TLRY
Word Sense
Tracking the gain-impacting words
We looked at all words in a post mentioning TLRY, then tracked down the performance of TLRY for the next 20 trading days. The top 5 most indicative and currently hyped words are chosen based on smaller gain variance (area between curves). The mean and the variance are both weighted by the number of upvotes. Words last sensed at 2024-12-23T14:39:52+00:00 browser time.
"TRADE" - highly voted
US drug control agency will move to reclassify marijuana in a historic shift, AP sources say 2024-04-30T20:14:51+00:00 9 wallstreetbets
- I bought CGC, ACB, and TLRY mid spike a month ago.
- The ass fell out of it and was holding a bag $-20,000 what paid for it.
- Set up an auto trade to sell it all off once it had broken even.
TLRY WEED+CRAFTBEER 2024-12-17T03:31:59+00:00 8 pennystocks
- The problem is that management always finds a way to ruin any positives... which is why the stock trades sideways.
Weekend Discussion Thread for April 5, 2024 2024-04-07T17:31:26+00:00 8 wallstreetbets
- I love how roll has become a fancy word for a failure of a trade and recovering pennies but somehow sounding smart.
"TRADE" - recently
TLRY WEED+CRAFTBEER 2024-12-17T03:31:59+00:00 8 pennystocks
- The problem is that management always finds a way to ruin any positives... which is why the stock trades sideways.
Daily Discussion Thread - December 01, 2024 2024-12-01T15:56:12+00:00 4 weedstocks
- They used to be the same size in terms of allocation but Hiti has since taken off while VFF keeps stumbling with the rest of the sector.
- The stock does nearly $350M in yearly revenue (split roughly 50/50 over produce and cannabis), has $210m in net tangible assets (primarily greenhouse infrastructure spread across Delta, B.C.
- and in the permian basin in Texas), and their current assets nearly cover their total liabilities.
- The stock is worth $85M in market cap which is roughly the amount of excise taxes that they pay yearly, which is mindblowing to me.
- I continue to buy the stock as it trades for nearly nothing yet has a competitive business model backed by strong assets.
Daily Discussion Thread - November 26, 2024 2024-11-27T01:47:12+00:00 2 weedstocks
- If we stop chasing what we are left with are lessons learned and hopefully that leads to more solid investments in the future.
- This experience has caused me to re-assess my other investments and positions and over the next year or two I need to work towards an overahul.
- If you do find value its OTC and it is either manipulated to all get out or there is such low volume that a $100 trade can make you feel like you just lost 8% of your investment.
- I still hold positions in AYRWF, CBSTF, CNTMF, GTBIF, MSOS and TLRY.
- Unfortunately a lot of these things take time and this sector is dominated by hype, news and rumors and the companies have upcoming debt and potential dilution.
"PLAY" - highly voted
Germany approves partial legalization of cannabis 2024-03-22T11:43:02+00:00 34 weedstocks
- I know TLRY was the big German plays are there any other ones ?
I like the Weed Stonks but do the Weedstonks like me? TLRY if you are out there please help us. 2024-04-08T16:07:22+00:00 21 wallstreetbets
- I have a small put position dated out to June and I never play options.
- TLRY has missed the past 5 or 6 earnings calls
- The only way they can continue to fund this operation is to dilute to raise money.
- They could sell assets or start making money but I wouldn't hold my breath.
- We have pretty strong evidence this is the case bc when shareholders voted against dilution TLRY just gave them enough preferred stock to ram the vote through anyways.
Daily Discussion Thread - January 30, 2024 2024-01-30T17:17:29+00:00 10 weedstocks
- A 10% allocation to Jan 25 TLRY and HITI calls is how I'm playing it.
- It's 100% a momentum play on mainstream attention returning to the sector.
- The vast majority of my weed stocks are in MSOS, but there's a very real chance that LPs benefit the most from an irrational exuberance run.
