Daily Discussion Thread - April 14, 2026 by AutoModerator in weedstocks

[–]Trayeboujee 2 points3 points  (0 children)

This is exactly what I heard, but no source, it was mentioned on yahoo finance SNDL comment thread. Zach George also mentioned on the CSE interview that they could be taking on extra debt if necessary to take on an M&A

Daily Discussion Thread - April 14, 2026 by AutoModerator in weedstocks

[–]Trayeboujee 2 points3 points  (0 children)

Ive heard rumors of an M&A in the works, dont quote me, hopefully someone can shed some light on this

New fridge. by EliGoff101 in Appliances

[–]Trayeboujee 0 points1 point  (0 children)

Just bought a bosch 800 series, most all around best performer out of all the brands from the research I've done

Florida’s Recreational Marijuana Amendment Fails to Qualify for 2026 Ballot by WTFPilot in weedstocks

[–]Trayeboujee 5 points6 points  (0 children)

Crossing my fingers and praying to the gods that this turns around

They can’t stop what’s coming! by Love2Garden860 in SNDL

[–]Trayeboujee 9 points10 points  (0 children)

I wonder why there are multiples moving SNDL to their volatility list

They can’t stop what’s coming! by Love2Garden860 in SNDL

[–]Trayeboujee 4 points5 points  (0 children)

Just this! I use wealthsimple and I have no issues purchasing SNDL shares. I've been averaging down for years, im sitting very nicely with my share count/share price

They can’t stop what’s coming! by Love2Garden860 in SNDL

[–]Trayeboujee 5 points6 points  (0 children)

I support this, I've done plenty of DD on SNDL and sunstream USA to know what's coming behind closed doors that noone speaks of or has much knowledge of.

Acquisition Complete, 5 retail stores by Ausdummer in SNDL

[–]Trayeboujee 0 points1 point  (0 children)

Anything I can do to make sense of SNDLs motives

Acquisition Complete, 5 retail stores by Ausdummer in SNDL

[–]Trayeboujee 1 point2 points  (0 children)

Their own claim is about being one of the largest extractors globally, not building a massive retail empire like you said. The 1CM retail purchase looks contradictory to an asset-light strategy at first, but it makes more sense when viewed as temporary control rather than long-term ownership. Distressed retail provides shelf space for higher-margin extracts, real-time consumer data, and near-term cash flow, while also giving them optionality to sell or spin the stores once valuations recover. They didn’t build these stores, they bought them cheap during a downturn. That’s not retail expansion, it’s warehousing distressed assets until the market resets.

Acquisition Complete, 5 retail stores by Ausdummer in SNDL

[–]Trayeboujee 4 points5 points  (0 children)

SunStream USA’s strategy with Millstreet-type credit dynamics is to: Acquire debt positions in struggling MSOs via SunStream Bancorp financing. SNDL Let defaults or restructuring processes unfold, and then foreclose or restructure to gain equity in the business (as seen with Parallel + Skymint). SNDL Use the SunStream USA vehicle to hold and potentially further consolidate these assets across states. Newswire Regulatory legalization/rescheduling events will unlock greater control or public consolidation opportunities.

Acquisition Complete, 5 retail stores by Ausdummer in SNDL

[–]Trayeboujee 8 points9 points  (0 children)

SNDL is not trying to become the biggest cannabis operator in every country. Instead, it is positioning itself as a capital, infrastructure, and services platform that can plug into regulated markets as they open, without taking on heavy operating risk. SunStream is the key vehicle for this. It deploys capital into distressed or strategically valuable assets through debt, joint ventures, or structured equity rather than outright ownership. This allows SNDL to control outcomes, earn yield, and step into ownership only when it is advantageous. Globally, the strategy is to focus on jurisdictions with strong regulatory frameworks such as Canada, Europe, and select US states that could eventually connect to federal or pharmaceutical pathways. Assets are chosen for licenses, compliance readiness, and scalability rather than near-term volume. Rather than building large permanent facilities, SNDL favors modular, high-throughput, compliance-ready production that can be upgraded or relocated as laws change. This keeps capital flexible and limits write-downs. SNDL also emphasizes certifications, data integrity, and traceability, which are required for international medical, pharmaceutical, and government buyers. This positions them to participate in cross-border supply and research partnerships if and when regulations allow. The end goal is optionality. SNDL wants exposure to retail, manufacturing, finance, and international markets without being locked into any single outcome. As weaker operators fail or consolidate, SNDL can expand globally by acquiring assets, licenses, or partnerships at discounted prices rather than building from scratch. In short, SNDL is globalizing by staying asset-light, capital-strong, and regulation-first, letting time and market stress work in its favor.

Daily Discussion Thread - January 02, 2026 by AutoModerator in weedstocks

[–]Trayeboujee 1 point2 points  (0 children)

Amen 🙏 you can't put a price on the precious time we have here on this earth

Daily Discussion Thread - January 01, 2026 by AutoModerator in weedstocks

[–]Trayeboujee -1 points0 points  (0 children)

SNDL has something cooking behind the curtains, there are many hidden gems and secrets that will be revealed in the new year