Business news, resources, research, and investment discussion for publicly traded cannabis related stocks.
This subreddit was created to promote productive discussion for investors and traders of legal cannabis stocks. Please read the rules before posting.
Use the search bar before posting. All questions that can be answered by these resources may be removed.
News Press Releases Reports Editorials Discussion Financials Resources Charts/Graphs
Breaking any of the following rules is grounds for having your post/comment removed, issued a warning, and/or banned.
Be respectful and kind - (Reddiquette).
Titles must be descriptive (use article's actual title in posts) and not contain of emojis nor be simple/vague/common questions.
All discussion should be related to publicly traded companies in the cannabis sector.
Politics should only be discussed in relation to the cannabis sector. Interjecting with your own beliefs, philosophy, or viewpoints regarding politics will result in a ban
Rule 5 - All posts must use proper submission type (Links for Links, Text for Text) and have an appropriate flair attached.
No submission should pump a stock without links/sources to evidence and analysis. If you are providing the analysis, flair it as MY TAKE.
Press releases must be linked from the company website or contracted newswire distributor. Repackaged content for the purpose of generating traffic to a website will not be accepted.
Emoji's are restricted to 2 per comment, more emoji's will be auto-limited. Emojis, GIFs, Memes are unrestricted within the Daily Discussion Thread Party Sticky. More information can be found within the Sticky Post of each Daily Discussion Thread.
No self promotion, spam, or product reviews.
Moderators reserve the right to move any and all content at their discretion.
To comment:
To post:
Those who don't meet these requirements must participate within other subreddits. No exceptions provided at this time.
Command: !R
- Executes the command to see the FreshFlair Rules
Command: !F
- Executes the command to change your Freshflair
The information on this sub is entirely the opinion of the user and should not be considered investment advice under any circumstances. Any investment is subject to normal market fluctuations and there can be no assurance that an investment will return its value or that appreciation will occur. /r/weedstocks does not endorse any of the opinions solicited on this sub.
Snoo courtesy of /u/Steak_59
/r/weedstocks
Welcome to the r/weedstocks Daily Discussion Thread!
This thread is intended for the community to talk about whichever company with others in a casual manner.
Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.
Please remember proper reddiquette when participating in the conversation. As always, rule #1 ("be kind and respectful") will be strictly enforced here to prevent any uncivil discussion and personal attacks.
Welcome to the r/weedstocks Daily Discussion Thread!
This thread is intended for the community to talk about whichever company with others in a casual manner.
Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.
Please remember proper reddiquette when participating in the conversation. As always, rule #1 ("be kind and respectful") will be strictly enforced here to prevent any uncivil discussion and personal attacks.
Dear all,
there has been a lot of buzz around Tilray lately and I'd like to provide a small outline of the company and it's brands.
Tilray merged with Aphria in 2021 and retained the name "Tilray" with the CEO from Aphria Irwin Simon.
You can dive further into those goals in their last yearly earning report, but for me the interesting points are:
Tilray has established leading brands and a enormous variety of products in the adult-use and medical cannabis market, which can easily be transfered to further countries opening medical or adult-use cannabis. Further they developed a strong network in pharma distribution wordlwide and in beverage/food in the USA which could allow a rapid entry in further opening countries such as USA.
Global Cannabis Net Revenue Increased 33% with International Cannabis Growth of 44% Over the Prior Year Quarter, #1 Market Share in Canada and #1 Market Share in Germany.
German Medical Cannabis Flower Revenue Increases by 50% Following Legalization which was in April 2024 so there is a lot of more revenuq coming and growing.
Medical Cannabis Brands
Adult-Use Cannabis Brands
Tilray’s extensive portfolio caters to all consumer segments:
Tilray also supplies bulk and finished cannabis products to other companies, leveraging its position in the supply chain.
This sector grew massive:
Revenue from wholesale cannabis . . . 2024: 25,340,000 VS 2023: 1,436,000
YOY increase of 1,665%
Through CC Pharma (acquired via the Aphria merger), Tilray has a robust distribution network in Germany for cannabis and medical products.
