VFF

Dew_Master_Flash

Dude, I wish I got into VFF before the explosion. It looked pretty well valued before it 4xed and I have no doubt it could keep going, just hard to justify an investment after it has already run up this much.

sdkiko

If you're going to throw 5% at Vext you need to look into VFF. Solid picks.

Humungusminimaglight

”Earlier this year, Village Farms’ legal strategy in the DEA hearing process sought to prevent a failure to reschedule cannabis. We had a unique opportunity to represent our industry in the ALJ proceedings, and we’re proud that our actions and advocacy efforts helped contribute to President Trump’s thoughtful, evidenced based approach to enacting federal reform.” I knew it was thanks to VFF rescheduling happened!

sdkiko

So the $600 I threw at the $4 VFF calls turned into $3k. I just threw $500 of those profits into $6 calls for tomorrow. Good luck all!

sdkiko

If VFF touches $6 tomorrow don't come saying I didn't warn you it could happen 🫂

Revel-yell

Surprised you didn't mention VFF. Their chart looks very nice.

sdkiko

hey u/Competitive-Ant2876, the VFF calls you said were impossible to make money on are in the money and spiked at +500% at one point today and are heading there again post-market, with 2 days left to expiry. Just wanted to let you know. I'm sure you're watching, though.

Tommygun194

You clearly are not in any cannabis stocks, specifically $VFF.

tstrand1204

Pretty crazy action on VFF today. Spiked to $4.75 (15% up) shortly after open and traded all the way down to just a 1% daily gain

Gambelero

The stocks underlying the MSOS ETF will benefit a lot from S3. It’s hard to see how Tilray benefits in any way from the administrative law change. Some Canadian LPs (VFF, CGC, Cronos) are poised to enter the U.S. not Tilray.

TomorrowLow5092

VFF is the Boss! Take a look at the growth,it is expected to triple output in the Netherlands next year.

tstrand1204

I’ve been in VFF for 5 years. It’s tempting but these all have a long way to run from here. At least wait until it’s overvalued to cash out. Its still <20 PE ignoring growth catalysts

ApprehensiveRadio5

I’m in the green with VFF for the first time in years. Really tempted to cash out.

Flipside68

Xly has no skin in the game - they have no connection to USA cannabis - all other big names WEED, TILRAY, OGI, CHRON, VFF actually have potential to increase international presence. XLY is to local.

sdkiko

LMAOOO I've been in this sector for 8 years. I made a lot of money on decent companies like GTII and VFF the last few days. I also made a lot of money on Aphria before you were probably even aware of this sector. Get the fuck out of here.

sdkiko

Two weeks ago /u/Competitive-Ant2876 called me crazy for saying there would be a rotation into this sector. Yesterday he tried to lecture me on my VFF calls, saying it would be impossible to profit off of them. Sir, you are 0 for 2.

tstrand1204

Buy VFF

tstrand1204

Very memey, but those others will get theirs. VFF is highly profitable and generating a bunch of cash for organic growth. They were very involved in rescheduling efforts in US, so will definitely be a player

heliumbox

TLRY and CGC up bigly. CRON SNDL VFF HITI all hardly moving despite drastically better financials. Sector is so memey

tstrand1204

About time for VFF to catch up to these rescheduling gains. I know YTD its a world of its own, but would be nice to move up with the sector right now

Humungusminimaglight

Feels good to be balls deep in CL, GTII and VFF. Goodbye tech (except RKLB), weedstocks, you have my full attention.

sdkiko

Seconds before closing, I managed to queue the following order: \- Buy to open, $VFF (NASDAQ) DEC 19 2025 $4 Calls @ 0.15 cents I'll update on the gamble later

Humungusminimaglight

Sell VFF??! WTF!

