SNDL

Love2Garden860

I’d like to point out SNDL’s transition to profitability in 2025, robust balance sheet with a large cash position no outstanding debt, strong growth in its cannabis retail and operational segments, and the use of data analytics to inform its retail strategy. The company's strategic investment portfolio is also a key asset, and SNDL owns approximately 8.2% of its competitor high tide (HITI) This minority stake, acquired in 2025, was viewed by some as a strategic investment in a key rival and a validation of High Tide's business model.

Love2Garden860

That’s why my money is with the Canadian LP’s like SNDL & my political commentary is in other subreddit’s that focus on things that aren’t exclusively pro cannabis! 😁

TunaMan_DFish

SNDL No debt and financials improving each qtr. If rumored pot reclass happens, SNDL (along with other pot stocks) will skyrocket. I just like SNDL over others due to their good financials.

mdatto18

SNDL

Alpha_T10

I'm in SNDL balance sheet looking good so as the charts. Meme stock though but who knows where it goes from here got some leaps just in case + some shares i've been in from long.

Alpha_T10

Buying more Jan 26 and 27 calls for SNDL. Awaiting Potus for reclassification news.

Alpha_T10

Anyone noticing the cannabis sector pump especially meme stock SNDL? What's the outlook here?

Trayeboujee

SNDL made a great mo e acquiring 8.2% of their shares

Trayeboujee

Great investment by SNDL

sdce1231yt

Honestly hilarious for an SNDL shareholder to make HITI earnings about themselves.

Trayeboujee

In the second quarter of 2025, the Company purchased 2,272,645 common shares of High Tide, which, combined with the 4,350,000 shares purchased up to March 31, 2025, resulted in a total position of 6,622,645 shares, representing 8.2% ownership as of June 30, 2025. [https://sndl.com/news/news-details/2025/SNDL-Reports-Second-Quarter-2025-Financial-and-Operational-Results/default.aspx](https://sndl.com/news/news-details/2025/SNDL-Reports-Second-Quarter-2025-Financial-and-Operational-Results/default.aspx)

Love2Garden860

I agree with you, & also 8.2% SNDL’s moment in the spotlight 😁

Love2Garden860

I can see why you'd want to keep the focus on HITI's earnings, but I think the SNDL investment is part of the story. The fact that they've built up an 8.2% position on the open market without a formal agreement with High Tide's CEO, Raj Grover is worth discussing. It shows that SNDL sees value in HITI and is willing to invest significantly, even if they aren't looking for a partnership or takeover. The VFF sale is also a good point, or it could also show that SNDL is actively managing its portfolio, selling shares when they feel the value has been realized and buying into companies like HITI that they see as having future growth potential. It seems like it’s a win for both companies. And this is a weed stock subreddit 🤷🏼

the_mammynun

Are we really going to let a SNDL thread hijack HITI's great earnings release? They bought 8% on the open market without ever discussing with Raj. They could sell it just as easily like they did with their VFF shares. Long $HITI.

Love2Garden860

6,622,645 shares, representing 8.2% ownership as of June 30, 2025. (https://sndl.com/news/news-details/2025/SNDL-Reports-Second-Quarter-2025-Financial-and-Operational-Results/default.aspx)

Trayeboujee

This would also be really good news for SNDL!!!

Best_Fill2442

Wow\~ I didn't know about SNDL froze... That's as crazy as when they disable the Buy button for GME frenzy. I thought they learned their lesson from GME though, who knows?!

Kbarbs4421

I could also happen months from now. It could also be a sell the news top. Your knee jerk dismissal of covered calls as pucking up pennies is a bit daft given the realities of this sector. Over the past couple months, covered calls have generated thousands of dollars in earned income for me. They've helped reduce the costs basis of my core significantly, well below current levels. In the meantime, you've likely held long telling yourself tomorrow, next week, the next....and watched your share lose 20% off the recent top. I'm not trying to attack you, just pointing out that your rhetoric nd fomo doesn't fit reality. Just for example...as of this morning (deep intona reversal) you could still sell an Oct $3 covered call on SNDL for $.30. That's a 12.5% gain on current share price. And the strike+premium is nearly 40% upside from here, well outside of the recent $2.70. Is that trade really more foolish than diamond handing a long position because you expect imminent news on the basis of some remarks the President made offhandedly weeks ago in response to an unexpected reporter's question?

