A study conducted in Europe advanced arguments for marijuana law reform around the world.Whenever there's news about potential marijuana legalization anywhere in the world -- or at least some measure of decriminalization -- the few publicly traded pot companies tend to benefit. This was the case on Tuesday with big multistate operator Curaleaf (CURLF 4.90%), as a new study undertaken on the other side of the world illustrated the benefits of making the drug legal. The company's share price was up by nearly ...

Core Insights - Village Farms International, Inc. (NASDAQ:VFF) is recognized as one of the 12 best marijuana stocks to buy according to analysts [1] - The company is expanding its cannabis production capacity by converting 550,000 square feet of greenhouse space, which will increase annual production by 40 metric tonnes [1][2] - The expansion project, costing $10 million CAD, is expected to be fully operational by Q1 2027 and will be financed with available funds [1] Group 1 - The conversion will result in a total of 2.2 million square feet of cannabis production space, marking a 33% increase and positioning the company among the largest cannabis producers globally [2] - CEO Michael A. DeGiglio emphasized a strategic approach to growth, leveraging nearly 40 years of experience in controlled environment agriculture to support profitable growth in both Canadian and international markets [2]

Group 1 - The company Sanlisi has received an investment license from the Lao government for its subsidiary, Laos Sansheng Co., Ltd, to cultivate cannabis for medical and commercial purposes during a trial period [2] - The company is actively advancing the construction of the project [2]

Core Perspective - The article presents the idea that the domestication of plants is a two-way process, where plants have influenced human desires and actions, leading to a mutual evolution between humans and plants [1][11]. Group 1: Plant Domestication and Human Interaction - The author reflects on the chaotic growth of a garden, illustrating how plants can overtake human designs and intentions, emphasizing the wild nature of plant growth [3][4]. - The relationship between humans and plants is characterized as a dance of desires, where both parties influence each other, leading to a complex interplay of survival and evolution [11][12]. - Historical figures like John Chapman and modern scientists are mentioned as participants in this ongoing dialogue between human desires and plant evolution, highlighting the shared journey of cultivation and domestication [8][10]. Group 2: Biodiversity and Future Implications - The article stresses the importance of biodiversity, suggesting that reducing variety in plant cultivation can limit evolutionary potential and future opportunities [13][14]. - The author advocates for the preservation of diverse plant genes, including those that may seem useless or unattractive, to ensure a stable and rich ecosystem [13][14]. - The narrative encourages a shift in perspective towards a more harmonious relationship with nature, where humans recognize their interconnectedness with the natural world [14].

Core Insights - The industrial hemp stocks are experiencing significant activity, with Tilray rising over 9%, Harrow and Veru increasing by more than 6%, and Aurora Cannabis up nearly 2% [1] - A report from the Washington Post indicates that Trump expressed intentions to classify cannabis as a lower-risk substance during a fundraising dinner in New Jersey, which could simplify the cannabis trade and enhance profitability in this multi-billion dollar industry [1] - Trump is expected to make decisions regarding cannabis in the coming weeks, which could have substantial implications for the market [1] Company Performance - Tilray's stock increased by over 9% [1] - Harrow and Veru both saw stock increases of more than 6% [1] - Aurora Cannabis experienced a rise of nearly 2% [1] - Other companies like Canopy Growth and Teva Pharmaceuticals also saw stock increases of over 1.5% [1]

格隆汇8月12日｜A股市场工业大麻概念股集体上涨，其中，福安药业(300194)涨15%，莱茵生物 (002166)10CM涨停，晨光生物(300138)涨超6%，德展健康(000813)涨超4%，顺灏股份(002565)、康恩贝 (600572)涨超3%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 300194 | 福安药业 | 1 | 15.02 | 63.77 乙 | 21.65 | | 002166 | 菜菌生物 | | 10.05 | 68.23亿 | 24.71 | | 300138 | 晨光生物 | alc | 6.38 | 69.32亿 | 66.51 | | 000813 | 德展健康 | 1 | 4.39 | 94.79亿 | 44.41 | | 002565 | 顺灏股份 | | 3.65 | 90.42亿 | 182.80 | | 600572 | 康恩贝 | | 3.25 | 120亿 | 5.90 | | 002303 | 美盈森 | | 1.90 | 65.85 Z ...