MoonManBigFish

Our Father, Hail Mary, and Glory Be TLRY, VFF, CGC Short squeeze of a lifetime! Trump to sign executive order as soon as Monday to change cannabis from Schedule 1 to Schedule 3 Relief from Federal Tax Burden (IRC Section 280E) This is one of the most immediate and significant changes for state-legal cannabis businesses: • Tax Deduction: Moving to Schedule III would lift Internal Revenue Code Section 280E, which currently prevents businesses dealing in Schedule I or II substances from deducting standard operating expenses (like rent, payroll, and utilities) on their federal taxes.  • Financial Benefit: This change would dramatically lower the effective federal tax rate for many cannabis operators, potentially increasing their profit margins by a substantial amount (some estimates suggest a 70-90% increase in the bottom line). This relief could help state-legal businesses better compete with the illicit market.  2. Boost to Medical Research Rescheduling would likely simplify and encourage scientific study of cannabis:  • Reduced Requirements: Research on Schedule III substances is generally subject to less burdensome requirements from the DEA compared to Schedule I substances, making it easier for scientists to obtain and study cannabis.  • Medical Acceptance: The move officially acknowledges that cannabis has a currently accepted medical use and is less dangerous than Schedule I substances (which include heroin and LSD).  3. Impact on Healthcare and Stigma • Prescribing: While rescheduling doesn't automatically approve cannabis as a federal medicine, it could make it more practical for mainstream physicians to prescribe cannabis products, especially in states with medical marijuana programs.  • Reduced Stigma: It could help reduce the stigma faced by medical cannabis patients in areas like child custody cases, employment, and access to housing or medical treatments.  4. Criminal Justice and Legal Status (Limited Change) It is crucial to understand what the change would not do: • Still Federally Illegal: Reclassification would not federally legalize cannabis for recreational or general medical use. Cannabis would remain a federally controlled substance, meaning its unauthorized manufacture, distribution, and possession would still be illegal under the Controlled Substances Act.  • Federal Prosecution: Federal criminal penalties for Schedule III substances can be less severe than for Schedule I, but the core issue of state-legal cannabis businesses violating federal law remains. State and local marijuana laws would not be preempted.  5. Potential Industry Changes • Banking Access: While not a complete fix, the shift could encourage more banks and financial institutions to work with cannabis businesses, potentially improving access to financial services.

Ow_My_Bootey

Sold before the RS but then bought back in. Currently holding 5,129 shares at $9.19! The rest of the money I put into MSOS, VFF, YCBD, and XRP! Gonna be a wild Monday!

sdkiko

I've been in the sector for 8 years. Please do not put your money into cash furnaces like CGC and TLRY. You will be diluted into oblivion. Look into GTBIF and VFF.

FoodCooker62

Some differences in the strategies of the names you listed. High Tide is a retailer and imports other brands flower to Germany. They use their scale to purchase bulk flower and export it to Germany. Many of the others are growers themselves. For what its worth, VFF mentioned in their last quarters earnings call that theyre the largest exporter to Germany, which is by far the largest EU market.  Many of the public companies break down their revenues by segment so you can get a good idea how they're doing at this point. For an idea about the future you can check filings to see how much they are expanding capacity  

DadmomAngrypants

VFF made me pitch a tent today

sdkiko

Yes, I did. VFF, HITI and CRON. But they are small positions ($1-2k) invested in each. My VFF average is $0.78 usd. My GTII investment was 10x as big.

sdkiko

My holdings are GTBIF, VFF, CRON & HITI

Ok-Replacement9595

For Export? Glasshouse is the obvious winner, if that happens, maybe Truleive, though I don't know what their capacity is on grows. VFF if importing becomes a thing, or Texas adopts rec after Trumps example for the GOP.

200cents

VFF still did not move...

Otherwise_Answer_146

Village Farms. They have their own licenses for Netherlands and an EU-GMP certified faculty in Canada. They also grow for other companies that have international licenses. Curaleaf CEO stated that they buy significant amounts of product from VFF that they then ship internationally.

boofybutthole

that's not entirely true. I bought VFF back in like 2020/21 and lost about 99%, but now with the recent rally I'm only at like a 65% loss lol

Gambelero

The executive order won’t be rescheduling, itself. It will direct the DEA to.finish the process of making its proposed rule final. I saw early summer as the expected date for the rule to actually take effect. At a minimum it will mean no 280e taxes for 2026.for our stocks. That, in and of itself, will be huge for our stocks and there will be new positive momentum every time another milestone is passed along the way. Uplisting won’t automatically go into effect, but I’ve never thought that mattered much. It’s 280e, not listing issues, that have kept the Canadian companies out of the U.S. Those with U.S. aspirations will delist fron NASDAQ and move ahead with those plans. Outside of VFF and a couple others, I don’t see Canadian companies coming in and outcompeting Trulieve and Green Thumb in the markets they dominate. And no one is making much in the hyper-competitive states.

