Expands New Jersey retail footprint to four dispensaries  Dispensary generates over $11 million in annualized revenue and is expected to be immediately accretive to EBITDA and cashflow Transaction further solidifies TerrAscend’s leadership position in state TORONTO, Dec. 30, 2025 (GLOBE NEWSWIRE) -- TerrAscend Corp. (the "Company") (TSX: TSND) (OTCQX: TSNDF), a leading North American cannabis company, today announced that its consolidated entities (“TerrAscend”) closed on the previously announced transactio ...

NEW YORK, NY / ACCESS Newswire / December 19, 2025 / Cannabis did not design its infrastructure for permanence. It designed it for speed. ...

Core Insights - The cannabis investment landscape is influenced by federal regulations, investment strategies, and valuation challenges, with a focus on expected industry consolidation and insights for retail investors navigating this complex environment [2][4]. Federal Landscape and Regulatory Changes - President Trump's recent executive order aims to expedite the rescheduling of cannabis and directs collaboration with Congress to define hemp, which may impact CBD products [27][28]. - The executive order does not guarantee immediate changes in business operations, as many companies already operate under the assumption that 280E does not apply to them [29][30]. Investment Strategies and Market Dynamics - The investment approach emphasizes focusing on business fundamentals rather than speculative trading based on regulatory news, which can lead to misinterpretations and volatility in stock prices [32][33]. - Retail investors are cautioned against overreacting to regulatory news, as the actual impact on cash flows and business fundamentals may be minimal [30][31]. Valuation Challenges in the Cannabis Industry - Valuation in the cannabis sector is complicated by varying state regulations, growth trajectories, and market dynamics, making it difficult to establish a consistent growth rate for companies [90][91]. - The industry faces challenges in achieving sustainable profitability as pricing normalizes over time, complicating the valuation of publicly traded cannabis companies [92][96]. Insights on Specific Companies - Grown Rogue is highlighted as a company with a strong cultivation team and a focus on customer-centric operations, which is seen as essential for long-term success in the cannabis industry [44][45]. - Glass House is recognized for its operational capabilities but faces valuation concerns and risks associated with interstate commerce and market competition [66][72][76]. Retail Investor Insights - Retail investors are advised to approach cannabis investments with caution, recognizing the speculative nature of trading around political developments and the importance of understanding the underlying business fundamentals [104][105]. - The Canadian cannabis market is perceived as offering a more level playing field for analysis compared to the U.S. market, which remains challenging for investors [101][102].

Core Points - Cannabis has been rescheduled from a Class 1 to a Class 3 substance under the Controlled Substances Act, marking a significant reform in its legal status [1][2] - The new law will enable the IRS to collaborate with legal cannabis businesses, providing them with tax breaks and incentives [1] - The bill aims to enhance cannabis research and redefine hemp to ensure full-spectrum CBD is accessible to patients [2] Industry Impact - The rescheduling is seen as a win for corporate cannabis, but it may pose challenges for smaller craft cannabis operators, potentially disrupting the coexistence of mom-and-pop brands in the industry [5] - Initial reactions in the marijuana stock market were muted, but there is potential for increased trading activity as investors fully digest the news [5] - The cannabis sector may experience a rise in stock prices as the week closes, depending on investor sentiment [5]

OrganiGram (OGI) came out with a quarterly loss of $0.2 per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to a loss of $0.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1,900.00%. A quarter ago, it was expected that this cannabis producer would post a loss of $0.01 per share when it actually produced a loss of $0.03, delivering a surprise of -200%.Over the last four quarters, the company has ...

