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Bullboard - Stock Discussion Forum 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... see more

NDAQ:TLRY - Post Discussion

Tilray Brands, Inc. > Super Bull Sunday
View:
Post by Maersk on Jan 14, 2024 10:18am

Super Bull Sunday

"First of all it isn't 25 million."

 

The CEO salary report was in $CDN - so only $18 million USD. The other $2.4 million is probably slippage.

 

"Secondly receiving most of it in stock itself which he hasn't sold a single share is extreme bullish."

 

In addition to the dispositions for tax, Simon has been selling his RSU's and PSU's ( LTIP, Synergy, EBITDA) as soon as they vest. Search the SEC Form 4.

 

"All companies in the sector have massive good will on the books."

 

Cannabis company Goodwill (from Stockhouse)

 

OGI   $0

CRON $1.1 million

ACB $18.7 million

CURA $625 million

TLRY  $2008 million

Comment by Oldweed on Jan 14, 2024 10:43am
I had not considered that metrics before, interesting, so Tilray has 3.5x the goodwill on book over CURA? OGI with 0 makes sense, they have not expanded much lately, are they still invested in that synthetic THC venture...I think that was in Montreal, but not sure?
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