SNDL

Regular-Type-7548

SNDL

GravitySquaredEnt

SNDL has been on the upswing...

WilliamBlack97AI

If you don't have high capital efficiency, you won't remain number one for long. How many big players have closed? SNDL will have to dilute or issue debt to support its current operations. It has never demonstrated positive cash flow.

Lebempe

Not if you counted the retail SNDL owns through sunstream in the US. They are currently at 252 stores. With the 32 from 1cm brings them to 284.

Lebempe

Once SNDL closes the transaction with 1cm, HITI will be the second largest in Canada, they won't be #1 for long. The transaction is expected to close before the end of next month.

Aramedlig

$10/share for SNDL and they’re yours!

akimbokaz

SNDL is so much more sensible if getting into weed penny stocks

M_from_Vegas

Next you are gonna say SNDL is a buy This is one of those where you should zoom the chart out

lazyhobbit1980

SNDL actually had better economics than TLRY (I own both)

FiduciaryArchitect

SNDL

Whole-Refrigerator-1

Yes, I too want SNDL to finally do the thing

ooh_jeeezus

Wow haven’t heard from SNDL in a while

jules13131382

Hey, I hope they do. I’ve been a bag holder with SNDL for I don’t know how many years waiting for it to at least go back up to the price I purchased it at. Hey if I make money, it’ll be freaking amazing. Keep buying the weed stonks pwease

malakim_angel

Ahhh SNDL, now there's a name I haven't heard in a very long time... I lost some money on that one :P

Regular-Type-7548

SNDL is in a very good spot, not sure why folks don’t speak about it.

QuantumExcelerator

I'm in the dark here. Can I expect HMPQ and SNDL to finally do the thing?

UnAmusedBag

SNDL has better Financials than $TLRY but everyone is putting their volume into it. If you want the meme play got for TLRY if you want stable play SNDL

GeoLogic23

I've also mentioned my belief that you can't do rescheduling for marijuana THC legality and then totally separately do a Farm Bill for hemp THC legality. It would be incredibly confusing. Therefore i have maintained for a long time that rescheduling and dealing with hemp have to occur around the same time. I believe whatever announcement we get about rescheduling will also give clarity on what is happening with hemp on the federal level. I also think that when hemp is more legitimized in the US that Canada will follow suit and allow cannabis drinks to be sold in regular retail. That is one other reason i also was averaging into SNDL, as their liquor retail could get a nice margin boost from cannabis drinks. But that would also be another nice catalyst for Tilray. Similarly, i would think that if the US finally provides tax relief (280e) for their companies, that we might finally see Canada act on their egregious excise tax, so that they don't lose their competitive advantage. All that to say that there are lots of ways to look at this as more than just garbage stocks riding tail winds. Otherwise you would think CGC would be pumping similarly to Tilray, right? But CGC hasn't gone on nearly the run that Tilray has.

jgooody

Liquidity. SNDL, TLRY and CGC are all uplisted.

ConsciousScar7821

Any reason why US rescheduling news is helping Canadian LPs so much? I get it for those that hold US assets (ie SNDL), but it seems like the main benefits (280 removal and uplisting) don’t really apply to them.

Trayeboujee

Let's go SNDL!!!

Full_Send_Felix

Sundial (SNDL currently at $2.40. Tilray (TLRY) currently at $1.38. Possible rescheduling on the horizon. If TLRY closes above $1 tomorrow it regains NASDAQ compliancy.

Kbarbs4421

Sold some of my SNDL swing position this morning. Also wrote my first tranche of MSOS calls. Sharing to let folks know that some of us are taking profits at this point. Not claiming my timing is right, but I'm happily taking 40% profit on a relatively short term swing, and hedging my way out of a relatively small legacy holding of a toxic etf.

Kbarbs4421

SNDL has a similar risk profile, with a slight edge on upside volatility potential.

