TLRY

FacetedSideOfTheMoon

I kinda owe you guys everything and to be honest I rarely think about it. I am the ultimate degenerate. Drug addict who quit heroin in 2011. No college education despite going twice. Bullshit jobs I always get promoted at fast but make no real money because I fucked up. Then I inherited some money and got into stocks. I was a real pussy at first dabbling my toes with $1000 on a pennystock. Made money, great. Eventually found potstocks and Canada was about to legalize. What a genius investment, I thought! A black market going clean so known sales and who wouldn't prefer to go to a clean shop with tons of choices. Cue fast money made and then faster money lost. A while later covid hits. Down from like $220k to $28k. Potstock portfolio was always one US legalization rumor away from being saved. But it never happened. Trump, Biden, Trump, no legalization, no pump, always down. But Aphria decided to merge with Tilray and you fucks for some reason got on the bandwagon. Maybe it's because TLRY was originally a low float stock that got pumped insanely. I don't really know or care but it fucking saved my ass. In the depths of covid despair I gave up all my shares and everything I had for LEAPS believing in this shit because I can't give up a fucking bad thesis apparently. The TLRY pump got APHA up hundreds of percent and my options were intraday worth about $450,000. I had sell orders in literally all fucking day. But I put them in a bit high and it kept climbing, so like a greedy fucking goblin I moved my orders up. Eventually the day ended with a down move, though still quite green iirc. I never got out. This ended up in my biggest single day loss. $124k. This was after my biggest one day win of just shy of 100k. I don't remember exactly when I got out but it must have been nearly immediately the next day for fear of not being made whole again from my goddamn recklessness. So I've rode it up and down and then to answer the question - I changed dramatically. No more single stock concentration, especially if it were to be options related. I never want to be that exposed again.

OwnPomegranate1932

you will not. move all the TLRY to CURA. Both are down a ton but you'll have better chance with CURA

TrophyWifeAspiration

TLRY calls

4Inv2est0

Canadian Rec is the prize. TLRY really screwed that one up imo...

4Inv2est0

SNDL and TLRY imo seem like a random assortments of cannabis and beverage assets.

SwordfishOk504

> Yes, TLRY cultivation is very efficient. You keep saying this, but you haven't said what makes them efficient. >Of course, understanding Canadian Legal cannabis is important here. Yes, and? That's true anywhere.

bunnyhunter80

I hope so as I have the stock too but as I learned from TLRY,seems nothing forces shorts to cover as long as they want to pay their premiums.

sagarassk

Without world wide legalization along with the second coming of Christ to promote TLRY, probably never.

ReeferMadness91

Man my average on TLRY is $19 😂.....what are the chances it ever gets above $10 again?

4Inv2est0

If you are talking specifically cultivation, I bet some would argue that TLRY is much better. VFF is interesting. They have really lost market share it seems though. I guess TLRY did too. Many thriving smaller businesses + OGI seems to be eating the lunch of the CRON, VFF, TLRY, CGCs of the industry.

GuyOnTheCouch420

Yea I guess I don’t understand how they are efficient then. Like low cost but it doesn’t all sell? And don’t they pay for the weed in stock or something? I honestly don’t understand each part of Tilray but know the whole doesn’t look pretty. TLRY isn’t in same league as like VFF tho right?

4Inv2est0

Yes, TLRY cultivation is very efficient. Of course, understanding Canadian Legal cannabis is important here. Extremely high taxation. Very limited advertising. Brand building is as important as cultivation, and if you are only recognized for one budget brand, and cultivate more than almost anyone, efficiency might not matter as much.

4Inv2est0

I didn't say I like TLRY as an investment. I like that they operate in Canada though, and their cultivation is extremely efficient. Is Canada still saturated? Seems like many cannabis LPs in Canada are now exporting to Europe. They can do that with excess supply, unlike US MSOs, given that Canada has a federally regulated cannabis framework.

