RE:TLRY Target Co. For US Entry quinlash wrote: I noted this prior however IMHO TLRY will not being buying out nor partnering with a US MSO. They could prove me wrong on this but it just doesn't make sense IMHO.
TLRY has production, they have already established distribution channels in the US through their 8 Craft Beer Breweries which can likely (at min) be used for infused drink distribution (once legal).
I have a company in mind that fits within the criteria TLRY outlined and also works as a fit considering current legal restrictions for cannabis at this time.
I have a concern that there is an excessively lazy employee of a hedge fund monitoring this forum therefore i have to withhold open speculation. I would suggest all TLRY investors also withhold their speculation from forums as well for the same reason. This includes DMs within the forum.
Each day that passes the closer we get to the Press Release from TLRY. Trade if you like or simply be patient.
DYODD
Q
IMHO the best returns are made on stocks where you can foresee something developing on the stock prior to it actually happening.
For example, if you find a piece of unique tech being built which will likely be appealing to the military or a branch of the government. If you buy into that stock and wait you could be holding very cheap shares when the company announces a large government contract worth billions.
For the cannabis sector I believe it is correct to specialty that both Coke and Pepsi will enter the north American market with cannabis infused drinks once regulations allow them to do so. This is not only an opinion but something based on tangible evidence.
If you Google "Coke Cannabis Drink" you will find many old articles regarding coke being in talks with Canadian Licensed Producers on the development of a CBD infused version of Coke.
If you Google "Pepsi CBD Drink Germany" you will find a few articles regarding the actual product launch of a Pepsi drink overseas.
IMHO both Coke and Pepsi will be looking to partner with it or acquire a company in North American for the production of these drinks (once legal).
Considering the patents, production scale and facilities held by Tilray Brands I see this one being in the running as one of these companies competing for such an historical deal.
Speculation on my part but yet another reason why I hold so tight to the shares I have.
DYODD
Q