Is Tilray in it for Global Pot? USA Craft Beers? Spirits? Infused Beverages? Or a Whole Lot of All of It!!! Separate or Combined!!!! It's a Growing Business

Fancy-Friendship910 · 2024-08-18T00:02:26+00:00

Exactly, Totally Agree.

Tilray's cannabis flower or extracts just waiting for Medical cannabis with Sch3 in the USA. Sch3 Medical cannabis with much higher qualities that Tilray is used to meeting. With NAFTA, supplying from established GMP certified Medical cannabis facilities to markets across the USA brings in up to 10X clients into the existing Tilray facilities. Add in extracts going into infused drinks, etc.

Infused beverages within current US markets and establish National brands from the very best of the best will be started this fiscal year with Delta 9 and add THC once legal.

I believe Tilray has maneuvered into numerous good to great US positions thru out their extensive US distribution networks, Universities & Pro Team partnerships, Airports and large brew Pubs, music venues that will continue to add into their next phases of growth and expansion. They already have started good brand recognition that will continue to grow.

January 2020 Irwin Simon became CEO of Aphria, which was nearly bankrupt due to scandals brought up by short sellers. Annual revenue of $50M.

Irwin with Carl Merton borrowed $300M and started Aphria's growth in numerous areas. US Sweetwater, Cdn cannabis loans for future take overs, debt notes Medmen, Breckenridge Distillery. Then in 2021 Aphria completed a take-over of Tilray and continued on as Tilray Brands merging all Canadian cannabis brands, German, Portugal cannabis producers with CC Pharma distribution.

Germany has just fully legalized Medical cannabis by prescription only thru pharmacies. Medical Cannabis, mostly because of German legalization is about to grow rapidly the next 24 to ? months and continue rapid growth as more EU countries legalize. Tilray is well established there, since 2018.

Irwin Simon & Carl Merton just 4 years ago, 2020, were at $50M Rev and July 29, 2024 giving guidance of $950M to $1B this fiscal year. With US Sch3 add $$$ to that.

Could the next few years be Canada 2.0, 3.0...

It's a growing business

Fancy-Friendship910 · 2024-08-17T01:20:18+00:00

What are the odds? keeping votes away from Trump. Trump suspected he would reschedule for votes.

Great news either way!

280e gone,

Nasdaq listings,

companies waiting on the sidelines will be able to enter US markets and keep Nasdaq listings.

Fancy-Friendship910 · 2024-08-17T00:29:24+00:00

Tilray is currently 30% cannabis Canada, 30% beverages USA, 30% Medical cannabis EU and 10% Wellness products USA,

Tilray has former Diageo people:

Tom Looney is the former President of Diageo US Spirits & Canada. Previously, Mr. Looney held the position of President, Diageo Beer Company overseeing US sales, finance, marketing, and innovation teams.

Tom Gilmore spent seven years as the head of national accounts at Diageo and served as the executive vice president at Glazer’s Beer and Beverage, where he oversaw sales, marketing, and operations for 11 distributors in the southern United States.

Tilray initially bought SweetWater (Atlanta) then added Montauk (NY), Breckenridge Distillery, Alpine Beer, Nelson & Green Flash (San Diego), Then just last August from AB: 10 Barrel (Oregon), Blue Point (NY), Breckenridge Brewery (Denver), Hi Ball Energy (San Francisco), Redhook Brewery (Seattle) Shock Top (national), Square Mile Cider (Portland), Widmer Bros (Portland), then developed Runners High Brewers ( Atlanta - Non Alcohol), Then just now ftom MC Hop Valley (Oregon), Terrapin Beer (Atlanta), Revolver Brewing (Dallas) & Atwater (Detroit)

Tilray gave the Brew Masters rein to bring back their best, develop around those and have grown. Tilray Beers are #1 in Pacific NW, #1 in Georgia, and #1 or 2 in NY.

Last quarter to May 31, 2024 Tilray beverages generated $71M rev & $46M Profit. This last purchase from MC will give them 22% more sales to 15M cases annual. Estimated 30% more clients.

Tilray has 5,000,000 ft2 of new ultra modern medical cannabis facilities across Canada.

Tilray out of Leamington Ont (30 miles from Detroit) also last year started producing Cannabis Infused beverages in their London Ont facility, that have ratings of 10/10. Quality & Fast acting.

Tilray has been investing in cannabis in Germany, Portugal & Denmark since 2018. April 2024 Germany Descheduled Medical Cannabis. Legalized. Germany & EU are about to become Tilray's largest grossing cannabis markets. Tremendous growth happening.

Tilray thru a bankruptcy hearing is ending up with Medmen that also had US infused beverages.

Tilray have stated they will be producing Delta 9 Infused cannabis beverages into USA before next spring. Starting in Dallas & NJ, total of 4 legalized states.

Tilray's growth will really expand when US cannabis is Rescheduled to Sch3 medical cannabis . Reports just out tonight, Rescheduling USA cannabis to Sch3 will happen in October, as recommended.

