VFF

TheOGdeez

If anything, this would make me avoid VFF completely.... Sorry Todd, you're the last person I listen to in the cannabis space.

Difficult_Fig_1582

You wanna make some money back. Get some VFF before earnings

DowntownWpg

I was listening to Gretchen on TDR. She was part of the VFF delegation that went to the White House. She indicated that rescheduling is likely to occur before congressional reform like SAFE. It was also indicated the Trump administration was investigating going around AOJ and DEA proceedings to get it done specifically. Again, just a fun theory not financial advice.

DowntownWpg

You haven't been paying attention have you? The VFF delegation, along with other lobbiests, was welcomed to the White House to discuss means of rescheduling. MAGA accounts have been testing the waters with rescheduling. Again, just a theory but it does fit the facts.

noobstockinvestor

Correct me if I'm wrong but wasn't there a lot of insider buying recently at VFF? Village Farms was proud to support rescheduling efforts at the White House last week, to join leading voices pushing for federal reform, and help correct the past mistakes of cannabis prohibition. [https://x.com/villagefarms/status/1945107052415881566?t=OGYW2yKWa5wnTWnDRcmP7Q&s=19](https://x.com/villagefarms/status/1945107052415881566?t=OGYW2yKWa5wnTWnDRcmP7Q&s=19) // In the photo VFF posted, Bruce Levell was also present. He's a senior longtime advisor to Trump. Bruce Levell tweeted trump will deliver what biden couldn't with schedule 3 then deleted it. No idea what any of this means but risk vs reward here looks good to me. Either way, a white house meeting on rescheduling is massive especially coming from VFF. I trust them as a legitimate source

Virtual_Seaweed7130

Not really interested in 4 month performance. Thesis is still intact. Also, added some positions in CRON/VFF as standouts in the industry, VFF alone has paid for any lag from CNBS. Look for this performance in ~5 years.

ApostleThirteen

It's almost impossible to compare the path of CGC and other LPs, let alone MSOs. Companies like ACB, Tilray, and VFF are in the process of going global, while CGC (presumably) is still depending on a real US entry... granted, the direction of the LPs towards international expansion seems a lot more "growth" oriented than the situations of MSOs pushing $millions into lobbying and elections so they can break out into rec weed in the south, and states like Tennessee, Wyoming and Kansas.

Many_Easy

I actually like and follow Village Farms. I used to own shares and cashed out recently for a tiny profit. I like Village Farms even more than what I see as their closest competitor in the U.S., which is Glass House. Marc Cohodes was critical of VFF and Canadian cannabis companies last week. Nice to see Cohodes is getting kicked in the Cojones this week.

hambone_83

That's fine, its an interview that gives lots of valuable insights into VFF, a company that should be on people's radar. Pass all you want

hambone_83

Linked in post is an interview of the COO of VFF saying Degiglio was in the White House Friday participating in the first meeting discussing rescheduling. I think it warrants a tiny bit of excitement

tstrand1204

I'm talking about operating cash flow. CGC is burning money just from operations. VFF is generating positive OCF and investing it in expansion in Netherlands, etc. VFF also has no net debt after spin-off. It shouldn't be in the same conversation as CGC in terms of bankruptcy risk.

tstrand1204

VFF's cannabis business is profitable and generates cash flow. CGC is burning hundreds of millions of dollars of cash every year

tstrand1204

Please, VFF is nothing like CGC

SneezyPorcupine

Surprisingly, my losses on Ianthus were quite minimal as I managed to jump out on a bounce just before the collapse. Yup - I carried forward some $30k in original Hexo book value via Tilray shares that have an average somewhere in the lower teens. I will probably bequeath those to my next of kin before they return a cent. Oh yeah and Fire & Flower was another one that almost killed me. I also hold some VFF that I hope will see the sun again one day, but I’d be lying if I said it wasn’t a long shot, as it would still need to triple from here.

SneezyPorcupine

Look them up on HITI, SNDL, TLRY, VFF, PLNH, TRUL and so on. They have recent holds on all those names. If I am not mistaken, this might be Tipranks' in-house "AI" analyst they were recently touting? Sorry - it won't let me post a link for some reason but try Googling it and it should come up.

