VFF

FoodCooker62

Classic VFF, -10% since open. 8 cents of GAAP EPS is not enough. You got to adjust the hell out of these numbers,  burn 100 million and double your share count in 12 months. CEO should increase his pay by 400% and only then can you expect to get that sweet sweet meme multiple. 

Flipside68

Chron should start buying some big time assets like VFF

tstrand1204

VFF is a very attractive M&A target

FoodCooker62

First thoughts; Strong quarter, though not a blowout like last year., 8 cents of GAAP EPS is no joke. YoY comparisons look rough optically but Q3 last years results were not sustainable in the long run. Current results are relatively unimportant... The question is whether they can scale production (40 additional tons coming out of Canada and 8 tons coming out of Holland) while defending margins. It is surprising that they are already taking steps towards expanding Delta 1 production. I also did not expect Monahans coming into the picture for production. Interested to hear management commentary on this.   Balance sheet is A+ with $176m of current assets ($120M of which is cash & receivables) vs $112M of total liabilities.  They already have 0.17 EPS for the first 9 months, which is very strong. At current EV of about $300M, which doesnt account for very extensive greenhouse + indoor growing infrastructure, the company is valued very low. With m&a picking up and VFF trading at a similar valuation for what Aurora was bought out for (which has vastly lower profitability and a nuked capital stack), The selling point for Auroras takeover was EU GMP capacity and VFF is top dog in terms if EU GMP growing footprint. So yeah good report and no reason to doubt the course. 

Humungusminimaglight

Great report VFF!

Ok-Tailor9373

VFF up until late 2025 was still down 95% from ATH. HITI doesn’t grow their own weed they are a reseller of all brands, so of course they didn’t run into the same issues as the LP’s back in the day. Brick and mortar auxly is the only one in all of weed stocks to actually produce respectable gains.

Scout_72

Not VFF Or HITI

Unable_Brilliant6652

The answer to the question is VFF!

Forest_City_Frolfer

Canopy has fallen below ACB, VFF, SNDL and it looks like it will fall below XLY soon enough. Canopy is on the verge of irrelevance

dreamgreener

I like my weed legal and tested Companies can still make money -Chron Auxly VFF and Ontario has started a crack down on illegal growing

GuyOnTheCouch420

every stock is. Not just VFF

lifetwoshort

VFF getting smoked right now. Any idea why?

Imaginary_Rooster622

VFF could work

dreamgreener

GTI fins out today aftermarket and I agree they need to push a growth agenda whether that’s a takeover of someone like VFF would be wishful thinking

vff83

The unfortunate thing is Texas is a massive windfall for VFF but I don’t think the share price will react as the market is not giving them credit for their Texas assets. I would think he stays the course and waits for 100% certainty before allocation the first dollar

OleBombadil

Both Talarico and Hinojosa support recreational in Texas. I will be curious to hear if VFF starts discussing what to do with the Texas assets.

steph31199

What doors does VFF open exactly ?

Plus-Parking-7846

GTI's growth is pretty stagnant and VFF opens up a lot of doors while executing a similar approach to business management.

BoJo_Nose6969

VFF makes more sense to me, but who am I? 

SuzyCreamcheezies

VFF up 10%.... it looks like they hope to be bought out next.

SwordfishOk504

I like VFF but their PSF team in Canada is far too top heavy with overpaid execs who think they are a high end craft company and not a good, mid-tier, value-based low cost greenhouse grower. If they can cut the fat and prove they can operate leaner, I'm all in.

TomorrowLow5092

CGC has value but can't make a dime of profit, they should sell everything and close up shop. TLRY is trying to catch lightning in a bottle, but keeps burning the investors and will also never be profitable. Tune in to the next VFF presentation to watch how profits and good product are produced. VFF is The Boss!

Forest_City_Frolfer

VFF and SNDL now have a larger market cap than Canopy Growth. How the mighty have fallen.

Orennji

Reminds me of my VFF sell order that triggered when some idiot fat fingered it up 20% for a split second in 2018.

Humungusminimaglight

Beacon Securities have a $8 target on VFF. Would be nice to reach.