Few-Education-5613

Correction, VFF is only down 56.5%

200cents

VFF only up 12%? sounds wierd saying that. 12% is good runup.

skyplt29

I guess it is too much to ask for the silly LP vs MSO bitterness to take a break. I own both…for different reasons. Tilray, Canopy, and VFF are on real exchanges. They are going to get the gains out of the gate. MSOs have more to gain in the long run…I am hopeful we start to see the NASDAQ or NYSE start listing them (not sure what the criteria for that is…legalization?). Accessibility to trading is the issue. If either a LP or MSO announces a partnership with pharma or alcohol the sector is going to rocket.  But go ahead, let’s wish for your neighbor’s second goat to die rather than focus on being happy both of you might be able to buy a herd of them.

tstrand1204

VFF fo sho

GeoLogic23

Within an hour you are defending VFF, while also saying that the entire sector is broken. So which is it? The entire sector is cooked? Or are specific companies still investible, and you can simply ignore companies you aren't invested in? Maybe VFF's president just listened to your advice and decided to bail on this shithole sector lol

FoodCooker62

Sure I'll take a swing. VFF insiders own more than 14 milion shares on 113ish milion shares outstanding. Orville's sale concerns 120k shares which is less than 1% of what insiders own. I would have preferred to see him hold it but it is indeed not a big deal. He's a young dude in possession of a lot of money, who knows maybe he wants a boat or a nice car god forbid.

No_Love_Gained

Now, wait for VFF pampers to swoop in and explain how it's not a big deal.smh

heliumbox

Damn... VFF Cana President sold 2/3 of his shares in the last 2 weeks?

GeoLogic23

VFF's President of Canadian Cannabis is selling more shares on the open market. [Sold about $200k worth at a price of $3.30 a few days ago.](https://archive.fast-edgar.com/20251210/AN2BG22FZC2R42ZA222P2MYOUQ3OZZ22Z272/) Sold about $250k worth at a price of $3.92 on December 1st. He only has about $165k worth of stock left.

Equivalent_Smell_325

I can't post screenshots here, but I can see it's the same pattern for CGC, TLRY, ACB, VFF, and SNDL has to be a glitch

No_Love_Gained

With recent ETF redemptions, what's everyone's thoughts on potential draw downs in some of their holdings. Which one of these big names will we see get dumped in the next few days? My thoughts are GTII, VFF, and Cura.

No_Love_Gained

>VFF bidding on a license for facilities they already own is fairly low-risk, This makes sense, esp with their existing facilities, but still, they don't grow cannabis there today, and it'd still mean sizable investment if they were to be awarded a license. >IMO the only thing stopping other companies from doing something similar is uncertainty. Agreed. I still baffles me why someone like Cronos (or even an OGI) whose sitting on a pile of cash hasn't ventured out to go down this path, while VFF seems to very sure (esp with their CEO's comments from earlier this week) that it'll work and they want to be in the play. At the end of the day, making an entry into US and still being on big exchange is a big deal, and I am surprised why others haven't jumped into it.

SuzyCreamcheezies

It doesn't exist because they didn't win a license in Texas. I assume they had planned for it. IMO the only thing stopping other companies from doing something similar is uncertainty. Why put millions towards operations without knowing what legislation under rescheduling would look like? VFF bidding on a license for facilities they already own is fairly low-risk, but buying companies like Canopy did feels like throwing money into the unknown.

No_Love_Gained

Thanks, that's helpful, but vff doesn't have that structure in place today (or does it exist already ? hopefully, someone here invested in vff knows). I think the bigger question is that if VFF is confident that this works, then what's stopping the likes of Cronos, OGI, and others from replicating this.

No_Love_Gained

VFF - Does anyone here know how VFF is/was planning to maintain Nasdaq listing/compliance while attempting to obtain a medical license in Texas with cannbis still being schedule 1. I am aware they haven't been awarded a license yet, but I'm just wondering how they're planning to do this and what's stopping other international/canadian cannabis companies from taking this same route. Thanks in advance for your thoughts/inputs. Glta

FoodCooker62

Auxly, Rubicon, VFF, high tide, all are solidly profitable companies with passionate management. But nobody ever speaks about them. Even now when some investor site runs "best weed stocks" its still about TLRY, ACB, CGC. Speculation and hype is what keeps this sector in the garbage bin. Tilray and CGC traded at 40-200x revenue at some point. Now after burning 15 billion USD together they're at 1-3x which is still above the sector average. The dilution off of this number keeps them alive to this very day. As long as people speculate on trash companies, the sector will remain in the dog house.