TomorrowLow5092

Village Farms "VFF" broke through it's 1 year high. The sky is the limit.

GuyOnTheCouch420

VFF CEO also has been buying recently

NoOcelot

CRON still has a mountain of cash. VFF has cut out veggies to focus on high-margin weed. OGI in less amazing shape but still got a big BAT investment.

GuyOnTheCouch420

Attention still going to to cGC and TLRY is part of the problem why everything is beaten down. They are 2 of the worst ones by far. Look at CRON, VFF, OGI. Completely different story they just don’t get the attention for some reason.

FoodCooker62

I do not know how you look at tilray, cgc and acb and conclude that they have 'low p/e, consistent revenue growth or good balance sheets'. Maybe the balance sheet for acb is solid but thats after printing a trillion shares. None of these companies have ever made a dime selling cannabis and just these 3 companies collectively have burned over 15 billion dollars investor money. None of these companies have any growth when accounting for the trillion shares they printed.  There are good cannabis stocks. They are mostly smaller and overlooked. Green Thumb is usually top dog in any concersation about quality. high Tide, trulieve, OGI, VFF, Auxly, rubicon, glass house, IIPR are some names that I would call 'high quality cannabis' but every company in this sector needs to be scrutinized intensely before investing. 

SuzyCreamcheezies

What was my *question*? Asking for clarification around these countries you named? If you looked into it further you'd see that they are *projected* to grow in the coming years, but not quite there as of yet. For example, out of the hundreds of companies popping up in SA only a few are *actually* exporting cannabis at this point. And I'm not thinking that the export is *just* around Tilray, ACB or VFF. Just some simple speculation around the timing of ACB's forecast. Yet, you assume I think they are the *whole* market. Lol.

SuzyCreamcheezies

GMP certification is what most European countries require for medical import. I’d have to assume that it applies to ALL imports. No doubt other countries are joining the fray, but as of now Canada and the UK still far outpace most other countries in terms of medical exports. As for my Tilray/ACB comment, I’m just trying to read between the lines. I believe Tilray, ACB and VFF have the largest production capacity in Canada. So if ACB is forecasting a significant decline in such a short window it makes sense to at least consider Tilray or VFF as contributing to that decline.

hambone_83

Glass house has pivoted to hemp converting to THCa flower GTI is also starting to with Agrify (maybe not flower yet but probably will happen in future). My opportunistic self sees GTI/AGFY acquiring VFF to sell cannabis into Europe and convert their texas facility to sell THCa in the US. But that is my pipe dream and dreams don't materialize in this sector

tstrand1204

Very bullish for VFF. Large grow facilities in state and they were part of the hearing process. Going to get one of those licenses.

GeoLogic23

Aurora is saying that investing.com has repeatedly posted false information about their business. [Aurora Cannabis Advises of Second False Article from Investing.com](https://finance.yahoo.com/news/aurora-cannabis-advises-second-false-113900161.html) This is the same website that [picked up the erroneous VFF filing](https://www.reddit.com/r/weedstocks/comments/1l1bf1w/comment/mvkhbct/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) and reported it as fact. If someone like me can notice that VFF error immediately, an editor of an investing website better be able to. These investing websites need to chill with the AI before they get sued by someone.

GeoLogic23

[Investing.com](http://Investing.com) needs to get their business in order. I was posting about an erroneous VFF filing, and [investing.com](http://investing.com) reported it as fact. It was a pretty obvious error, considering I noticed it immediately. [https://www.reddit.com/r/weedstocks/comments/1l1bf1w/comment/mvkhbct/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/weedstocks/comments/1l1bf1w/comment/mvkhbct/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)

mfairview

Trade To Black, OGI and VFF mentioned around 9m re:European Players https://www.youtube.com/live/L3Nzj45PrxI?si=K775IPY0JPt83_TC

ApostleThirteen

You mean like how the reverse splitS crushed VFF?

ApostleThirteen

Splits? You believe they mean something, I guess... having a split based on the (un)value of the US Dollar as a standa4rd makes spli5t meaningless. VFF has come out of TWO splits without any need for bandages, let alone intensive care.

Twist_of_Fate_44

VFF is on the decline now that the share 'buyback' to keep the NASDAQ listing is officially over Comeback to this comment on July 1st, we can discuss why it's already back under $1 again ..

