📌 TLRY: Why did the stock soar 65% and what's next?
Last week saw the biggest weekly gain in the company's history.
We won't go into too much detail on the fundamentals, but here's a quick overview:
Revenue breakdown by product for the quarter:
Canadian recreational cannabis: ~$59.1 million — the core of the Canadian business
Canadian medical cannabis: ~$6.7 million
International medical cannabis: ~$14.9 million — the key growth rate (+71% in the last quarter of 2025!)
At the same time, cash flows, and earnings are in negative territory on a TTM basis.
Net debt ~59 M
P/B ~0.9
Now to the most interesting part:
This share price increase is related to the likelihood of cannabis being reclassified in the US from Schedule I to Schedule III of controlled substances.
What does this mean:
1. Repeal of Section 280E of the US Internal Revenue Code
Currently, companies operating with cannabis in the US cannot deduct regular business expenses (rent, salaries, marketing) when calculating their income taxes. This severely compresses margins.
Reclassification will automatically remove this limitation.
2. Access to Capital and Banks
Last week saw the biggest weekly gain in the company's history.
We won't go into too much detail on the fundamentals, but here's a quick overview:
Revenue breakdown by product for the quarter:
Canadian recreational cannabis: ~$59.1 million — the core of the Canadian business
Canadian medical cannabis: ~$6.7 million
International medical cannabis: ~$14.9 million — the key growth rate (+71% in the last quarter of 2025!)
At the same time, cash flows, and earnings are in negative territory on a TTM basis.
Net debt ~59 M
P/B ~0.9
Now to the most interesting part:
This share price increase is related to the likelihood of cannabis being reclassified in the US from Schedule I to Schedule III of controlled substances.
What does this mean:
1. Repeal of Section 280E of the US Internal Revenue Code
Currently, companies operating with cannabis in the US cannot deduct regular business expenses (rent, salaries, marketing) when calculating their income taxes. This severely compresses margins.
Reclassification will automatically remove this limitation.
2. Access to Capital and Banks
Haftungsausschluss
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Haftungsausschluss
Die Informationen und Veröffentlichungen sind nicht als Finanz-, Anlage-, Handels- oder andere Arten von Ratschlägen oder Empfehlungen gedacht, die von TradingView bereitgestellt oder gebilligt werden, und stellen diese nicht dar. Lesen Sie mehr in den Nutzungsbedingungen.