Competitive-Ant2876

I think LPs having assess to major exchanges over MSOs will def make trump feel a way but Correct me if I’m wrong but I don’t believe any LPs have access to the us market until it’s federally legal besides SNDL and I think canopy, I’m not caught I’m on canopy but sndl does some bridge financing to take stake on the debt side in companies that seem to be distressed.

b-rad2016

Feeling great today which the ACB and TLRY climbs were stronger and would help SNDL too. ICLN and MTB are also treating me nicely. Really hoping the runs keep going.

FiduciaryArchitect

SNDL 🚀🌝

Kbarbs4421

I wound up piling into SNDL pretty heavy over the last two weeks. Fingers crossed that I'll get my exit tomorrow. Would love to be largely put of the trade when news breaks. I'm condfident in the guaranteed rally on news.

b-rad2016

Still praying that SNDL and TLRY can hit the moon. ALE and ARKK are purchases first thing in the morning tho.

UsedState7381

Correct, likely selling into Doug Kass buying. Price action on VFF and SNDL indicates that they're still buy those stocks up.

Old-Spicey

With comments from President Trump about marijuana reform, I’ve been taking another look at SNDL. Key points I found: Sector potential: When US cannabis reform occurs, SNDL, which has a strong balance sheet, will benefit from opportunities in the US market. True or False? Financial position: SNDL reported solid cash reserves in its last earnings report, which could provide flexibility for acquisitions or entry into the U.S. market. Is this accurate? Diversified operations: Beyond cannabis, they have investments in retail alcohol and other sectors, potentially reducing risk. This would help SNDL, correct? Valuation: The stock remains well below its historic highs, which indicates to me that any sector-wide momentum could be amplified. True or false? I’m curious what others think: How much impact do you think U.S. reform would have on Canadian companies like SNDL? Is SNDL well-positioned compared to other cannabis plays? What catalysts (beyond legalization talk) could move the price? Facts only. r/SNDL r/SNDL_Stock r/wallstreetbets r/WallStreetbetsELITE r/SNDLINVESTORS r/SNDL2TheMoon r/SNDLarmy r/SNDL_Investors r/sndl_green_army r/SNDLNEWS r/weedstocks r/CanadianWeedNews r/CannabisInvestors

RealPrinceZuko

I personally like SNDL more but both will pop, bullish on weed!

Regular-Type-7548

SNDL is on the move again!

UsedState7381

With these moves at open I can see that the ETF is buying more VFF and SNDL. Coming to think of it...I could just buy these stocks as well and ditch this ETF for good, that way I would still have some S3 exposure, albeit considerably less than holding MSOS

Love2Garden860

Very exciting news! This is also great news for SNDL who owns around 8% of High Tide, & is probably another reason that MSOS recently decided to invest in SNDL.

Phenway

SNDL over powering TLRY. Love to see it

Competitive-Ant2876

Sndl is essentially targeting distress assets by taking stake in debt through bridge financing, once the company they have provide financing too restructures then they get their pick of the litter and will be able to choose the most profitable or revenue generating locations. SNDL is essentially a preferred stakeholder to some it up. Note- I don’t own sundial

the_mammynun

Quantity over quality, that's SNDLs mantra. If parallel wasn't able to make their rent payments, maybe the location or economics were bad? I doubt it would go any differently for SNDL. They should have waited to enter the US. There is no rush. The winners in retail won't be decided for 10-20 years. Most MSOs have a tiny fraction of the national market share.

mfairview

doesn't appear HQ location even matters. While vff hq is in the states, isn't SNDL in Canada?

mfairview

re: MSOS and swaps. Looking into their holdings https://advisorshares.com/etfs/msos/ some are listed as swaps while others are not (Terrascend, Planet 13, etc). Anyone know why? Also, welcome SNDL to the msos club? btw I'm guessing VFF is on there due to BHB, which is, admittedly, a stretch... and looks like they grabbed another 115k shares of them yesterday.

