Tilray Brands, Inc. TLRY

RE:Request to increase from 990 million to 1,208 billion shares

[DaveInCalgary]

Tilray Brands
 
Take the opinions of seasoned analysis each with tons of experience. 2 reports of theirs follow:
 
  
25 July 2023

A Close Look at Canadian Market Dynamics

www. zuanicassociates.com  page 5/17
 
Gross cash balance. Net debt analysis notwithstanding, in some cases that debt may be quite long term in maturity, or convertible, so companies with high gross cash balances may enjoy strategic flexibility (in terms of M&A and other initiatives). Those with the highest gross cash balances in the Canadian group: CRON $1.13Bn; CGC $783Mn; TLRY $564Mn; SNDL $252Mn, and ACB $235Mn.

Shareholder dilution. Several of the companies in this group issued stock in the last two years. Nothing wrong with that if it gives them strategic flexibility and is not massively dilutive over the long term.
 
https://zuanic.worldflowconnect.net/opendirect/3e543a7b-0cca-41a3-9431-bb26f309728c/230725%20Canada%20LP%20Analysis.pdf?token=4b398d33-e719-4877-9f1e-6397354cf6a9&extension=.pdf
Page 5/17 

NOTE: The High Cash Balance held by Tilray does NOT include the huge Value of  multi new or near new Greenhouses, offices & industrial properties available by Tilray from Recent mergers with others, to Repurpose Trade or $ell.
 


Cannabis Stocks & ETFs: Can the Recent Surge Continue?

September 18, 2023

https://www.zacks.com/stock/news/2152098/cannabis-stocks-etfs-can-the-recent-surge-continue?cid=SM-twitter-HL-2152098

Tim Seymor CNBC discusses cannabis market

• @ 28:00  "The BEST company that we believe can succeed in this
• market is TILRAY"
•  
• (1:00) - DEA To Reclassify Marijuana: What Does This Mean?
• (9:15) - The SAFE Banking Act updates
• (18:05) - Should Investors Be Jumping Intro Cannabis Stocks Right Now?
• (24:00) - Amplify Seymour Cannabis ETF: CNBS
• (31:35) - Market Outlook: Will Stocks Continue The Rally Heading Into The Rest of The Year?
• (40:40) - Episode Roundup: IDVO, MSOS, WEED
•                 [e-mail]

 
In this episode of ETF Spotlight, I speak with Tim Seymour, founder and CIO of Seymour Asset Management and co-host of CNBC's Fast Money, about broader markets and cannabis investing.
Cannabis stocks soared late last month after the Department of Health and Human Services asked the DEA to review its classification of cannabis. It is currently a Schedule I drug, along with heroin and LSD. The new designation would put it in the same group as anabolic steroids, testosterone, and ketamine.
Industry participants and investors were earlier hopeful for a more rapid path to full federal legalization, but not much progress has been made so far.
Late last week, it was reported that the Senate banking committee is expected to hold a markup session for the SAFE Banking Act, which would allow cannabis companies to use major financial and banking institutions.
We also discuss the investment case for cannabis, as its acceptance, use, and sales are rising steadily since states continue to remove restrictions on its use.
The Amplify Seymour Cannabis ETF (CNBS is actively managed by Tim, who has been an early-stage investor and industry expert. Green Thumb Industries Inc. (GTBIF) , Curaleaf Holdings (CURLF and Tilray (TLRY)