Yup, OGI or Aphria would be the prime targets now. The question to ask is what fits into Tweeds plan more? OGI's organic spin and east coast presence? Or APH lowest cost in industry greenhouses? Both can fit well into the TMI team.
-Bruce mentioned he wanted tweed hubs to allow quicker shipping, so geographical location would be a plus to get out of Ontario with OGI compared to APH in lower Ontario where our Tweed farms is also located.
-Bruce also mentioned some LP's will fall into wholesalers. APH is the lowest cost, and extremely good at growing due to experience. They seem to fit that mould well.
-OGI seems to be going nowhere with the SP except down and flat. They would be ideal targets to lowball. APH has held ground, and are well abouve IPO prices. APH Management is confident, and experienced in big pharm biz. They wont sell out cheap.
-OGI carries the 'organic' brand, and Tweed is focusing on building a brand. OGI is also currently a prefered client of "Truama Healing Centers" focusing on PTSD. We all know Tweed wants marketshare.
If I was going to invest in a company being successful, I would chose Aprhia. If I would invest in a company getting picked up by Tweed, it would be OGI.
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