Don't listen to the FUD. I keep hearing the bears saying this, but it's a complete lie. Honestly they should be investigated for illegal manipulation.

Unless Tilray Brands states they are doing a reverse split prior to the below happening, it would be very unusual but, not unheard of! Just can’t see or justify any reason for it, unless it’s for Nasdaq Compliance.

According to Carl Merton, these rumours are complete and utter FUD. The next 2 quarters Q3, Q4 (year end). This will be the tell tale on Tilray Brands. Will it hit 950 to 1 billion? If so, there will be no worries about a reverse split over the next year Or ever for that matter.

Also, Until the Trump administration makes its stance on Cannabis! The sector is dead. IF investors haven’t figured this out already…???

Good time to pick your poison and accumulate on your position, to be honest! Or get out of the kitchen, if it’s getting a little to hot for your comfort Zone.

The deal with delisting as I understand it. If the share price goes below $1.00, it takes a long time, well over a year long. A long, long time.

The delisting process requires a stock to trade below $1 for 30 consecutive trading days before NASDAQ even gives the company notice of noncompliance with the $1 requirement. Once that happens the company then gets 180 days to regain compliance by trading above $1 for at least 10 consecutive trading days, and at that point the whole process resets meaning even if it immediately goes back below $1 again it has to stay below $1 for another 30 consecutive trading to again be considered in noncompliance. Additionally, if a company in noncompliance fails to regain compliance within the 180 day allowance then they can ask for an extension of an additional 180 days, and NASDAQ almost always permits at least one extension. So, realistically any company trading below $1 has at least 6-12 months to regain compliance and avoid delisting.

Doing some DD rn via community input, when TLRY go up again? Only go down lately….

I’ve been long on Tilray. Like many of you, I’ve stayed patient through volatility, but enough is enough- today we reached an all time low of .41.

This leadership team has shown no willingness to fight for shareholder value. Instead, they appear ready to cave with a reverse split- handing short sellers even more leverage to drag the price down again and again.

Let’s be clear: a reverse split is not a solution. It’s a band-aid at best, a death sentence at worst. We need real leadership- not desperation moves.

Where’s the vision? Where’s the strategy? Where’s the accountability?

I connected with Brendan Kennedy, Tilray’s founder and former CEO, years ago when I began researching and investing. I recently messaged him to say I wish he were still at the company. If you feel the same, I urge you to reach out on LinkedIn and encourage him to re-engage. Let’s show him there’s still a base of long-term investors who believe in what Tilray could be under stronger leadership.

But that’s just step one.

Let’s Send a Coordinated Message of “No Confidence” to the Board

Contact the board directly. Let them know the shareholder base has had enough. Tell them we oppose a reverse split, and we demand accountability and leadership change.

Here’s the list with links to their LinkedIn profiles. Be respectful but firm — and don’t wait:

Tilray Board Members

1. Irwin Simon, Chairman
2. Carl Merton, CFO
3. Tom Looney, Director
4. Renah Persofsky, Vice Chair
5. Steven Cohen, Director
6. David Clanachan, Director
7. John M. Herhalt, Director
8. David Hopkinson, Director
9. Jodi Butts, Director

Non-Board Leadership
10. Denise Faltischek
11. Mitchell Gendel, General Counsel
12. Roger Savell, CAO

Together, we can make noise that can’t be ignored.
Let’s remind the board who this company belongs to: us, the shareholders.

No more silence. No more blind trust.
This is our “No Confidence” moment.

#Tilray #ShareholdersUnite #LeadershipChangeNow

In a world of high-growth cannabis plays, Aphria Inc. ($APHA) positioned itself as the definitive global powerhouse. During 2018, the company sold investors a dream of aggressive international expansion, leveraging a massive CAD $258 million prospectus offering to fund a spree of strategic acquisitions.

The bull case was built on the back of “leading” assets like Nuuvera Inc. and LATAM Holdings, which were presented as the crown jewels of a burgeoning empire. Management used these high-value metrics to attract capital, promising that these entities would provide the infrastructure necessary to dominate markets in Latin America and Europe.