4Inv2est0

Terrible, but as long as they have that cash balance they can buy most of the industry if they want. Imo the issue is that after they buy the first one, all values go up betting on who is next. For example, let's say CRON buys OGI, the value of LABS, LOVE, DB, TLRY, VFF would likely go wayyyy up, with investors thinking they would be next to be acquired.

4Inv2est0

Did you always believe in the alcohol industry? Personally I see the future value of a cannabis LP on Canada, with leading market share, but I am lost on why TLRY has so much revenue from alcohol and medical supplies. Total mess imo.

KAESLAX

The \*aggressively low\* limit buy order I set for TLRY several months ago got triggered this morning. It's down -75% in the last 6 months, absolutely brutal. Not sure why I even set an order to buy more. Masochism I suppose. This will be my final weedstock purchase. Godspeed everyone.

GuyOnTheCouch420

Long term for sure. Over the last year feels like ACB and Cron have definitely turned things around and are very different than TLRY and CGC

4Inv2est0

When are the earnings for ACB, TLRY, WEED, and CRON?

4Inv2est0

What's going on with OGI? Earnings on Monday morning. Looks like Australia is starting to get saturated with cannabis imports. Seems to be lots of Canadian LPs racing to export their product. Cronos, ACB, Canopy, MediPharm, TLRY, etc etc. Medical markets can only support so many imports before they cut it off and that will be very negative for companies with limited Canadian recreational cannabis market presence - like ACB and LABS.

4Inv2est0

Really? What's the TLRY market cap these days?

AverageNo130

Cannavesting reports BlackRock increased stake in TLRY by 7.71% on 5/2

asbestos_toothpaste

Don’t downvote my TLRY loss u insensitive jerk! My loss could b your gain. You should embrace it ☺️

asbestos_toothpaste

I definitely lost a few bucks on TLRY 📉

Gloomy_MTTime420

There’s zero growth potential in weed stocks. And trust me, no one supports MJ more than I do. Don’t get me started about the rot, ineptitude, and corrupt nature of $TLRY. I don’t trust Canadian companies in general, with $KRKNF as an exception. None of us know the future, but I’ve been trading for almost 20yrs and the weed boom and bust was almost as epically bad as the psilocybin stock implosion.

FoodCooker62

Yes I do not think that there is any industry that has produced such catastrophic losses sector-wide. Even the relatively succesful companies have seen a 90% or more decline compared to their highs.  Part of this is that the valuations were absolutely bananas. Companies like Tilray or CGC traded at 100-200x revenue at their 2019 peaks and 20-40x revenue at their 2021 peaks - while producing EBIT margins of -50% and net margins of up to -250%. There was only one way for stock prices to go from there: off a cliff.  The general issue, and why I think that this sector remains uninvestable, is that this sector has an insane ability to misallocate capital to bad actors. The highest valuations have always been assigned to the absolute worst performers. Liquidity is key: as long as your stock has high liquidity, you get infinite capital through dilution. Even now, after burning a combined 15 billion CAD of shareholder capital,  CGC and TLRY trade at a huge premium to other companies like HITI, VFF or OGI which have fared infinitely better in every sense.  The bad actors in this sector know that all they have to do is wait for the next meme-y hype run and then they can print some more shares and survive. Rinse and repeat. Some good news in MSOS? CGC shoots up 60% in two days. Print some more shares and another quarter is covered for. We need to see these companies perish before a sustainable uptrend can be achieved. 

GirlGenius26

Tilray to the moon! 🚀🌕 I own 21,500 TLRY shares! We need some good industry news! No reverse split! 💪🏼

4g70

Bullish on TLRY

The_Gucci_General

Damn, I hope so. I'm down about $15k on TLRY because I didn't set a stop loss 🙃

mrpuma2u

Trump admin may change cannbis to schedule 3, TLRY at about a 6-month low right now.

Skurttish

There’s positive news for weed stonks and TLRY STILL can’t move

nikmo86

Calls on TLRY. Be wary of the pump and dump though, it’s Hamberder Hitler’s signature move.

