TLRY not buying US MSO IMHO TLRY will not be purchasing or partnering with a US MSO.
Here's why:
US MSOs are not streamlined and prepared for real competition. Their margins are artificial and only held up by retail pricing of their products.
Current regulations would prohibit TLRY from buying these companies. The rules are going to change as rescheduling progresses however the timeline for the acquistiion vs the timeline for regulation change leads me to say a MSO is off the table.
Frankly speaking, I myself have more interest in beaten down stocks holding overlooked potential vs companies propped up by short term market conditions such as what i a see in the US with the MSOs.
I will gladly hold my LP positions and await to see which move TLRY makes next to expand its reach into the US
Best Regards
Q