Tilray's wellness brands focus on hemp products and the whole plant is used:
Beverage-Alcohol Net Revenue Increased 165% Over the Prior Year Quarter, Tilray is the 5th Largest Craft Beer Brewer in the US with 4.5% Craft Beer Market Share.
Tilray’s financial year 2024 ended in May 2024 with a revenue of $788M USD, reflecting consistent growth over recent years. With the continued opening of international markets to medical and adult-use cannabis, there is a strong chance that financial year 2025 could exceed $1B USD in revenue. The company’s diversification into craft beer and other beverage segments is becoming a rapidly growing income stream. I remain very positive about the future of this company, regardless of reclassification in the U.S., as Tilray’s broad international footprint and diversified portfolio give it a significant advantage over its competitors in the sector.
What Could Be a Fair Value for Tilray?
I am not offering financial advice but would like to share my perspective as an investor who has owned Tilray shares since the Aphria days before the merger and has heavily DCAed into the stock. Although dilution remains a real concern, I believe Tilray’s market cap could reasonably sit at $3B-$4B, based on comparisons with companies that have similar revenues and profiles (e.g., cannabis, beverages). At this market cap, the share price would range between $3.75-$5 USD, given the current number of outstanding shares.
Historical Market Cap Context
During the 2021 surge, driven by enthusiasm around cannabis legalization and meme-stock momentum, Tilray’s market cap reached ~$8B, which would correspond to a share price of ~$10 USD today.
Book Value and P/S Ratio
Risk-Reward Analysis
Although future outcomes cannot never be guaranteed, I am optimistic that Tilray’s potential is significantly higher than the current market price suggests. Recent share price declines appear to be driven by FUD from short sellers and political uncertainty in the U.S. Even without immediate U.S. federal legalization, Tilray is well-positioned to capitalize on international market openings, where it already has a strong footprint. Additionally, U.S. cannabis reform remains a possibility, and Tilray’s diversified portfolio (including beverages) provides robust growth opportunities, enhancing the risk-reward ratio.
So have a safe flight, 420!
Welcome to the r/weedstocks Daily Discussion Thread!
This thread is intended for the community to talk about whichever company with others in a casual manner.
Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.
Please remember proper reddiquette when participating in the conversation. As always, rule #1 ("be kind and respectful") will be strictly enforced here to prevent any uncivil discussion and personal attacks.
Welcome to the r/weedstocks Daily Discussion Thread!
This thread is intended for the community to talk about whichever company with others in a casual manner.
Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.
Please remember proper reddiquette when participating in the conversation. As always, rule #1 ("be kind and respectful") will be strictly enforced here to prevent any uncivil discussion and personal attacks.
Looking at the performance if IIPR, it doesnt look so good. Would this be considered a div trap?
As the title says, I was wondering what ETFs people think positively on and why. I feel like everyone was expecting a lot more from this sector in the past few years, and I’m thinking if it’s a good time to start slowly accruing some positions in an etf finally.
Welcome to the r/weedstocks Daily Discussion Thread!
This thread is intended for the community to talk about whichever company with others in a casual manner.
Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.
Please remember proper reddiquette when participating in the conversation. As always, rule #1 ("be kind and respectful") will be strictly enforced here to prevent any uncivil discussion and personal attacks.
Welcome to the r/weedstocks Daily Discussion Thread!
This thread is intended for the community to talk about whichever company with others in a casual manner.
Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.
Please remember proper reddiquette when participating in the conversation. As always, rule #1 ("be kind and respectful") will be strictly enforced here to prevent any uncivil discussion and personal attacks.
Seems unpopular here. Why do you think that is? Any related thoughts? pros/cons? thanks
Welcome to the r/weedstocks Daily Discussion Thread!
This thread is intended for the community to talk about whichever company with others in a casual manner.
Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.
Please remember proper reddiquette when participating in the conversation. As always, rule #1 ("be kind and respectful") will be strictly enforced here to prevent any uncivil discussion and personal attacks.