u/Anxious_Marzipan_881

After years of sinking to the depths of the stock market, while many abandoned her as dead, she is awakening in the overnight hours when few are watching. TLRY is about to reward those who remain, those who return and those new investors who recognize the greatness of what is about to transpire.

Just announced. A big plus for TLRY as they are in negotiations for approval of cannabis medications. Need a more lenient commissioner and one willing to go where the rest of the world already is.

$2-3B+ valuation likely when looking at the sum of parts.

Potential buyers here include:
- Large pharmaceutical companies wanting a cannabinoid platform
- European cannabis operators lacking scalable GMP supply
- Tobacco/alcohol majors wanting optionality ahead of broader legalization and wanting German / EU medical cannabis exposure. Germany’s medical market expansion materially increased the strategic value of companies with compliant supply chains and distribution already in place.

Tilray is positioned better internationally than many Canadian peers or US MSO’s.
Distribution infrastructure…CC Pharma and Tilray’s medical channels are arguably more valuable than Canadian cultivation itself. Distribution tends to survive industry shakeouts better than commoditized cultivation.

Most likely, the takeover would be followed by carving up the company and releasing the value they can get out of other divisions.

Reclaim $6 today will confirm.

Just had a chat with Chat:
“Tilray already owns alcohol brands (craft beer, spirits), so a deal with a major alcohol company—think along the lines of Anheuser-Busch InBev or Diageo—could:
Instantly expand distribution in the U.S.
Strengthen branding and retail shelf space
Position Tilray for THC-infused beverages if U.S. legalization evolves
This type of deal is more likely to move the stock in the near term, especially if it includes:
Equity investment (cash infusion)
Joint product launches
U.S. cannabis optionality”

Rescheduling opens up new market for TLRY medical and is one step closer to cannabis infused drinks in bars/restaurants/stadiums. Yet, TLRY trades lower now than prior to rescheduling. Opportunity.