"PLAY" - recently
Tilray TLRY ready for a reversal? 2024-12-22T18:32:40+00:00 3 pennystocks
- Correlated basket stocks which had their buy buttons turned off in '21: $AAL, $AMC, $BB, $BBBY, $CTRM, $EXPR, $GME, $KOSS, $NAKD, $NOK, $SNDL, $TR and $TRVG
- There is a weed play in there, SNDL
- but TLRY baggies don't want anyone to invest in that one (which actually could move if GME goes parabolic) because it might take away from their pump!
- It's a misdirection, TLRY was never correlated with GME but bagholders from the well timed '21 pump and dump *think* it was.
- No fight APES!
Daily Discussion Thread - April 10, 2024 2024-04-10T16:42:07+00:00 5 weedstocks
- I really just want to play the big dumb pump that I think is coming, and then use my money to enrich my rich instead of hodling weed bags.
- I mean, and this is sad, it is one of the best performing of the bigger LPs out there.
- Purely on the metric "reverse splits required to stay listed on the NASDAQ", TLRY is a clear "winner".
- Like maybe ACB is in better shape now (on the backs anyone who ever invested in it prior to 2024), but I still think TLRY has a better chance of becoming one of the top weed companies in a worldwide market someday.
- But I'm not holding it for that.
I like the Weed Stonks but do the Weedstonks like me? TLRY if you are out there please help us. 2024-04-08T16:07:22+00:00 21 wallstreetbets
- I have a small put position dated out to June and I never play options.
- TLRY has missed the past 5 or 6 earnings calls
- The only way they can continue to fund this operation is to dilute to raise money.
- They could sell assets or start making money but I wouldn't hold my breath.
- We have pretty strong evidence this is the case bc when shareholders voted against dilution TLRY just gave them enough preferred stock to ram the vote through anyways.
"BOUGHT" - highly voted
US drug control agency will move to reclassify marijuana in a historic shift, AP sources say 2024-04-30T20:14:51+00:00 9 wallstreetbets
- I bought CGC, ACB, and TLRY mid spike a month ago.
- The ass fell out of it and was holding a bag $-20,000 what paid for it.
- Set up an auto trade to sell it all off once it had broken even.
Daily Discussion Thread - March 22, 2024 2024-03-22T19:52:47+00:00 7 weedstocks
- The 3.50 May 17 TLRY calls I bought like a month ago are looking good right now.
- And the ones I bought last week are up 200%.
- Knock on wood but this might be the first time I actually make money on options lol
Daily Discussion Thread - April 30, 2024 2024-04-30T18:59:11+00:00 6 weedstocks
- The fact that I just bought a bunch of TLRY a couple days ago just to DCA my position.
"BOUGHT" - recently
Tlry - No downside so don't be scared 2024-12-22T18:41:44+00:00 3 wallstreetbets
- Bought some calls and share then because even if there is a .01% chance that's what he was talking about I already like the stock at its current valuation so why not
Daily Discussion Thread for November 05, 2024 2024-11-05T20:57:54+00:00 2 wallstreetbets
- Bought $1K of TLRY for funsies, and I plan to smoke a joint watching the results.
Curaleaf Reports First Quarter 2024 Results 2024-05-15T02:30:17+00:00 2 weedstocks
- I sold 4000 shares of CURLF and bought 13,880 shares of TLRY.
"NEED" - highly voted
US Government Reclassifies Marijuana to Less-Restrictive Category 2024-05-16T21:29:25+00:00 25 wallstreetbets
- If you mean TLRY, it's because they are well positioned to immediately enter the US medical market.
- They have stated numerous times that they have no intention of competing with retail, as there will likely be significant downward price pressure as costs decrease and competition ramps up.
- Plus, it will be easier to access and covered by some insurance companies once it hits S3, reducing need to "race to the bottom" on price.
Daily Discussion Thread - April 11, 2024 2024-04-11T21:41:43+00:00 11 weedstocks
- If we combine them ($30b) and divide by current outstanding TLRY shares after mergers and dilution, the adjusted ATH for both companies at peak would need TLRY to reach ~$40 per share.