No_Love_Gained

So they mention HITI and VFF..feels like the tide's finally turning with likes Tilray and cgc no longer being the lead stocks for the industry

GeoLogic23

Hemp actually fixes a lot of those issues. It's not a food source like corn. It grows in harsher conditions with less water, so it can utilize poorer soil and limit deforestation. It actually sucks carbon as it grows (better than trees), so it's not such a problem to grow like palm oil. It can be used in hempcrete to suck carbon, with concrete being a massive part of our carbon footprint. The reasons go on. Companies like VFF have been focused on clean energy like methane for a while now, and you can produce methane from hemp/cannabis waste. Maybe not a coincidence that VFF has long been connected to Texas. Right now there is a major hemp biofuel project down in Panama through SGP BioEnergy. That company has lots of funding, and are partnered with massive company Honeywell (Texas) to replace fossil fuel products with hemp products. https://www.honeywell.com/us/en/news/press-releases/2024/10/honeywell-and-sgp-bioenergy-to-develop-plant-based-biochemicals-reducing-industry-reliance-on-fossil-fuels "Honeywell will develop the new technology that enables plant material to be used as feedstock for biochemical production on an expanded scale. SGP BioEnergy will provide the infrastructure, workforce and second-generation feedstock, including industrial hemp, for this initiative"

FoodCooker62

Glass house is like  VFF from Temu

TomorrowLow5092

The elections and impending impeachments is the only thing on the menu. DT is done with this issue and does not care. Everyone in the industry wants a solution but apparently EU GMP is the way to profits. VFF is the Boss! Profitable and expanding operations. The US is corrupt AF.

GuyOnTheCouch420

Pretty sure CRON and VFF facility are each much bigger than ACB combined facilities. But also i think they aren't really competitive with each other - VFF value, CRON mainstream, ACB premium. Yea MM seems level headed and trustworthy. Doesn't have a long list of making promises and predictions that are super wrong lol. Cant say the same about... I think Boris knows his stock is overvalued and sees an opportunity to backfill with hard assets, cash and market share

Scary-West2966

Acb despite being a smaller company has 5 eu gmp certified facilities compared to CRON with 1 and VFF also with 1. Aurora is more advanced in this field and I believe better equipped then anyone to navigate the changing regulations that are gonna occur in the states. It’s also not hard to see the difference between Miguel Martine compared to Boris with Curaleaf. Miguel comes off as a man I trust with expanding us into the states. He’s acting out a 5 year old plan that is finally paying off. Boris just wants to come in at the final hour to pick us up for the cheap after years of work.

GuyOnTheCouch420

CRON and VFF both are more profitable today while in rec and medical. VFF has net cash but less net cash than Aurora. Still given the cash flow and asset base it’s a cleaner story imo. CRON is obv an outlier but multiples more net cash and has cash flows from both operations and income and a very active buy back. OGI less clean. Not sure what to make of them especially given the sanity earn out and how much dilution that will be. Feels less focused. But still I’d say with sanity they are deeper than ACB in Germany now. Will get a better idea of numbers post consolidation and post insurance reimbursement going away. TLRY like OGI is all over the place. But still deep in medical markets. Overall I’d say CRON and VFF cleaner stories with more capabilities and can win in both medical and rec. ACB is prob next cleanest and focused on medical. TLRY and OGI big med exposure but dilution machines and TLRY univestable. Risk/reward might also be worth decibal and Cannara, but I haven’t really finished looking at them so DYODD. You could also go long Auxly along with ACB. Then you constructively have exposure to both intl med and rec

GuyOnTheCouch420

What about VFF, CRON, OGI, TLRY, DBCCD, etc. all are also exporting to multiple markets like ACB is. None including ACB have pharma pathway except for jazz pharma.

Humungusminimaglight

MSOS buying with a deficit of ($12m) $CURLF 50,000 $AAWH 100,000 $VFF 50,000 $LEEEF 200,000

