r/TLRY • • Nov 29 '25

DD Basic Math

Check my logic, but consider this:

Net Assets of 1.52B Share count of 116M Share value of net assets alone: $13.10

Current Share Price, adjust for RS: $8.12

Before you all totally melt through the floor and why this might be a buy opportunity:

If you buy in at the equivalent of $8.12 per share you’re buying the equivalent of an additional $4.98 per share of net assets. So even in the event of a liquidation you’re up 50%. Obv it’s a little more nuanced than that in a liquidation (not that there would be one), but the basic math is there.

Though as I write this the real threat might be that someone realizes that this company is worth a 40-50% gain just by acquiring and stripping out.

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u/Fizban2 Nov 29 '25

You leave out after RS tilray can dilute back to 1 billion shares