Core Insights - Village Farms International (VFF) shares have surged 328% year to date, significantly outperforming the industry's 10% decline [1] - The stock's rise is attributed to favorable comments from former President Trump regarding marijuana rescheduling and the company's divestiture of its fresh-produce business to focus on cannabis operations [2][4] Company Developments - Village Farms announced a strategic pivot by divesting its fresh-produce business, which accounted for nearly half of total revenues but operated on thin margins [4] - The divestiture was completed on May 30, with VFF receiving $40 million in cash and retaining a 37.9% equity stake in Vanguard Food LP [5] - Post-transaction, the company is focusing on its high-margin cannabis portfolio and expanding exports into international medical markets [6] Financial Performance - In Q2 2025, Village Farms reported a net income of $9.9 million and an adjusted EBITDA of $17.1 million, achieving a record 29% margin [9] - The Canadian cannabis gross margin improved to 39% from 26% year-over-year, driven by a stronger product mix and disciplined cost management [9] - The company experienced a 233% growth in operating cash flow, reinforcing its transformation into a high-margin cannabis operator [9] Market Outlook - VFF expects strong momentum in international medical cannabis sales through the remainder of 2025, driven by expanding market access in Europe [8] - The company has already met its full-year target of tripling 2024 export sales within the first half of 2025 [8] Shareholder Returns - Village Farms announced a $10 million share repurchase program, reflecting management's confidence in sustained profitability and cash generation [10] - The company is well-positioned to pursue growth investments and shareholder returns without relying on external financing [10] Competitive Landscape - Village Farms operates in a competitive market, facing competition from peers like Curaleaf Holdings and Tilray Brands, both of which are also pursuing international expansion [12] - As VFF gains traction in international markets, it may face increased competitive pressure, potentially accelerating sector consolidation [13]

Group 1 - Alan Brochstein is a pioneer in the cannabis investment sector, starting his career in the securities industry in 1986 and founding AB Analytical Services in 2007 to provide consulting for investment advisors [1] - He has been managing the investing group 420 Investor since 2013, focusing on publicly-traded cannabis stocks and moving the group to Seeking Alpha in 2023 [2] - The 420 Investor group covers 20 stocks, providing investment news, earnings report previews, and post-report analyses, along with a model portfolio and multiple weekly video analyses [2] Group 2 - New Cannabis Ventures, co-managed by Alan, has been a key provider of financial information in the cannabis industry since 2015 [1] - The investing group offers a monthly newsletter and a chat feature for investor questions, enhancing community engagement [2]

Core Points - Auxly Cannabis Group Inc. has fully repaid its $5 million inventory loan to GrassHopper Capital Inc., resulting in annualized interest expense savings of approximately $900,000 [1][2]. Financial Performance - The company is experiencing profitable growth, allowing it to strategically allocate capital [2]. - Revenue growth and a stable cost base are providing operating leverage, translating to free cash flow [2]. Strategic Focus - The company prioritizes organic growth investments and strengthening its balance sheet in its capital allocation decisions [2]. - Reducing interest expense was a key reason for deploying excess cash towards loan repayment [2]. Company Overview - Auxly is a leading Canadian consumer packaged goods company in the cannabis products market, headquartered in Toronto [3]. - The company's mission is to enhance consumer happiness through quality cannabis products [3].

Core Insights - Village Farms International, Inc. will host a conference call on November 10, 2025, at 8:30 a.m. ET to discuss its third quarter 2025 financial results [1][2] - The company expects to release its financial results on the same day at 7:00 a.m. ET [2] Company Overview - Village Farms is a large-scale, vertically-integrated supplier of high-value, plant-based Consumer Packaged Goods, leveraging decades of experience in Controlled Environment Agriculture [4] - The company has a strong foundation as a leading fresh produce supplier in the US and Canada, while now focusing on high-growth cannabinoid opportunities internationally [4] Cannabis Operations - In Canada, Village Farms' subsidiary Pure Sunfarms is one of the largest cannabis operations globally, with 2.2 million square feet of greenhouse production and is recognized as a low-cost producer [5] - The company owns an additional 2.6 million square feet of greenhouse capacity in Canada for future expansion and holds an 80% stake in Rose LifeScience, a leader in cannabis product commercialization [5] International Expansion - Village Farms is targeting legal cannabis opportunities internationally, exporting medical cannabis from its EU GMP certified facility in Canada to markets such as Germany, the UK, Israel, Australia, and New Zealand [6] - The company is expanding its export business and making investments in international production assets, including a license to grow and distribute recreational cannabis in the Netherlands [6] US Market Strategy - In the US, Village Farms' subsidiary Balanced Health Botanicals is a leading CBD and hemp-derived brand, with plans to enter the US THC market leveraging its Texas-based greenhouse assets [7] - The company has 2.2 million square feet of existing greenhouse capacity and 950 acres of owned land for future expansion in the US [7] Renewable Energy Initiatives - Village Farms Clean Energy, in partnership with Terreva Renewables, generates renewable natural gas from landfill gas at its Delta RNG facility, receiving royalties on all generated revenue [8]