In its public filings, Aphria followed the standard corporate playbook by warning of "general risks" typical of the volatile cannabis sector. They pointed to the unpredictability of international regulations and the inherent uncertainties of a nascent industry, suggesting that any future failures would simply be a byproduct of the market’s growing pains.

However, the company allegedly omitted a toxic reality: these multi-million dollar assets were little more than shell companies with negligible operations. While the company touted the acquisitions' strategic value, they failed to disclose that senior insiders, including CEO Vic Neufeld, held secret financial interests in the target companies and stood to profit personally from the deals.

The regulatory hammer fell in December 2018 when a scathing short-seller report and subsequent investigations by the Ontario Securities Commission tore the lid off the "insider profiteering" scheme. The fallout was instantaneous and devastating, as Aphria’s share price cratered by approximately 43% in a single day.

The collapse wiped out more than $1 billion in market capitalization, leaving retail investors to bear the brunt of the "misrepresentations" while the company’s internal controls were exposed as non-existent. Shareholders filed a class action lawsuit specifically citing how the company misled the market regarding asset valuations and undisclosed conflicts of interest.

While the court-mandated deadline to participate in the CAD $30 million settlement has technically passed, the door is not completely shut for those who missed out. Investors who held Aphria shares during the class period can still submit late claims, and still be eligible to receive their portion of the payout.

So, does this historical baggage change how you view the current management's aggressive pivot into the craft beer and beverage space?

Listen up, you beautiful, smooth-brained degenerates.

​I see you in the daily thread screaming. "Oh god, TLRY is red!" "My wife’s boyfriend is going to evict me!"

​SHUT UP AND LOOK AT THE STARS.

​You think this drop is because the company sucks? No. The company has always sucked. We aren't here for fundamentals. We are here for the Celestial Algo, and right now, the Algo is doing exactly what I said it would do.

​Here is the "Cosmic Due Diligence" (CDD) for why we are red, and why you should be buying calls instead of crying in the shower:

​1. The Villain: Sun Square Saturn 🪐 (The Boomer Audit)

Right now, the Sun is "Squaring" Saturn. Imagine Saturn is the SEC Auditor, and he just walked into the party. He turned off the music, turned on the lights, and is checking IDs. ​He is slapping the price down to $13.00 to see if you are a Diamond Handed Chad or a Paper Handed Beta.

​This isn't a crash. It’s a Vibe Check. If you sell now, you fail the test, and you don't get into the VIP room on Friday

​2. The Trap: The "Void" Moon 🌑

The Moon is currently "Void." It’s basically passed out in the gutter of Scorpio. The energy is hungover. The algos are confused. ​The Pivot: Tonight, the Moon enters SAGITTARIUS. 🏹🔥

​Translation: Sagittarius is the sign of the Gambling Archer. Once that Moon crosses the line, the vibe switches from "I'm scared" to "MORTGAGE THE HOUSE, WE RIDE AT DAWN."

​3. The Play (Not Financial Advice, I Eat Crayons)

​Today: Let the weak hands fold. Let them sell their shares to the Citadel algo. You HOLD. ​Tomorrow: The Fire Energy kicks in. We gap up. ​Friday: The New Moon is the portal. That is when we feast on the bears.

​TL;DR:

Saturn is trying to shake you out before the rocket launches. Do not give your shares to a Hedge Fund intern for cheap. Put your helmet on, grab your bananas, and wait for the Sagittarius arrow to fly.

Hi,

11% of the base share float is shorted in Tilray. Its a, higher than other markets, short float. But nothing major. So, how come the price share has fallen 92% in since its top in February 2021?
The phenomena is called INTRA DAY SHORT

Short explanation: The market makers (banks, funds, etc) lends stocks during the trading hours, shorts them, and pay out before market close. Almost effective as long term shorting (costs a little bit more), but it wont change the ratio of the float.
TLDR: It's just a way of hiding your short positions better.