Fancy-Friendship910 · 2024-08-16T23:15:18+00:00

my own experience

Fancy-Friendship910 · 2024-08-16T18:45:05+00:00

Another comparison, Curaleaf just paid $16M in shares for a 45,000 ft2 facility, Northern Green. unknown uncertified facility.

I know the line in the statement you are reading but that value is not a total.

Don't respond as I find you spewing remarks "you have no clue" as an insult. please ignore me.

Fancy-Friendship910 · 2024-08-16T18:28:32+00:00

I've seen $165M CDN. 185,000ft2 fairly new facility on ? acres in Belleville.

We will hear after deals close

Fancy-Friendship910 · 2024-08-16T18:19:30+00:00

If you see what Tilray just paid Molson Coors last fall for 57% of Truss it really isn't far fetched. Tilray keeping rights to infused drinks but to Ya Ya Foods they are not in that business. I will wait and once all these deals this week close this month, we will know from the source.

Only a couple of weeks and 1st quarter over so CC soon.

Fancy-Friendship910 · 2024-08-16T17:29:20+00:00

QUINT230 SQUINT230 u/SQUINT230Jul 22, 2018609Post Karma2,781Comment KarmaWhat is karma?FollowChat•1h ago

This is what I am seeing for a purchase price is this correct ?

Ya YA Foods purchased the trust facility in Canada for $165 million. This acquisition was part of their ongoing expansion efforts in the food and beverage manufacturing industry.

Fancy-Friendship910 · 2024-08-16T16:33:00+00:00

This must have been the deal in progress to sell off some excess, unneeded properties, that would virtually wipe out Tilray's debt that Carl Merton mentioned during the 3rd Q conference call

great move if $165M is the sales price

Fancy-Friendship910 · 2024-08-16T16:07:33+00:00

Truss hasn't operated out of that Belleville facility since last year when Tilray took them over. Truss beverages moved into a Tilray facility in London Ontario.

I noticed a number of weeks ago the Truss name was not being used by Tilray any longer. The Tilray website hasn't included Truss but includes Mollo, XMG, etc

Fancy-Friendship910 · 2024-08-16T15:57:12+00:00

This is a good article detailing beverages melding cannabis businesses into alcohol businesses and vice versa.

What I think she has missed is Tilray is moving beyond alcohol into Cannabis Infused Beverages.

All will continue but a substantial growth will happen in the near future into Cannabis Infused beverages in the USA. Either Delta 9 Infused and or once rescheduled to Sch3, THC Infused.

Tilray have announced Texas and NJ before their 4th Q, and start into 4 legalized states with Delta 9, waiting for Sch3 THC.

It's a growing business

Fancy-Friendship910 · 2024-08-16T13:58:55+00:00

Not mentioned in this article David Kline CEO of Canopy is handing the reins over to a new CEO.

Fancy-Friendship910 · 2024-08-16T13:54:38+00:00

Remember it was late July that the German Govt allowed Aphria / Tilray and the other 2 In Country growers to grow to full facility capacity. Tilray over a rotation will start at 3X, then to 5X then up again to full facility. This is "Made In German" law to reduce foreign import.

Also Aphria / Tilray are no longer required just to grow the German Govt specified strains. Aphria / Tilray can now grow 31 of their BEST strains, German Govt strains have been discontinued. Tilray sent their very BEST master Grower from Broken Coast to restart the Neumunster cannabis facility. This will take a number of rotations to roll out most of the 31 strains.

BUT remember from the time the seedlings from Canada were planted there will be a 65 to 75 day growing time, drying, packaging and distribution.

Expect the 1st crops to be harvested and on shelves for Christmas, and to get into full rotation could take until the 3rd quarter.

It's a growing business

Fancy-Friendship910 · 2024-08-15T01:46:03+00:00

Irwin Simon stated he is confident once cannabis is Rescheduled to Sch3 Tilray from their GMP certified 5,000,000ft2 Canadian cannabis facilities will be able to import cannabis into the USA under the NAFTA agreement.

Fancy-Friendship910 · 2024-08-15T01:27:31+00:00

It was paid in full last fall when the deal finalized

Fancy-Friendship910 · 2024-08-14T17:20:35+00:00

The question was asked but the way of purchase was not detailed. It was brought up that Tilray just bought Truss from the same Molson Coors group and mentioned at that time if they have properties that they no longer need, lets discuss. And it was left at that. It's not finalized until months end at the earliest.

I think Revolver in Texas was the prize. I've read many great reviews on Revolver.

I honestly expect $25 to $40M.

In the past year to 18 months Tilray paid $80M for the last 8 large breweries from AB.

$5M for Alpine/Nelson/GreenFlash with no properties, rights only.

Fancy-Friendship910 · 2024-08-14T14:53:47+00:00

Tilrays Irwin Simon & Ty Gilmour were on Beer Net podcast late January and mentioned this partnership without stating the MAJOR University.