GuyOnTheCouch420

i actually think it's better that this happened for TRLV (i also don't think this really means much anyway but to the extent it does). Basically TRLV whole business (at least bottom line) is medical. Future growth or at least what I can tell is Georgia and Texas medical. None of that affected by AU S3 delay. TRLV also hasn't really shown it is good at rec but is the best at medical from what we've seen. I actually think it would be bad for TRLV if Florida went rec. Why change what they are dominant at now? And whether we like to admit it or not, there is definitely limited capital going into cannabis right now. I dont think the dams fully open to big institutions until theres full federal legalization or companies start showing massive growth again. So with that in mind there are only 2 big board listed companies today in the US - TRLV and GLAS. GLAS is absolute trash. So anyone looking for present day US exposure goes to TRLV. (Side note: SNDL has some US exposure but it's smaller part of their portfolio. CGC i think is losing their US exposure. VFF has a greenhouse in TX but no license. CRON and OGI have big tobacco partners and could build but haven't today yet. So i just left those out and limited to TRLV and GLAS) If adult use gets rescheduled, CURA, GTI, VRNO, etc all will uplist. And that is more capital competition for TRLV. So while the fundamentals don't get changed, the premium might. Obviously i bought the dip haha.

No_Love_Gained

Anyone looking at VFF..it appears pretty unaffected by all the carnage around it....now why would vff be ok and gtii and trul (supposedly sector lead bull) drop like a stone is worth giving some thought to

lifetwoshort

Smart move. I sold all my TRLV after hours yesterday. There is no hurry to buy anything now. I'm not selling my GTI and I will look to buy more at certain levels. I also sold my VFF. I can't give back profits anymore.

GuyOnTheCouch420

There are really good reasons its night and day with Trulieve. Trulieve has net cash and last quarter $98M EBITDA. They trade at a TTM EV/EBITDA of 5.6x. But if you include the UTP than they have net debt of $562M and EV/EBITDA of 7.1x GLAS has net debt of $144M and ttm EBITDA is negative. If you give them the benefit of the doubt and use last quarter - the only quarter of positive EBITDA...it still trades at 40x EV/EBITDA! Strategically: Trulieve is highly profitable and has a moat based on the regs today. If regs change they still should be a dominant retailer in Florida even if interstate commerce comes although it does create uncertainty for others to come in on brand side. And it seems that Kim has more influence on federal regs than any other cannabis company. GLAS - there is very strong and pretty justified speculation that their product is being sold out of state (which is illegal), they got raided by ICE and lot of questions around child labor. Lots of regulatory risk. The only way their market cap is justified is if interstate commerce or export comes AND they end up a winner in those markets. But there will be a ton of competition there and it's unclear what advantage they have (they may be competitive they may not). They may be the only large greenhouse growing cannabis in the US today, but that will not stay the same with interstate commerce. Lots of traditional farmer/ag guys will enter. The big MSOs like Cura and GTI probably build bigger facilities. VFF has facilities in texas. CRON just did an investor day and talked about building in the US when its ready. Other big tobacco. Etc etc. Would much rather go long GTI for their uplisting or consolidation with Rythm or ride TRUL than Glas. They are all still way way cheaper than glas. Even the Canadian LPs are way cheaper than GLAS today

Flipside68

VFF was the tomato joke. VFF was crushed, and diced.

No_Love_Gained

Regarding VFF go look at the comments from that period instead of just guessing. Also financials here carry very little weight esp when only a handful of retail and hedge funds run the show. This sector is basically news/headline driven and until that changes nothing will ever matter. Re..Ogi bottomed out at 1.20 canadian and hit 1.85 canadian, so if you bought it at bottom you would have walked away with 50 percent gains.. But you do you.. Glta

Canna-dian

Ehhh, idk if anyone serious said that about VFF. They have some of the strongest financials in the industry. OGI, on the other hand, is down 20% L6M and 40% YoY

No_Love_Gained

Sam was said about Hightide, Ogi and VFF few months ago. Not saying it'll bounce back immediately but if there are no fundamental issues with the stick then it might just be a great opportunity to load up based on your risk appetite. Note - I bought some in 8.20s and will double down when it bottoms out and stabilises a bit. Glta

mfairview

https://app.quotemedia.com/data/downloadFiling?webmasterId=90423&ref=320361470&type=PDF&symbol=VFF&cdn=016541f8eaf22badf3718a8d3c5e0466&companyName=Village+Farms+International+Inc.&formType=4&formDescription=Statement+of+changes+in+beneficial+ownership+of+securities&dateFiled=2026-09-22 i board member of vff picked up a few shares as well

antonyto680

Great pick, honestly yeah if they can’t get Aurora on the cheap and they have to put in more money, much better off buying VFF.

Plus-Parking-7846

VFF without even looking.

Dramatic-Gold321

Last chance to board the VFF shuttle to the moon!

