Tilray Brands Inc TLRY

RE:RE:Tilray Brands: Rec Cannabis In Germany

[quinlash]

Competition is a reality in all markets.  The only place where you will see no competition is when a company comes to market with something SO UNIQUE that no one had ever thought of it before.  You will be hard pressed to find something like that and when you do then you have to question what the value of the product / service offering is and how well it will do. Even using an example like A.I. is not great as A.I has actually been around (in some shape or form) for years.  

Early mover advantage will work to the advantage of Tilray Brands (and others going into Europe) however the big difference will be the product quality.  Most new/emerging players in Europe will need to develop products and go through the growing pains that Tilray (and others) have had to suffer through.  New companies in Europe may even have to start from ground-zero and build their facilities, populate their greenhouse with plants and then wait for those plants to grow to maturity.

Many products have gone to market in the last 5+ years that didn't go over well with consumers and resulted in Companies Suffering.  Tilray has been doing well with their offerings and have picked up other companies that had strong sellers but who themselves did not survive.

Many may think that Cannabis Companies just sell "joints" like teenagers selling pot out of the back of their cars however that is not the case.  Companies like Tilray Brands have a very wide variety of innovative products to service both Recreational Cannabis Consumers as well as the Medical Markets.

The best way to gain an appreciation of what the company has to offer is to visit their website and then consider how well these products will do in the US Market (once it fully opens) as well as places such as Germany.

jmho

[Oldweed]

Agreed, the 1st movers will have a moat of sorts to entry in Europe that will hopefully allow time to define their brands. It's actually exactly the same moat that is keeping Tilray out of the US and why Irwin is trying to establish his brand through the craft business. They have an advantage in Europe, and a disadvantage in the US. As for the MSO they have an advantage in both the US and

[Maersk]

The other place you see no competition is in a country that prohibits commercial  sales of recreational cannabis for 5 years after a law, yet to be passed, permits home grown cannabis.  Even Simon doesn't trot out the 1st mover advantage story anymore, or is it early mover now?

[Oldweed]

How do you feel about Tilray's entry strategy to get over the US moat? The MSOs are well entrenched, it's looks to me to be a very expensive proposition to make any meaningful headway quickly.