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Re: FUNMAN post# 15289

Wednesday, 12/16/2020 7:02:04 PM

Wednesday, December 16, 2020 7:02:04 PM

Post# of 16650
I admit I don’t have much experience in arbitrage between two stocks in deals like this. But let’s say APHa crushes earnings in Jan. Are you saying it won’t drive up APHA and TLRY in proportion to the .83 deal? It would just not factor into valuations at all? Hard to see how that happens esp since the future value of the company is mostly ApHA assets and some TLRY assets with the TLRY name on top. I’ll have to dig further to understand.

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