CGC

four_twenty_4_20

Comparing the Canadian cannabis market to the US just shows your complete ignorance here. No vertical integration. No limited licenses. LPs massively overbuilt their grow facilities bankrupting many. Those that still exist continue to suffer the consequences on their balance sheets. None of the tier 1 MSOs will resemble anything like the complete failures of CGC and Tilray. The ONLY thing in common is the product they sell.

GeoLogic23

That's fine, it doesn't really matter. I just personally feel like companies in big alcohol, tobacco, etc use people like Kim Rivers to push their goals in media, because they know their own brand is not credible at all in the public eye when it comes to reforming an industry like cannabis. That one article quotes a cannabis CEO from a company on the major exchanges? It's not an insignificant percentage of those CEOs that are directly working for big tobacco or big alcohol (CGC, Cronos, BAT). Again it doesn't really matter. It just sets my BS radar off when someone tells me Kim Rivers is driving cannabis policy, when I can name plenty of billionaires and 100 billion dollar companies that have interest in cannabis and are close to Trump.

skyplt29

I've actually already done some of that these last few months. I let go of my MSOS today, but still hold a number of the underlying MSOs. It just seems odd that MSOs are mostly green today, and even CGC is "only" down about 2%. I am not seeing any news that would explain Tilray's dive here; perhaps as you say it is weedstocks investors moving from LPs to MSOs.

Russticale

Thanks Mate, that's gotta be the most exciting news. Plus the reverse splits, in anticipation of uplist. Man is it tempting to buy in 100% right now. I loaded like 35% long this week with my capital, wish I took it to 50% yesterday. Was buying PLNH, VFF, and trying to wait for MRMD under .08. This morning, my fomo chase entries are HITI, CRON, CGC, and ACB. Saving cash for the OTC American names I need to square up positions on.

No_Love_Gained

Just surprised to see HITI, CGC and Tlry all in the same portfolio.

ArmOther1950

Bought some CGC

four_twenty_4_20

People still have PTSD from all those CGC & tilray RS. They're death sprialling, these T1s just want to get on a real exchange.

SPAC_Time

[Factorial and Cartesian Growth Corporation III Announce Approval of Business Combination by Cartesian Growth Shareholders](https://www.globenewswire.com/news-release/2026/05/27/3302458/0/en/factorial-and-cartesian-growth-corporation-iii-announce-approval-of-business-combination-by-cartesian-growth-shareholders.html) \- CGCT CGCTW "[Shareholders holding](https://www.sec.gov/Archives/edgar/data/2049662/000110465926067117/tm2615767d1_8k.htm#:~:text=Shareholders%20holding) 23,051,313 Class A ordinary shares exercised their right to redeem such shares for a pro rata portion of the funds in the Company’s trust account. As a result, $239,964,168.33 (approximately $10.41 per share) will be removed from the Company’s trust account to pay such shareholders. As previously reported, on December 17, 2025, the Company entered into a Stock Purchase Agreement (the “Institutional Investor Stock Purchase Agreement”) with a certain institutional investor (the “Institutional Investor”) and a Stock Purchase Agreement (the “Sponsor Investor Stock Purchase Agreement” and, together with the Institutional Investor Stock Purchase Agreement, the “Stock Purchase Agreements”) with an affiliate of CGC Sponsor III LLC, the sponsor of the Company (such affiliate, the “Sponsor Investor” and, together with the Institutional Investor, the “PIPE Investors”). Pursuant to the terms of the Stock Purchase Agreements, to the extent a PIPE Investor purchases Class A ordinary shares of the Company on the open market, and agrees (i) **not to transfer directly or indirectly such shares until the Closing** and (ii) in the case of the Institutional Investor, to vote such shares in favor of the proposals described above, or, in the case of the Sponsor Investor, to abstain from voting such shares in connection with the proposals described above, it will reduce, on a share for share basis, such PIPE Investor’s purchase obligation under its Stock Purchase Agreement. **The Institutional Investor and the Sponsor Investor elected to satisfy 2,000,000 shares and 1,470,764 shares of their respective purchase obligations through such open market purchases**." "[Class A ordinary shares subject to possible redemption](https://www.sec.gov/Archives/edgar/data/2049662/000110465926062778/tmb-20260331x10q.htm#:~:text=Contingencies%20(Note%206)-,Class%20A%20ordinary%20shares%20subject%20to%20possible%20redemption,-%2C%2027%2C600%2C000%20shares), 27,600,000 shares as of March 31, 2026 " Looks like about 1,077,923 unredeemed and tradeable shares until the closing.