TomorrowLow5092

I suggest people understand the truth, DJT will remove mj protections (there are no States Rights) and ruin this industry. Meanwhile in the land of plenty VFF is the Boss.

GuyOnTheCouch420

Look at some of the Canada LPs that aren’t CGC or TLRY. Not a ton of investable companies in US other than GTI, might as well get international exposure. Safest would be CRON for balance sheet and pretty good business trajectory, negative EV but doesn’t burn cash. ACB good numbers but not really in rec - basically a Europe/austrlaia medical company (just historically was more of a Canadian LP and now just does medical). OGI and VFF high risk high reward but run well. oGI ceo on way out but BAT still backing. VFF ceo is buying shares everyday which is a good sign I think. Also TPB is kinda cannabis adjacent with zig zag but more nicotine. Has some cannabis investments. Good company. Terrascend I trust Jason wild but that’s basically the only reason to buy it.

Zarmit

VFF retained 2 greenhouses in Texas, one of which can be expanded on current 40 acres + is adjacent to 950 acres owned by VFF. They should have an advantage in Texas should they ever be able to grow/sell in the state. VFF applied for a medical license in Texas in 2023, still waiting on decision by the state. Texas of course is a huge population. VFF’s other catalyst is the Netherlands, where they are the only N. American company w/ a license for the pilot program. One facility completed and operational, 2nd facility under construcation, will 4x current capacity to est. 12,500kg. Small numbers initially but will be profitabl.

ShartSqueeze

I recall that years ago, VFFs big picture strategy for the US market was to convert their existing Texas greenhouses for cannabis. With the sale of their veggie business, are these greenhouses also sold? VFF has always been impressive with their low-cost production in Canada, but what is their bigger strategy to capture other markets? Do peers who have a foothold in the U.S. have an advantage?

mfairview

VFF released their proforma yesterday and someone on ST had chapgpt analyze it. It's a fabulous read and, more importantly, shows the power of LLMs to help unclutter a rather esoteric industry (finance) https://chatgpt.com/share/6842aad2-0520-8010-a384-50445d59cb84

NoOcelot

What's weird is why people even look to bloated pigs like Canopy and Tilray to measure sector sentiment. There's good performing mid cap LPs (VFF, OGI) and fantastic small caps (XLY, LOVE, DB) that deserve far more visibility.

GeoLogic23

u/mfairview VFF filed their corrections for their [Monday whoopsie](https://www.reddit.com/r/weedstocks/comments/1l1bf1w/comment/mvkd9o2/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) [Form 4](http://archive.fast-edgar.com/20250603/AQ22W222ZZ22625222ZR2W42M3S3JK22L27G/) >This Form 4/A is being filed to WITHDRAW the original Form 4 inadvertently filed on June 2, 2025 under Mr. Ruffini's CIK number, reporting a transaction by Michael A. DeGiglio as if effected by Mr. Ruffini. [Form 4](http://archive.fast-edgar.com/20250603/AG2QQ222ZZ22O24222ZR2W42SCJQZK22L27G/) >This Form 4/A is being filed to correct filing errors in the original Form 4 filing made on June 2, 2025. The only changes .....correction of the title of Mr. DeGiglio in box 5.... No other new purchases were filed, so maybe DeGiglio is done buying now that the 10 day window is over.

NoCaterpillar7138

VFF - village farms international

TomorrowLow5092

VFF is the boss!

GeoLogic23

CBD, CBN, and CBG production could be a target market. VFF is one of the few companies that still have significant CBD interests. https://news.villagefarms.com/news-releases/news-release-details/cbdistillerytm-brings-gummy-manufacturing-house Hemp that is grown for cannabinoids will still need to meet strict testing requirements, so i envision that market still being greenhouse grown. Meanwhile hemp grown for fiber and fuel should be exempt from cannabinoid testing, so it doesn't matter if that is grown outside and may test "hot" due to sunlight exposure and stuff. I could see California positioning themselves as the hemp derived THC supplier for the country, while Texas positions itself as the hemp derived CBD/CBN/CBG supplier for the country.