DoobeyRanks

Can’t believe they added SNDL to MSOS etf today

psychonaut_gospel

Omfg! Hilarious how many are doubting and casting shade on OP! Its a fact jack! That's why my SNDL bag is doomed! Lmfao

scotty6chips

This is why I backed SNDL when they hit 1.35/share. They’re already at $2 and well on the way to 4-10, if the drumpf reschedules.

Trayeboujee

SNDL!!!

Total-Shelter8915

I would hold the SNDL.

anon287665

TLRY, SNDL any weed company for that matter. They make tonnes of sales but their stock is crap.

GeoLogic23

Armistice Capital reported a [9.9% stake in SNDL](https://archive.fast-edgar.com/20250814/AC2FF22CZ22COJJ2222U2ZO2RPQ5ZZ22X272/). Armistice Capital primarily invest in biotech stocks. Looks like they have had an investment in [InMed Pharmaceuticals](https://www.sec.gov/Archives/edgar/data/1728328/000117266123001121/armistice-inm123122.htm) for several years. Also an investment in [180 Life Sciences](https://www.sec.gov/Archives/edgar/data/1690080/000117266124005128/armistice-atnf093024a1.htm) who have a CBD drug in their pipeline, and [Lexaria Biosciences](https://www.sec.gov/Archives/edgar/data/1348362/000164033424001844/lxrp_424b3.htm) who also deal with CBD/THC. Armistice also randomly have a non-biotech cannabis investment in [Greenlane Holdings](https://www.sec.gov/Archives/edgar/data/1743745/000117266124005175/armistice-gnln093024a1.htm). I'm sure some of their other biotech investments have CBD/THC connections, but these are just the ones I found.

Kbarbs4421

Trying to be more strategic and active with swing trades this time around. Still learning the ropes. And trying to lean into thinkorswim a bit further. I'm watching GTI and SNDL as my indicators for the sector. Actively swinging SNDL. They're probably not the best stocks to watch for this purpose. But my list of companies worth following is pretty short these days; and I don't care to follow companies that don't make the list. I like GTI because it's theoretically (?) on the lower end of the volatility spectrum. And SNDL because it's theoretically (?) on the higher end. Anyway, that's a long set up... Based on these two, I'm seeing RSI levels that have cooled off nicely since the initial rally. And while the late day selloff is a shitty way to end the week, prices actually held at slightly higher highs on the weekly, 10 day, monthly, 6 month. Feels like this could be some nice consolidation going into next week... Like I said, still in the process of trying to improve my swing trade game. Would love to get your take on the week, if willing.

Competitive-Ant2876

GTI and cresco- yes I know about cresco liabilities and non controlling interest fee, and tax position. I’m comfortable with them due to their branding, consistency and market share strength. I also truly believe in Charlie. I think they over leveraged in the beginning and released a tad too late but are doing what they can. My cost per share is low at .80 due to me taking a loss in the beginning (15 percent lost, cut it and then started a new position in them again last October, only after they started tightening their balance sheet). If cresco renegotiates the terms on non controlling interest or pays them out it would be a huge lift. Huge. Nobody talks about it besides Hirsh who’s on CIN. But GTI is meh too me but they don’t have tax labilities and have real free cash flow so I parked money in them. GTI is in a lot of limited licensed states so really haven’t had to show they can compete. I have been eyeing SNDL as an LP but I can’t convince my self to pull the trigger. (Not against LPs, just don’t like Tilray). I would also build a position in ascend but not liquid enough for me, they are one of the only other operators with real free cash flow. Kinda crazy. But liabilities is kinda wild.

