u/Unable_Brilliant6652

October 7, 2026 — Todd Harrison, founder and CIO of CB1 Capital, appeared on AdvisorShares AlphaNooner with host Mackenzie Peterson.
Around the 8-minute mark, while discussing what major institutional investors are looking for, Todd revealed that Village Farms keeps coming up in his conversations with them.
His words: “I’ll tell you who, who they, who they keep coming back and asking about is village farms.”
Later, around the 20-minute mark, Todd explained why he believes VFF is uniquely positioned.
He highlighted the potential for Germany to introduce an EU-GMP-from-source mandate, noting that Village Farms was built around EU-GMP standards and would be especially well positioned if such requirements were introduced.
He also specifically mentioned Citadel and George Weiss when discussing investors in Village Farms, adding that he expects to see more investor interest.
Todd emphasized that VFF operates within established legal and regulatory frameworks across its jurisdictions, giving it advantages including potentially lower costs of capital.
On production costs, Todd said that although VFF doesn’t publish its cost of goods sold, he has no reason to believe its costs are higher than Glass House Farms’ and suggested they could potentially be lower.
He also praised management’s approach of allowing operational performance to demonstrate those advantages rather than constantly promoting them.
Finally, discussing Village Farms’ greenhouse expertise, international operations and Netherlands business, Todd described the Netherlands opportunity as potentially a major winner and called VFF uniquely positioned, even describing it as “one of one” in terms of its structure, operations and depth of expertise.
Takeaway: Institutional attention, an established EU-GMP foundation, internationally diversified operations, potentially competitive production costs and an expanding Netherlands opportunity. That’s a compelling combination of advantages being highlighted by an experienced cannabis investor.
These are Todd’s assessments and expectations, not confirmation of future regulatory changes or institutional purchases.

Adding continues.

They added again. Starting to feel like déjà vu.

Interesting stretch of buying in $VFF 👀
• Sept. 14 — MSOS: added 50,000 VFF shares, increasing its position from 1,202,859 to 1,252,859 shares.
• Sept. 22 — CEO Michael DeGiglio: bought 35,000 shares on the open market at a weighted-average $2.8931, investing about US$101,258.
• Sept. 22 — Director Christopher C. Woodward: bought 10,000 shares on the open market at $3.058, investing about US$30,580.
That’s 45,000 shares / roughly US$132,000 of insider buying on Sept. 22, coming just eight days after MSOS added another 50,000 shares.

CEO Michael DiGilio buys another 35,000 shares

Village Farms International has appointed Deepak Anand to lead Global Government Affairs, announced September 14. Anand is a well-known cannabis regulatory and international-market specialist who has spent years working on cannabis policy, licensing, EU-GMP requirements and global medical-cannabis trade.

Did anyone do their DD on Citadel?
Home of Ken fn Griffen…

Citadel is a major global financial powerhouse, primarily known for two closely related but legally distinct entities owned by founder Ken Griffin: the multi-strategy hedge fund Citadel LLC and the market-making firm Citadel Securities.Citadel LLC (the hedge fund)

• Assets under management (AUM): Roughly $66–68 billion as of early 2026 (sources cite ~$65.9 billion for end-2025 and more than $67 billion as of January 2026). It routinely returns capital to investors (e.g., ~$5 billion of 2025 profits), so AUM stays more moderate than some peers despite strong performance.

Great Q2 report from the village

Anyone interested in helping a newbie along? Need some editing help to prep my awesome song for upload to spot/apple. What is your price?

First harvest from the D2 expansion is done. This is from phase one, it will be interesting to see how much gets sold (after drying and processing) in June (end of q2).
I would like to see Mike turn around and announce that they are going to start converting the first 25% of D1 over to cannabis. Mike likes to play it safe and wait till he knows that he can sell what he’s about to plant. which I agree is a good strategy but on the other hand, he said in 2025 they left 50 million on the table because they couldn’t fill orders so it’s a catch 22. It’d be nice to have the confidence and say the market is growing we’re gonna go ahead and start converting so that we’re ready as the market grows. For example, glass house has no certainty that they can ship interstate commerce or export to the EU market, but they went ahead and announced that they are adding on 1,000,000 ft.² of grow space.

So what is going on here? As already reported the Msos etf sold 2 million shares which is half of the current holding at the closing bell on Friday, which is the last trading day before earnings announced on Monday. So I’m a vFF Bull and I know there are good things coming with the additional capacity coming online, but I know that that’s not coming online this quarter and then we’ll see be some additional expenses related to those expansions, so I could see traders pulling the plug in case earnings is bad but I’ve been following the space and investing since 2017 following online platforms, such as TDR, have seen countless interviews with Dan ahrens (the fund manager) and my take from that is trading these types of events isn’t normal course. On one thought when BFF was originally added to MSOS it was around the time that the Texas teacup license were coming out and at that time everyone was scratching their heads as to why it was being added to the US etf. my thoughts were that maybe Dan thought they were gonna get a license and therefore they would be on the way to becoming a MSO so he went ahead and added them and this recent news with the Texas teacup licenses showing that now a village didn’t get picked first round second round or wasn’t picked after other ones were became in eligible. If anyone else caught the interview with VFFCEO and Pablo last week on Thursday or Friday, I forget the day Michael came out and said as he said before that and I’m not gonna quote him here, I’m just gonna say it my words is that the MSO‘s are gonna face a wrecking ball when interstate commerce comes online. So essentially he just put a serious downgrade on every other holding in the ETF. Does anybody else think that this could’ve caused Dan to do this much of a hammering on the stock like literally watch the videos he says over and over and over again, oh yeah, we’re always trying to make moves without affecting the market prices. This feels different to me. Dan Ahrens AdvisorShares… reach out and ask him what’s up?

My takeaway’s…
- Some of the BC expansion plants ready for harvest next week. - The new facility in the Netherlands was built with the option to add a second floor.