CCPvirus2020

I hit a 10x profit on CGC/WEED years ago on the Cannabis craze and then sold. If I held, I could have 70x at the highest peak. MU can go to $2000 and still just be below TSMC MC

MatrixOrigin

It was mentioned on TDR just last week that this was coming for proactive MSOS. There's no reason for it if they don't think uplisting is around the corner. They could dilute at this price if they wanted, it's not a TRLY / CGC style move IMO.

No_Link_6782

It's a death to us retail holders- disgusted in this sector. There should be limits on how often orgs can pull this strategy. I've been through CGC rs and TLRY rs, and they use them as their personal piggy bank.

punkrawkintrev

Man ACB and CGC reverse spilt me into subatomic particles…was holding out hope for the MSOs. At least my money should shed some light on string theory.

quake3trust

I made the most money with CGC

chatgptitty

CGC, I think uniquely, touched many of us inappropriately

GeoLogic23

What does the word "meme" even mean to you? Most people do not care about CGC. It's not brought up on any big investing subreddits. You're like one of the only people here that constantly talk about them. **If there was any place a weed stock would "meme" it would be on the weedstock subreddit**, but you say yourself nobody even cares to talk about them when they post news. CGC has a market cap of like $500M. CGC is overvalued? What good insight. Have you looked at the vast majority of the stock market right now? But even just in cannabis, why are you not making similar comments about whether or not a company like Curaleaf is overvalued? Curaleaf has a market cap like 5x that of CGC, with just absolute garbage financials. CGC goes up 13% and you're waking up to post the same comment yet again? For a 13% move on a $500M company? That's not really that much lol

I_Steal_Spoons

I love this. CGC is a cannabis stock that's struggling to stay above a dollar a share. Hit its peak 7 years ago at just over $500. If they figure this out finally and make $19,000 I'll eat a pencil

DesktopSurfer

At least this isnt in MU it's CGC some weed company trading just under a dollar a share.

BlissfulSage099

Never thought I’d see CGC on here 😭😭

The_Insider_Edge

the export to 9 different countries and has a Veterans line that will rival $MTLC's one they just sold to $CGC i believe

UsedState7381

I mean, you were talking about Curaleaf initially, and Geo was saying they should raise money via dilution, I interjected that this would be fucking stupid since CURLF doesn't have the liquidity and volume that Tilray and CGC enjoys on the main exchanges.

benderok37

Yet, all Canadian companies near at all time lows.  HITI, OG, SNDL, ACB, TLRY, CGC. 

TheTigerKingMan

Look man, the "ineptitude" argument is a fairy tale. If you think the government and the big players are just bad at this you aren't following the money. This wasn't a mistake it was a setup imo. Let me elaborate fr  1. The Schedule 3 Trap You’re hype about rescheduling? Look at the fine print from last month (April 2026). Moving it to Schedule 3 is a gift to Big Pharma, period. It lets them start clinical trials while the local dispensaries stay stuck in a legal gray area. It’s the "Oxy" playbook all over again. They don't want "legal weed"; they want "prescription weed" that they can charge $300 a bottle for. 2. The Stock Slaughter Stop calling it a "bad investment." It was a liquidation. Look at the tickers: CGC (Canopy) is down like 98% from its high. MSOS is sitting under $5. ACB is basically worth zero. That’s not a market correction. That’s the big boys pumping the hype, taking retail investors' money to build the warehouses, and then crashing the price so they can buy the infrastructure back for pennies during the bankruptcy hearings. 3. The Corporate Crack Factor We went from 5% THC reggie to 95% THC concentrates in a decade. You think that's for the "culture"? No, that’s for the dependency. They engineered the plant to be as addictive as possible to ensure "customer lifetime value." They literally legalized a version of the plant that causes psychosis just so the tax revenue stays consistent. You're waiting for "incrementalism" to save the day? The big players love incrementalism because it gives them time to lobby for rules that kill the "mom and pop" shops. By the time it’s "fully legal," there won't be any independent shops left. It’ll just be a Choice of Pfizer Weed or Bayer Weed. It isn't a conspiracy, it’s just the American business model. The rich got the IPO money, the poor got the addiction, and the retail investors got the bags. End of story.