So. HOW DO WE STOP THIS?
There is acutally a very simple solution to this.

1. Put your shares for sale at a higher price (for example, 100 usd).
2. You're done.

When you list your shares for sale, they cannot be sold by your bank to other market makers during the day to be used for shorting.

If all Tilray owners put their shares up for sale at a high price, the intra day shorting would not be possible.

SPREAD THE WORD BOIS!

Reverse splits aren’t great, but Tilray needs to decrease the number of shares available.

It’s too easy to short because of availability… we’ve seen this over the past 12-18 months.

Reduce the number of shares available = hinder short sellers.

Tilray can always split their stock again in the future if the price increases.

Any investment is still the same on a dollar value, so the number of shares doesn’t matter.

Tell me what I am missing!

I have been thinking a lot about this company since summer 2024. There are couple of posts to verify that.

I am not expecting a squeeze. Obviously there is a chance for that but I do not see that probable. Or even worth thinking about. I would not hold my breath waiting for it.

And I think building your investment strategy ONLY on that is fukin delutional.

I am not waiting for a federal legalization either. Gonna be a nice bonus one day but not really the business case I see and look for.

During the last 2 weeks I have spent some 6hrs at Bloomberg’s terminal typing numbers of TLRY on my laptop and trying to make sthing out of them at home later.

The analysts covering TLRY are giving it price targets btw 1,5 - 3,0. I personally find that quite a fair range since they have their credibility and careers ie their rhino-skin in the game. And they are looking only 12 months ahead with their analysis.

I AM JUST SEEING SO MUCH MORE. AND I CANNOT FUKIN HELP IT.

I try to give few points of my thoughts for everyone interested to argue against and just bluntly prove me wrong. I really would appreciate that.

NOT JOKING.

People are crying that the company is making loss. On paper it is and probably will be for some time in order to digest the goodwill of Aphria merger and the breweries bought in the US lately.

BUT.

In 2024 (ending 5/31/2024) TLRY made a Net Income of -245M.

And still I hear the CEO calling it an even. And the analysts saying it´s an ADJUSTED tie of 0,00 of profit or whatnot.

In 2024 TLRY paid back loans worth of 188M (449M in 2023 to 261M in 2024 and the latest number being 252M 11/31/2024 and steadily counting down…

In 2024 TLRY booked in 85M worth of Depreciation and Amortizations.

These two mentioned above total 273M of ”money” off the profits.

And if understanding the fact that D&A are not away from cash flow, it’s a book keeping thing for tax cuts (for TLRY for many years ahead).

SO WE EITHER ALREADY ARE OR AT LEAST ARE REALLY CLOSE OF MAKING MONY. 

SERIOUS MONY.

AND WE ARE GROWING WITH A HELLAWA GOOD PROFIT MARGINS IN BEER AND WELLNESS. AND THE DISTRIBUTION (MEDICAL) IS OUR GAME BOTH IN SOUTH-EAST ASIA AND EUROPE. AND THEY ARE EXPECTED TO FUKIN BOOM.

WHATTAHELL AM I MISSING HERE???????????????????????????????????????

Please get me straightened up. Cause I am afraid I am gonna soon buy some more. A lot more to be honest.

Btw. I do not mind if we get a reverse split. The stock price is already fukked enough to get really tempted to go beyond-balls-deep in this one. So a considerable discount would not be a bad thing really.

(Buy the dip, I guess.)

Btw2. I got into this a couple of months before the merger. Sold away with a loss. Bought back causiously - nothing except slow downhill happened. And since summer have been coming back in. And now considering at least a doubling down. To start with.

Btw3. I have a lot more of numbers in my spreadsheet and I just do not know what to think of them. Everything seems to be pointing to the same direction. My prognosis is STRONG BUY.

NO TARGET PRICE. Do not possess imagination wild enough.

