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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 Keeleron Apr 09, 2024 10:00am
64 Views
Post# 35978761

Last quarter - Tilray gave ebitda of

Last quarter - Tilray gave ebitda of

$80 million (high end) and 3 months later it drops to $60 million?
The $80 million was totally unrealistic and misleading - so bad, it was either calculated by incompetents at Tilray or purposely inflated. 

I would put much faith in the $60 million.

And if Tilray is relying on selling assets to get cash flow positive - I guess they still wouldn't be after actually selling the asset and recording the one time revenue, right?

How many companys are selling assets to get cash flow pisitive - if Tilray hadn't wasted the cash to buy the assets, I guess they'd still have - and be cash flow positive?
What gobble hook nonsense.

But what assets and what is the value?
The vacant Hexo warehouse in Fort Collins ($6 million), the ex-tree nursery in Kirkland Lake from 48N ($1 million - at best), a couple of unused buildings in southern Ontario?

They tried selling Truss for two years - no one wanted it, now they herald how valuable it is.

Yes - keep on waiting for rescheduling - with absolutely no guarantee of entry into the U.S.

TLRY Tilray Brands - we ARE worst than most




For its fiscal year ending May 31, 2024, the Company is now guiding to an Adjusted EBITDA target of $60 million to $63 million. In addition, the Company no longer expects to generate positive adjusted free cash flow for the full fiscal year 2024, due to delayed timing for collecting cash on various asset sales.

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