Key Takeaways E is nearing a final decision on developing the Cronos gas deposit, one of six discoveries in Cypriot waters.The timely completion of documentation could allow Cronos gas exports to Europe by late 2027 or early 2028.Cronos is operated by Eni and Total Energies and holds about 3.4 trillion cubic feet of gas.Eni S.p.A (E) , an Italian integrated energy company, is anticipated to take a final decision on whether to proceed with the development of a natural gas field off the coast of Cyprus. This ...

Industry Overview - The cannabis industry is evolving with renewed optimism as investors look toward 2026, with Canadian companies at the forefront of global expansion due to strong medical programs and increasing international demand [1][2] - Investors face challenges such as volatility, regulation, and changing consumer trends [1] Company Summaries Tilray Brands Inc. (TLRY) - Tilray is one of the largest cannabis and consumer wellness companies in Canada, operating in Canada, Europe, Latin America, and emerging medical markets [2] - The company does not own U.S. cannabis dispensaries but partners with licensed distributors, allowing for brand expansion while remaining compliant [2] - Recent financial performance shows gradual improvement, with revenue growth from both cannabis and beverage operations, although profitability remains challenging due to operating expenses and restructuring costs [4] - Investors are optimistic about potential catalysts such as expanding international medical programs and regulatory changes, but the stock may experience price swings [4] Cronos Group Inc. (CRON) - Cronos is a global cannabis and cannabinoid company focused on developing branded products for adult-use and medical markets, emphasizing quality and innovation [6] - The company collaborates with licensed partners instead of owning U.S. dispensaries, allowing for cautious growth while remaining compliant [6] - Financially, Cronos has reported steady revenue growth supported by strong demand for premium products, maintaining a solid balance sheet and improving gross margins [8] - Despite periodic net losses, the company's disciplined approach to growth appeals to investors seeking stability [8] Aurora Cannabis Inc. (ACB) - Aurora is a recognized cannabis producer in Canada, heavily involved in medical cannabis across multiple regulated markets [9] - The company focuses on export partnerships and compliant product channels instead of operating U.S. dispensaries [9] - Aurora's financial performance reflects a strategic shift toward profitability, with improved gross margins and reduced operating expenses [11] - The company has achieved positive adjusted earnings recently, indicating operational progress, and is expected to continue growth in international medical markets [11]

Key Takeaways CRON agreed to buy CanAdelaar, gaining a leading position in the Netherlands' regulated adult-use market.Village Farms exited fresh produce, fueling 758% year-over-year growth in Q3 medical cannabis export sales.TLRY is expanding European medical cannabis while using beverages to offset volatility in core operations.2025 shaped up to be a breakthrough year for the cannabis industry. After years of muted growth and battered stock prices, the sector finally began showing signs of life as long-aw ...

Company Overview - Cronos Group Inc. (CRON) operates in a nascent industry characterized by a lack of product differentiation and sustainable economic moats [1] Investment Strategy - The company is viewed through the lens of value investing, focusing on rare and exceptional buying opportunities [1] - Investment strategies include net current asset value analysis (NCAV), 'cigar butt' investing, and hyper-conservative discounted cash flow calculations [1] Professional Background - The company has a professional background in IT project management, which enhances its competence in the technology sector [1] Goals and Contributions - The aim is to summarize and understand investments, assist others in learning the value investing process, and foster valuable discussions with like-minded investors [1]

It might be that time of the year again - to buy cannabis stocks. Cronos Group ( CRON ) is a Canadian operator and has seen significant volatility due to news of potential rescheduling. While the company does not appear poised toJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the investing group Bes ...

After several reports were published on Friday stating that President Donald Trump was seeking to reclassify marijuana , companies such as the Cronos Group Inc. ( CRON ) saw significant gainsMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. The ideal scenario is for these companies to demonstrate a long-term capability of capital compounding, with a high enough compound annual growth rate to potentially ...

智通财经APP获悉，周五，大麻股集体狂飙，Tilray Brands(TLRY.US)大涨超32%，canopy growth(CGC.US)涨超23%，SNDL(SNDL.US)涨超19%，极光大麻(ACB.US)涨超11%，cronos group(CRON.US)涨超5%。消息面上，多家美国当地媒体报道称，美国总统唐纳德.特朗普预计将推动把 大麻重新归类为"危害性较低的药物"。根据媒体报道，特朗普正在考虑将大麻从"附表I"(Schedule I) ——该类别表示无医疗用途且具有高滥用潜力——大幅度调整至"附表III"——这是一类依赖性与成瘾性 潜力较低的物质类别。 ...

The stock prices of major cannabis companies like Tilray Brands (NASDAQ:TLRY) and Canopy Growth (NASDAQ:CGC) skyrocketed 34.88% and 27.46%, respectively, in premarket trading on Friday, following reports of President Donald Trump‘s plans to relax federal regulations on marijuana. Meanwhile, Aurora Cannabis Inc. (NASDAQ:ACB) surged 20%, Cronos Group Inc. (NASDAQ:CRON) gained 19% and Organigram Global Inc. (NASDAQ:OGI), and SNDL Inc. (NASDAQ:SNDL) rose 12% and 34.7% respectively. Reclassification Of Cannabis ...

智通财经APP获悉，多家美国当地媒体报道称，美国总统唐纳德·特朗普预计将推动把大麻重新归类 为"危害性较低的药物"，这一最新的市场动态无疑直接推动美国大麻类生产商股票周五在美股盘前交易 中大幅上涨。涨幅居前的包括：Tilray Brands(TLRY.US)盘前大涨超30%，Canopy Growth(CGC.US)涨 23%，Aurora Cannabis(ACB.US)涨20%，SNDL(SNDL.US)涨14%，Cronos Group(CRON.US)涨12%。 根据媒体报道，特朗普正在考虑将大麻从"附表I"(Schedule I)——该类别表示无医疗用途且具有高滥用 潜力——大幅度调整至"附表III"——这是一类依赖性与成瘾性潜力较低的物质类别。 据报道，特朗普当地时间周四早些时候与美国众议院议长迈克·约翰逊、特朗普亲自提名的卫生与公众 服务部(HHS)部长小罗伯特·F·肯尼迪、医疗保险和医疗补助服务中心(CMS)署长梅赫梅特·奥兹，以及数 位大麻行业高管通话，讨论该事项。 不过报道称，联系到的一名白宫高级官员表示，特朗普本人尚未给出最终的行政决定。 附表III药物具有已被普遍接受的医疗用途，但仍存 ...

Group 1: Broadcom and AI Trade - Broadcom is facing margin concerns after a strong Q4 performance, with expectations of a 100 basis points sequential decline in Q1 gross margin due to increased AI revenue share [4] - The company has a significant backlog of $73 billion in AI product orders scheduled over the next six quarters, but this includes lower-margin system sales [5] - Broadcom's market capitalization has surpassed that of Meta and Tesla, highlighting its importance in the AI sector [3] Group 2: Cannabis Industry - Cannabis producer stocks are rising on reports that President Trump may advocate for reclassifying marijuana from Schedule I to Schedule III, which would recognize its medical applications [6][7] - A call was held involving Trump and several cannabis industry executives to discuss the reclassification proposal, although no final decision has been made [7] Group 3: Anheuser-Busch InBev - Anheuser-Busch InBev plans to close its Merrimack, N.H. brewery by early 2026 as part of a modernization effort, aligning with closures at other sites [8][9] - The company holds a leading position in the U.S. beer market with approximately 33% market share, with Michelob Ultra being the top-selling beer by volume [10]