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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 Jul 29, 2024 11:51pm
174 Views
Post# 36153737

Good cop - bad cop

Good cop - bad copIf you have decent financials, what's the strategy or thinking in releasing after hours? If you feel the number will justify a share price increase - what wait overnight t let things cool off?

For one thing,  the numbers aren't as good as the paid promoters think (of course) - and no quinlash, you can't do proper research based on a company's own biased press releases (and you don't know how to read actual financials).

There was some improvment - debt is down, but the then that $400 million war chest in cash on hand and debentures is also gone. 

Last year there was $1 BILLION in imapirments, this year despite showing $2billion in good will and an increase cannabis inventory - there were ZERO write downs - and that's not a fair and reasonable accounting. I think the $200 million Net Loss for the year should have been higher - Simple Simon will start expensing it over a longer time period instead.

As I told you many times, so called 'longs' would be dispaointed in the reality of Germany - of note is that the international cannabis sales actually DROPPED from previous periods. You guys couldnt stop talking about Germany - why so quiet tonight?

And Book Value?
Of the $4 billion listed in assets, $900 million is 'Intangible Assets' and $ 2 billion is Goodwill. That's $3 billion of no cash value - to be written off/expensed over time. Guys like quinlash inflate book value - dont be fooled by someoen posting a number that they have no idea about.

Personally, I'll wait until I read the MD&A for analysis - Tilray's financial reporting is purposely difficult and isn't done on a 'departmental' basis. For example, you'll find alocohol revenue - but not a breakdown by division (craft beer, hard liquor etc) - and teh same for international cannabis - how much exactly DID they sell in Germany?

But to my subject line - share price DID jump a bit tonight (if .13 USD is a big deal to you), seems like a good time to let some shoes drop with the negative news over the course of the week.


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