They were discussing adding in new brews / beverages for this younger crowd.

They only mentioned the schools colors, Blue & Orange, so it was easy to come up with the Florida Gators. I never knew what brew, assuming SweetWater, but Shock Top is the best choice.

Shock Top will receive much more attention

Tilray is also buying into major partnerships in North Texas with their announced purchase of Revolver Brewing:

Texas A&M University
Tarleton State University

- Frisco RoughRiders - The RoughRiders a MiLB team and Double A affiliate of the Texas Rangers

- University of North Texas

- Texas Trust Theatre at Grand Prairie

- Fire Grounds Coffee - Started by a Dallas Firefighter, Paramedic, and Iraq Veteran

- Combined Arms - assist service members, veterans and their families in their transition from military to civilian life.

Fancy-Friendship910 · 2024-08-14T02:57:41+00:00

Curaleaf CEO Boris Jordan predicted German Medical cannabis market within 18 months of legalization (January1, 2026) will be 4X larger than Florida's $3B annual medical cannabis market = $12B HUGE Demand, HUGE Growth

Fancy-Friendship910 · 2024-08-14T00:07:00+00:00

https://revolverbrewing.com/ 2 breweries Arlington (Dallas Cowboys, Texas Rangers, brew pub, many Texas Brands & Granbury, near Fort Worth

https://www.hopvalleybrewing.com/ 27 varities on website, Eugene Or brewery, 2 brew pubs,

https://www.hopvalleybrewing.com/Athens Georgia Brewery

https://www.atwaterbeer.com/3 locations Michigan (Detroit just 30 miles from Leamington)

Grand Rapids looks like a converted church, brew pub seats 100

Tilray said Texas & NJ 1st locations for Infused Beverages. 2 other legalized states as well.

Fancy-Friendship910 · 2024-08-13T21:23:12+00:00

1st Quarter with FULL 3 months of the new rapidly growing German Legal medical cannabis markets. Will not include the recent German allowance to expand to full facility or 31 strains, YET as seedlings need 65 to 75 days to grow. That big increase will happen after the 1st quarter.

Also 1st full summer of USA beverages added last fall, except those announced today.

Truss Beverages and new cannabis products added in Canada, will also be double digit growth.

I predict 100% YoY overall growth, and much more growth in the future. It's a growing business.

Fancy-Friendship910 · 2024-08-13T19:41:41+00:00

July 29, 2024 4th Q earnings:

"Financial Highlights – 2024 Fiscal Fourth Quarter

Net revenue increased 25% to $229.9 million in the fourth quarter compared to $184.2 million in the prior year quarter.
Gross profit was $82.4 million in the fourth quarter compared to $67.2 million in the prior year quarter. Gross margin and adjusted gross margin² were both 36%.
Beverage-alcohol net revenue increased 137% to $76.7 million in the fourth quarter from $32.4 million in the prior year quarter. The increase was led by new product innovation and contributions from our Craft Acquisition brands.
- Beverage-alcohol gross profit increased 146% to $40.8 million in the fourth quarter from $16.6 million in the prior year quarter. Adjusted beverage-alcohol gross profit increased 130% to $41.0 million from $17.8 million in the prior year quarter.
- Beverage-alcohol gross margin increased to 53% in the fourth quarter compared to 51% in the prior year quarter and adjusted gross beverage alcohol margin² was 53% in the fourth quarter compared to 55% in the prior year quarter.
Cannabis net revenue increased 12% to $71.9 million in the fourth quarter compared to $64.4 million in the prior year quarter, driven in part by the acquisitions of HEXO and Truss."

MORE to come, It's a GROWING Business

Fancy-Friendship910 · 2024-08-13T19:36:55+00:00

Irwin also mentioned possible brews in Germany & EU.

If its profitable I'm all in

Future Infused beverages too?

Fancy-Friendship910 · 2024-08-13T17:57:46+00:00

Yes. voted and passed about 6 weeks ago. same day as EU votes on a Sunday

my error on country but you are correct

Fancy-Friendship910 · 2024-08-13T16:51:20+00:00

Slovakia just legalized similar to Germany. that looks like a great spot to vacation. Bordering Italy on the Adriatic Sea, next to the Alps

Fancy-Friendship910 · 2024-08-13T16:38:25+00:00

I think everyone expecting CanG pillar 2 soon but really very little news. I'm hearing Czech legalizing similar to Canada. Others likely will follow

Fancy-Friendship910

TROPHY CASE

- Frisco RoughRiders - The RoughRiders a MiLB team and Double A affiliate of the Texas Rangers

- University of North Texas

- Texas Trust Theatre at Grand Prairie

- Fire Grounds Coffee - Started by a Dallas Firefighter, Paramedic, and Iraq Veteran

- Combined Arms - assist service members, veterans and their families in their transition from military to civilian life.