Tilray Brands Inc TLRY

Hello LaThong

[quinlash]

The oversupply of Cannabis once reported years ago has been addressing itself.  Producers started competiting on price to the point where they ran their own companies out of business.  If you look over virtually any of the remaining / larger players (like TLRY) you can see in their Press Release details that they took over many of the less profitable companies and drove efficiences that now allow them to turn acceptable levels of margin.

You can go over the latest QTR report by TLRY brands to see substantiial increases in revenue and steady or improving margins.  TLRY has also been paying down debt incurred in order to expand it's operations.  I don't want to type everything out here tha you can clearly research on your own by visiting the Tilray hompage, as everyone should IMHO.

Regarding taxes and tariffs,  Taxes are paid by ALL COMPANIES therefore it is not a unique challenge faced by TILRAY.  As for Tariffs I assume you are referring to imports from Canada.  I am speculating that one of more of the breweries they picked up will be converted over to Cannabis Infused drinks within the United States therefore -> No Tariffs there.

I have noted before, the US based cannabis companies are fat and lazy IMHO, those operating primarily in Canada has gotten lean and mean so once TLRY operates in the US they will have stronger margins than US MSOs.

TC Thong, may be wedgie be with you.

Q

[Coloradobuff]

Agree with all but your last paragraph. The USA cannabis companies are NOT fat and lazy. This sparks of someone that doesn't know the USA space. What makes you think that? 

[quinlash]

Prices offered to consumers in the US are substantially higher than those in Canada for the same product while the margin numbers are similar. This indicates to me that there are inefficiencies within the business operations of US MSOs. While there is competition in the US it is not high enough at the moment to motivate lower prices therefore inefficiencies are allowed to continue. Once

[Coloradobuff]

I'm long tilray and long USA MSO's tier 1 operators. Tilray and canopy will not beat green thumb and trulieve. They are learning from a lot of the mistake that the Canadian LP's made. Tilrays big hope right now is Germany. If they get a good chunk they will be laughing. Tilray isn't going to come in and disrupt a lot of the USA markets. They know this and will have to buy a USA

[quinlash]

That's your view and opinion. I noted my own. Everyone is going to have their own with opinions changing as news and updates are provided by the company or as things develop within the sector.  Without changing views and opinions the shareprice of stocks would never go up nor ever go down. The best opportunities within the market are found by those who can spot strong companies trading

[Coloradobuff]

We agree on somethings but your USA MSO monologue is not one of them. There is value in tilray even though Simon overpaid, but only if they profits and Germany comes online. Their margins pale to trulieve last quarter of 60% gross margin and green thumbs over 50%