$CBWTF Why did Hugo buy back shares at $2.19 when he could have bought them back .27 cheaper? This would have saved over $700K or a buy back of an additional 375,000 shares!
Hugo =🤡
I’ll believe the move to international markets when I see it, because he’s been saying that for like 7 years and done nothing. Dude needs to go.
$VFF Some observations on $CBWTF and $VFF, Auxly ran up a ton and has a market cap of 240 million and is nearly VFFs market cap which is at 307 million. but because VFF has large net cash and auxly has net debt their EV is almost identical at around 250 million
Auxly is clearly growing and a profitable operator. Great great performance in Canada rec market. Continuous profitable market share gains. However they report in CAD and the difference in numbers is pretty stark. VFF had 15.4 million EBITDA, Auxly had EBITDA of 8 million EBITDA. Moreover because VFF has a better balance sheet it has more solid EBITDA to net income conversion. Auxly pays no income tax due to still having losses to carry over.
Both solid balance sheets, but VFF's is undeniably better. auxly is about 2x tangible book value, VFF is around 1x. VFF has much more cash, more PPE and lower debt.
IMHO at the same enterprise value, VFF has more profitability, better balance sheet and better international growth ops.
GLTA!
$CBWTF Loving the progress Hugo and team have made over the years. Their margins and YoY growth are impressive. Auxly is doing it proper! 🔥🔥🔥
https://www.prnewswire.com/news-releases/auxly-reports-second-quarter-2026-results-302850204.html
$CBWTF wow, they completed over half if the buyback already! 2.6/4.92m shares repurchased.
Margins and revenue up. Screaming buy if it doesnt run from here
$CBWTF my 2.10 ceiling was broken. Earnings could be strong but a pullback. No worries rallied hard into earnings let the dust settle accumulate more higher times next earnings.
$CBWTF CRON popped off..then VFF. OGI is cooking this morning with ACB in a potential takeover by CURA. Big LPs feasting.
We saved the best for last. XLY.TO.
$HITI for people confused as to why the stock isn’t moving and blaming it on ‘no eyes on this stock, no institutional investment’ Take a look at $CBWTF. Free cash flow growth from q4 2024 ~2.4m to q1 2026 ~ 11m. Compare that to High Tide and it’s stagnant FCF over the last few years- free cash flow growth leads stock price.