Drblizzle

They froze the accounts of everyone holding SNDL when it popped and cost me $24,000. Still not over it. Still holding that garbage. I’m not bitter. But seriously, traditional brokers did not pull that shit.

Trayeboujee

Let's go! Good news for HITI means good news for SNDL

Any_Listen9792

$SNDL 💯

Ausdummer

$SNDL

Greedy_Appointment18

$SNDL tomorrow!

frumpydrangus

Dumbest stocks I bought in 2021: SNDL, BLNK, BB, PLUG, GOEV, NIO, DWAC (DJT), USER, QS, WKHS

Love2Garden860

A delay in the rescheduling could also benefit Canadian company SNDL by creating a longer window to prepare for a more competitive U.S. market. With a healthy balance sheet and existing U.S. investments, SNDL could acquire American assets at a discount and build its presence before a potential wave of new, powerful competitors emerges Canadian licensed producers can’t directly operate or hold cannabis assets in the U.S. while it remains federally illegal. However, they have used holding companies or financial vehicles like SNDL's SunStream to invest in the U.S. cannabis market.

Love2Garden860

SNDL's SunStream Holdings USA is a private, independently managed platform designed to give Canadian-based SNDL indirect exposure to U.S. cannabis assets. They set it up this way to keep compliant with the NASDAQ . SunStream USA's majority equity interests would rank it among the top 10 multi-state cannabis operators

SwordfishOk504

How would SNDL benefit from rescheduling?

Love2Garden860

So I’m curious what everyone’s top weed stock pick is, if rescheduling were to occur this year, & would that choice be different if it took longer and why? As for me, I’m all in on SNDL, I know it’s debatable, but I feel like they are well positioned either way.

Kbarbs4421

Love that SNDL reaction @ ~23:30 Sundial is remarkably strong. MSOS had a hand in thst, no doubt. But there's clearly more to it than that.

Love2Garden860

I know many are getting impatient & are ready for some positive new on rescheduling from Trump. I’m afraid we might not see it anytime soon . In the meantime I will continue to accumulate more SNDL because it’s stock is not dependent solely on cannabis rescheduling for its survival, but the prospect of U.S. federal reform remains a key catalyst that could unlock significant value from its investment portfolio. That’s probably why MSOS has been also invest investing in SNDL.

SimilarTap1419

SNDL is where the 50 bagger will be.

alpineglo

SNDL out here holding up the entire market like y'all holding your dicks... and GOOG too I guess.

alpineglo

erection forming on SNDL chart

alpineglo

put your dicks away and buy SNDL

Regular-Type-7548

SNDL getting coverage initiated with a $5 price target

mfairview

MSOS cash dropped from 18m to 14m yesterday but they only bought 2m worth of SNDL and VFF. Where 2m?

Humungusminimaglight

jungle.java Dan made a few buys today for the AdvisorShares $MSOS ETF and here are the changes that he made to the holdings for September 2, 2025. Cash position $14.38M vs $18.46M Current NAV $5.09 Closing Price $5.16 $MSOX NAV $9.76 Closing Price $9.52 $MSOX had an inflow today consisting of 100,000 share creates valued at $976,000. $VFF 300,000 $SNDL 350,000

UsedState7381

https://x.com/TheDankInformer/status/1963035985777684493?t=rNUBq8Dg_93ym0V5Q8LMhA&s=19 No inflows today, the ETF lost about $70M worth of AUM on today trading alone, and deployed about $4M of capital into VFF and SNDL even though they still dumped, hard. Oof.