TheTigerKingMan

I’m 40. I’ve seen the transition from street reggie to "corporate crack." If you’ve been paying attention to the industry, you know something is off. This wasn't just a "bad investment" for the public it feels like a 10-step plan to consolidate power and money while leaving the public addicted to a high-potency version of a plant we used to just giggle on. **1. The Stock Investor "Squeeze"** The promise was simple: Buy in early before federal legalization, and you’ll be a millionaire. Instead, almost every major cannabis stock (CGC, TLRY, ACB) has crashed 70–90% since their IPOs. While retail investors lost their shirts, the big players and institutional "smart money" used the volatility to reposition. The Global Cannabis Stock Index has dropped over 93% since its 2021 high. The "boom" was a joke intended to drain retail capital. reference \\/ [https://www.newcannabisventures.com/cannabis-stocks-rally-begin-2026-badly/](https://www.newcannabisventures.com/cannabis-stocks-rally-begin-2026-badly/) **2. Engineered Addiction via Potency** The government allowed businesses to sell products that are 10–90x stronger than what we had in the street weed days. We went from 4% THC in 1995 to flower hitting 35% and concentrates hitting nearly 100%. This isn’t "natural" anymore. These high-potency products are scientifically linked to increased risks of psychosis, schizophrenia, and Cannabis Use Disorder (CUD). They basically legalized a version of the plant designed to maximize dependency. reference \\/ [https://drugpolicy.org/wp-content/uploads/2026/03/2026.03\_High-Potency-THC-Report-FINAL.pdf](https://drugpolicy.org/wp-content/uploads/2026/03/2026.03_High-Potency-THC-Report-FINAL.pdf) **3. The "Schedule 3" Trojan Horse** The DOJ finally reclassified cannabis from Schedule 1 to Schedule 3 in April 2026, but look at the fine print: it primarily benefits **medical** businesses and Big Pharma. It allows them to deduct business expenses under 280E, but recreational shops are still largely stuck in a legal gray area. This feels like a setup to let independent dispos go bankrupt so Big Pharma and Big Weed can buy the remains for pennies on the dollar. Big Pharma controls weed, jacks the price to the ceiling, and you'll be left paying out of pocket costs because the federal government hasn't approved of marijuana only the state. [https://www.eisneramper.com/insights/tax/executive-order-rescheduling-of-cannabis-0226/](https://www.eisneramper.com/insights/tax/executive-order-rescheduling-of-cannabis-0226/) **4. The "Dead Internet" and Reddit Control** You can't even get a real conversation going about this without being drowned out by bots or "slop" engagement. Look into the **Dead Internet Theory** the idea that most of what we see is bot-driven to shape public perception. Reddit is now a publicly traded company (RDDT). It’s in their financial interest to curate what you see to favor their biggest stakeholders. You’re being sold a "legalization dream" by algorithms while the reality is a wealth transfer. [https://en.wikipedia.org/wiki/Dead\_Internet\_theory](https://en.wikipedia.org/wiki/Dead_Internet_theory) **The Bigger Scheme:** The rich got richer off the IPOs, the poor got poorer investing in the "hype," and now we have a population hooked on concentrates that cause mental health issues. If they take away the dispos next, they’ll leave a bunch of addicted Americans running back to the streets or Big Pharma for "treatment" for the very problems the legal market created. Correct when I'm wrong, but didn't the Government/Doctors/Big Pharma do this with Oxy/Pain Killers/Alcohol? **TL;DR:** The government didn't legalize weed for you; they legalized it for the taxes and the corporations. They let it get 100x stronger to ensure people stayed hooked, and now they're letting the stocks and independent shops fail to let the real "owners" take over.

