RE:It would be a healthyDuster340 wrote: for the canadian pot industry if tilray just went away. way to many players, i think this is why the feds did not do a tax cut they want some of the players to go under this strengthens the remaining players and if the industry is strong the government never has to cut there tax.
Agreed, the top tier 1 LPs all failed in their original model of scale. Both CGC and ACB have gone through major rightsizing to adjust to reality. Tilray has effectively doubled down the same rabbit whole whic bought it more time but fixed nothing. Now with the US market at an inflexion point, Tilray is weaker than ever while it's US competitors are about to become very strong. OGI a tier 2 has also rightsized but is under BAT control and may end up being taken over with little to no premium. For myself, the only stock of interest in the Canadian market is HITI.