SneezyPorcupine

I am both a High Tide shareholder and a proponent. I’ve also been in the green on my long held investments for some time now and follow the company’s financials and progress somewhat closely. The reason why it doesn’t get the attention it “deserves” are a few fold but in my opinion somewhat simple. First, they’re pretty much a retail-only business. They’re not plant touching and are for all intents and purposes a reseller. On that measure, I’d argue they aren’t even really in the cannabis business. They’re in the commercial real estate business and should be getting compared against other retailers (Couche Tard, Lululemon, Aritzia, SNDL’s retail division, etc.). Getting good leases and dollars per square foot is do or die in that arena. And credit to them, they are doing generally well on this front. Despite many challenges over the years, Raj has shown generally good acumen, which I attribute to his savvy as a longtime retail entrepreneur. The larger issue is even despite their dominance in Canada and the millions of dollars in quarterly revenues to back it up, they are still just taking a share of what is ultimately a rather small pie. I don’t really consider them to be measured the same as an MSO in the US who can own nearly as big a retail operation in a single state AND have the vertical integration to sell its own products. That’s not to say you can’t make good money on it. I hold it because I’ve gotten slapped around in all my pure plays cannabis cos and t’s nice to hold something that while quasi-related to cannabis, also shields it from its many downsides by being a “boring” retail business. While I do think the future remains bright for HITI, I consider the recent share purchases by SNDL and the investment by CRON as bellwethers that the bigger guys are going to eventually make a consolidation strike against them. If the former manages to do that at an attractive valuation, they’d become the definitive cannabis retailer in Canada by footprint, but these are longer term considerations. For now, I continue to hold for the quarterly improvements that have rewarded me and wait to see if macro changes have a more profound effect on share price.

Love2Garden860

While memories of SNDL's meme stock past may linger, the company's evolution and recent financial performance demonstrate a clear pivot towards becoming a fundamentally-driven, diversified investment. It’s good to evaluate a stock based on the business it represents today, and SNDL's current profile is far removed from the definition of a speculative meme stock.

-NoHopeWithoutFaith-

SNDL, no matter what you say or see, is a company that will not exist in 5 years because they continually screw over customers and it will catch up. You should read reviews of them and not only look at #s. Find me a happy consistent SNDL cannabis customer and I'll buy you 1000 shares...they dont exist.

MeetIndependent1812

My league of hopefully future winners are as follows: -lean, mean and fast - VFF and HITI -medical and international - ACB (heavy bags though) -sleeping giants that move compared slow but steady SNDL and CRON -big boy but oh boy been you lagging behind - TLRY Then I have also some in Cresco and CGC. Those are to me like the funny siblings. Who knows. Might become doctors one day or end up in smoke.

Lebempe

SNDL management put in a ton of work to turn the company around since 2021 and now they are one of the only companies out there with their act together. They are about to announce closing of Skymint receivership and Parallel should be shortly after. That would put them in Texas, Florida, Michigan and Massachusetts.

MrSquigglyPub3s

SNDL all the way baby!!!

One-Yard9754

You do realize that SNDL only has the balance sheet as strong as it is because they diluted the hell out of their stock in 2021? And then flush with cash, they expanded into alcohol sales and only recently (eg last couple quarters) finally got their act together.

Unhappy-Grapefruit88

SNDL

Trayeboujee

SNDL for the win by far, it's wild how many nay sayers there are amongst the space about SNDL, I wish people would actually do their dudiligence, be their own voice in the space and make smart financial decisions. SNDL to be the one of the top 3 companies in the world, hands down.

Love2Garden860

SNDL is definitely worth paying attention to! SNDL has strong financial footing: The company has a solid balance sheet with a significant cash position and no outstanding debt, providing a foundation for strategic growth and resilience in a volatile market. Path to profitability: Recent financial results have shown positive operating income and net earnings for the first time, suggesting a move toward sustained profitability. This is supported by improved gross margins and revenue growth that is outpacing the broader Canadian cannabis market. Strategic diversification: SNDL's business model is diversified, extending beyond cannabis operations to include a profitable liquor retail segment. This provides a more stable revenue base and financial flexibility compared to many of its peers. Effective leadership and acquisitions: SNDL's management team is seen as making sound strategic moves, including leveraging its cash reserves for profitable acquisitions that expand its market share and competitive position. They have also implemented cost-saving initiatives to improve operational efficiency. Future growth opportunities: The company is strategically positioned for potential future growth, particularly through investments in the U.S. cannabis market via its SunStream Bancorp joint venture, which lends to and invests in cannabis business in the U.S.