Sire_Jenkins

I just remembered password to my old fidelity account too. 300 shares CGC, 300 Shares TLRY. Should I capitalize on the losses?

greenbelieve

It’s infuriating when we see what limited coverage we get show Tilray and CGC. This has been going on for years and it’s even more maddening considering all the catalysts are in the USA, where they don’t even have licenses. And no, I don’t give a shit about Tilray’s 900 craft beer companies. It does remind me just how early we are on the American side though. The overwhelming majority of investors don’t even know what Trulieve, Green Thumb, and Curaleaf are.

BHOmber

I'd be happy with enough volume (and options chains) to at least set up "regular" sup/res on the top MSOs. These things have been manipulated to shit on the low volume, no news weeks for a decade+. Flip the sector interest from TLRY/CGC to GTI/Trulieve and we'll see some real price discovery south of the border. Institutional investors have been waiting for a legal way to invest in the big US companies for years. I've talked with a handful of managers/analysts about this since 2017. They won't touch it until all the red tape is gone.

CasinoAnd69Manager

25th anniversary Charizard metal card CGC 10 off eBay easy $10k+ by 2030

Underradar0069

CGC

Geddagod

Not in freq/power for a CGC vs LNC core it does not. Which is a nice way to compare node perf/watt, since the core arch is esentially the same between the two products. Other factors, such as nT perf/watt, gets muddied by the fact that PTL literally has a different core config than LNL and ARL lol.

UsedState7381

CGC has more volume than MSOS and TLRY combined as of right now, but they all are trading roughly on the same pattern today, so far. With Spy being at ATH, it leads me to believe that this is just macro favouring bullish stocks, and not something specific to our sector.

UsedState7381

Hmmm Tilray and CGC are also up... Intriguing.

Mordecai3fngerBrown

CGC. I’m 99% sure they made a deal with the devil.

No_Link_6782

Sadly, I sold my PLTR at $8 and META at $120 late 2022- reallocated those funds into TLRY and CGC. Each time there is a jump (like April 30, 2024), I think- this is the start of what I've been for, and I foolishly hold. The biggest financial mistake of my life.

four_twenty_4_20

TLRY & CGC doing the reverse split death spiral.

dave-alexander

Outside of the June hearing and rescheduling, What do you guys think will be the next major catalyst? I remember when constellation made a 5 billion dollar in CGC and the whole sector went parabolic. I kind of this that’s what our sector needs more than just the reform, a big time alcohol or pharma company making a sizable entry either through merger or acquisition. Based on recent changes, might this be something we see soon or are these companies waiting for the rescheduling language first? Also, can we get some safe banking already!!

Equivalent_Smell_325

you know what surprises me? Zacks Research has SNDL rated STRONG SELL, while CGC is sitting at STRONG BUY can someone smarter than me explain the rationale for me?

GeoLogic23

Yea that could definitely make sense. I really don't see them pursuing the exact same business model as MSOs. LPs have previously been connected to those sort of huge grow companies (Sunniva, Copperstate, etc.) that'd make sense for interstate. I think Copperstate still seems like a good acquisition target if interstate happens, and I think Glass House is prime target due to their low cost growing. If interstate happens, a company like Trulieve better partner with Glass House or someone similar immediately. Or if LPs do just go for the MSO model, there's lots of ways for LPs to do stuff in the US that isn't even in direct competition with the current MSOs. Plenty of states they aren't even in. I think the idea that anything besides a "tier 1" isn't valuable is ridiculous. Most of the companies with decent financials are probably smaller companies that didn't take on massive debt loads to expand into markets, only to pull out of half of them. Everyone here is so often focused on who has the most revenue. I'd have to look for them, but there were surveys not super long ago where there was a decent percentage of cannabis companies that claimed they turned a profit. I can't remember but like 25%+. We know practically zero of those were publicly listed MSOs. And not only that, but there are probably tons of distressed assets to pick up right now. Including some recent MSOs lol Obviously this is at least part of the strategy, considering that's exactly what SNDL and Cronos (via Gotham Green) are doing. A few smaller operators that are pieced together could have plenty of revenue, while not having massive debt to pay off. Or as you say, maybe they don't want to be in retail whatsoever. Why wouldn't a company like Tilray/CGC not leverage their beverage retail connections to focus on federally legal hemp products? Several LPs already sell low dose hemp edibles. Tilray is already partnered with CWEB. LPs could focus on getting their low dose hemp products in a store like Walmart, where they could sell recreational beverages, hemp supplements over the counter, and also pharmaceutical hemp products via in-store pharmacies. That fits their current business trajectories way better than acquiring themselves into what MSOs are currently doing. Or how about just doing a RYM/GTI type setup. What is Tilray doing with MedMen right now? How about licensing that brand to an MSO, while also launching MedMen hemp products through Tilray? Could be just waiting for the hemp situation to resolve, which of course people have questions about. I'm personally extremely confident low dose products are going to continue to be sold in regular retail. Or how about LPs just acquire brands? MSOs could have just done a great job helping expand plenty of outside cannabis brands over the years, which are then just going to get bought by other companies. Insiders like Jason Wild, the Aphria guys, Michael Auerbach, etc have all made investments in brands in recent years. I feel like we could be creative with these sort of discussions if people weren't so desperate to shoot down any idea that the current largest revenue MSOs might not be the only viable way to make money in the US cannabis market.