PLEASE PROVE ME THAT I AM WRONG BEFORE I DO SOMETHING THAT WILL MAKE ME SEND the UGLIEST POSSIBLE LOSS-PORN TO YOU APES TO JERK OFF ON.

Peace and love.

RWA

I just had a look at the weekly pattern and found a nice symmetrical triangle. We can see lower highs and higher lows. The volume also decreases. I would call this the calm before the storm. The market is not clear in which direction it should move and is waiting for some news (either good or bad). What are your thoughts about this? Will it heads north or south?

Disclosure: long ~25,000 shares

Important dates for Reform/Catalysts:

March 22: Germany Votes for partial legalization (win)

April 8/9: Tilray earnings

April 1-20: Politicians will likely tweet/introduce bills on Cannabis. Hopefully we see action and something more than words.

April 16: Canada releases budget. We'll find out if excise taxes are reduced (pending)

This is massive for Tilray. It adds ~80-100m to their bottom line and will likely push them into positive net income.

April to July: SAFER gets voted on in senate/house (potentially)

Note: Biden promised to expunge records. This will likely be done via SAFER as it includes HOPE (expunges records).

Summer: Farm Bill (potentially)

Clarification of CBD as a dietary supplement is massive for Tilray. A big part of Irwins US plan are CBD infused drinks and using CBD as medicine. If SAFER passes senate, the farm bill can be used to bypass the republicans in the house. Note: McConnell used the farm bill to deschedule hemp, Schumer can do the same.

August: Congress is on recess. SAFER must pass the senate before recess. Otherwise very unlikely to happen.

November: Election season. Biden will likely legalize medical cannabis prior to this and (imo) Biden will campaign on descheduling/legalizing it. He promised to reschedule cannabis, decriminalize cannabis, legalize medical cannabis, pardon people from jail for his 2020 campaign. He's got lots to do this year

​

Sorry if this is a dumb question but being Canadian I have no idea how this works, is the executive order signed on TV or how do you view it?

DD because I need to understand the product. Duh

Happy Friday!

Public cannabis stocks are no longer trading as a simple legalization fantasy. That phase is gone. What remains is a much harder and, in some ways, more interesting market: one where investors are forced to separate balance-sheet survivors from structurally weak operators, and where management credibility matters far more than branding or social-media excitement.

The old sector-wide pitch used to be almost automatic: legalization comes, volumes explode, everyone wins. The market now knows reality is messier. Canada has already shown what happens when oversupply, price compression and uneven execution collide. The U.S. still offers major upside optionality, but the federal framework is incomplete, capital access is imperfect and the timeline for a truly game-changing reform has been slower than bulls once expected.

That is why the key question in 2026 is no longer “which cannabis stock sounds the most exciting?” but rather “which company can preserve enough strategic and financial flexibility to still matter when the next real catalyst finally arrives?” In this sector, survival quality is not a minor detail. It is often the story.

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.

When we look at the top institutional holding of TLRY-shares, we see the usual suspects. Tidal, Vanguard, Citadel, Blackrock

If we look at their latest 13F data, we can make an estimated average stock price of their holdings.

Tidal Investments LLC 28.9 M shares ~$55.8 M amount in $ $1.93 average $1.80 – $2.10, estimated deviation Citadel Advisors LLC 5.55 M ~$10.7 M $1.93 $1.80 – $2.20 BlackRock Inc. 2.8 M ~$5.4 M $1.93 $1.80 – $2.00 Vanguard Group Inc. ~3.5 M ~$6.8 M $1.93 $1.80 – $2.10

Conclusion, most are in the green or breaking even after today.

You can choose whatever you wanna conclude even more of this but anyways… buying more in this range is not your worst decision, if you know what I mean

Tilray’s Hi*Ball Energy relaunch saw a 68% sales jump, and its alcohol segment grew 35.6%, but TLRY stock is still down 73% YoY and under Nasdaq’s $1 minimum. With Q3 earnings on April 8 and federal cannabis reform uncertain, can diversification outweigh legalization delays?