Daily Discussion Thread - March 18, 2024 2024-03-18T16:35:06+00:00 6 weedstocks
- I'm tempted to slap it with another 1000 shares but I don't really need more TLRY lol.
"NEED" - recently
Daily Discussion Thread for December 17, 2024 2024-12-17T14:21:24+00:00 2 wallstreetbets
- Whose dick do I need to suck to get TLRY back to 2.00?
Daily Discussion Thread - November 26, 2024 2024-11-27T01:47:12+00:00 2 weedstocks
- If we stop chasing what we are left with are lessons learned and hopefully that leads to more solid investments in the future.
- This experience has caused me to re-assess my other investments and positions and over the next year or two I need to work towards an overahul.
- If you do find value its OTC and it is either manipulated to all get out or there is such low volume that a $100 trade can make you feel like you just lost 8% of your investment.
- I still hold positions in AYRWF, CBSTF, CNTMF, GTBIF, MSOS and TLRY.
- Unfortunately a lot of these things take time and this sector is dominated by hype, news and rumors and the companies have upcoming debt and potential dilution.
Daily Discussion Thread - October 24, 2024 2024-10-24T19:17:44+00:00 3 weedstocks
- Unfortunately the reality is they 100% need to dilute to acquire to meet guidance.
- I don't think I heard the fiscal '25 revenue guidance, which had been $950 million to $1 billion.
- We have not updated our guidance to include the Molson's acquisition.
- The guidance Irwin gave has it built in that they need more M&A in order to hit it.
- Giving guidance with the assumption of hopeful future deals is extremely sleazy.
"SHARE" - highly voted
TLRY PLZ 2024-07-29T21:56:52+00:00 41 wallstreetbets
- I sold all my TLRY shares and options this past Friday.
Some details about Germany 2024-03-23T15:00:12+00:00 20 weedstocks
- Not Germany alone, but also for whatever European countries that hopefully follow soon.
- I am curious to see how ACB and TLRY will profit from the lowered barriers for prescription medical.
- I guess the pharmacues will be very happy and finally get their share of the pie.
- This they always wanted and even lobbied against the law the minute it was clear that they won't be able to sell recreational.
- ACB and TLRY could become the role model Medical partner companies.
Tilray Medical Receives Approval for First Medical Cannabis Extract in Portugal 2024-03-14T12:17:34+00:00 16 weedstocks
- This news wont move the share price but this is pretty big news from TLRY Pharma.... there will come a day when TLRY will be bigger in Europe than in Canada......
"SHARE" - recently
Tlry - No downside so don't be scared 2024-12-22T18:41:44+00:00 3 wallstreetbets
- Bought some calls and share then because even if there is a .01% chance that's what he was talking about I already like the stock at its current valuation so why not
Tilray Brands AMA - Tuesday, December 10 @6pm ET with CFO Carl Merton 2024-12-11T00:55:24+00:00 14 weedstocks
- > This is a popular question, and I will end up referring back to this answer a number of times.
- It is a popular question because shareholders care about companies that make money.
- Combine that with the dilution, whether you avoid calling it that because the company is gaining assets or not, it is clear what investors, including but not limited to retail, think about that with even the most passing glance at the stock chart.
- You say TLRY doesn't dilute for cash yet all of TLRY's cash on hand came from dilution years ago, which has dwindled by half while continuing to create shares for acquisitions.
- If TLRY's entire investment thesis is "let us use your money to grow, we'll make money eventually" why would anyone want to hold it until TLRY has matured.
Daily Discussion Thread - November 26, 2024 2024-11-26T18:20:13+00:00 2 weedstocks
- Why would you ever leave out the rest of Tilrays debt?
- The current portion of the long term debt $16m.
- Why don't you share with everyone what the TOTAL debt is on tilrays balance sheet?
- That would be an easier metric for people to determine if their shares will be diluted down, or if TLRY is likely to go bankrupt in the future.
- The spin you put on everything is getting exhausting and it's ALMOST misinformation the way you leave out the negatives.