Tommygun194

I’m all in on VFF, look at their yearly gains 🌾👀🌾

GeoLogic23

VFF's President of Canadian Cannabis selling shares on the open market. Sold about $250k worth of shares at $3.92 on December 1st. [https://archive.fast-edgar.com/20251203/AN2ZG22FZ22R42ZZ272P2CYMUQ3OZZ22Z872/](https://archive.fast-edgar.com/20251203/AN2ZG22FZ22R42ZZ272P2CYMUQ3OZZ22Z872/)

C_B_Doyle

Dang, your right. I missed that one. I thought VFF was higher around 5.00 not 0.50.

C_B_Doyle

Ive been telling people to sell VFF and buy MRMD for over a year. I used to work for GTBIF as an assistant manager.

Fearless_fx

I have no idea what this comment means lol, VFF didn’t win the first round of licensing and now has to wait until April 2026… I’d expect some pull back on that news over the coming weeks/months and then another speculative run up in March.

Kbarbs4421

Wow, the pump brigade on VFF made it sound like a license was a done deal for VFF.

hambone_83

VFF did apply for a license, surprised they weren’t awarded as they have their Cbd business in Texas no idea of GTI applied or not

Kbarbs4421

Didn't see VFF on the list. Weren't they expected to get one? Also, I assume GTI put in for one. True? If so, uffda.

GeoLogic23

The comment I am replying to is talking about how all LPs move together, so i am providing an example showing a drastic difference between two prominent LPs, where they have not moved together whatsoever. The same point could be made by saying the since the recent past, VFF has increased their valuation by 4x while Tilray is flat. Because the percentage increase in share price is the same as percentage increase in valuation (without factoring in dilution).

Mattagascar

TLRY down 50% YTD and VFF up 400% YTD sort of negates this sentiment.

GeoLogic23

VFF and TLRY were the same share price in the very recent past

tstrand1204

Texas medical licenses on Monday. I’m betting VFF gets one

thgof2pac

With VFF? Its up again. We like the stock.

TomorrowLow5092

Any bit of good news from this administration is suspect. However VFF is banging it hard.

NoCaterpillar7138

Village Farms International (VFF). Solid company with 30 years of growing experience that is poised to become a world leader in cannabis.

NoCaterpillar7138

Yes, have owned Village Farms International (VFF) for about 5 years. Averaged down and now green big time. Great company.

GeoLogic23

VFF director filing to sell about $85k of stock [archive.fast-edgar.com/20251120/AIZZP22CZ2226TZ2222O2ZZURNPOZH2SBA72/](https://archive.fast-edgar.com/20251120/AIZZP22CZ2226TZ2222O2ZZURNPOZH2SBA72/)

skyplt29

That's a cogent response. Thank you. Green Thumb and VFF seem to becoming the stalwarts in an otherwise shitty sector.

tstrand1204

VFF is a good buy still

FoodCooker62

Just trying to prevent people from buying into a company that is clearly only out to enrich their executives at the expense of retail 9-5 workers. As for myself my portfolio has been 80% VFF since 2020. 

ApostleThirteen

VFF has NO greenhouses in TX. They offloaded the existing greenhouses to the tomato/veg spin-off. They do have hundreds of acres on top of an aquifer in the blue sky of the high desert ready to be developed into what will probably be the most modern cannabis growing facility in the world.

Russticale

VFF keeps showing so much strength.  I sure missed that positions when they reorganized and beacame a full cannabis company earlier this year.  Market loving it

noobstockinvestor

Congrats on the VFF gains. You've been a long time advocate for them, glad your winning!

sdkiko

VFF is officially my best-performing stock ever, at +400%.

Otherwise_Answer_146

VFF is the number one supplier to Germany. CEO stated it in earnings call.

C_B_Doyle

People talk about VFF bc of net debt. I worked for GTBIF as an assistant manager. I bought 57,500 shares of MRMD.