Humungusminimaglight

VFF should be hovering $3.55, not cling to this low range. ¡Ándale ándale!

49parallel

You make a fair point about HITI and VFF. They are both incredibly well-run, and I'd throw OGI into the mix as that same tier of solid Canadian operators. But we are looking at two completely different investment lanes. While those companies are smart plays for domestic Canadian execution, they lack the global infrastructure and massive beverage network that Tilray has built. I can agree on the overpaid assets during the 2018–2021 bubble, but hindsight and all that... everyone overpaid back then. TLRY cleaned up their balance sheet, took the hit, and actually secured their infrastructure for the long term.

the_mammynun

Frankly there is no good way to lose $2B. If it's a write down then they overpaid significantly for assets that are also cash flow negative.  That's great regarding your theory. I just don't think it will make a dent in TLRYs problems. The bottom line has a lot of catching up to do. You should take that enthusiasm for cannabis stocks and apply it to a better company. HITI is an increasingly interesting global retailer and importer at a very fair valuation. If you prefer cultivators look at VFF. Both have long histories of positive FCF and earnings, along with talented and driven management teams. 

mfairview

iAccess Alpha VFF Presentation \~35m. [https://www.webcaster5.com/Webcast/Page/3171/54419](https://www.webcaster5.com/Webcast/Page/3171/54419)

TomorrowLow5092

CGC shares the same space as VFF. The outlook for CGC is meh, and I feel your pain. Canada is sucking too much at the till in taxes for cannabis operators. Everyone is selling overseas for better profits. CGC sells more but VFF is catching up and VFF is the lowest cost producer while expanding production. Sell all and buy VFF. VFF is the Boss! I will also share, IMO the DOW is going below 50 this fall so plan accordingly.

Humungusminimaglight

So Dan sells VFF at the lows only to rebuy now a little higher. What’s up yo!?

the_mammynun

It may boost margins but adds complexity to the business. A discount retailer shouldn't need to worry about crop cycles, weather patterns, electricity costs etc. You also need to have the right growers, genetics, controls to ensure that your products are actually high quality and grown at the lowest price.  I say let growers be growers and retailers be retailers. Just like any other mature industry, specialization is inevitable.  The only reason MSOs can command those high margins in the US is because they exist in a bubble. For example if Glass house could suddenly ship low cost cannabis to Florida, Trulieve would be forced to lower prices on the cannabis they grow in order to compete. That might erode their margins to a degree that makes cultivation unnecessary and unprofitable.  Same with High Tide. In Canada, if High Tide were a grower they would have to compete with efficient operators like VFF, Auxly, LOVE, OGI, etc. It would also not be complementary to their relationships with LPs since they would be in direct competition. When High Tide sells white label brands, it is complementary since it supports LPs who want to unload extra biomass.

Humungusminimaglight

VFF Deepak Anand to lead Global Government Affairs. Previously co founded Materia Ventures, with a big focus on building cannabis operations in Europe. Used to have a big focus on the UK (and Denmark). Ruffini moves to M&A and Anand comes in with European market entry/regulatory experience. Hey u/villagefarmsofficial are you eyeing Cantourage to turn your European export business into a vertically integrated operation with its own processing, distribution and patient access across Germany, UK and other European markets? Will they answer? It’s been four years since VFF did an ama.

Imaginary_Rooster622

Thats spot on. Also why I have a position in VFF. Citadel is eating first

Scout_72

VFF

mfairview

VFF just broke $3. Nice recovery after Citadel news (who caused it to drop to $2 in the first place).

GuyOnTheCouch420

Yea that's a different thesis but i'd say those 3 LPs have decoupled (CRON, XLY, VFF). Assume those are the LPs you're thinking of. OGI still a shitshow IMO - that sanity deal made no sense to pay earn out up front. Just bad capital allocation between motif, sanity and sanity part 2. and they are out of cash so gotta assume another raise coming. Only plus side is that BAT seems to invest on favorable terms.

TomorrowLow5092

Same as the old boogieman, but this time will be different. I promise. VFF is the Boss!

Loose-Dream7901

VFF is a low margin cannabis producer primarily based out of Canada

Plus-Parking-7846

VFF is on Nasdaq but it hasn't done much good for them.