akimbokaz

SNDL has consistently held $2 i was waiting for a dip to get back in let’s see

BacKnightPictures

Here is the real kicker for re-scheduling and de-scheduling; Cannabis is a Schedule 1 narcotic meaning the government claims there is no medical application and a high degree of addiction. More important, the Schedule 1 designation means that public companies are in legal peril if they dabble with cannabis. Therefore banks, investment firms and other traditional financial services cannot associate with cannabis companies, even publicly traded companies like SNDL, TLRY and ACB. Moving cannabis to Schedule 3 will change all this and likely lead to a flood of capital into the industry in the form of back loans, lines of credit, venture capital, tax breaks and all the other financial services available to traditional companies. Re-scheduling will happen. I’ll be surprised and somewhat disappointed if Trump is the one to get it done after Schumer and Peolsi have dangled this carrot for so long. Not only would re-scheduling be a great distraction from Epstein but it would rally a lot of people behind Republicans. The election cycles tend to be a boost to cannabis stocks so I’m not expecting much but always hopeful and prepared with a healthy position in pot stocks. I’m still living off money I made in 2014 during the sub-penny pot stock boom. Man, was that a doozy!

Phenway

SNDL looks better

Phenway

SNDL turn to skyrocket. The one everyone forgot

kameeleun

FGI and SNDL (This is a fun idea btw, thanks)

Pacifist_Cannibal

Got my green before the weekend TLRY and SNDL!

Greedy_Appointment18

Been bullish on $SNDL, $OTLY, and $GRWG 👀

Phenway

SNDL

PuzzleheadedCost4829

SNDL!!!!!🚀🌕

Phenway

TLRY ✔️SNDL's turn is next.

TherionSaysWhat

Good for you, that one in particular seemed to do well this week. Gratz on the gain. Wish I had gotten some TLRY but decided to wait... Broke even on MSOS and MJ, still have some SNDL and holding. Guess we'll see how it goes.

MrSquigglyPub3s

Holding my SNDL

akimbokaz

SNDL had a huge push and has a ton of potential

PuzzleheadedCost4829

SNDL let’s gooooooo!!! 🚀🌕

akimbokaz

SNDL is a personal fave of mine

AnthonyQ50

Go SNDL

Worried-Ad-9077

SNDL

akimbokaz

SNDL is on the move as well, another good pick

alpineglo

SNDL ready for another leg up. Y'all like winning?

akimbokaz

SNDL doing well today

Alex8525

Why SNDL and TLRY are up?

Worried-Ad-9077

SNDL let’s go

Worried-Ad-9077

SNDL is the only weed stock I’ll invest in

Alex8525

Why SNDL TLRY up?

HereToTalkShop

SNDL looking good 

Spasticated

look at SNDL. best balance sheet in the game. profitable. cash flow positive. they're seriously undervalued

Beginning_Reward_487

Cannabis sector: $SNDL $CGC $TLRY

mdatto18

Come on SNDL take me to the 🌚

SinStockGuy

Pls trickle down to SNDL...🙏

Jessejets

10k yolo into SNDL

akimbokaz

SNDL is a personal play this week

NoRiskNoGainz

MSOS is the only weed ETF I know. People have been talking about SNDL and CRON positively recently. My fucking dumbass bought TLRY right before their earnings and went down 20% almost over night. So don’t fucking buy TLRY.

Spasticated

My personal fave for value is SNDL. They just turned profitable this recent quarter, they have 200 mil cash, 1 billion in revenue, and all for a 500 mil market cap. Weedstocks were so bearish that the stocks actually turned value.

AnthonyQ50

We finally have hope and some companies starting to show a profit for the first time. Go SNDL

AnthonyQ50

SNDL. Just became profitable and legalization will really help as they have large foothold in US

fjortisar

Has anyone been pumping $SNDL too? I hope not, pumping TLRY and SNDL are 2 of the signs of the marketacolypse

Mediocre-Procedure44

I called this RKLB days ago. Called PLTR Called SNDL. Loving earnings.

GuyOnTheCouch420

Yea and I think people don’t know the real value of the US stuff they bought - given 2/3 went bankrupt I’m sure it’s less than what they paid. I’d say almost everything they bought is worth less than they paid. Would you rather have the billion dollars they had or the assets they have now? SNDL played it better than Tilray or Canopy, but I’d still rather be in CRON’s position - sitting on cash ready to deploy and exclusivity with Altria. They could buy out SNDL all cash and still have more cash than anyone. Although I think PharmaCann is worth nothing.