LeBaronDeSandwich

TLRY 💚💚💚

Elidan123

please, I got TLRY stocks 90% down, I just keep them as souvenirs at this point. 

mrpuma2u

I will give Tangerine Toddler this, they do say "phuqit" to previous regulations. It would be somewhat ironic if this is the admin to pull off rescheduling cannabis. Calls on TLRY.

Flimsy_Oil6271

MSOS, CGC, TLRY have bull flags based off news that Trump’s pick to lead the DEA wants to prioritize reviewing medical marijuana.

PeanutButter91

Best option for a Canadian to get exposure to a wide range of cannabis stocks? I used to have HMUS but they closed the fund. I also still have TLRY and WEED, but would like to diversify. Do I just buy MSOS even though it’s USD?

LeBaronDeSandwich

TLRY short interest 18% 

GirlGenius26

I was way early! Been buying shares of Tilray for almost 5 years! I’m up to 21,500 TLRY shares!! LFG Tilray!! 🚀🌕

J_da_CPA

TLRY high af

Basilthebatlord

idk why Cannabis stocks are popping but I just bought 50 TLRY $0.50c for tomorrow because fuck it's close and if there's some news about rescheduling that we haven't heard about publicly yet then $$$$

K_getts

TLRY coming from behind now putting in a daily engulfing candle up 10%

RolandFigaro

When Aphria was at $30 ish I sold 60% of my position, but I wished I wouldve listened to my gut and sold it all. TLRY was a heavily diluted company even back then.

sanmeade32

Seriously, it's pathetic. It's like the Canopy and Tilray CEO's are seeing which LP can burn the most shareholder value all while enriching themselves. The fact that Irwin Simon gives himself mid 7 figures compensation while being down 75% for the 1 year, and 97% on the 4 year chart is insanity. He should've been axed long ago. I see no bull case for TLRY while he's in charge.

RolandFigaro

Oh TLRY....

RealEstateWindsor

https://www.reddit.com/r/TLRY/s/TNvLxiCroB Brain rot? Amnesia? Good luck.

RealEstateWindsor

I just seen you're a mega supporter of TLRY. Now I understand your hopeless bitterness lol, I wish you luck. Regarding your last post, it's pretty hysterical considering you're 2,3, and 4.

Michikusa

What is the consensus on TLRY here? It’s been a few years for me but back then it as considered on of the better options. It’s at a 5 year low I feel like it’d be foolish to not take a risk on it

Michikusa

Weed stocks like TLRY at 5 year lows. I feel like it’d be dumb to not take a chance. Potential upsides could be huge. I’m talking like throwing $1k at it and just accepting it’s gone, then see if something happens

TYUKASHII

you can get 1000 shares of TLRY for less than $500

JayRoo83

Holy shit, you ever click the Robinhood top 100 most popular thing? It's like a graveyard of WSB's biggest failures. GME, AMC, SNDL, TLRY, PLUG, NOK, BB, etc

MatrixOrigin

Lol Irwin has destroyed so much shareholder value with that MMEN debt. The comments on r/TLRY are sufficient, nothing to add here.

DapperGovernment4245

No if we do TLRY what will I sell in December to offset my gains? Ehh the way things are looking pretty much anything will work since everything will be down and I’ll have no gains to worry about. So objection withdrawn.

NeedTheMunyon

I choose TLRY. Let’s push it so high weed becomes legal worldwide

heliumbox

Because if TLRY can't dilute TLRY can't buy more shitty brands, if TLRY can't buy shitty brands Irwin can't get a fat bonus. Without buying more revs TLRY will continue to have worse and worse ERs that they can't obscurate as easily.

