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Tilray Brands, Inc. TLRY

Alternate Symbol(s):  T.TLRY

Tilray Brands, Inc. is a global cannabis-lifestyle and consumer packaged goods company. The Company operates through four segments: Cannabis business, Distribution business, Beverage alcohol business and Wellness business. The Cannabis business segment is engaged in the production, distribution, sale, co-manufacturing, and advisory services of both medical and adult-use cannabis. The Distribution business segment is focused on the purchase and resale of pharmaceutical products to customers. The Beverage alcohol business segment is engaged in the production, marketing and sale of beverage and beverage alcohol products. The Wellness business segment includes hemp foods and hemp-based cannabidiol (CBD) consumer products. The Company offers a portfolio of adult-use brands and products and expands its portfolio to include new cannabis products and formats. Its brands include Good Supply, RIFF, Broken Coast, Solei, Canaca, HEXO, Redecan, Original Stash, Bake Sale, XMG, Mollo, and others.


NDAQ:TLRY - Post by User

Post by Oldweedon Mar 27, 2024 2:11pm
534 Views
Post# 35956065

Mergers for USA

Mergers for USAIt would appear that some Tilray longs are speculating and realizing that the only way for Tilray to enter the USA is by merger with an MSO. I would tend to agree, in fact, it would be the only way Tilray could stand a chance to succeed. The real issue however, is a T-tier 1 MSO would have to see an accreditive reason to want to merge with Tilray. In the USA, Tilray offers little within the sector the MSOs are not already in. All the Tier 1s already have their ditribution and permits and are all vertically integrated. What is more likely is the Tier 1s will merge together with each other, and many will close as they will in Canada. I seriously doubt any MSO will be looking at Tiray, as along with the little build out in the USA they Tilray brings along huge debt. If the MSOs look at Canadian operations they will not see any advantage, as Tilray remains unprofitable in Canada. The only thing of possible interst is Tilray's access to Germany, from that perspective I would think the MSOs would find VFF, SNDL, HITI for access to Canada, and or any number of German partners far more attractive. Tilray remains a MEME stock for day trading, especially with the volume on the big board, but in reality remains a money losing business in its home turf, and pretty much everywhere else. For myself, if a company's business model can not make money at home it is foolish to try to compete globally against competitors that are!. DYOD. GLTA.
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