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Ordreality
2021-02-23
鸽声嘹亮
抱歉,原内容已删除
Ordreality
2021-02-23
暖风拂面,然而没有用,风险依然在,拜登政府依然是鹰派,美联储现在是财政部小媳妇
抱歉,原内容已删除
Ordreality
2021-02-12
$Aphria Inc.(APHA)$
买
$JUSHI HLDGS INC CL B(JUSHF)$
Ordreality
2021-02-04
经济复苏,利空股市
抱歉,原内容已删除
Ordreality
2021-01-29
宣布破产?
抱歉,原内容已删除
Ordreality
2021-01-26
多说一句,这个
$Tilray Inc.(TLRY)$
基本面很糟糕已经资不抵债了,
$Aphria Inc.(APHA)$
合并或许可以带来大麻生产成本的降低,但是时间上却需要24个月,这意味必然要增发,反正自己考虑吧
@Ordreality:
$Tilray Inc.(TLRY)$
精准预言顶底,这波大家赚不少了吧
Ordreality
2021-01-26
$Tilray Inc.(TLRY)$
精准预言顶底,这波大家赚不少了吧
Ordreality
2021-01-26
我看有些人心态还真奇妙,跌下去了就看10块以下,涨起来了又看到100了
@Ordreality:
$Aphria Inc.(APHA)$
$Tilray Inc.(TLRY)$
$Sundial Growers Inc.(SNDL)$
拜登上台这两天会有回调,tlry会回调到15-16,apha也会回调,注意风险
Ordreality
2021-01-22
$Sundial Growers Inc.(SNDL)$
想不通不去追rlx的道理,rlx不比这股强?
Ordreality
2021-01-19
$Tilray Inc.(TLRY)$
点位还行,压力释放掉了,应该会慢慢好起来的
Ordreality
2021-01-19
$Aphria Inc.(APHA)$
$Tilray Inc.(TLRY)$
$Sundial Growers Inc.(SNDL)$
拜登上台这两天会有回调,tlry会回调到15-16,apha也会回调,注意风险
Ordreality
2021-01-19
$Aphria Inc.(APHA)$
下一个重要节点是safe banking act
Ordreality
2021-01-17
$Cronos Group Inc.(CRON)$
$Aphria Inc.(APHA)$
$Tilray Inc.(TLRY)$
发了个长文,还在审核,内容非常硬核,让你充分了解为什么西蒙要收购tlry
Ordreality
2021-01-16
$Aphria Inc.(APHA)$
刚刚看了apha的电话会议,更加让我确定了apha的潜力,它的领袖欧文西蒙(irwin simon),大家可以去看看他原来的履历,30年食品饮料行业的从业经历让我更加坚信apha必然会转型快消,快消行业最重要的是品牌和分销渠道,apha是加拿大vape市占率21%的高端品牌,拿下sw和tlry能够更加直接低成本的获得渠道,抢占市场和门店。虽然cron背后是万宝路,cgc后面是星座,但是西蒙很清楚的指出,美国合法化还要有一些时日,拜登上台第一个处理的事情必然是伊朗问题,接下来是疫情和经济,大麻合法化肯定会推动,但是如果现在就急着抱大腿找金主,其实是自贬身价。还不如好好的经营加拿大和欧洲市场,等到账面上有足够的筹码,品牌进一步获得知名度,才能够进一步抢占美国市场。到那个时候找合作伙伴也好,抱金主爸爸大腿也罢,才能有一个好价钱。
Ordreality
2021-01-15
股价被我因果律武器干下来了
@Ordreality:
$Tilray Inc.(TLRY)$
$Aphria Inc.(APHA)$
止盈,等回踩5日线继续干
Ordreality
2021-01-15
$Tilray Inc.(TLRY)$
$Aphria Inc.(APHA)$
止盈,等回踩5日线继续干
Ordreality
2021-01-13
$Aphria Inc.(APHA)$
$Tilray Inc.(TLRY)$
想不通为啥这俩价差这么大?明明已经确定兑换比例了
Ordreality
2021-01-05
$哔哩哔哩(BILI)$
之前有位兄弟说空三个月,不知道他现在怎么样了。早就说过了,是对晚会过高预期的获利回撤,长期还是看数据和逻辑
Ordreality
2021-01-01
$哔哩哔哩(BILI)$
暗示2021年开年的资本市场全都是泡沫
Ordreality
2020-12-22
回复
@偷资遇投鸡
:因为溢价收购tilray在他们看来是利空,apha不仅要背负更大的债务,同时也不构成协同效应和垄断地位。同时他们认为在一月份的参议院投票中民主党并不占优势。但是我的观点是并购方首先收购甜水,继而收购tilray,目的是在美国的食品饮料和娱乐大麻中占据先发优势,apha在加拿大和德国都有着非常丰富的大麻运营经验,自身的债务情况也很好,同时美国放开大麻管制,从瘾君子身上捞钱是大势所趋。//
@偷资遇投鸡
:为啥跌成这🐶样?
@Ordreality:
$Aphria Inc.(APHA)$
美国fed疯狂印钞,但是共和党肯定要卡纾困资金,必然走向向瘾君子要求的道路,合法化大势所趋。看好龙头公司
去老虎APP查看更多动态
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