DowntownWpg

Her boyfriend invested in VFF...

skyplt29

Actually, almost more than Friday's dump, the real stress was knowing I would have to discuss Cresco's 16% dump with my wife. I don't keep secrets. She is very understanding, but it is quite embarrassing to admit you screwed up (but I really don't think I did, I firmly believe bad reporting by CNBC and other news agencies has resulted in a very real misunderstanding of the impact of this hemp bill). The sad irony is I had sold some oil shares (as I thought oil would decline because of OPEC increases) to buy Cresco as I thought well...it was the bestco (I really though VFF had run its course). Then Ukraine bombs a Russian oil port sending oil back up and the hemp loophole closure gets included in the bill to reopen government which somehow, in a manner that still makes no sense, crashed the MSOs. I could not have timed that one any worse...hopefully there will be some clarity shed on what is really going on and we see these MSOs recover next week. But I am growing tired of having these types of discussions about how I believe this sector is on the verge of a major upswing.

Beitasitmaybe

VFF has done well and will continue to.

tstrand1204

Look up how ETFs work. Look at the underlyings (except VFF)

skyplt29

Pretty much sums it up. I can find nothing that would explain what was at some point in the late afternoon a -20% decline on MSOS and related declines in the individual MSOs. By comparison, although the LPs were down, not nearly to that extent. Why the differentiation? VFF was up! The only explanation I can possibly suggest is confusion related to the hemp provisions put in this bill. I don't go on X or other chat sites, but some have indicated here that the "hempsters" (funny how these terms pop up) are suggesting all forms of CBD and THC in all states are getting banned. I cannot find one CNBC or other news byte that would trigger such a sell off. That last half hour was brutal on no real news that I can dig up.

Otherwise_Answer_146

VFF stated in their earning call they believe they are largest ownership of German market.

Visual-Try-8081

I'm surprised HITI keeps going down, given they have nothing to do with USA, and they had a fantastic quarter report some weeks ago. This sector is in S3 or nothing mentality, with VFF being an exception (for now).

mfairview

I love sounding like a broken record these days. VFF y'all.

TroubledAcorn

Apparently VFF is not a Cannabis stock

tstrand1204

Mods, please change my flair to "VFF is the Boss!" like that other guy :)

PlumDumbCumGetchySum

VFF

dreamgreener

Well some are VFF and Auxly have really good ounces now for 100 bucks and the selection of products now has really expanded The niche market is still growing hydro and organic people will pay 60/qtr for exceptional smoke The drinks haven’t really done much but maybe that will change as more steer away from alcohol as the trend is now

UsedState7381

If you're talking about the price action today, don't look too much into it, we are bleeding down because the rest of market is also bleeding down as quantum stocks are crashing and nobody is stepping up to buy more weedstocks, as no progress towards rescheduling has been made and the president continues his stupid silence about it. No point in buying today when it's likely that you will be able to buy much cheaper later on. Side note, I really should have diversified more into VFF...

tstrand1204

VFF is

mfairview

VFF shrugging off the Hemp news like a champ today. Someone(s) definitely wants in.

TomorrowLow5092

Holy prerolls Batman, VFF is the Boss.

Otherwise_Answer_146

The 1.3 billion shares has kept me, and I think most people away, but I did jump in yesterday for some shares. VFF is my horse in this race.

tstrand1204

What does that tell you? This is why I’ve been telling people to jump from TLRY to VFF. Same upside but already a very profitable company

FoodCooker62

Auxly and VFF with blowout quarters, both at 56% gross margins mopping the floor with the competition. Seems like they are claiming nearly all profits made in the sector. Yet even combined theyre barely worth 1/3rd of Tilrays enterprise value 🤣

Tommygun194

$VFF, just had an outstanding earnings report with many more catalysts on the way.

Otherwise_Answer_146

Do you have an exit point on Auxly? I’m going to stick with VFF at least through most of 26…want to see how international revenue starts showing up.

GeoLogic23

Nice one. Yea I was also buying VFF below $1, as I have been pretty outspoken about reverse splits not changing anything fundamentally about a company. So I don't care if something is under $1 if the market cap is good. I think my biggest weakness as an investor is selling winners too early though. I trimmed a solid chunk of VFF way way too early for just a small profit.

Otherwise_Answer_146

Yeah, only present pricing matters. Agree on that. Can they ever get to profitability without excise tax changes…something I think about on them, but at a couple cents per share and the percent of the Canadian market they hold, maybe it still has room to run…I went pretty much all in on VFF when they were looked like they were going to be delisted. Now they’re profitable and looking good. That’s my horse, but maybe I need to look closer at Auxly.