Good analogy 'Spartan'. I will take it one step further. All of the LP's are generally processing the commodity into either flower for sale or cannabis derivatives. They are trying to do the same thing; each a little differently.
Aphria is doing a better job with brands, branding and fiduciary management. They are separating themselves from the other big name players such as HEXO, ACB, and Tilray who might be numbers 1, 2 and 3, in that order, of the big named players to enter into insolvency.
They are also doing it without a Fortune 500 partner i.e. Altria and Constellation Brands. I am willing to say that without the overseer, Aphria and its BoD are better positioned to advance their own self interests than that of its parent/partner.
Canopy is counting on beverages which I believe for the foreseeable future is dealing with a distribution choke hold because the product has to be sold through legally licensed cannabis dispensaries.
OGI seems like they are Fred Flintstone getting his car started. I think they will, but they overspent (C$15M) on candy making equipment. Their supply capability can meet the entire country's demand.
Cronos is a product company, with good fiduciary management. Of the big LP's, Cronos and Aphria are my picks.
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