ApostleThirteen

It WILL pass, easily. Most TLRY shareholders probably WILL NOT vote, and so many holders are with brokers that require voting "subscriptions", or your vote is with the broker of the shares. If it doesn't pass, watch out! that means the 10% institutional ownership doesn't believe in it, and if you've been "reluctant to trade" (used in lieu of 1000 derogatory terms), you better if the split isn't approved... if only because it's better to shove a fistful of pennies up your ass than your fist.

jgreddit2019

Ok Tlry has 1 bil shares already. Lmao. Another search showed that tlry only did one other RS and it was tiny “Tilray Brands (TLRY) has had one reverse split in its history. This reverse split was a 1:1.19, meaning 1.19 shares before the split became 1 share after the split. “ I think they are good for liquidity. I genuinely find this news so suss. Why announce it when you know folks won’t like it AND when it’s likely to not have the votes. Personally I think shorties are gassed and out of runway. When Mag7 crashed retail Stonks were more or less already bottomed out. Time to squeeze these criminals imo

youngbutgood

Institutional ownership for TLRY is 10%

manualCAD

Are you trying to say buy the underlying names? Getting any of these names in the MSO space back to ATH seems very unlikely, which means MSOS the ETF is useless for anyone holding bags above the $15-$20 range. I don't even know what the ATH for TLRY will be after the split ....like $2k? Lol

manualCAD

TLRY gave us a great opportunity to argue about reverse splits again 😁

growgain

I sold all my TLRY after that AMA. I guess I should be thanking Carl now.

TomorrowLow5092

correction, I mean everyone but TLRY, LOL.

Ill_Relative_4648

Ahahah TLRY squeezing with over 1 billion shares outstanding! But don't talk nonsense, it's headed for a 1/50 reverse split... what fools!

sergiu00003

If looking for another squeeze candidate, I have 3 on my list: TLRY - shortings starts to build up but not yet into dangerous levels. Might pump hard if rescheduling comes. Then CLSK - shorters are in control and quite confident. If bitcoin rallies suddenly, they might be trashed fast. And my favorite now, WOLF. It was artificially pushed down hard and shorting is getting into dangerous territory (although, whoever orchestrated the 50% drop, probably wants WOLF to go into 1.5$ range). If I'd have to bet, I'd say we will see first WOLF, then CLSK then later this year TLRY. All probably going to squeeze like HTZ or more. If you play with puts on any of them, would recommend watch the signs, there might be a time where CALLs will print.

thec4nman

AMD is the new TLRY

GeoLogic23

I don't think CGC or TLRY have been the largest cannabis companies for a long time. That would be Curaleaf and Green Thumb, right? And VFF is spiking just as much? More than Tilray even. I'm confused what exactly it is you're upset about here?

FoodCooker62

CGC and TLRY diluted for half a billion CAD in just the last 12 months alone. Thats the market cap of OGI, Auxly, VFF, Decibel and Rubicon combined with some left over just for the hell of it. These funny meme spikes are only prolonging the sector being an uninvestable cesspool. Troll tier sector until the troll tier companies stop being the largest. 

UsedState7381

CGC and TLRY are doing the funni... Hmmmmmm I wonder if the MSOs are gonna follow suit?

Many_Easy

I call BS. TLRY market cap about 38% higher than SNDL.

FoodCooker62

Like clockwork, every couple of weeks there's a jolt of gambling liquidity nesting in troll tier companies names. CGC and TLRY shoot up 20-something percent, they get to dilute some more and the status of the sector as an uninvestable shithole is further cemented.

papahubert

You know i was thinking about market caps before commenting , but i figured with TLRY free fall it’s no point. And nah , im unfortunately a TLRY bag holder since before the Aphria merger. Still kicking myself for not selling lol

Anxious_Marzipan_881

When focus becomes banking or schedule 3, TLRY will have its largest squeeze ever. 100B market cap will become a reality. It will happen when least expected. Judging by TLRY’s performance lately, seems like it’s least expected about now.

wsbgodly123

TLRY is the Harvard of WSB

Beginning_Sentence69

What if we do both Chegg and TLRY. Are we winning son?

Kommandant_Milkshake

TLRY is a dogwater company that has lost me a couple thousand.... however, according to [https://fintel.io/ss/us/tlry](https://fintel.io/ss/us/tlry) they're ripe for a short squeeze. Has me contemplating buying back in, maybe 1000 shares.