EntropyAccount

This is why I only own small positions in 2028 call options on CRON and CGC. Leaves enough time and uses significantly less capital. Of course they can always go to zero.

HugeDramatic

CGC will likely buy Terrascend as soon as full S3 rolls out.

four_twenty_4_20

Could we see an end to Cannabis meme stocks getting undeserved interest/volume/upward price action by the end of this year? Reminder tilray is at 66 cents and CGC is at 11 cents using pre-RS numbers..

numinosett

CGC getting coiled up tight. Massive bids at 1.17 but buyers are holding above 1.16. IV at 143%. Candles not even touching 1.16 anymore. Could be a big move today, at least back up to 1.23. Good little gain.

CasinoAnd69Manager

25th anniversary Charizard metal card CGC 10 off eBay. Looking at $10k by 2030

Ok-Replacement9595

Didn't CGC already do a bunch of this. It has been a bunch of years, but I think a few of the LPs already are heavily vested in companies in the US with licenses. Jeez, if any of them are still around. There were some real turds out there that got a bunch of money in the heyday.

volckerwasright

Buying shares and buying puts. The problem I have encountered is the market for long duration ITM puts in this sector is zero, there's no liquidity, volume. Total OI is 5 for that CGC contract

volckerwasright

EX long TCNNF shares, long TLRY 9/18 10P or CGC 7/17 3P

AnimalStyleCreole

This is actually yuge news and a big deal for the cannabis sector. Further opens the door for full on legalization i.e. buying cannabis products in a retail setting. This is exactly what the market thought was going to happen in 2020 - 2021 when pot stocks like TLRY and CGC went moon. We might even see 2021 levels again in the pot sector, to close out 2026, given how quickly mango likes to move. Re-Scheduling (from I to III) > SAFE Banking > any remaining DEA / FDA hurdles > then at the end this road is US consumers being able to purchase marijuana with a credit card. Just like alcohol and tobacco. Any other end result is just silly. Send it. Cannabis > Alcohol & Tobacco

I_am_not_GeorgeBush

I bought CGC mainly because I don’t know what the fuck I’m doing and my calls expire 3/22 so idk.. IV be high doe

Tzidda

https://preview.redd.it/i9re17r91ywg1.jpeg?width=4028&format=pjpg&auto=webp&s=a3c574e41eeacf8a5593438a770ea353914984a8 CGC stock chart. Breaking from loong triangle Coincidence for timing? 🤪😂

lococommotion

CGC subpar trash

CasinoAnd69Manager

25th anniversary Charizard metal card CGC 10 off eBay. Looking at $10k by 2030

No_Love_Gained

Mine is when someone responds back saying CGC and Tlry to this question..

Bubbly_Window_3393

whats your entry on CGC?

DrHarrisonLawrence

Looking at the short percentages dropping like crazy over the last two weeks. Referencing the data for TLRY and CGC on Robinhood here

Reasonable_Water6232

I bought into CGC. Only 45 shares hah but lets see if it does anything. Even 20% gain would be nice 👌 

CasinoAnd69Manager

25th anniversary Charizard metal card CGC 10 off eBay

Pierre_PINGUET

$CGC stock is going to explode because between the merger that's already happened and its future merger with Canopy USA (after legalization), this stock is going to have very, very high yields.

