Industry Overview - The cannabis industry is experiencing increased trading activity, driven by speculation regarding federal reform and the potential for greater legitimacy [1][2][3] - Despite significant revenue generation, the industry still has room for growth and development, with hopes that regulatory changes will lead to more consistent trading of marijuana stocks [3] Company Highlights - **Green Thumb Industries Inc.**: Engages in the manufacturing, distribution, marketing, and sale of cannabis products, operating through Retail and Consumer Packaged Goods segments. Recently expanded its presence in Pennsylvania with a new RISE Dispensary, marking its 19th location in the state and 108th nationwide [4][6] - **Jushi Holdings Inc.**: A vertically integrated cannabis company involved in cultivation, processing, retail, and distribution for medical and adult-use markets in the U.S. [7] - **Greenlane Holdings, Inc.**: Focuses on the development and distribution of cannabis accessories and lifestyle products across the U.S., Canada, Europe, and Latin America. Reported Q2 2025 earnings in mid-August [9] Financial Performance - A company reported total revenue of $0.8 million for the recent quarter, a decline from $2.6 million in the same period last year. Operating expenses decreased by 27% to $3.3 million, while the operating loss improved slightly to $3.3 million from $3.5 million year-over-year. The net loss was $3.2 million, compared to a net loss of $0.6 million in the prior year [12]

Core Viewpoint - PharmaCielo Ltd. has successfully closed the sale of its La Margarita property, which is a strategic move to strengthen its financial position and focus on core growth opportunities in the cannabis market [2][4]. Financial Performance - For the fifteen months ended March 31, 2025, PharmaCielo reported revenue of CAD $487,000, an increase from CAD $240,000 for the same period in the previous year [4]. - The adjusted EBITDA loss improved to CAD $(801,000) from CAD $(1,264,000) year-over-year [4]. - The net loss for the period was CAD $(2,228,000), slightly better than CAD $(2,420,000) for the previous year [4]. - The net loss per share was CAD $(0.013), compared to CAD $(0.014) in the prior year [4]. Transaction Details - The La Margarita property was sold for a gross sale price of COP $26,000,000,000 (approximately CAD $8.6 million) [8]. - Proceeds from the sale were used to fully repay the Banco Agrario Loan, totaling COP $6,129,153,444 (CAD $2.1 million), including principal, interest, and legal costs [8]. - Approximately CAD $4.0 million of the proceeds will be transferred to Canada for corporate payments after loan repayment [8]. Strategic Rationale - The divestment of the La Margarita property aligns with PharmaCielo's strategy to optimize its asset portfolio and focus on high-value opportunities [8]. - The company aims to concentrate resources on expanding its sales pipeline and advancing strategic partnerships to achieve profitability [4][8]. Business Outlook - PharmaCielo is positioned to become profitable in 2026, with a focus on expanding its presence in Latin America, particularly Brazil, and entering new markets such as South Africa, Australia, and the EU [9]. - The company is improving its cost structure by eliminating non-essential expenditures and right-sizing its operations [9]. - PharmaCielo is committed to maintaining EU-GMP compliance while optimizing operational costs and capital investments to deliver high-quality products [16].

Core Points - Verano Holdings Corp. is informing shareholders about potential delays in receiving meeting materials due to a Canadian postal strike [1][2] - The special meeting is scheduled for October 27, 2025, at 9:30 a.m. CDT [1] - Shareholders are encouraged to vote online instead of mailing their proxies to ensure timely receipt of their voting instructions [3] Company Overview - Verano Holdings Corp. is a leading multi-state cannabis company in the U.S., known for its revenue, geographic reach, and brand performance [7] - The company operates under the Zen Leaf and MÜV dispensary brands and offers a variety of cannabis products through its portfolio, including brands like Verano, Essence, and MÜV [7] - Verano has operations in 13 U.S. states with 15 production facilities and over 1.1 million square feet of cultivation capacity [7]

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, leveraging his extensive experience in the securities industry [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 covers 20 stocks, providing timely investment news, earnings report previews, and post-report analyses [2] - Additional features of the 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]

Market Trends & Regulatory Landscape - Cannabis stocks have rallied in recent months due to industry-friendly headlines from Washington [1] - The potential rescheduling of cannabis to Schedule 3 by the DEA is being discussed, possibly initiated by an executive order from President Trump [4][5] - Rescheduling could trigger a domino effect, enabling safe banking and major exchange listings for US cannabis companies [11] - Investors remain cautious due to past unfulfilled promises from politicians regarding cannabis reform [6] Investment Opportunities & Risks - US multi-state operators (MSOs) are generating billions in revenue in states with medical or adult-use cannabis programs [9] - These US companies operate contrary to federal law and are unable to list on major US exchanges or access traditional banking services [9] - Advisor Shares Pure US Cannabis ETF (MSOS) specializes in US MSOs, offering a way to invest in these companies [9] - Top picks include Curaleaf, a multi-state operator with hemp beverage interests, and Trulieve, a dominant force in Florida's medical market [12][13] Comparison with Canadian Companies - Canadian cannabis companies like Aurora, Tilray, and Canopy cannot have THC cannabis business in the US but are listed on major US exchanges [8] - US MSOs present a different investment opportunity compared to Canadian companies [13]

