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Tilray Brands Inc TLRY

Alternate Symbol(s):  T.TLRY

Tilray Brands, Inc. is a global lifestyle and consumer packaged goods company. The Company operates through four segments: Cannabis operations, Distribution business, Beverage alcohol business and Wellness business. The Cannabis operations, which encompasses the production, distribution, sale, co-manufacturing and advisory services of both medical and adult-use cannabis. The Beverage alcohol operations, which encompasses the production, marketing and sale of beverage alcohol products. The Distribution operations, which encompasses the purchase and resale of pharmaceuticals products to customers. The Wellness products, which encompasses hemp foods and cannabidiol (CBD) 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, Hop Valley, Revolver, Bake Sale, XMG, Mollo, and others.


NDAQ:TLRY - Post by User

Post by geodcanon Jun 18, 2023 7:45pm
239 Views
Post# 35502732

US and Canada

US and Canada18 million shares traded on the Nasdaq on Friday and almost a million on the TSE.

It shows an interest from American investors above my guesstimation calculation that US sales should be 10x Canadian sales just for population numers alone.

In no way is that scientific but 18 times sales shows that US citizens are willing to buy Tilray and hopefully the protective practices may be succumbing to Tilray being sharepriced well enough that they see an upside coming.

The US is on track to continue one State at a time to go legal either for pharma use or adult rec use and they haven't strangled their pot biz with ridiculous posession limits and brown wrapper packaging like Canada did, but are dealing with now that Canadian players are migrating to the US.

The Canadian LPs led the way and the US pot companies went to school on Canada's development of this new vice and pharma industry but I believe that Canada is still a force if they can get set up where legal on US soil because they have recipes and IP and have test marketed and enough time to tweak products for Canadian consumption which should be similar to US tastes.

When the LPs get to the States they know what sells and what doesn't and just need to adjust for same strength and same size packaging that is a pitfall that the States haven't fallen in to yet.

The US is also more proactive with packaging and advertising in the States where marijuana is legal.  They also have the immunity idol of the pro pot States administering their own justice for infractions that hasn't bled over to the Feds with their heavy hand, interferring, although it does seem to be a handshake deal.

I think US business is smart enough to carry on with progressive moves along the lines of what the invested lobbyists are telling them that they need except the fact that there seems to be a reluctance to Federally decriminalize marijuana and launch a All State commerce where Interstate commerce is allowed.

Despite the declining shareprice of most potpreneur stock, I sense that Tilray has the big picture in sight and that they feel they need to be in the US marketplace because the MSOs are able to show black ink and Tilray expects the same.

In the meantime they seem to be building out with acquiring beer and alcohol producers so they are ready for rapid setup of cannabinoid bottling or following the success of STZ Constellation Brands who have had good success with alcohol beverages and an intention to provide thc and cbd beverages especially if they level the playing field for cannabinoid infused beverages with beverage alcohol.

I read that there have been 117 tweaked SAFE bills presented to the Senators that passed the initial house vote and only require the potus signature to legalize pot in the US which I honestly believe the people charged with passing this legislation are fearful of the Cartels revolting if they legalize.  Everybody knows the fear and high stakes that the Cartels wreak on their competition but the US not dealing with this issue now isn't going to make it any easier to deal with later.

Canada used to be called Mexico North but I think that is changing right before US eyes with killings and shootings becoming more prevalent all the time in the US who need to deal with this issue or just declare the Cartels as in control!
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