Imaginary_Rooster622

The longtime Chief Financial Officer of Village Farms International (VFF), Stephen "Steve" Ruffini, is transitioning to lead the company's mergers and acquisitions (M&A) efforts. As a shareholder of both. I would love to see Trulieve buy out VFF

Dramatic-Gold321

VFF is moving!

FoodCooker62

Even CRON starting to become batshit overvalued. Stripping away the cash leaves an enterprise value of 500 million.... For 11 million of EBITDA for comparison, Auxly and VFF, which are COMBINED about the same enterprise value, have 80 million of EBITDA  Auxly and VFF have about 24% EBITDA margin. Cronos doesnt even crack 7% but has a 8x higher EBITDA multiple.  Can the cannabis sector price a stock right even 1 time? 

Jaybug151

$VFF

FoodCooker62

Still true  Tilray and Canopy are worth $1B. Operating cash flow: -124,4M $  VFF + Auxly + HITI are worth just over $700m. Operating cash flow: 94,4M $ Casual 225 milion profitability delta. Joke ass meme shithole sector

Humungusminimaglight

Absolutely not, and Boris is kind of moving away from production dependency of VFF with that whole acb business. VFF needs to up their branded sales in eu.

fuentescoffee

All of these landed at once for a plumbing reason: Q2 13Fs were due Friday, 45 days after June 30. So every "X took a position" item this week is describing a June 30 snapshot that's about seven weeks stale, not a live book. Two things I'd check before reading it as conviction. A 13F line can be an options position rather than shares — puts and calls get reported at the underlying's value, so a multi-strategy desk can show up as a "holder" while being hedged. And if Friday's thread here is right that Citadel came in through VFF's 7.5M-share offering, that's an allocation in a financing rather than accumulation in the open market. Different signal. Also worth keeping "5.5% holder" separate from a 13F — that one comes off a 13G/13D, which is a different form with a different trigger. Same plumbing read backwards probably explains the MAPS "96% drop in institutional holdings" thread from Friday. 13F only covers names on the SEC's official 13(f) securities list, which gets republished each quarter. Come off an exchange and you come off the list, and managers stop reporting the name whether they still hold it or not. Aggregators render that as institutions bolting. u/GeoLogic23 guessed exactly that in the thread and I think they were right.

mfairview

yeah, pretty sure it was Boris that was interviewed on their relationship with VFF exports. I'm not sure they want Cura's debt (as a shareholder, I would not). VFF almost has a much cash as they do.

TomorrowLow5092

i've thought the same with Cresco, however Texas will give VFF the license they need since S3 is happening according to everyone. An offer would have to happen before S3 occurs and look around, VFF is not for sale. They are operating in multiple countries and it would take more than a billion dollars to buy all their operations. We accept your opinion though, make an offer to raise ite price up if you like. i need to sell some of these .66 cent shares i'm holding from a few years ago.

Humungusminimaglight

and I expect GTii to form a joint venture with VFF as a GTii holds a Texas medical license for region 9 with no production and VFF have their Monahan facility in the same region and no license.

BoJo_Nose6969

I expect VFF to get bought by Curaleaf if they're unsuccessful with acquiring Aurora.

rlov3ution

Looks like Citadel has taken a position in VFF and Cantor took a position in TRLV and GLAS. Times they are a changing!

TomorrowLow5092

VFF is the Boss! Every year they increase production. Village Farms International is projecting a full 40 metric ton incremental run rate by Q3 2027, bringing total annualized Delta production to approximately 160 metric tons by 2028

mfairview

Raw 13F Institutional Leaderboard The updated raw 13F and NPORT filings show the true top shareholders:Institutional Entity / FundRaw Shares HeldFiling Type & Timing Context Change Citadel Advisors LLC~6.6M to 6.7M Form 13F Massive Increase: Added ~5.5M–6.1M shares, absorbing the bulk of VFF's recent Q2 equity offering. Now a ~5.5% company owner. AdvisorShares Pure US Cannabis ETF (MSOS)~1.62M Form NPORT Decreased: Noticeably cut their position, selling off roughly 2 million shares earlier in the filing cycle. Two Sigma Investments, LP~1.98M Form 13F Unchanged: Retained their steady quantitative hedge fund positioning. Jane Street Group, LLC~1.80M Form 13F Unchanged: Maintaining automated market-making and trading liquidity inventory. Weiss Asset Management~1.70M Form 13F Brand New Position: Entered heavily as a brand new whale institutional holder alongside Citadel this cycle. Key Client Fiduciary Advisors, LLC~1.33M Form 13F Verified Position: Formally validated with fresh data updates. Renaissance Technologies LLC~1.32M Form 13F Unchanged: Mathematical model portfolio exposure remains static. Qube Research & Technologies Ltd~847k Form 13F Verified Position: Confirmed via raw SEC algorithmic trading pool reporting