Core Points - SNDL Inc. and 1CM Inc. have entered into an amended and restated arrangement agreement to acquire 32 cannabis retail stores for a total purchase price of $32.2 million in cash [1][3] Group 1: Transaction Details - The transaction will be completed in two stages: the first closing will involve 5 stores in Alberta and Saskatchewan, while the second closing will involve 27 stores in Ontario [2] - The purchase price for the first closing is set at $5.0 million, and for the second closing at $27.2 million, with the total purchase price remaining unchanged [3] - The deadline for completing the transaction has been extended from December 31, 2025, to May 31, 2026 [2] Group 2: Shareholder and Court Approvals - 1CM's shareholders voted overwhelmingly in favor of the transaction, and a final court order was obtained on June 18, 2025 [4] - A court hearing is scheduled for January 5, 2026, to seek approval for the amendments to the transaction [4] Group 3: Financial Implications - 1CM plans to return a portion of the net proceeds from the transaction to its shareholders after the second closing [5] - The net proceeds from the first closing are expected to cover transaction costs and working capital [5] Group 4: Company Backgrounds - SNDL Inc. is one of the largest vertically integrated cannabis companies in Canada, with a diverse portfolio of retail brands and products [6] - 1CM Inc. operates cannabis and liquor retail locations and aims to continue expanding through organic growth and future mergers and acquisitions [7]

Core Insights - Green Thumb Industries experienced a rally due to renewed optimism regarding cannabis rescheduling from the Trump administration, as reported in a Washington Post article [1] Industry Summary - The news has positively impacted US multi-state operators (MSOs) and Canadian cannabis licensed producers (LPs), indicating a potential shift in the regulatory landscape for the cannabis sector [1]

Core Insights - U.S.-listed cannabis stocks are gaining attention due to potential federal marijuana policy changes, specifically the reclassification of cannabis from Schedule I to Schedule III under the Controlled Substances Act [1][2] - This reclassification could lead to significant federal reforms, easing regulatory pressures, reducing taxes, and attracting institutional capital, which has already resulted in a rally in cannabis equities [2][3] Industry Overview - The potential rollback of Section 280E is a key factor, as it currently prevents cannabis companies from deducting ordinary business expenses, which would improve after-tax profitability and cash flow if reclassified [3] - Better access to banking and capital markets could support valuation expansion for financially disciplined operators [3][4] Company Analysis: Tilray Brands - Tilray Brands (NASDAQ: TLRY) is positioned to benefit from renewed optimism around federal reform, reporting approximately $200 million in revenue, with cannabis contributing nearly half [5] - The company achieved positive adjusted EBITDA of about $13 million and returned to net profitability, ending the quarter with over $400 million in cash and marketable securities [6] - Tilray's valuation is sensitive to regulatory changes, and it serves as a primary entry point for institutional investors, which could lead to accelerated capital inflows upon confirmation of reclassification [7][8] Company Analysis: Canopy Growth - Canopy Growth (NASDAQ: CG) is seen as a leveraged play on U.S. cannabis reform, with a stock rally of over 50% following regulatory news, closing at $1.74 [11] - For Q2 fiscal 2026, Canopy reported approximately $49 million in revenue, with adult-use cannabis revenue increasing by about 30% year-over-year and medical cannabis revenue rising roughly 17% [13] - Although still unprofitable, Canopy's adjusted EBITDA losses are narrowing, and its liquidity position has improved, with cash exceeding total debt by approximately $51 million [14][15]

Core Viewpoint - Canopy Growth's stock price experienced a significant increase in pre-market trading due to positive investor sentiment regarding cannabis rescheduling, with shares rising over 35% to $1.530, resulting in a higher market capitalization [1] Group 1 - Canopy Growth's stock price surged by over 35% in pre-market trading [1] - The stock price increase brought Canopy Growth's market capitalization to a notable level [1]

Cronos Group Inc. (NASDAQ:CRON) is one of the best long-term penny stocks to invest in. Cronos Group Inc. (NASDAQ:CRON) announced on December 9 that its wholly-owned subsidiary entered into a definitive share sale and purchase agreement for the acquisition of all the outstanding shares of CanAdelaar B.V., which is the largest cannabis company in operation in the adult-use cannabis pilot program (the Wietexperiment) in the Netherlands. Is Cronos Group Inc. (CRON) The Best CBD Stock To Invest In Right Now? ...