Turbulent-Pen8374

SNDL way undervalued and underrated

Love2Garden860

SNDL is also worth paying attention to. SNDL has strong financial footing: The company has a solid balance sheet with a significant cash position and no outstanding debt, providing a foundation for strategic growth and resilience in a volatile market. Path to profitability: Recent financial results have shown positive operating income and net earnings for the first time, suggesting a move toward sustained profitability. This is supported by improved gross margins and revenue growth that is outpacing the broader Canadian cannabis market. Strategic diversification: SNDL's business model is diversified, extending beyond cannabis operations to include a profitable liquor retail segment. This provides a more stable revenue base and financial flexibility compared to many of its peers. Effective leadership and acquisitions: SNDL’s management team is seen as making sound strategic moves, including leveraging its cash reserves for profitable acquisitions that expand its market share and competitive position. They have also implemented cost-saving initiatives to improve operational efficiency. Future growth opportunities: The company is strategically positioned for potential future growth, particularly through investments in the U.S. cannabis market via its SunStream Bancorp joint venture, which lends to and invests in cannabis businesses in the U.S..

Love2Garden860

During the past week MSOS has consistently acquired shares of SNDL. This increased investment appears to correlate with SNDL's recent positive earnings report and the strategic positioning of its Sunstream USA division to become a significant player among US multi-state operators

mfairview

Looks like MSOS picked up a ton of SNDL shares yesterday (they're holding 1.25M shares now) whereas they only bought about 55k shares of VFF (currently at 2.39M shares). With VFF, possibly, the only green stock in the sector (+5% rn), perhaps they're concentrating on VFF today?

Regular-Type-7548

SNDL to $3

pincandies

yea and i'm mostly in 2026 options for CGC but need to roll them over to 2027 soon.. SNDL will be my long term hold, hopefully converting some more of those CGC options into SNDL

Humungusminimaglight

I got in at 2.11 when I realized that MSOS added SNDL frequently.

bubblesuitcase

Is anyone here invested in SNDL? It’s making new highs daily recently. I have a small position that I’ve had forever, but thinking of averaging up on this one…

mdatto18

SNDL just keeps on going up.

SensitiveItem1259

SNDL, cannabis, together

SensitiveItem1259

SNDL 🌱

SensitiveItem1259

SNDL 🔥🧨

Alex8525

Why SNDL and TLRY are up?

Alex8525

SNDL

Remarkable_Garage727

SNDL also

theduderino38

1000 long shares on sundial and 600 long shares of CGC. God no- only 10 options for SNDL and 10 for CGC…

theduderino38

I hope so I added some calls this week to sundial and CGC. In addition to my long shares, 1000 SNDL and 600 CGC.

Remarkable_Garage727

What MSOS will SNDL partner with or buy once reschedule happens? Speculation

Love2Garden860

At least we can both agree that SNDL is a good investment!

Love2Garden860

Perhaps you’re right, but MSOS purchase of Canadian cannabis company SNDL stock is significant (over a million shares this week) because it indicates confidence in SNDL's US market strategy and the broader cannabis industry's outlook. For MSOS, which focuses exclusively on US operators, buying SNDL represents an indirect bet on the future of US cannabis policy and the success of SNDL's unique cross-border model.

Regular-Type-7548

Been saying it 2 weeks SNDL

Kbarbs4421

Agreed. But only a few have crossed so far. LPs led the way with VFF being the first to cross followed by CRON, OGI, and most recently SNDL. On the MSO side, TRUL and CURA have crossed while the other top tier names are currently approaching.

the_mammynun

The best thing SNDL has done for shareholders is to buy HITI stock. 

the_mammynun

Why SNDL/SS would ever want to own Parallel at this point is beyond me. SNDL over ambitiously tried to promise shareholders a US entry and spent a lot of cash and legal fees to do so. That's what happens when you have a ton of cash and no business acumen whatsoever.

Regular-Type-7548

Anyone watching 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 🚀🌝