Group 1 - Alan Brochstein is a pioneer in the cannabis investment sector, having focused exclusively on this industry since 2007 [1] - He founded AB Analytical Services to provide independent consulting to registered investment advisors [1] - Brochstein is the managing partner of New Cannabis Ventures, which has been a key provider of financial information in the cannabis industry since 2015 [1] Group 2 - Alan has led the investing group 420 Investor since 2013, which focuses on publicly-traded cannabis stocks [2] - The group moved to Seeking Alpha in 2023 and closely monitors 20 cannabis stocks, providing timely investment news and earnings report previews [2] - Features of the 420 Investor group include a model portfolio, 10 weekly videos with chart analysis, 3 weekly summary pieces, a monthly newsletter, and a chat for investor questions [2]

Industry Overview - The cannabis industry in the US, Canada, and Europe is experiencing rapid growth, with Canada being the first fully legal cannabis region globally. The US and Europe face more legal challenges, but the momentum for legal cannabis continues to build, indicating a long-term positive outlook for the sector [2]. Investment Strategy - A strategic approach is essential for investing in marijuana stocks, which includes thorough research on the sector and individual companies. Understanding trading patterns and market reactions can lead to profitable opportunities even in this volatile market [1]. Long-term Potential - Investors believe that long-term gains will yield the most significant profits. Potential reforms in the US, such as cannabis rescheduling, could trigger a surge in marijuana stock prices, creating new trading levels for existing stocks [3]. Company Highlights - **Ayr Wellness Inc.**: Engaged in cultivating, manufacturing, and retailing cannabis products in the US. Recently launched a new flower from its first indoor cultivation facility in Florida, enhancing product quality and variety [4][5]. - **FLUENT Corp.**: Operates in the cultivation, manufacturing, processing, distribution, and sale of medical cannabis products across several states. Recently rebranded its Manhattan and White Plains dispensaries, marking significant expansion in New York [5][7]. - **Ascend Wellness Holdings, Inc.**: Focuses on the cultivation, manufacture, and distribution of cannabis consumer packaged goods. Scheduled to hold a third-quarter conference call on November 10th, which may positively influence stock performance if results are favorable [6][8].

Core Viewpoint - Green Thumb Industries Inc. is set to release its third quarter 2025 financial results on November 5, 2025, after market close [1] Company Overview - Green Thumb Industries Inc. is a leading national cannabis consumer packaged goods company and retailer based in Chicago, Illinois [2] - The company manufactures and distributes a variety of branded cannabis products, including RYTHM, Dogwalkers, incredibles, Beboe, &Shine, Doctor Solomon's, and Good Green [2] - Green Thumb operates RISE Dispensaries, a rapidly growing national retail chain, serving millions of patients and customers annually [2] - Established in 2014, the company has 20 manufacturing facilities and 108 retail stores across 14 U.S. markets, employing approximately 4,800 people [2]

Core Points - Canopy Growth Corporation will release its financial results for the second quarter of fiscal year 2026 on November 7, 2025, before the markets open [1] - Following the financial results release, an audio webcast will be hosted by the CEO and CFO on the same day at 10 AM ET [2] - Canopy Growth is a leading cannabis company focused on improving lives through innovative cannabis products and services [3][5] Company Overview - Canopy Growth offers a range of products from owned and licensed brands, including Tweed, 7ACRES, DOJA, and Deep Space, as well as vaporization devices by Storz & Bickel [3] - The company serves medical cannabis patients globally, with operations primarily in Canada, Europe, and Australia [3] - Canopy Growth has a non-controlling interest in Canopy USA, LLC, which includes a portfolio of cannabis-related businesses across the U.S. [4] Recent Developments - The DOJA facility in Kelowna, British Columbia, is now dedicated exclusively to medical cannabis cultivation, supporting the Spectrum Therapeutics portfolio in Canada [8] - Canopy Growth recently held its Annual General and Special Meeting of Shareholders, which was adjourned due to a lack of quorum and reconvened on October 10, 2025 [9]

Core Viewpoint - IM Cannabis Corp. has signed a non-binding indicative term sheet to acquire a 60% equity interest in a quantum computing bio data company for up to $54 million, aiming to enhance long-term growth opportunities and shareholder value [1][4]. Company Overview - IM Cannabis Corp. is a leading medical cannabis company operating in Israel and Germany, focusing on premium cannabis products for medical patients in these significant markets [6][7]. - The company aims for sustainable and profitable growth by leveraging a data-driven approach and a globally sourced product supply chain [6]. Proposed Transaction Details - The acquisition involves an aggregate consideration of up to $54 million, which will be paid in cash, IMC shares, and potential earn-out payments based on performance milestones [2]. - The transaction is subject to due diligence, negotiation of definitive agreements, and necessary corporate and regulatory approvals [3]. Strategic Intent - This move follows the company's decision to explore additional business activities to enhance growth opportunities and create further shareholder value [4].

NORWOOD, Mass., Oct. 23, 2025 (GLOBE NEWSWIRE) -- MariMed Inc. (“MariMed,” “the Company”) (CSE: MRMD) (OTCQX: MRMD), a leading cannabis consumer packaged goods company and retailer, today announced a licensing agreement with Farm 2 Hand, LLC (“Farm 2 Hand”), a New York State cannabis license holder, that will introduce the Company’s top-selling portfolio of products throughout New York State. Terms of the agreement were not disclosed. Farm 2 Hand intends to manufacture and distribute a variety of MariMed’s ...