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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 Ventura2020on Mar 25, 2024 11:17pm
89 Views
Post# 35952169

Desperate Times Call for Desperate Measures

Desperate Times Call for Desperate Measures

From the Short Distort and its Fan Club on TLRY Tilray Brands. 
Goal and Agenda!
Post as much as possible Negative 
- On TLRY Tilray Brands 
- Investors of TLRY Tilray Brands
- Management of TLRY Tilray Brands
- Anything attached to TLRY Tilray Brands
Owns Nothing!

Medmen Back in Buisness in California.

Post by Keeleron Mar 25, 2024 10:37pm
489 Views 
Post# 35952132

Well, caneIsanal - the thing of it is 

 

"@Keeler: Wow, that's crazy! Thanks for the feedback. So does tha mean Tilray would have to let the shares die and watch Medmen go bankrupt, or could they save it like Hexo and assume all the debt and law suite liability? What a mess, so their only option now would be to try and sell MJ in beer stores? Do you think they will be able to use that distribution network or will they have to start from scratch and build out retail stores like all the MSOs? There must be another plan that would take years to get off the ground in the US!"


is that it's illegal for Tilray - a Canadian cannabis LP - to outright acquire a US cannabis company, because cannabis is an illegal drug, federally, in the U.S. 
Re-scheduling doesnt legalize cannabis, so Tilray can't acquire without legalization - another risk that Simple Simon should have been competent enough to be aware - but took the gamble that legalization.

If Medmen does go bankrupt - Tilray simply loses the $225 million and gets nothing in return. Medmen has very limited assets, they lease most outlets (although t hey dont pay their rent apparently) and owe millions to suppliers, employees and landlords.

It seems to me, that Simple Simon made the conscious decision to gamble $225 million and buy the debt of a company who had publicly stated they didn't have the cash to pay their bills.

Tilray doesnt have to worry about other forms of cannabis distribution in the US - they cant sell it through any means without legalization.

But I don;t think there are any beer stores in those states that have legalzied that also sell cannabis, so at best Tilray might land some distrubtion deal and have their products sold in vertically integrated US MSO retail outlets. I mean it's not likely - but maybe after legalziation. Tilray doesnt even sell their own product in Quebec - they pay Rose Life Science (owned by VFF) to market and sell their products - maybe Rose Life Science can help them out in New York (insert hahahahhaha here)


Comment by Canelsanalon Mar 25, 2024 10:21pm
2 Views 
 Post# 35952106

RE:Hey caneIsanal - I don't know about Cronos and Medmen,

Keeler wrote:but rumour has it that the partnership was termianted when Cronos managment realized what a joke of a company Medmen was.

The below article was dated January of 2020 - as I've posted before, EVERYONE knew Medmen was going bankrupt.

Can ANYONE explain how Simple Simon would be so incompetent and careless with investors money and the future of Tilray - to buy $225 million debt of a company who publicly informed everyone that they couldn't pay their bills?????

Simple Simon doesnt care - he has little personal ownership in Tilray - most Tilray insiders have nothing or little. They show no confidence io the company they run - but bleed it dry with compensation, both cash and free stock. 




Article from POT STOCK NEWS

 

MedMen Stock Tanks as Bankruptcy Rumors Swirl Online

MedMen stock

MedMen stock is sinking on Monday morning after rumors that MedMen Enterprises (CSE:MMEN) (OTCQX:MMNFF) had filed for bankruptcy were circulated on social media over the weekend. 

Damning Claims Against MedMen

According to messages posted by prominent pot stock investor Jason Stapafora, MedMen Enterprises has reportedly notified certain service providers that it is no longer in a position to pay its bills and has also begun offering 50% payment to certain creditors. Another message reshared by Stapafora was from Ben Schultz, a senior director at the firm, which appears to show him notifying a creditor that the company is unlikely to pay off certain invoices until a cash fusion in February or March. MedMen stock has dropped nearly 10% today. 

While all the claims made on the thread are as yet unverified, it does make for a damning reading list for the cannabis firm, which already had a less than perfect reputation. MedMen stock took a major hit in the early part of 2019 as the activities of the company's management, under the leadership of founder and CEO Adam Biermen, came in for considerable scrutiny. In January, deposed CFO James Parker sued for wrongful dismissal, alleging a culture of financial mismanagement, which he described as a "spending addiction."

>> HARV Stock Jumps on Strategic Partnership with Harvest of Battle Creek

In May, Parker added further allegations to his lawsuit against the company, with MedMen stock already down over 40% in the year to date. He claimed that Bierman and other board members conspired to engage in a short-term stock manipulation scheme that netted them “millions of additional dollars.” These claims appear to be backed up by Stapafora today

Financial Mismanagement Weighs on MedMen Stock 

This mismanagement inevitably translated onto the company's books, with MedMen Enterprises being forced to seek emergency financing on more than one occasion after posting sizeable losses. During the last six months of 2018, MedMen lost US$131 million—more than $2 for every dollar of marijuana it sold. To cover those losses and fund its aggressive expansion plans, MedMen raised almost US$200 million from September through November 2018. By March 2019, it was gone.

MedMen stock continued to tank through the ensuing summer months, before the company posted a US$277 million yearly loss in October, almost double the previous year. However, last week, the company announced that it had secured a financing amendment that will see the removal of any penalty against it for the early repayment of the amounts outstanding upon 15 days’ notice. Perhaps this could be a preemptive move to soften the blow of bankruptcy?


@Keeler: Wow, that's crazy! Thanks for the feedback. So does tha mean Tilray would have to let the shares die and watch Medmen go bankrupt, or could they save it like Hexo and assume all the debt and law suite liability? What a mess, so their only option now would be to try and sell MJ in beer stores? Do you think they will be able to use that distribution network or will they have to start from scratch and build out retail stores like all the MSOs? There must be another plan that would take years to get off the ground in the US!

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