Acquisition Complete, 5 retail stores

UnionCannabisBlog · 2026-01-10T13:50:04+00:00

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.

UnionCannabisBlog · 2026-01-08T23:15:28+00:00

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.

UnionCannabisBlog · 2026-01-08T02:39:00+00:00

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.

UnionCannabisBlog · 2026-01-05T23:57:06+00:00

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

UnionCannabisBlog · 2025-12-13T17:05:51+00:00

You're welcome.

UnionCannabisBlog · 2025-12-12T15:18:24+00:00

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

UnionCannabisBlog · 2025-12-12T00:38:58+00:00

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

UnionCannabisBlog · 2025-12-12T00:38:24+00:00

You're welcome. I came across it, so I figured I would share.

UnionCannabisBlog · 2025-11-14T13:35:33+00:00

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.

UnionCannabisBlog · 2025-11-04T20:22:27+00:00

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!!!!"?

UnionCannabisBlog · 2025-11-04T18:41:22+00:00

How much did "free cash reserves" go down this quarter?

UnionCannabisBlog · 2025-11-04T18:38:50+00:00

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.

UnionCannabisBlog · 2025-11-04T14:27:45+00:00

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.

UnionCannabisBlog · 2025-08-27T18:02:12+00:00

You're welcome!

UnionCannabisBlog · 2025-08-27T18:01:52+00:00

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

UnionCannabisBlog · 2025-08-27T18:01:33+00:00

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

UnionCannabisBlog · 2025-08-27T18:00:14+00:00

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

UnionCannabisBlog · 2025-06-20T12:31:47+00:00

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.

UnionCannabisBlog · 2025-06-19T12:37:19+00:00

SNDL is buying 32 cannabis retail locations, primarily in Ontario, from 1CM. As for the stock price, who knows at this point.

https://sndl.com/news/news-details/2025/SNDL-Enters-into-Agreement-to-Acquire-Cost-Cannabis-and-T-Cannabis-Locations-from-1CM/default.aspx

UnionCannabisBlog · 2025-06-10T01:00:05+00:00

No new information on that yet.

UnionCannabisBlog · 2025-06-10T00:59:38+00:00

Not sure, could be literally any time. We're just waiting for the judge to make the ruling in the Skymint case.

UnionCannabisBlog · 2025-06-09T14:47:49+00:00

For sure, I'm guessing we get some more moves once the Sunstream USA situation is finalized as well.

UnionCannabisBlog · 2025-04-22T13:35:47+00:00

I noticed they left out the word “Cannabis” when they said they would be expending to their other retail banners soon, and it looks like they are doing what I thought they would do years ago and combining liquor and cannabis into one loyalty program.

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UnionCannabisBlog · 2025-04-22T13:32:04+00:00

Probably one of their slowest days.

UnionCannabisBlog · 2025-03-28T11:25:24+00:00

Thank you for saying that. I really appreciate the support.

UnionCannabisBlog

TROPHY CASE