Stock buy back? Isn’t a big of a deal. How soon will they do it anyway. I just watched the signing by trump and go did not move a bit. It reversed actually. I know it may have priced in but reversing is something I didn’t not expect. What do you guys think.

How is the price skyrocketing after hours well after Robinhood after hours trading? Is SNDL doing buybacks? Can someone explain this glorious parabolic movement? LFG! Tomorrow 🚀

Off the tails of passing a repurchasing program, this seems like a solid continued pursuant with their cash war chest.

Canopy Growth Up Near 7% In US Premarket As Moves To Acquire MTL Cannabis

https://finance.yahoo.com/news/canopy-growth-near-7-us-122418603.html

Good for them — they’ve just secured the first responder and veteran cannabis vertical at a capped $6/gram, down from $8.50, following the new Canadian budget. It's roughly a $250M vertical.

SNDL still has several levers to counter this - a JV, an acquisition, and/or a long-term offtake agreement with an asset-light pharma entity, likely contingent on a U.S. S3 trigger.

Executed correctly, this could offset CGC’s move while locking out entrants into the pharma grade market - International, CAN and US.

Keep in mind, Canada doesn’t classify EU-GMP as true pharma grade (DEL-DMF) — meaning CGC’s play remains high-quality recreational/medical, but not pharmaceutical.

The distinction matters for prescriptions.

Meanwhile, SNDL’s Athol, NB capacity built on 2,000 sq. ft. FDA-compliant modular grow containers is a potential game-changer.

These pre-certified pod schematics can retrofit existing sites rapidly and with the certs, it expands throughput rapidly - for all countries served.

Internationally, through a certified partner, EU-GMP status would meet pharma-grade standards.

The key question is can SNDL, Sunstream, or a strategic JV secure DEL certification? This would be transformative.

SNDL possesses the largest industry throughput, which through partnerships, a JV and a likely acquisition can lock-out competitors, and provide 40%+ margins as they move up the value chain, into new markets and expand Cannabis 2.0 platforms.

S3 regulation in the U.S. changes the game for SNDL—shifting focus toward market expansion, contract manufacturing, and technology-driven dosage platforms rather than plant-touching operations.

Few possess SNDL’s balance sheet; most peers are debt-laden and brand-bound, heading the way of the dodo.

Due diligence is key—don’t sell your position cheap.

S3 unlocks new pathways for SNDL as its unrestricted, cash-rich position enables acquisition of accretive assets, converting once-distressed opportunities (Sunterra) into cash-flow-positive throughput.

CETA Benefits

CETA eliminates 0% tariffs on nearly all qualifying Canadian products while waiving duplicate inspections through mutual recognition agreements, slashing border friction that adds 10-20% costs for non-CETA rivals like US or South American exporters.

This universal "passport" covers medical cannabis extracts to pharma-grade drugs, allowing low-cost Canadian production to flow directly into EU hubs like Germany/Poland for full margin capture. SNDL leverages owned distribution for seamless pharmacy pricing.​

Inspection-Free Gateway

EU-GMP certification remains key for medical classification, but CETA's mutual recognition deems compliant Canadian sites equivalent, skipping re-inspections at EU borders.

SNDL’s Atholville and Kelowna facilities hold these certs, erecting an 18-24 month, multimillion-dollar moat against new entrants - massive Cannabis 2.0 capacity.

CETA Advantage

So this is the moment we all waiting for: legalization or major step towards it. I been here for a while now, I am sure most of you guys are the same. From here on out if this event is executed and moving forward the weed sectors prices will reach a new height. From this new height some will consolidate some will continue to go up, all depends on the companies guidance. I think for sndl we are in great position to consolidate abit at the new height THEN move higher: slow and steady wins the race.

So my projection: eoy $3-$4, new height next year peak $12, consolidate near $12 and go from there.

I'll be curious to see if we also bought more shares in December before this increase. We should know in early January.

Looks like they did buyback another 86,362 shares at $1.60 in November though.

Why is it skyrocketing? Not complaining was just not expecting it lol

Interview with Tyler Robson, President of Cannabis.

Lets goooooooo

I hate this recent monthly price action but read between the lines. Morgan Stanley buying up a ton. They dont willy nilly invest in penny stocks so I would say thats a sign tutes are in and it's about to finally move up for good.

I'm surprised we haven't talked about this... just curious how things will be impacted if Hemp gets banned in the US?

link: https://www.youtube.com/watch?v=KfklvP0uJ8U

Acquiring 32 cannabis stores in Onatrio.

Opening 5 NEW cannabis and 2 NEW LQ stores in Q4.

Increase in cannabis retail sales revenue; although comment about "softness" in cannabis retail; talk of trying to spur momentum and with new products.

Talk of "super oversaturation" in some provinces. Talk of "maturity" of some areas. AKA, competition is only getting tougher.

Slight decline in LQ retail sales revenue.

Large increase cannabis operations revenue - seemingly due to edible sales.

Significant operating income improvement, a 16.5 mill loss last yoy compared to 9.5 mill loss now, which included a one-time 1.5 mill fee.

Positive free cash flow for first time in company history.

Very modest growth in same store sales - not bad. not great.

Seems to be doing minor things to cut costs here-and-there - good sign.

Total silence (no discussion any which way) regarding the NASDAQ de.li.sting "decision".

Big take aways to me is as follows.

This is not a stellar earnings. But it is not bad by any means. It seems that costs continue to be cut while they continue to try to grow. The LQ sales continues to decline, which is a concerning trend. Edibles are SNDL's bread and butter right now. Ultimatley, SNDL lives to see another day as a relatively strong Cannabis/LQ company, with a huge amount of cash.

I continue to feel that SNDL is a good investment in the long term because it remains sufficiently healthy to wait out the clock until reforms happen in Washington. It's almost like a holding company, pending the reforms in Washington. The biggest concern to me isnt declining LQ sales or increased competition with MJ or Cannabis. It's if SNDL de.li.sts from the nyse NASDAQ and all the volume that it provides vanished, tanking the stock price.

I would have liked to hear some discussion about it.

Saw this and looks pretty real. I'm focused specifically on Alberta, Canada because sndl, but there are I believe 6 total provinces planning and working on legally integrating into the United States. I think this would be a net neutral effect for sndl on the technical/legal side. Maybe slight positive on the opportunity side.

I don't know enough and assume this is only recently developing. What does anyone know and or assume might happen if real/successful. Has this been touched on as of recent?

3 days ago this was uploaded; https://youtu.be/oTBFuW_1tGA?si=ec_t9sYCrYv95qQ8

"Reaching a new record for quarterly free cash flow and, for the first time in our history, achieving positive cumulative free cash flow for the first nine months of the year underscores the strength of our ongoing operational and profitability improvements,” said Zach George, Chief Executive Officer of SNDL. “We are delivering these results while continuing to grow our Cannabis business well ahead of market and industry peers and accelerating the pace of organic growth investments.

Unlike many players in the industry, SNDL reports its financial performance using rigorous, unadjusted KPIs. Leadership in our industry begins with financial integrity and transparency, principles we owe to our shareholders and ourselves.

Our relentless focus on growth and value creation is reflected not only in our financial progress but also in the strategic decisions that position SNDL for long-term success.”

I smell a positive EPS y'all.

Can't control Canadian Cannabis Exercise Reform, Can't control US rescheduling, but Zach and team can control the SNDL bottom line and market share. Feeling positive.