RE:RE:Tax lose sellingExpectations on 2025 Q2 Earnings Release are showing Jan 12.
If the company trends as it has then there will be progress reported on net, and EPS.
I can't say I'm worried about it, the new product rollouts will report added sales along with the US drinks, the Australian Launch should show "something" and Germany sounds like it's trucking along fine.
Beer and spirits sales will likely be a boost. Again, based on trend. The cutoff for the report was end of November so I'm pondering the pros and cons of seasonl sales trends for both the alchole and cannabis product lines.
All things considered I would prefer the company to hit pause on expansion and turn their full attention to business optimization and eliminating all debt. The exception to this would be the acquisition of a US company that has a very clear and immediate benefit to Tilray Brands given current political and legal conditions stateside.
The CEO (IMHO) is doing a great job improving the fundamentals however I am not convinced in the slightest that current investors and potential investors are taking the time to research this.
It may be more to the benefit of the investor group if the CEO takes his foot off the gas to "appease the masses".
JMHO
Q
- Long on TLRY