R2Blue2

[R2Blue2 @SkibumSmit]

@UseThouBrain @RocInvests @cupofcoffeecap OGI’s next move is dilution. They are following the Tilray/ canopy playbook. They need to acquire someone to continue to show “improvements”. Motif, sanity. My guess is large dilution to acquire Aurora. More complexity to a company struggling.

[R2Blue2 @SkibumSmit]

@UseThouBrain @RocInvests @cupofcoffeecap They have low capacity because they turnover their product fast, and have high demand for their product. They aren’t sitting on out of spec product like some other companies (OGI)

[R2Blue2 @SkibumSmit]

@UseThouBrain @RocInvests @cupofcoffeecap According to your own charts, they “peaked” in October 2025. Since that point they’ve increased their net revenue by 15%. Explain that one. And based on headset will see about 20-25% growth in Q3 from that point

[R2Blue2 @SkibumSmit]

@UseThouBrain @RocInvests @cupofcoffeecap Again, you are seeing a tidbit and then running your own conclusion, they can grow min 30% in the next few years, not that they will start that growth plan in 3 years.

[R2Blue2 @SkibumSmit]

@UseThouBrain @RocInvests @cupofcoffeecap No OGI has peaked, market share decline incoming as they try to right a sinking ship, vertically growing on orange buckets. That’s OGI’s scale

[R2Blue2 @SkibumSmit]

@UseThouBrain @RocInvests @cupofcoffeecap Based on what?? Look at Q2 numbers, then Q3 coming up and Q4. I guarantee they increase revenue each quarter. That statement holds no factual basis behind it. Just go look at Headset Data. About eat everyone’s 1 gram pre roll lunch with Daytrippers

[R2Blue2 @SkibumSmit]

@UseThouBrain @danreaven @ragingbullcap @Valarian11 Not saying there’s anything wrong with their financials. Just commenting that this statement is not correct.
“ $580m of assets in buildings that it owns outright, has no debt”
They don’t own 580 mil in buildings. Saying if you look at the financials is better to understand

[R2Blue2 @SkibumSmit]

@danreaven @ragingbullcap @UseThouBrain @Valarian11 Okay well to clarify your original post. It states they have 122 mil CAD in Property/Plant/Equipment which is around 87 mil USD. You can’t add all the goodwill/ receivables, intangibles and then not account for any of the liabilities. That’s how you make it make sense $OGI

[R2Blue2 @SkibumSmit]

@UseThouBrain @markemerritt @Quartr_App You are defending everything OGI does while they are down 50% in 2 years, you need to look in the fanboy mirror sir. I am an investor, I care about returns. And my thesis has played out very nicely

[R2Blue2 @SkibumSmit]

@UseThouBrain @markemerritt @Quartr_App I’ve already commented that stat is ridiculous. Can not properly scale with vertical growing and/or having multiple rooms

[R2Blue2 @SkibumSmit]

@UseThouBrain @markemerritt @Quartr_App 1)There is no rush to go outside Canada, not in the next couple of years
2)Financials are the data. You now see other companies trying to copy Auxly by limiting brands and skus to where profits are
3)longer term (buying market share, doesn’t work)

[R2Blue2 @SkibumSmit]

@UseThouBrain @markemerritt @Quartr_App 5/ But ALAS I know all of this will be skimmed over, no DD and you have your made opinions.

[R2Blue2 @SkibumSmit]

@UseThouBrain @markemerritt @Quartr_App 4/ Auxly is looking for ZERO buyers. I know you like to reference this. This statement has much less impact when OGI is HALF the market cap. Yes they have BAT, Auxly is also backed by Imperial Brands.

[R2Blue2 @SkibumSmit]

@UseThouBrain @markemerritt @Quartr_App 3/ they can leverage their margins to undercut in pricing to take market share and still remain profitable. Very few Cannabis companies are even profitable. I don’t see taking market share as any issue

[R2Blue2 @SkibumSmit]

@UseThouBrain @markemerritt @Quartr_App 2/2 There is a lot of market share available for taking in Canada, which is why Auxly is not dealing with the regulatory uncertainty of the international markets

[R2Blue2 @SkibumSmit]

@UseThouBrain @markemerritt @Quartr_App 1/2 The whole post is in reference to more market share available in Canada as these companies slim down their brands and SKU’s. So your EU-GMP reference has no relevance.

[R2Blue2 @SkibumSmit]

@UseThouBrain @markemerritt @Quartr_App They don’t need to, has been explained before. Going to sky rocket their GM’s (industry leading already) when they double the glass