$TLRY
- trading at 50% of tangible book value
- $66M of net Current assets (current assets less total liabilities)
- 55% of current share price is cash
$TLRY
Now sits at 55% cash per diluted share to market price
These shorts are so stupid it’s mind boggling
You are paying $1.29 per share for a $1B revenue company
$SKYD - receipts are fresh and the fact people don’t follow my account is their own loss
$TLRY
No volume on this stock today, everyone in wait and see mode on tomorrows news
said this before and been wrong almost every time but this can’t go much lower sitting at 51% cash per diluted share to market price
Could be a huge pop tomorrow
Sell rumour buy news
$TLRY
Institutions won’t touch marijuana stocks until S3 due to regulations - makes sense
Except the fact that 15% of the shares are sold short
If you cannot hold the stock you should not be able to short the stock
Retail has not sold this short …
$TLRY trading at 60% of tangible book value
cash per share of $1.45 means 43% of their market cap is cash
Absolutely insane
$TLRY finishes the day green and everyone realizes they are crazy and over react
1/ $TLRY
Inventory grew by $27M holding them back from being operating and free cash flow positive
This is highly correlated with transitioning away from Canadian recreational cannabis ($10M) that alone increased GM% to 39%
That flower will be sold in EU medical pipeline
If $BCE goes any lower the words “take private” will begin to surface
Pension funds and other large holders of these equities won’t go quiet into the night
Take BCE private at $45
$BCE / high yield telcos and high yield stocks will continue to sell off as US 10
Yr rises as treasuries are deemed less risky
At some point you need to realize these stocks risk profile significantly drops the lower it goes and buy for appreciation
lower price = lower risk
$BCE time to go private - last time the stock looked like this it was in discussion
$TLRY this is beyond laughable now - someone show me the short interest, this is probably stock manipulation
The stay happens , short sellers pile in , retail stop losses , massive announcement no one was expecting
$TLRY you pay $3.80 per share get $2.00 in cash so the business is $1.80 per share
This is a company that before you made working capital adjustments had +$18M in operating cash flow in Q4
I continue to put money where my mouth is
The $TLRY story becomes more funny by the day
It sells off because people start predicting S3 is not coming soon
It gets delayed and it sells off again.. it is confirmation of what it already sold off for
Same thing happened with reverse split, ATM and issues shares
$PSKY
As I said $PSKY would get $WBD as a I also said the market is starting to price in that this deal will close. I have been right every time during this process.
Here is what happens next - shorts are piling in to this trade. Once the deal is closed there will be a massive announcement from David Ellison (asset sale, restructuring, partnership) shorts will get caught and this stock will pop
I am not sure why so many people want to bet against him - you know who his dad is you know he was raised to be a CEO and he will probably be a very good one even if it is his dad making it all happen.
Stop crying that he is a rich boy from a good family - who cares . Majority of you wish you were him.