Pierre_PINGUET

$CGC stock is going to explode because between the merger that's already happened and its future merger with Canopy USA (after legalization), this stock is going to have very, very high yields.

David_SunflowerSeed2

Bought $2 calls on CGC. Feels like I’m gonna get burned on weed stocks one last time 👍

blackfarms

This is going to turn out to be another Trump enrichment scheme. 8M shares of CGC bought minutes before the news broke.

tantedbutthole

I’m still holding MSOS, TLRY, CGC, CURLF, GTBIF, and TCNNF. I’m down like 50% but I’ll hold to the moon

SteveStacks

Fuck it bought 2,000 shares CGC. Now or never.

blackfarms

Short Squeeze on CGC

FoodCooker62

Over the last year, CGC literally doubled their share count through massive and uncontrolled dilution The stock is up 3% over this timeframe Cannabis stocks never get rid of their meme stocks. This one literally burned 8 billion and is given another lease on life through its meme status. And cannabis stocks remain an uninvestable meme shithole. 

alexanderK213

CGC $weed

CleanStudio118

$CGC Weed Stocks on Fire 🔥 🚀🚀

volckerwasright

MSOS 4.16 TLRY 6.82 CGC 1.17 on Robinhood

SeanSpencers

I mean. In my dreams they will be. Along with CGC finally heading towards $2 again. But that’s just my dreaming.

CasinoAnd69Manager

Going to hunt pokemon 25th anniversary UPC sealed off eBay and probably a CGC 10 25th anniversary Charizard metal card with the way things will be green tomorrow you can afford anything

No_Link_6782

Would you rather hold CGC or MSOX? I had a ton of CGC prior to their RS in 2023 and still hold it- obviously down a ton like 95%. Would you hold or move that money to MSOX or another to try and recoup whenever S3 actually happens? MSOX hit 11ish in December with the run up to the EO. CGC wouldn’t get that high, right? My break even is around that and slightly higher since I bought pre rs when it was 1.5-3.4. Ive already unloaded my TLRY in November before their RS and lost a fortune there, too. This sector has sucked the joy of life out of me. Thanks

FoodCooker62

Quarter ended september 2024... CGC has 93.9 million shares outstanding Now its around 450 million. Casual 500% increase in 1.5 years.  Company is still worth half a BILLION. More than Auxly + HITI combined and another 100 million because fuck it. The sector is such a meme hole its crazy. 

CasinoAnd69Manager

In this yoyo market, you are better off buying 25th anniversary Charizard metal card CGC 10 or the Pokemon 25TH anniversary UPC box sealed off eBay as easy double price for UPC box by end of 2027 and possibly $5k by 2030

DntBanMeIHavAnxiety

Soooo buy CGC? Lol

Equivalent_Smell_325

dug into the SNDL news a bit more, and this is just my take, but with Tyler Robson leaving yesterday as president of cannabis, it seems like a role mismatch Tyler’s background is really in cannabis science, extraction, and operations. Ryan Hellard, whos stepping in on an interim basis, comes from a much more retail and marketing side of the business. to me that probably means the immediate goal during this interim stretch is more about keeping projects organized and the overall business moving, rather than making some big operational shift right away what’s still unclear is whether tyler left voluntarily or was pushed out. The 6-K doesn’t say either way, so that part is still up in the air and for anyone who remembers, Tyler was the founder and CEO of Valens, which got bought by SNDL near its 52 week low my honest view: the negative here is that Tyler actually does have real experience running a cannabis platform, especially on the extraction and operations side, so losing him at this stage isn’t ideal. on the flip side, hes also not the typical operations executive you see at some of these bigger companies. someone like Perron at CGC came in with more of an advisory/CPA background through the MTL deal, and Miller at ACB has CPG/pharma, supply chain background. Im not convinced it was the best fit for where SNDL is trying to go now ryan makes sense as the interim pick because hes been with the company longer, knows the corporate strategy, and understands the brand portfolio side. hes probably the best person to keep a bunch of moving pieces coordinated in the short term. that said I dont really see him as the long term answer either verdict, overall a bad move, pushing this through without a clear successor

