r/weedstocks

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iAnthus Capital Holdings, Inc. reported flat revenue but widening losses for the quarter ended June 30, 2026. Quarterly revenue was $35.3 million, essentially unchanged from $35.2 million a year earlier, with gross profit of $16.1 million and stable gross margin.

The company posted a quarterly net loss of $14.4 million and a six‑month net loss of $28.7 million, compared with $13.6 million for the prior‑year six‑month period. Operating cash flow remained positive at $1.8 million for the first half, down from $6.3 million, while cash and restricted cash declined to $8.3 million from $23.9 million a year earlier.

The balance sheet is highly leveraged: total assets were $258.4 million against total liabilities of $389.2 million, resulting in shareholders’ deficit of $130.7 million. Current portion of long‑term debt rose to $203.5 million, and the company disclosed a working capital deficiency of $232.7 million and an accumulated deficit of $1.40 billion. Management stated these factors, along with substantial tax exposures, cast substantial doubt on the company’s ability to continue as a going concern, despite ongoing divestitures and a focus on higher‑growth markets.

>(d) Going Concern These unaudited interim condensed consolidated financial statements have been prepared under the assumption that the Company will be able to continue its operations and will be able to realize its assets and discharge its liabilities in the normal course of business for the foreseeable future. For the three and six months ended June 30, 2026, the Company reported net losses of $14.4 million and $28.7 million, respectively. For the six months ended June 30, 2026, the Company generated operating cash inflow of $1.8 million, had a working capital deficiency of $232.7 million, and an accumulated deficit of $1,404.2 million. As part of management's plans to drive sustainable growth, the Company has completed the divestment of certain assets (See "Item 2. - Dispositions" covered by this interim report on Form 10-Q for additional information) to optimize its portfolio, strengthen its balance sheet and focus on key markets with the greatest growth potential. The Company plans on redirecting resources obtained from these divestments to its growth initiatives in Florida, Maryland, New Jersey, Massachusetts and New York, while still maintaining a retail presence in Arizona with one dispensary in Mesa, Arizona, as well as reduce its outstanding debt obligations. The Company believes it may continue to generate positive cash flows from operations in the near future, notwithstanding the foregoing, the substantial losses and working capital deficiency cast substantial doubt on the Company’s ability to continue as a going concern for a period of no less than 12 months from the date of this report. These unaudited interim condensed consolidated financial statements do not include any adjustments that might be necessary if the Company is unable to continue as a going concern.

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Welcome to the r/weedstocks Daily Discussion Thread!

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(NOTE: Interview from August 12th)

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Welcome to the r/weedstocks Daily Discussion Thread!

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This thread is intended for the community to talk about whichever company with others in a casual manner.

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Welcome to the r/weedstocks Daily Discussion Thread!

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This thread is intended for the community to talk about whichever company with others in a casual manner.

Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.

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Latest 2Q2026 13F filings are out (institutional shareholders as of June 30, 2026).

Citadel added ~5.5M shs (total hldgs ~6.6M) while Weiss Asset Mgmt is a new holder with 1.7M shs. Appears these two bought Vff's 7.5M share equity offering in Q2.

(Arguably one the most sophisticated quant funds and a storied hedge fund, dating back to the early 90's.)

Other notable rockstar quant fuds or hedge funds adding to their positions during Q2:

• Two Sigma, Renaissance and Millennium

One other notable large mutual fund manager, added meaningfully to what was a starter position from Q1, American Century, adding ~1.1M shs.

Considering Vff's blowout Q2 eps numbers this past week, Vff's future stock price performance has the wind at its back.

Link to Citadel's SEC filing of their holding 5.5% of Vff's outstanding shares

https://www.sec.gov/Archives/edgar/data/1584549/000110465926097143/xslSCHEDULE_13G_X02/primary_doc.xml

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Welcome to the r/weedstocks Daily Discussion Thread!

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This thread is intended for the community to talk about whichever company with others in a casual manner.

Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.

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I've been working on this thing called CannaSignal.

It's every cannabis bill in all 50 states, with the current legal status, the full history, and a plain english summary of what each bill actually does. All of it's free to read. No login, no paywall. cannasignal.io

Being upfront so nobody feels tricked: there's a $9/mo option if you want it to email you when a bill moves in your state. But the whole database is free to browse and I'm not trying to sell anybody here. I mostly just want to know if it's useful and what's missing.

If you operate in a specific state, pull yours up and tell me what's wrong or what you'd want added. You know the gaps way better than I do.

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