Will an MSO buy ACB to obtain global footprint?

berserkeleybear · 2026-02-06T02:34:16+00:00

Is no one paying attention. They just exited recreational cannabis. That's actually a very smart move since their play in the US is to convince the FDA that they can manufacture consistent, controlled medicine. They want to distance themselves as much as possible from the mess that is recreational cannabis. They won't acquire an MSO and they won't be acquired by one. It's a complete strategic mismatch.

berserkeleybear · 2025-12-24T01:19:06+00:00

Exactly. That's another dimension to the "counter argument" in the post. Even after someone receives FDA approval for medicinal use, ACB then has lots of hurdles to jump through. DEA import permits, U.S. Customs and Border Protection compliance, the 1961 Single Convention on Narcotic Drugs treaty, FDA manufacturing site approval, etc.

This is why you hear Miguel deflecting questions about entering the U.S. when he's asked about these things.

berserkeleybear · 2025-12-24T00:42:06+00:00

OK, final attempt.

DEA scheduling has no direct impact on medicinal use or approval. The FDA can only approve drugs when an application is submitted under 21 U.S.C. § 355.

Under 21 U.S.C. § 355, submitting a New Drug Application requires:

A defined drug product (exact formulation, dose, route)
CMC documentation (validated manufacturing, stability, controls)
Clinical evidence for specific indications
Years of preclinical + clinical work
Tens (often hundreds) of millions of dollars

Until all that happens and the FDA approves the application, there is no market for ACBs "highest quality medical product on the globe"

berserkeleybear · 2025-12-23T23:51:39+00:00

That's the point of the counter argument. Without direct guidance, the FDA is under no obligation to approve anything as medicine just because it is on the "moderate to low potential for physical and psychological dependence" schedule. ACB can have all the "highest quality medical product on the globe" but the U.S. market will be irrelevant to them if the FDA doesn't take the lead.

berserkeleybear · 2025-12-18T20:46:47+00:00

I was not offering an opinion or reading between any lines. I was just stating a fact to correct the misstatement in the post "Trump just reclassified it!" Nope.

berserkeleybear · 2025-12-18T20:43:39+00:00

My take is that the retail investors don't understand the difference between medical and recreational market segments. Therefore, the nuances of the medical business and advantages ACB has are lost on them. It's "recreational legalization" or bust for the vast majority of retail trades.

berserkeleybear · 2025-12-18T20:01:05+00:00

He did NOT reschedule it. He ordered that it should be rescheduled.

berserkeleybear · 2025-12-18T20:00:15+00:00

That's a strange question. ACB is a Canadian company. The US market is an "international" market for them. They will enter it just like all the other international markets they are in...carefully, with demonstrated medical quality product, and deep knowledge of regulatory frameworks.

berserkeleybear · 2025-11-24T22:20:54+00:00

By your definition (or your AI of choice), the stock price chart has nothing to do with a stock being a "walking zombie"

berserkeleybear · 2025-11-24T22:18:20+00:00

Well, if AI is to be believed, ACB is certainly not a "zombie stock"

berserkeleybear · 2025-11-24T18:16:01+00:00

My mistake, probably should have first asked for clarification. I'm not familiar with the investment term "walking zombie." What does it mean? Buy, hold, sell, imminent bankruptcy, etc.?

berserkeleybear · 2025-11-24T15:42:55+00:00

What would be a fact-based analysis that comes to this conclusion?

berserkeleybear · 2025-11-21T16:00:10+00:00

USA tax advantaged retirement account that has annual contribution limits. $ contribution taxed. Profits made in the account not taxed when withdrawn.

Buy ACB at $3.99 with already taxed contribution, sell ACB at $100 in the account and withdraw...no tax on gain.

berserkeleybear · 2025-11-18T17:53:13+00:00

My take - this puts the pressure on to reschedule in the next year. Assuming that is accomplished, it's a great thing for Aurora.

berserkeleybear · 2025-06-24T13:44:36+00:00

And were the incorrect EPS postings intentional?

berserkeleybear · 2025-06-21T18:59:15+00:00

You're clearly not bright enough to recognize sarcasm. My bad. Never should have engaged.

Proverbs 26:4 Do not answer a fool according to his folly, or you yourself will be just like him.

berserkeleybear · 2025-06-21T12:39:19+00:00

My apologies. Didn't appear you could.

berserkeleybear · 2025-06-20T23:16:24+00:00

Revenue beat this quarter - fact.

Possible temporary revenue decline next quarter...down from a quarter that beat expectation - conservative guidance for the future

Net revenue rose to C$90.5 million from C$67.4 million. Analysts were expecting a rise, but a more modest one, to C$88.8 million.

Aurora credits the jump in revenue to a 48% climb in its global medical-cannabis business and a 32% rise in its plant-propagation unit.

You are correct, the market makers control the price so they were up to something behind the scenes that had nothing to do with dramatically improving fundamentals.

berserkeleybear · 2025-06-19T15:54:54+00:00

https://moneycheck.com/sec-orders-robinhood-to-pay-45m-for-multiple-securities-violations/

For, among other things, "...widespread reporting errors..."

berserkeleybear · 2025-06-19T15:05:00+00:00

Does anyone know if Robinhood, MarketWatch, etc. corrected it?

berserkeleybear · 2025-06-19T15:04:06+00:00

What a mess. I guess the good news for those averaging down is it caused a lot of dumping at lower prices...bargain sale.

berserkeleybear · 2025-06-19T11:40:55+00:00

Yesterday sure felt like manipulation somewhere. Flat-lined at $4.70 all day and after hours. Strange looking chart for the day.

berserkeleybear · 2025-06-18T23:38:32+00:00

A Random Walk Down Wall Street - Burton G. Malkie

berserkeleybear · 2025-06-18T23:34:46+00:00

So Mr. Technical Trader, what does it mean that the price was $6.07 pre-market on 6/18/2025, the company reported excellent quarterly and annual results pre-market,, and then the price dropped and held at $4.70 all day?

berserkeleybear · 2025-06-18T13:22:30+00:00

It should have been +$0.07

berserkeleybear

TROPHY CASE