the_mammynun

He mentioned they'll be rolling out a roster of Canadian Brands in June who will be selling exclusively through Remexian in the German and UK markets. If I had to guess it will be all the big boys (TLRY, ACB, VFF, CGC) and a few smaller players like LOVE trying to build a bigger international precense.  The largest exception will be OGI as they have their own importer in Germany, and CRON is a wild card because they do have CanAdelaar in the Netherlands.. I can't speak to their ability to leverage that for German imports. He also mentioned that Nuleaf Naturals is GMP and FDA certified and meets all the requirements for the CBD Medicare pilot. Sounds like there's a good chance they'll be able to partake in that right out of the gates. He cautioned that revenue growth should be expected there until 2027/2028, not sure why.  Also, it seems that importing to Germany from Canada is proving more time consuming that originally thought, since our first shipment expected the first week of March is now expected to be 30 days late. However we have been successful in importing product from South Africa, Thailand, Malta, and Czech Republic recently.

Forest_City_Frolfer

When CGC, TLRY, or ACB start positive positive net income the tune will change. XLY and VFF have been funding their operations through operating cash flow recently and that deserves some recognition. It's a huge accomplishment in this sector, and very good for shareholders.

SuzyCreamcheezies

Yeah, but they aren’t CGC or TLRY so they get a pass. 🙃

OX45-Tall

It’s the textbook CGC/Tilray bag holder/cult member cope and quote. “The whole industry is down!” But not many other companies have burned even close to that much cash with nothing to show for it. Plus the constant dilution and management taking in absolutely ridiculous compensation for terrible decisions and performance.

UsedState7381

I'm quite sure that the US MSOs do not enjoy the benefits of the extra liquidity that the Canadian LPs have, since they are not listed on the better exchanges. The amount of shares diluted by Trulieve, Curaleaf and Green Thumb looks incredibly average, specially if compared to the insane amounts of shares diluted(and then split back, *and then diluted again*) that Tilray and CGC did alone, in the last 5 years.

skyplt29

I have been unable to ascertain any news that explains the 5 to 7 percent drop with the LPs. The only LP that is not getting hit as hard is ACB. I can only guess that those few ETFs that hold some of these LPs are letting them go. Perhaps CGC going below 1USD has something to do with it. There seems more to this than the Iran war...

pincandies

ah yes, VFF is your holding... I guess trashing LPs like CGC TLRY SNDL didn't help your cause lol

Paluchowicz88

9 years in, weighed down by CGC. Hopefully rescheduling actually happens soon.

RealEstateWindsor

Tweed was a good one. From 2$ to 70$ was a nice 💰 CGC is now absolute dog shit, US will have a similar run imo. 

the_mammynun

It's an ugly, ugly sector. Most people here are fooling themselves if they think the MSO model in its current form has any staying power.  My advice is to stay away for 10 years if you are mainly interested in investing in the US. There's a lot of disruption and hard reality still to come due to the large patchwork of state-run programs. Some of the best companies out there aren't even public. (Wyld/Grön comes to mind) However if you're interested in the global, and federally legal market it would be worth considering HITI for your portfolio. They have 220 retail stores in Canada and a German import business. Both segments control 12-14% share of their respective markets. They've been free cash flow positive for 3 years and even have some inroads to the US CBD industry through their subsidiaries Nuleaf Naturals and Fab CBD. Personally I wouldn't invest in growers Canadian or US. Cannabis is a commodity and farmers will always be the last to profit in the long term once markets mature and prices stabilize.  Check out what OGI is doing and their relationship to BAT. OGI probably has the closest thing in the industry to a futuristic CPG portfolio. Unfortunately their financials are problematic and BAT will likely acquire them before shareholders have a chance to profit.  For the love of God stay away from CGC and TLRY.

No_Link_6782

I made that mistake in late 2022- acquired 35k shares of CGC only for them to go through the RS. Wish I never invested and sold in April 2024 when it spiked to $14. I did the same with TLRY- acquired 40k shares since 2020- ended up liquidating after the surprise announcement of their RS right before thanksgiving. Wish I never invested either and should’ve sold Oct 9-10 when it popped because of the ER. Biggest financial mistake of my life

InvestorBunny

I just bought a CGC Fraggle Rock comic book off there. Bullish.