No_Love_Gained

So Ken Griffin buying into VFF as part of their recent stock sale that caused the price drop pastonth. What's everyone's thoughts on it? Glta

GuyOnTheCouch420

These results pretty bad. Also worst than pretty much all the major LPs despite being valued 5X more than them. CRON, VFF, Auxly collectively lower EV than GLAS is nuts

HalalWarpig

VFF? A weed and grocery stock?

GuyOnTheCouch420

Is that 55% comparable to other major LPs? I dont understand the way they disclose it versus other LPs. I think most of the other major LPs are GAAP versus IFRS so that could be them just adjusting for biological assets? It says: Gross Margin on Finished Cannabis Inventory Sold (%)\* "\*Non-IFRS or supplementary financial measure. Refer to the Non-GAAP Measures section for definitions." That being said, Auxly is one of the few that seem straight forward and not trying to trick anyone. And they have positive net income and cash flow (and cash flow is basically the same as ebitda) so they are clearly crushing it and super legit. Just not sure how to compare their Gross Margin with CRON and VFF but all seem pretty damn good.

FoodCooker62

Combined Tilray and Canopy are worth $1B. Operating cash flow: -124,4M $  VFF + Auxly + HITI are worth just over $700m. Operating cash flow: 94,4M $ Casual 200 milion profitability delta. Joke ass meme shithole sector

No_Cell6708

Is Rubicon about to pop off now? 23% revenue growth WITHOUT any contribution from their new facility is pretty fat. Y'all miss another LP? That's gotta be the 4th one this week. You missed CRON. You missed VFF. You missed OGI. You missed ACB and their merger news. Don't miss Auxly. June and July data showing Irwin Simon and Tilray have officially been defeated as Auxly takes #2 market share. Auxly doesn't sell beer, but nobody grows product as efficiently as they do. Margins better than the medical players and the MSOS that lack competition. Theirs is the playbook that retail across the world will be modeled after. Q2 report tomorrow morning.

No_Cell6708

Oh look. OGI us up 20% premarket. Did you miss out on yet another LP? You missed CRON pop 15% last week, VFF pop 20% yesterday, and now OGI pop 20% Why do you hate LPs? Is it because you have American Brain and hate making money? Why don't you just set your money on fire or mail it directly to Irwin Simon's house? You've missed every single LP except for the very best one - that's right it's AUXLY CANNABIS, reporting this Thursday. Neither CRON nor OGI can claim #1 in flower and #1 pre-rolls. We got the sales data, bros. Igbgmn

Zarmit

The facilities in Delta, BC for the Q2 earnings were operating 1.65m sq ft. Quebec facility is 55,000 sq ft. Netherlands building 1 only has capacity of 2,000 kg of flower annually. So nowhere near 3m sq ft in production for these earnings, not even 2m sq ft yet. When D2 is fully converted VFF will have 2.1m sq ft of cannabis production in Delta, BC. There is one more greenhouse in Delta, D1, that is 2.5m sq ft but no plans to convert for cannabis have been announced.

