely tied to Diageo, they also already have a toe in the US market. They have better value and performance than peers but continue to underperform. This one just seems like obvious but what am I not seeing that the market is seeing??