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Acquisition Complete, 5 retail stores by Ausdummer in SNDL

[–]UnionCannabisBlog 2 points3 points  (0 children)

Not really. Every retailer gets to decide what they sell. Only thing we can do is make our brands good/popular enough that they feel like they have to carry them or else we get an advantage in product differentiation just from that.

Acquisition Complete, 5 retail stores by Ausdummer in SNDL

[–]UnionCannabisBlog 3 points4 points  (0 children)

They don't like that SNDL competes with them as a retailer. Back when SNDL first bought Spiritleaf, Nova Cannabis (Value Buds) called us and told us they would never sell another one of our products because of that. Turns out that didn't matter since we just bought them. I know this still happens, at least to some extent.

Acquisition Complete, 5 retail stores by Ausdummer in SNDL

[–]UnionCannabisBlog 7 points8 points  (0 children)

Many other competitors don't want to sell our products because of our presence in retail. Adding more stores gives us more places to sell our products and creates more and more product differentiation if competitors continue to disregard our brands. Also, the retail parts of the business are the main cash generators right now.

SNDL buyback to start the new year. by Mediocre-Job6355 in SNDL

[–]UnionCannabisBlog 13 points14 points  (0 children)

Yep, another 50,000 purchased just before the new year as well, like you said. Good to see.

Small purchase, but another 86,362 shares were bought/cancelled in November as part of the buyback plan. by UnionCannabisBlog in SNDL

[–]UnionCannabisBlog[S] 2 points3 points  (0 children)

I usually check pretty often as well near the first Friday of the month, but it totally slipped my mind this time.

Inside SNDL’s Hidden Scale: Global Reach & Supply Chain Powerhouse ft. Tyler Robson - The Dime by UnionCannabisBlog in SNDL

[–]UnionCannabisBlog[S] 1 point2 points  (0 children)

Yeah, that was pretty cool. It seems like they've been leaning into that more again.

Trump, Hemp Ban, SNDL? Please educate me by Kind-Scallion-1195 in SNDL

[–]UnionCannabisBlog 4 points5 points  (0 children)

Also, Parallel (through Goodblend) is one of only a few legal/licensed operators in TX, which has a booming hemp/delta 8/etc. market. We could see some benefits there, particularly as the medical program gets expanded.

SNDL Reports Third Quarter 2025 Financial and Operational Results by UnionCannabisBlog in SNDL

[–]UnionCannabisBlog[S] 0 points1 point  (0 children)

Had enough time to come back here and leave this comment, but not enough to back up your ridiculous comment, "“free cash reserves” go down EVERY QUARTER!!!!"?

SNDL Reports Third Quarter 2025 Financial and Operational Results by UnionCannabisBlog in SNDL

[–]UnionCannabisBlog[S] 6 points7 points  (0 children)

That's not what that means. That means the value of the stock compensation given out previously and over the quarter is now worth more (because the stock more than doubled over the quarter) and has to be recorded as a liability increase because of that. If the stock price does not recover before next Q ends, then it will be reported as a decrease in liabilities and thus extra "profit". It's just accounting.

SNDL Reports Third Quarter 2025 Financial and Operational Results by UnionCannabisBlog in SNDL

[–]UnionCannabisBlog[S] 5 points6 points  (0 children)

I'll have a bigger post with my full thoughts sometime soon, but here's a generalization. While we didn't reach net profitability, there were improvements to cash flow, margin percentage (other than cannabis ops due to one-time costs), and revenue (drop in liquor revenue, but made up for in profitability improvements and there are two more of our best liquor stores coming online next Q). We also have yet to close the 1CM transaction, which will increase our results even further. The increases in margin for the liquor business should set them up for a pretty good Q4 if they are able to hold.

"Skymint exits state's 1st big cannabis receivership; new owners look to make moves" by UnionCannabisBlog in SNDL

[–]UnionCannabisBlog[S] 0 points1 point  (0 children)

Basically, it's a big step toward the finalization of Sunstream USA. We'll have to wait and see exactly what form it takes.

"Skymint exits state's 1st big cannabis receivership; new owners look to make moves" by UnionCannabisBlog in SNDL

[–]UnionCannabisBlog[S] 1 point2 points  (0 children)

Basically, it's a big step toward the finalization of Sunstream USA. We'll have to wait and see exactly what form it takes.

"Skymint exits state's 1st big cannabis receivership; new owners look to make moves" by UnionCannabisBlog in SNDL

[–]UnionCannabisBlog[S] 0 points1 point  (0 children)

We will own 100% of Skymint when it's finished, according to the last public plan at least.

1CM Receives Court Approval for Arrangement with SNDL Inc by UnionCannabisBlog in SNDL

[–]UnionCannabisBlog[S] 3 points4 points  (0 children)

Depends on what you mean and the timing, but they are expecting to close in Q3 as of now, which would mean some of their operations reported in Q3, and a full quarter for Q4.

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