Replies to post #13926 on Aphria Inc (fka APHA)

[FUNMAN]

Dilution is poison; just look at ACB.
All of the LPs over expanded and lose huge sums of money.
Still, when you run out of cash, you’re out of business and can’t take advantage of opportunities when they arise.
Having half a billion on hand will be advantageous when USA legalization occurs.
If Canadian LPs are planning for that, then make the direct play on USA MSOs.
Compare the LPs to the USA MSOs that have higher revenues and a better business model that is more right sized to meet demand. It’s no wonder that They are on the cusp of real profitability.
Still, IMO Aphria and Cronos are the best positioned Canadian LPs.

[Kflawn]

Name one farmer that you could have invested in and became a millionaire. The money is in branding and distribution. In the long run most brands will just source their supply from farmers. Very flawed business models. All companies earnings reports prove it.