Twist_of_Fate_44

That's not exactly true CWEB is by far the winner CRON and VFF are holding their own and at the same (or better) level as CGC

FoodCooker62

MSOS giving up all gains but... CGC the best performing cannabis stock so far in 2026 🤣. another fart in the faces of value investors in cannabis, if there are any left. 

FoodCooker62

CGC seems to be the only weed stock that is up YTD, now worth almost half a billion. Burning cash and endlessly diluting pays off. All hail the eternal meme sector, where bad companies don't go bankrupt but stick around forever, like a phantom share printing machine that runs on hopes and dreams of long-liquidated retail investors.

skyplt29

Volume seems to have picked up a bit...but nowhere near "we are back" levels. I just day traded a bunch of TLRY in my sheltered accounts. The Carlsberg partnership is major news and this morning's dip did not make sense (especially when that other meme shit stock CGC was in the green out of the gate). Bought quite a few TLRY shares at 7.40USD and just sold now for $7.80. It's been a long time since I made notable money on a day trade. Going for the real Kraft Dinner tonight!

MeesterPositive

CGC. Marijuana will eventually land, but a lot of red for now.

RoloTonyBrownTownn

Wait a second... Are you suggesting CGC is not a solid company?!?!

FoodCooker62

Here's a fun fact. If, 5 years ago, you invested $10.000 in $SQQQ, a leveraged short fund that is structurally meant to decay and then reverse split, you would today have 20x more money today than if you had invested it in CGC, or almost 2x more than if you had bought TLRY. These companies today are still two of the biggest in the sector, worth almost 1.5 billion combined and have a combined lifetime loss of more than 10 billion dollars. This is why we're a meme sector folks!

ShartSqueeze

My broker is showing that there are 0 inventory of shares available to short TLRY and CGC from US lenders. ACB availability is also quite low. If news was coming down the pipe, now would be a great time for it.

manualCAD

Having a few OG alcohol lobbyists get involved with hemp/cannabis lobbying doesn't mean Big Alc and Big Tob are now "in" on the cannabis industry. They're just keeping tabs on political whisperings because they have massive political reach and deep pockets to be able to do that. Constellation lighting $4B on fire with CGC is going to sting for awhile....and they're not all the way "in" on cannabis yet. Social sentiment on alcohol is in the gutter. Big Alc would like that to change back to positive, regardless of what the cannabis industry is doing. "They're already in" on cannabis is just incorrect.

Tzidda

If we are technically analysing the 1 day chart for CGC. It did break the trendline 2 days ago and is retesting the line. If I’m right. if it does close on 1.08 or lower today. We are fucked 🤪

FoodCooker62

If CGC is leading the pack on an up day you know that a sector re-rating is nowhere near. Bad actors must go bankrupt if sector is to be taken seriously. Long way to go still. 

All_FIREdUp

I did the opposite with CGC and lost $50K 🤗

FoodCooker62

OGI in the dog house. It remains interesting how selective market is about punishing and rewarding cannabis stocks. CGC literally triples share count in a single year. Almost a million shares per day issued. Stock didnt even drop to new ATL's.  But poor OGI gets taken out back to be shot and is heading to its 2nd reverse split 🤣.

DEASqueezeAllComing

December 18th 2025 S3 was signed January 20th EO order signed was mentioned in the 365 wins list of the white house. S3 went from a probability to a certainty. The only unknown is when will it become a final rule. This is why I changed my strategy and I am only invested in boring companies that can afford to wait without doing reverse split + dilution or taking high interest debt just to close a short term debt. I only hold GTBIF and CRON, use to hold MSOS and CGC like a degenerate (glad I cut my loss after orange mango won the elections) Now that I only look at my portfolio and post here when I buy more, I feel much better. Will only really feel good when my patience is rewarded but that's another story ;) Good luck everyone :)

Twist_of_Fate_44

It really feels like the Canadian cannabis dream is dying with this last batch of earnings from three of the big five Canadian LPs .. ACB, CGC and OGI OGI just proved that it's still a failing business, putting yet a bigger nail in that proverbial coffin. They're years away from the dream of ever becoming a truly profitable & investible entity What a financially cursed sector ..