Direct_Turn_1484

Been a minute since I lost money on TLRY.

throwawayainteasy

I'm possibly the only investor to ever make money trading TLRY on complete dumb luck. That thing is green like once a year.

Automatic_Animator27

TLRY taught me about losing money when I first started investing in 2018

Independent-Tree-985

Dont make the mistake of getting trapped at 490 when the market is at 550 Ask TLRY bros how it feels. Ask NVDA 140 bros how it feels

MAkrbrakenumbers

You guys think TLRY is gonna get delisted it’s looking bad for cannabis

DA2710

And under martial law you will be able to have full control over your 10 dollar TLRY investment? No way!!

Blue_Raven_AZ

Lots of GME, LCID, BITO and a little TLRY on the side for seasoning 🍻🍻🍻🤦

TheRootOfMostEvil

Buying TLRY is literally stealing money at this point

0therSyde

Jesus I am SO glad I knee-jerk dumped everything on the election dump. Now I only have to regret still holding a few dozen $1.50 Jan2026 TLRY calls, as those are basically dogshit at this point as well, but at least I got out of the rest of the names before they dumped another 50%+. This sector is absolutey _done_ for the foreseeable future, short of a literal miracle.

Apprehensive-Sky-248

TLRY currently low of day -12% MSOS holding on to 1% green

TomorrowLow5092

I love TLRY optimistic views after 12 straight qtrs of losses. /s

arthas-98

Since I don't know anything about Curaleaf I can't say, the only stock I'm invested it's for my disgrace TLRY

bulltobear

Anyone know what the shares used for? Last Q primarily for the ATM & \~10M shares issued to settle TLRY 27 Notes. Maybe they used shares to settle debt this Q?

Ok_GAINZ

This place is so beat down, the TLRY bros didn't even show up to pump shit earnings this mornings. 

GeoLogic23

I mean they don't really "need" to dilute with the cash they have. They will probably hit the ATM more when they can, but they don't "need" to right now. Agreed most people simply look at the total net loss number, without consideration for write-downs, so it is likely going to look very bad for Tilray. We will have many people today asking how Tilray could "lose" hundreds of millions. TLRY isn't in any danger whatsoever of being bankrupt though, despite how much many want them to be. They could easily have years of continued dwindling stock price and having to sell assets, but no way they are actually going bankrupt for a long time.

sdkiko

Yeah they are writing down everything. I was coming at it from the perspective that the stock price is so hammered and already at delisting risk (so we know split/dilution is inevitable), now is not really the time to be posting a god awful EPS like that, goodwill or not. Honestly at this point they can go away. TLRY should go bankrupt and sell broken coast to someone competent. CGC should do the same with S&B. But that's just like, my opinion man.

Apprehensive-Sky-248

TLRY has gone from +7% green to -3.5% red MSOS is still green 1.5%ish on the back of 2% iwm which it has been trading similar to the last few days

UsedState7381

Odd, folks usually have this argument against MSOS, not TLRY.

alfapredator

Don't know if we are at the TLRY stage of the rally yet my guy

MarginCuck

TLRY is a dumpster fire of cat piss drenched in dog shit coated in horse cum.

ComedyGrappler

TLRY better beat earnings in the morning 

tonebastion

Just checked in on TLRY for the first time in a while and I'm down 96% 😂 Good thing there is more to life

Lettsgobaby

Bout to buy a couple more bands worth of CGC and TLRY

GinOnIce

Loaded up TLRY

Apprehensive-Sky-248

TLRY’s open interest on calls the next 6months out is significantly lower than what it had been the prior 1 year.. many option plays on TLRY have been 0’d out & expired.. now almost no one has any .. up side speculators have been exhausted TLRY is also essentially the poster child for the weed stock ipo bubble.. it received more cnbc air time than other names at this point TLRY is a seriously hated name there would b a strike of irony if it has the upside earnings surprise to give the sector a pulse

arthas-98

If his job was selling hopium TLRY would be the most wealthy company