TomorrowLow5092

Texas is anti-marijuana. This is all about selling the Veg side of VFF and expanding International sales.

tstrand1204

Thought he was supporting $1, but maybe he’s front loading the Texas medical license, which could be huge for VFF

GeoLogic23

Another 25,000 shares for VFF CEO DeGiglio [http://archive.fast-edgar.com/20250602/AS22S222ZZ22F23222ZU2242M6QU9K22B27G/](http://archive.fast-edgar.com/20250602/AS22S222ZZ22F23222ZU2242M6QU9K22B27G/) Also they filed a Form 4 for 25,000 shares from CFO Ruffini, but I think they just accidentally filed it under his name instead of DeGiglio. Everything matches DiGiglio's filing, including having DeGiglio's name in the notes. [http://archive.fast-edgar.com/20250602/AG2ZQ222ZZ22A22222ZU2242VQHRZK22BN7G/](http://archive.fast-edgar.com/20250602/AG2ZQ222ZZ22A22222ZU2242VQHRZK22BN7G/) But then when they fixed it and made it under DeGiglio's name, they still listed DeGiglio as CFO instead of CEO. Seems like someone over at VFF has a case of the Mondays.

Slampsonko

VFF outta the doghouse. I believe today was 10 closes in a row above a buck.

SpecificImpossible45

Looking at his recent X posts and replies, I don’t think I’ve ever seen Shane so optimistic 🤔. He and Zorn are probably the most knowledgeable in the space about admin law and the rescheduling process. VFF CEO’s recent insider buys is also a good sign. Ultimately up to the Trump admin but perhaps this is a signal🤞🏾

GeoLogic23

100k purchase by VFF CEO DeGiglio [http://archive.fast-edgar.com/20250530/AR2ZS222ZZ22F2BZ2ZZU2M42M6QUZK22ZX76/](http://archive.fast-edgar.com/20250530/AR2ZS222ZZ22F2BZ2ZZU2M42M6QUZK22ZX76/)

ApostleThirteen

DeGiglio is a legit genius. He's got a plan, and I doubt he's shorting his own company, as he's buying back stock he sold a year ago or so, when he owned 10%... maybe he sees that $5 million PLUS salary returning. There are plans for privatizing the "tomato bits" of VFF, but there's a LOT of Texas sun belt PRIME cannabis cultiva5tion property lined up to be developed, and on top of an aquifer, at that. Without any ability to dig deep enough into DiGTiglio's past, he's one of the more likely cannabis-oriented CEOs to have "connections" to intelligence. Next month will be nine months since he sold a significant stake in VFF... is some "baby" due then?

GeoLogic23

25k more shares for VFF CEO DeGiglio [http://archive.fast-edgar.com/20250529/AR2GS222ZZ22FJ7Z2PZU2Z42M6QUZK22Z276/](http://archive.fast-edgar.com/20250529/AR2GS222ZZ22FJ7Z2PZU2Z42M6QUZK22Z276/)

MagicDepressedFairy

Village Farms VFF

GeoLogic23

20,000 more shares for VFF CEO DeGiglio [http://archive.fast-edgar.com/20250528/AR22S222ZZ22F28Z2PZU2242M6QUTK22Z276/](http://archive.fast-edgar.com/20250528/AR22S222ZZ22F28Z2PZU2242M6QUTK22Z276/)

tstrand1204

VFF has awakened. Cannabis has been so beaten down, but this company is profitable, expanding in Europe and just spun off its Produce segment and getting a cash infusion. Will be OCF positive without Produce. Was priced for bankruptcy for no reason. Think valuation should be closer to $3.00 with no catalysts, but any positive news in US or Canadian excise tax reform could push this thing back up to $1BN market cap.

tstrand1204

VFF green again

GeoLogic23

Or he just started buying after they made their produce business move, which coincidentally also put them above $1. While him buying could be for avoiding a reverse split, I would guess that it's more about keeping the stock price up in order to raise some money for US expansion at the best possible valuation. I think you'd have that same opinion if it were a different company than VFF. Seems more likely to me than spending his own money to avoid a reverse split that doesn't actually fundamentally change anything about the company. Hell if he thought a reverse split would drop the share price (and they **didn't** need to raise money) he would get so much more value from waiting to buy until after the reverse split. If they don't need to raise money the short term share price shouldn't concern him. I own some VFF, and have sold about half the past few days. I agree with mfairview that this seems more about the headlines than about confidence in the current share price being a good value. Could be wrong, but i'll be happy either holding what I have or buying back in lower at a later time.