GeoLogic23

Some were just spotting what I thought was value and sniping a long position. That's VFF, Auxly, Decibel, MAPS, ACB, LEEF. The more recent ones are MAPS/LEEF. I have mostly just taken profits on these companies. Not as much actively trading these. RYM, TLRY, Jones Soda are hemp beverage plays, but I trade them more actively. Vireo is because I've talked for a long time about how effective a small company roll-up strategy would be. That's why I've also had Miracle Gro for years. They were talking about that sort of strategy years ago. Green Thumb for obvious reasons. They were the only true MSO until Vireo that I was comfortable with in recent years, due to their financials. Glass House has long been my other top US cannabis pick. They're the only US company who would actually want interstate commerce. InterCure is an Israel/International play I've talked about for years. Fortunate to have traded them pretty well with all the war stuff. OGI/CRON were my favorite LPs because of big tobacco, no debt, and good cash/financials (OGI at the time). OGI also because I follow BAT very closely because of my CWEB investment. CWEB was my biggest position by far for the last few years. It still is my biggest position, but I took a bunch of profits on its huge runup recently. Main thesis for starting an investment in them was in [2023 with the Farm Bill](https://www.reddit.com/r/weedstocks/comments/13jxax4/comment/jkiuaxc/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) discussion starting up again. [I was expecting hemp/CBD regulations to come back into focus](https://www.reddit.com/r/weedstocks/comments/125j0xo/comment/je5a70c/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button), which paid off nicely. I spend quite a bit of time researching this sector, so I'm pretty comfortable managing this many companies. Definitely would like to pare it down some though.

GuyOnTheCouch420

The only difference is that Auxly has kind of front run blow out earnings (I also assume their earnings will be great) so probably doesn’t have same SP reaction. I think people didn’t expect CRON and VFF to crush like this. So unless Auxly does something wild like $20M EBITDA I don’t think it jumps double digits. It’s up 13% today and 23% in last 5 days. And when you take out the cash from VFF and CRON Auxly isn’t really cheaper but I’d expect it at least to hold its gains. Finally getting exposure and these feel like the new big 3 LPs. All 3 could keep climbing from here wish I owned more Auxly just hasn’t been liquid and I didn’t want to chase. Sigh.

User_name_guess

Dump VFF

No_Cell6708

Sucks man. LPs been popping off though. Cron crushed it last week. VFF today. If only they saved the best for last oh wait they did it's AUXLY friggin CANNABIS coming up this Thursday.

SuzyCreamcheezies

You bltching that VFF isn't having enough of a meme-pump while also being up 10% is HILARIOUS.

FoodCooker62

VFF missed the memo again. Youre not supposed to make money. Forget stuff like "GAAP EPS" and "organic growth". Crank up the cash burn if you want that meme multiple! 

No_Cell6708

You miss Cronos popping 15% after earnings a few days ago? Sucks. VFF was up 20% before settling into its meager 10% pop. You miss that one too? Stop missing LPs just because you have American Brain. Don't you want money? Why do you hate your own money? It just wants to grow. Buy Auxly Cannabis. Q2 this Thursday. We already have access to the retail sales data...

GeoLogic23

I have tons of holdings, including VFF. In no particular order: US cannabis: Glass House, Vireo, Green Thumb, LEEF US non-cannabis: CWEB, RYM, Jones Soda, MAPS, Miracle Gro Canada/Global: OGI, CRON, InterCure, TLRY, Auxly, VFF, ACB, Decibel The size of these positions vary a decent bit, and I'm always actively trading on pumps/dumps.

Barnz905

Now let's wait in patience for Auxlys report this Thursday morning pre market. Supposed to be another blow out Q for the company. Similar to cron and VFF financials if not better

TomorrowLow5092

VFF is the Boss, Tilray is trash. Eat it!

Forest_City_Frolfer

Fantastic Report Increasing revenues, Increasing Margins, 7M net income and 8.9M operating income. Netherlands is building out well and their international sales are very strong. Cronos having a blowout report, now VFF posting a great report. This is what the industry needs. Legit performing companies. I hope we get a few more good reports this week.

Dramatic-Gold321

$VFF starting to move. Earnings on Monday.

TomorrowLow5092

They will be sucked up by a bigger player at this rate. I would like to see VFF buy them out since Texas banned everything fun. You can't make hay when the feed store is closed they say.

GuyOnTheCouch420

agree. I think the other companies that were winning in canada consumer are now going to germany. and that is def gonna hurt Aurora. Aurora, CGC and tilray were early in Europe. VFF, Cron, OGI (they used to be good in consumer idk what happened), XLY, LOVE are all coming now.

lifetwoshort

VFF getting another shot at it's gap. Never gave up hope to buy more.

Dramatic-Gold321

That’s fair…I only own VFF now. 15k shares with a 2.13 average so not really a crazy amount of money. Hopefully it prints. If it gets back to $4 I’m out and won’t look back.

SwordfishOk504

I see a few Canadian LPs like Aurora, Tilray, and VFF had a fair bit of relative volume on trading early yesterday morning. Any idea what was behind that?