Core Insights - Tilray Brands' shares have surged approximately 300% since July, driven by optimism surrounding potential cannabis reform in the U.S. [1][6] - The upcoming earnings report on October 9 could serve as a catalyst for further stock movement, depending on the company's financial performance [2][4] Financial Performance - For the fiscal year ending May 31, Tilray reported net revenue of $821.3 million, a 4% year-over-year increase, although its core cannabis business saw a 9% decline, with sales dropping to $249 million [5] - Despite recent stock gains, Tilray's overall performance has been poor, with a 65% decline in stock value over the past five years [3][6] Market Challenges - The competitive landscape of the Canadian cannabis market poses significant challenges for Tilray and other producers, often leading to disappointing earnings reports [4][6] - The company's financial struggles and reliance on acquisitions to diversify revenue streams highlight ongoing vulnerabilities in its business model [7]

Core Viewpoint - Shares of Tilray Brands (NASDAQ: TLRY) surged approximately 40% this week, primarily driven by a pro-CBD video posted by former President Donald Trump on his Truth Social account [1][10]. Group 1: Market Reaction - The significant increase in Tilray's stock price was largely attributed to Trump's endorsement of CBD, which is known for its medical benefits without the psychoactive effects associated with other cannabis compounds [1][4]. - The post positively impacted the entire cannabis sector, as many companies, including Tilray, offer CBD products alongside their cannabis offerings [7][10]. Group 2: Company Developments - Tilray announced an expansion of its medical marijuana cannabis flower offerings in Germany, a market that has legalized both medical and recreational cannabis [2][8]. - The company has diversified its product portfolio to include recreational cannabis in Canada, medical cannabis in Europe, CBD beverages in various markets including the U.S., and recently, alcoholic beverages [7]. Group 3: Regulatory Context - Despite the legalization of CBD under the 2018 Farm Bill, cannabis remains illegal at the federal level in the U.S., and the FDA does not permit CBD in food supplements [5]. - The Trump administration's apparent support for CBD as a cost-effective alternative to expensive pharmaceuticals could signal a shift in regulatory attitudes towards cannabis products [6].

Industry Overview - 2025 is anticipated to be a breakthrough year for the cannabis industry, driven by support from the Trump administration and increasing investor optimism [1][3] - Federal legalization of marijuana could potentially revive the industry, which is projected to exceed $160 billion by 2032 [3] Company Analysis: Village Farms International (VFF) - Village Farms holds a Zacks Rank 1 and has strengthened its position in the cannabis market through strategic restructuring and international expansion [5] - The company divested its fresh-produce business, focusing on higher-margin cannabis operations, leading to a 690% year-over-year increase in international medical export sales [6][7] - Village Farms has maintained its status as one of Canada's top three cannabis companies, consistently generating positive EBITDA and cash flow [7] - EPS estimates for 2025 improved from a loss of 9 cents to earnings of 12 cents, with a stock price increase of 267% year to date [8] Company Analysis: Canopy Growth (CGC) - Canopy Growth, with a Zacks Rank 2, is improving its balance sheet through disciplined capital allocation and cost management [9] - The company is reducing operating costs by stepping back from low-margin businesses and divesting non-core assets, enhancing liquidity for growth opportunities [9] - Canopy Growth's U.S. ambitions are significant, with interests in Acreage Holdings, Wana Brands, and Jetty Extracts, which could benefit from federal rescheduling [11] - Loss per share estimates for 2025 narrowed from 60 cents to 50 cents, despite a 50% stock decline year to date [12] Company Analysis: Tilray Brands (TLRY) - Tilray, ranked 3 by Zacks, is expanding its international operations in Germany and Italy while diversifying beyond cannabis into beer and spirits [13][14] - The company has acquired over a dozen beer and spirits brands, becoming one of the largest craft brewers in the U.S., and has entered the hemp-based THC beverage market [14] - Estimates for Tilray's fiscal 2026 and 2027 remain unchanged at 11 cents and 7 cents, respectively, with shares rising 21% in the past 60 days [15]

TORONTO, Oct. 03, 2025 (GLOBE NEWSWIRE) -- Red White & Bloom Brands Inc. (CSE: RWB) (“RWB” or the “Company”) announces that it has completed and filed its interim financial statements for the periods ended March 31, 2025 and June 30, 2025, and the related management's discussion and analysis and CEO and CFO certificates. Copies of the noted documents are available under the Company’s profile on SEDAR+ at www.sedarplus.ca. With the filing of these documents, the Company has now brought its continuous disclos ...

Core Viewpoint - Tilray Brands has experienced a significant stock increase of over 150% in the past six months, driven by optimism surrounding potential U.S. marijuana legalization, despite still being in penny stock territory at approximately $1.65 per share [2][3]. Group 1: Company Performance - Tilray Brands has lagged behind broader equities over the past five years as the cannabis industry has not met expectations [2]. - The company's diverse business operations include medical and recreational cannabis, pharmaceutical products, hemp-based wellness products, and craft brewing, with significant opportunities in the U.S. market if federal legalization occurs [4]. - The stock's recent surge is attributed to positive developments regarding U.S. marijuana legalization, including comments from President Trump about rescheduling cannabis [5][6]. Group 2: Market Challenges - The Canadian cannabis market, which legalized recreational use in late 2018, faced saturation and regulatory challenges, leading to a supply glut and inconsistent financial results for companies like Tilray [7][8][10]. - Despite the legalization in Canada, a significant portion of cannabis sales remained illicit, with illegal sales accounting for 24.3% of the market as of 2023, indicating ongoing challenges for legal operators [9]. Group 3: Future Considerations - The potential federal legalization of cannabis in the U.S. could change the market dynamics for Tilray, but the specifics of such legalization, including licensing and taxation, remain uncertain [11][12]. - The competitive landscape may also pose challenges, as larger companies with experience in regulated markets could enter the cannabis space [12].