Core Viewpoint - The potential reclassification of cannabis from a Schedule I to a Schedule III drug by Trump could significantly impact the approximately $80 billion cannabis market, described as a "game changer" [2][7]. Group 1: Regulatory Changes - Trump is considering reclassifying cannabis, which is currently classified as a Schedule I drug under federal law, similar to cocaine [6]. - The reclassification would allow cannabis companies to benefit from different tax regulations and could stimulate investment interest [2][7]. - The discussion has primarily focused on moving cannabis to Schedule III, which includes substances like steroids and Tylenol with codeine [7]. Group 2: Market Reaction - Cannabis-related stocks experienced significant gains following Trump's announcement, with Canopy Growth rising over 26% and Tilray Brands soaring more than 41% [2][3]. - Cronos Group also saw a jump of over 14%, reaching a 52-week high [2]. - Many cannabis stocks are currently priced below $1 per share, meaning small price changes can lead to substantial percentage increases [5]. Group 3: Industry Sentiment - The public discussion by Trump has generated optimism within the industry, with Tilray's CEO expressing that the reclassification process may take about a year [7]. - Tim Seymour noted that bipartisan support appears to exist for changing the cannabis classification, suggesting that now may be an opportune time for investment in the sector [8].

Core Viewpoint - Cannabis stocks surged on Monday, with Canopy Growth (CGC.US) and Tilray Brands (TLRY.US) rising nearly 20%, Aurora Cannabis (ACB.US) up nearly 13%, and Cronos Group (CRON.US) increasing by nearly 12% due to reports that Trump is considering reclassifying cannabis as a lower-risk substance [1] Group 1 - Canopy Growth (CGC.US) experienced a significant price increase of nearly 20% [1] - Tilray Brands (TLRY.US) also saw a rise of nearly 20% [1] - Aurora Cannabis (ACB.US) rose nearly 13% [1] - Cronos Group (CRON.US) increased by nearly 12% [1] Group 2 - The surge in cannabis stocks is linked to a report from The Wall Street Journal regarding Trump's potential reclassification of cannabis [1]

Group 1 - Pro-cannabis law reform advocates are gaining influence in U.S. politics, which is a positive sign for marijuana investors despite the industry's ongoing struggles and frequent net losses among major companies [1] - Marijuana stocks tend to rise with any positive news, as seen with Curaleaf's share price increasing by over 2% following political developments, outperforming the S&P 500 index during that trading session [2] - President Trump has endorsed Florida State Senator Joe Gruters, a proponent of marijuana legalization, for the position of chairman of the Republican National Committee, which could be seen as a positive development for the cannabis industry [3][5] Group 2 - Gruters has actively supported marijuana legalization, including sponsoring a bill for medical cannabis patients to grow their own plants, although this bill was ultimately rejected [4] - While Gruters' potential election as RNC chairman would be a minor victory for cannabis advocates, significant federal changes require the support of influential lawmakers, indicating that more substantial progress is needed [5]

Core Insights - The report highlights a significant increase in drug-related crimes in China, with 11,000 drug cases solved and 17,000 suspects arrested from January to May 2024, alongside the seizure of 18.5 tons of drugs [1] - The National Narcotics Control Office released a report indicating a global escalation in drug issues, with nearly 300 million drug users worldwide, a 20% increase over the past decade [2] Group 1 - From January to May 2024, 11,000 drug-related cases were solved, resulting in the arrest of 17,000 suspects and the seizure of 18.5 tons of drugs [1] - As of May 2024, there are 710,000 registered drug users in China, with 433,900 individuals having not relapsed after three years of abstinence [1] - A major drug trafficking gang was dismantled in Yunnan, leading to the arrest of 97 suspects and the seizure of 1.47 tons of drugs [1] Group 2 - The report from the National Narcotics Control Office indicates that the global drug problem is worsening, with major drug-producing regions maintaining high production levels [2] - The report notes that the market for drug abuse is expanding, with the number of global drug users nearing 300 million, marking a 20% increase over the last decade [2] - The next steps for the narcotics control departments include a zero-tolerance policy towards drug-related crimes and the enhancement of drug governance systems [2]