Andy Derix

Owner of Prestige Brick & Stone - Cornwall's premiere masonry and landscape products supplier!

[King For A Day!! @KingForaDay__1]

$hiti $msos High Tide Q2 TD Cowen report is out.
Buy, C$6.50 Price Target.

Management continues to highlight the U.K. as a priority market.

[King For A Day!! @KingForaDay__1]

$hiti $msos CG Q2 is a buy recommendation with an increased price target to C$7.50!

[Jhon @JhonBrown94]

Planet Microcap presentations $HITI $Msos

https://t.co/bAEH3bYzmp

The recent sell-off in my opinion remains unjustified and does not reflect the record quarter. I'm in for the long haul as long as the company executes, my thesis has only strengthened

[King For A Day!! @KingForaDay__1]

$hiti $msos ATB Q2 report is out for High Tide!

Further upside to be realized in Germany and potentially other European countries.
We view High Tide as a leading force in Canadian retail.

[King For A Day!! @KingForaDay__1]

$hiti $msos Roth Q2 Note is out!

Increased 2026 earnings expections from a loss of 4 cents to a profit of 1 cent and increased sales numbers.
Buy rating and $5 price target.

[MrMontaguti @MrMontaguti]

$HITI: Why Q2 2026 Reinforces the Bull Case

First, apologies for being relatively quiet here lately. I wanted to share a few thoughts on $HITI 's fiscal Q2 2026 results and why I think the market is still missing the bigger picture.

When High Tide acquired its majority stake in Remexian Pharma, the German medical cannabis distributor, it did so at just 3.6x annualized Adjusted EBITDA. The reason was well known: Portuguese authorities had raided several biomass processing facilities in June 2025, leaving roughly 16–17 tons of product tied up and forcing Remexian to work through aging inventory at very low margins.

Raj Grover never tried to hide the issue. From the beginning, management described it as a temporary supply-chain problem rather than a structural weakness in the business. By February, they were already diversifying supply routes through Malta, the Czech Republic, direct German processing, and later a fourth channel, while also pursuing Remexian's own GMP receiving license.

As Grover put it at the time: "Once we're behind this particular issue of existing inventory in Portugal, I see green pastures ahead."

Q2 appears to validate that view.

Remexian finished the quarter with a 27% gross margin, reaching the mid-to-high-20s range roughly five months earlier than the timeline management had originally outlined. To me, that's more than just a good quarter. It's evidence that the Portugal situation was exactly what management said it was: a temporary disruption that weighed on results but didn't alter the economics of the underlying business.

The main criticism from bears will likely be same-store sales, which declined 1.2% YoY. Personally, I'm not too worried about that. If anything, the Remexian turnaround reinforces my confidence in management's ability to identify problems, adapt quickly, and execute. Cleaning up the Portugal issue months ahead of schedule is a far stronger signal than a modest quarterly SSS decline.

What stands out to me is that the fundamentals seem to be moving in one direction while the stock price moves in another.

For context: my portfolio is up 43.12% YTD and 595.85% since inception. Of course, past performance doesn't guarantee anything going forward. High Tide is the position I've added to the most over the past week, though this is just my own view, NFA, and I could easily be wrong. Still, when I see a management team that communicates problems honestly and then resolves them faster than expected, that's the kind of situation I'm comfortable being patient with.

[Jhon @JhonBrown94]

High Tide inc $HITI is not just a retailer.
Called $Cost of cannabis 🌿,
$hiti is a real estate empire disguised as a retailer.
Here's how they built the most brilliant business model ever created and why it will dominate its industry in the coming years: 🧵 👇

[Defiant L’s @DefiantLs]

CNN takes a sample of the water in the Reflecting Pool to test it

They did more investigation on this than the billion dollar fraud happening across the country

[Andy Derix @derixag]

I wonder if Sundial $SNDL is buying up High Tide $HITI shares, again ... or has another cannabis company joined in on this investment strategy.

[High Tide Inc. @HighTide_HITI]

High Tide's German Subsidiary Remexian Pharma Showcases Exclusive Canadian Medical Cannabis Brand Partnerships at Mary Jane Berlin 2026 $HITI https://t.co/F5zvsmFhpX

[Andy Derix @derixag]

@numbersnarrati What do you presume the volume yesterday was attributed to?

[Andy Derix @derixag]

@HITIFeed What do you presume the volume yesterday was attributed to?

[Adastra @numbersnarrati]

@Eyal__Weiss @KingForaDay__1 $HITI The confidence call reminded me of my MBA Strategy classes. Raj is a rare Founder/CEO who has vision & can also execute.
Stock price across Cannabis sector does not reflect fundamentals. That will only happen when US institutional investors can easily invest post reforms.

[Adastra @numbersnarrati]

@KingForaDay__1 $HITI is already #1 in Canada & Germany. The $COST inspired model is more mature & cost efficienct than most US $MSOS underlyings. $HITI will grow in the US & will be top 5 in US, while retaining Canada, Germany & potentially UK leadership.
Easy Buy/Hold for diligent investors.

[Adastra @numbersnarrati]

$HITI Volume today (Nasdaq + TSX-V) is nearly 8 million.
That is:
9% of total shares outstanding (88M),
10%+ of public float (77M).
$HITI is #1 in Canada & Germany, has consistent growth (revenue, store count, etc), is Net Income Positive & trades at <0.5 P/S.
DYODD
GLTA

[Adastra @numbersnarrati]

@MatheoZorro @Eyal__Weiss @KingForaDay__1 $HITI will enter the US post reforms. The $COST membership model stores will do very well in multiple states.
After that $MSOS will add $HITI as a holding. Given low float, impact to share price will be epic.

[Adastra @numbersnarrati]

@MatheoZorro If there is a Cannabis reforms driven bull run as I am expecting in 2nd half of 2026, $HITI will gain a lot more than 100%. With current P/S < 0.5, 10X gains are possible & 6X+ is high probability.
Buy/Hold & hope for the best.

[JA @jarruda35]

FINALLY, some $HITI price action that makes sense !

[Adastra @numbersnarrati]

This $HITI post has 12 Likes & 4 Reposts on only 62 views.
@grok is the @X algorithm suppressing Cannabis related posts?

[Dor @dorb2sQ]

Very interesting - $HITI daily volume on Nasdaq is the highest ever 👀👀
Not the case on the TSXV...