RE:Quinlash, the article is dated January 10 andKeeler wrote: refers to Tikrays last quarter financials - analyss and issues going forward, ahead of the next release in a few weeks.
It's completely relevant.
Acquisitions are not the m ostvefficient way to expand a business - Tikrays has acquired a group of bankrupt failing companies into a glob of uncontrolled inefficient failing divisions by use of share dilution and debt.
Simple Simons strategy of growth by acquisition has been a proven failure - by his own experience and even by your beloved Hexo - which tri d the same route and ended up bankrupt.
Increasing your gross sales - but increasing your cost to produce product by even more is hardly efficient.
Organic growth - which is actually decreasing in Tikray - is the efficient way, build your core and expand based on a solid foundation - not Willy milky 'oo - I think I'll make craft beer cool again' nonsense.
its you who need to research GE - whose growth was out of control and nearly ruined the company until an intelligent plan was put into place to address and correct the same incompetence.
Post by
quinlashon Mar 16, 2024 3:40pm 
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Post# 35936701
RE:Seeking Alpha Article
Your article is 3 months old. Secondly whoever wrote it is not very familiar with the most efficient means to expand a business - Acquisitions
When you buy out a company you can tend to do that fairly cheap vs building it yourself.
When you buy another company in the same sector you automatically remove a competitor
When you buy a company you automatically increase your market share
Any company you buy you get ownership of their IP rights which can open your business to new product offerings
If you are not familiar with others taking this approach then you should research General Electric, they mastered the approach and grew their business into a Fortune 50 operation.
It's so obviously a bizzar strategy even Raj (HITI) in a recent interview on their 4Q remarked "notice, we did not in have to enter the beer business to make sales targets". I fully understand why Irwin had to find a revenue stream to keep the lights on, but hiw does that fix the leaky boat, are they going to sell the MJ part? If you want to invest in the MJ sector would you normally look for a beer company to put your money? The focus needs to be on the leaky boat, not suds. The competition is about to increase, not decrease for Tilray, and they have still not fixed the leaky boat This Titanic is heading straight at the iceberg in the middle of a storm, but on a positive note, there is a looming short squeeze. You can bet your bottom dollar there will be an equity raise at the hight of that squeeze, and any number of lenders will race to the front to give Irwin the money and then short the snot out of every last share, so you better time the trade right!