hambone_83

MSOs have to deal with selling a federally illegal product, no banking access, 280E, no interstate commerce, an unregulated growing hemp community, different laws/regulations in each state, etc.......That's already an extremely difficult environment today. And you think federal reform will make it harder??? Cream always rises to the top. The top operators will adapt when new regulations happen and the bad operators will struggle and go away. This isn't exclusive to just cannabis, its every industry. The same thing is going to happen to MSOs that happened to LPs. Early winners were the ones that were best at tapping capital markets early and winning the land grab race. In Canada ACB, Canopy and Tilray were great at raising capital and leveraging it to grow and gain an early advantage. Today those names are not the ones winning, those instead are the strong operators like OGI, VFF and a few others. Companies like Curaleaf, Ayr, Cannabist and even Verano were great at getting in capital to take an early lead in the cannabis race. Today those and others are struggling because they are not good operators, plain and simple. The ones that operate sound businesses will win long term - with federal regulation changes or not. Which brings me to my original point on why I responded to your comment. Your comment of Tilray looking undervalued compared to GTI. The publicly traded cannabis market is not efficient but it is not absurdly wrong either. There is a reason the market is giving Tilray its valuation compared to GTI. Nothing is happening in a vacuum.

Amnesiaftw

Anyone pay attention VFF lately? I got in when it was $17 a share lol. It’s been pretty stagnant for years but it’s seen some action lately. Wondering if anyone has any insight as to why?

tstrand1204

VFF still going, despite the end of day beatdowns it's received all week

GeoLogic23

Additional insider buying from VFF's CEO DeGiglio. A bit larger this time, with [30k shares at $1.13.](http://archive.fast-edgar.com/20250521/AR22SQ22ZZ22FZ8S22ZU2Z42M6QUJK22Z276/) He has now bought a total of about $50,000 over the past three trading days.

GuyOnTheCouch420

and higher than SNDL, VFF, Auxly. Everyone than CRON but still much higher EV than CRON given its negative.

FoodCooker62

More troll tier liquidity in the company most responsible for burying the sector. CGC now worth about as much as OGI, VFF and Auxly combined despite being the company equivalent of a lobotomy. This sector is hopeless. Worst capital allocation found anywhere in the stock market. 

One-Yard9754

ACB moving on up! looks like CGC is heading upward too, I think the latter reports earnings EOM and you can be sure they'll be terrible as usual - and may bring the sector (ACB, VFF) down with it!

GeoLogic23

Insider buy at VFF[ from CEO DeGiglio](http://archive.fast-edgar.com/20250520/AQ2ZS222ZZ22F93S22ZU2Z42M6QUZK22ZX76/), though it was a very small one ($15k).

One-Yard9754

I just scooped up a few more ACB calls (net exposure long), I took a look at VFF and there's almost no short interest on this stock, which is good to see that it's breaking out above. I'm interested to see how ACB (which has a decent short position) fares next month, figured it would be good to buy the calls now before the premiums get higher and higher heading into earnings.

Certain-North5871

VFF doesn't want excise tax changes, long run it will bankrupt the competition.

tstrand1204

Worth $40-50MM to bottom line for VFF, if capped at 10%. Now some of that value would go to the customer, but even if you call it $20-25MM, that's worth $2-3 per share for VFF

tstrand1204

VFF continues to run up

FoodCooker62

Even today, after burning almost 10 billion dollars and having no viable business model left, CGC is worth as much as OGI and VFF combined. Up another 5% today because you know, funny meme stock go brrrr. Shithole sector. 

ComprehensiveKiwi489

Big drop that brings MSOS from +4% to -4%, and yet, Canadian LP's (like VFF and TLRY) are doing great today. This sector is both confusing and infuriating.

Intelligent-Club1352

VFF pumping again. It wants to leave a RS in the dust. Not too late to jump on board.

