Tilray Brands, Inc. TLRY

This is going to get really interesting

[Oldweed]

So CURA is clearly in play with the consistent volume on a small exchange. THey announced rebranding of their "Select" brand and also intend to raise capital with more stock. This leads me to believe they are losing the branding battle in the USA to likely GTII. GTII is profitable everywhere they operate in the USA but have no international expansion plans yet announced. CRESCO have the wholesale market locked up, so they are positioned well to be the partner of choice for CPG companies looking to enter the space. This places TLRY in a very intersting position, as we have a global footprint that would be interesting to all 3 of the above mentioned MSOs. If CURA were to merge with TLRY that would effectively lockup Europes number 1 spot for years to come, that would take a really big swing on CURAs part...like a billion dollas cash and lots of incentives. If GTII were to merge with TLRY then that would lock up North America as number 1 in Canada and USA for branding. If CRESCO were to merge then that would lock up the number 1 spot as a CPG partner for North America. The point here id, TLRY has a built out infrastructure globally and is very attractive to both MSOs and to CPG companies. Hold on tight folks, things could get very interesting very quickly!

[CaneIsAbel]

I posted some great material on Cura board just now check it out. You will love to know this stuff. Here however is Tilray Brands board. Tilray by far superior 

[Oldweed]

My post is intended to focus on what a great position Tilray is in and how attractive a partner they are to to any other company for various reasons. The fact that they are so attractive is a testimate to how well rounded they are in terms of build out, showing their maturity in the sector. Its an interesting dynamic as the advantage the MSOs have with their protected market in the US has forced

[CaneIsAbel]

I can agree with that. Nice post thanks for the info 

[Ventura2020]

Great post, Oilweed. Finally a post with some common sense in regards to where this industry could possibly go in the next 12-24 months. A discussion about MSO's and LP's eventually merging into one behemoth Global producer, packaging and branding company. Not MSO promoting or LP failure promoting, specifically TLRY. Just a good honest post that can be discussed. All Cannabis investors

[Oldweed]

Definitely an inflection point for Cura, love the idea of GTII and CL joining Tilray, not sure the regulators would approve it but wow, what an unstoppable force if it happens!