Spasticated

man, the more earnings reports i see from MSOS the clearer it is to me that SNDL is a winner. they can't even turn profits while ignoring tax, and revenue keeps declining. on top of that their balacne sheets are SWAMPED with debt. ugly.

Forest_City_Frolfer

I just sold MTLC last week before they announced they redid their debt. They have the most efficient operations of any company I've seen in the sector, but their balance sheet is absolutely atrocious. Now that their debt is redone they doubled in value, and they are a bit too pricey for me to comfortably jump back in, so I jumped ship too early. ROMJ is a company that I really like. They've been on the verge of profitability for like 2 years now and just been unable to break even. They started selling vapes recently and that really helped their sales, and they just bought a production facility off medipharm labs. They still haven't shown any consistent profits but their balance sheet is decent, their operations are good, they were limited by capacity. I am a bit hesitant on them because the new facility will likely be expensive and that could cause them financial problems, but it was necessary for them long term. If there was more M&A in the sector they'd be a top tier buyout target for any company looking to take over the premium cannabis and topical niches. If they make those improvements to start posting profits I think they'll see similar price action I've also been watching OILS (Nextleaf Solutions) and DB (Decibel Cannabis) but haven't jumped in yet. I got burned on Decibel a few years ago and their balance sheet needs a hazmat suit. Oils turned a decent profit but they are a tiny operation, and they'd either need to get acquired, or expand and they aren't quite in a good spot for either. You are right about XLY being a big company now. They have a lot of assets and they are doing very well in sales. But for years Canadian LPs were essentially only (TLRY, CRON, ACB, CGC) and SNDL sometimes. So they had the most visibility and no one would touch the penny stock companies. It makes sense, these companies were household names at legalization and they've slowly burned that goodwill over the years since

IzK_3

SNDL down 70+% over the last 4 years. I’ve been in this at its height it has not come back at all since then

CherryNecessary2365

SNDL previous runner, and already has MSO in place via their Sunstream US division at an arms length. Once this is approved, acknowledged and included they immediately become a top 5 MSO :)

GeoLogic23

Ok..... You know what I'm asking. Why reply like this? lol What do you not like about OGI compared to a CRON/SNDL?

bananastock

Only 3 investable companies. CRON, SNDL and GTII.

destrylee

It sucks that we can't get SNDL's weed. I tried it in Canada, and SNDL had some good shit.

No_Leek_1398

$SNDL*

One-Yard9754

After SNDL came out with strong earnings in very interested in how ACB does (reports on the 6th). Could be some marginal strength in the better-operated LPs….. MSOs will continue to have weakness and compression, but if the hemp products get banned that will go a long ways come earnings even if it won’t be reflected for several quarters….

MontyNinjaPython

So. Some companies are swing trading with taxes. What's the problem? This sector isn't for the faint of heart. But seem to  think they have to play according to your morals. SNDL was a massive meme stock and they got lucky with gambling and joining in. Could have gone way differently. 

Joepfeely1

So this is just something to keep in mind for NCNA delaying its reverse split so now it's closer to their annual earnings report. SNDL delayed their split so it would occur right next to their earnings report and acquisition news. ZOM did the same exact thing so it would align with their flagship diagnostic system launch. NCNA doing this same split delay so it's closer to its earnings, seems very much in line with these past "catalyst positioning" moves.

Mediocre-Procedure44

PLTR on sale before earnings. Gonna be a repeat of SNDL & RDDT.

MontyNinjaPython

Is this you two weeks ago:  "I think we have got some time before that could happen still. I sold half of my SNDL today and I'll rebuy when it rolls the gap in the low $1.40s".  So the tax paying didn't impress you so much after all.