Twist_of_Fate_44

@mfairview VFF to $.868 A sign of things to come ..

hambone_83

I agree, GTI would get most benefit as the funding round would be warrant heavy that would be very much in the money. They could also just do a capital raise via AGFY shares to just get the cash but this would really destroy existing shareholders so guaranteed it won't happen but I just say it as an option. The point is Ben has an opportunity to get cannabis revenue on the nasdaq. GTI shareholders are getting valued at 1x EV or 4x Ebitda which is absolute garbage. If GTI was on the nasdaq it would automatically trade higher As previously mentioned - this VFF is an extreme example. There are very much more realistic examples for revenue to be pushed into AGFY which helps shareholders add value

GuyOnTheCouch420

Well let’s say they need $100M to buy VFF at a premium. What valuation and terms does it go into AGFY at? If it’s another convert and warrants and they use it to buy VFF, the bulk of the value goes to the GTI funding round not to the common. Without knowing how the money comes in it’s a guess. But I assume that Ben will do what is best for GTI 1st, AGFY 2nd. So I’d rather just own GTI than AGFY.

NotJackLondon

To the guy who asked for a dollar on VFF..... Yay! 🙌

hambone_83

Its about GTI either buying the asset and placing it into Agrify after the fact with a stock swap or GTI pushing cash into Agrify and then to VFF. This was an extreme example which I don't think GTI would act on but it shows what possibilities are available to them via Agrify

GuyOnTheCouch420

why would VFF agree to that? Agrify has next to no assets or income

hambone_83

But as I mentioned its not even the float, it gives GTI so many options to hit a home run. For example, what would stop GTI from acquiring VFF through Agrify? This is an extreme example but scenarios like this are in play since they literally have a nasdaq holding company with Agrify

Tacobeefmilkshake

Sell VFF??

Twist_of_Fate_44

haha, you're a funny guy. Trying to make your random prediction seem real by offering a fake bet on the internet. How big are your VFF bags, tell me that much?!?

Intelligent-Club1352

VFF avoiding a reverse split again.

Russticale

Hells yea man! I was looking to buy it at around $0.80 on the open but already had the MSOS leverage in play so kept out. Happy to see the bulls take VFF up all day and close strong.

goalpost21

Bought VFF pre market this morning and sold in the afternoon for 20% .

MachineWins

Good morning VFF

Russticale

Hope it sheds some sympathy with the sector!  Im not in VFF right now but like the company.  Almost want to buy in for a trade, but got enough exposure in cannabis this week already.  Raise the tide VFF 🧜‍♂️

Russticale

That kind of move in AH should lead to a green day, but this is cannabis stocks and VFF sometimes is stubborn in how it moves.  That said, this reaction should still have some legs and move to the upside due to how violent that move was.

Slampsonko

Eyes on VFF today. 🎢

tstrand1204

After this transaction closes, with $50MM+ of cash on hand, cash flow positive and net income positive without produce segment, wouldn’t be surprised if VFF announces a share buyback if this stock price isn’t significantly higher

FoodCooker62

VFF was up 100% postmarket yesterday and ended flat. Barely green premarket just now. Crazy. 

tstrand1204

No way to spin the VFF news but highly positive. Get $40MM of cash to grow without debt or issuing shares, stop muddling financials with Produce losses, retain 40% ownership in new well-capitalized produce venture, focus on growth of international cannabis business, time to outlast other Canadian players that are spiraling. Erased all of the 100% AH gain, but this stock is going to steadily rise

ApprehensiveRadio5

VFF back in the game?

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

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.

Aggravating_Fee7018

Nice - the real Degen bet if $VFF

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. 

Difficult_Fig_1582

VFF 100% buy

manualCAD

Surely there are worse humans out there. Like the CEO of VFF!

TomorrowLow5092

VFF is still the Boss.

Difficult_Fig_1582

VFF all the way for me

manualCAD

One more of these and I'm gonna start short selling VFF

TomorrowLow5092

US Pot stocks are held together with hopes and dreams. VFF has taken over Canada, is growing revenues and expanding operations in multiple countries. VFF is the Boss. When the federal government in your area legalizes marijuana in two years, VFF will still be the Boss.

mfairview

VFF has gone from about .50 to .75 in about 2 weeks. Appears the recent extension from NAS and new loan refi have taken some uncertainty off the table. Let's get this puppy over $1 once and for all. 112m outstanding, 89m float. I still consider it the best operational LP around.