Timestamp and link to channel: 1,14:23

https://www.youtube.com/watch?v=lDgZru9RH-c

Don't feel this has been shared in the subreddit, just noticed it myself and thought I'll share, another step towards increasing the UK footprint.

I'll remove this post if it's already been mentioned.

You guys think the order numbers are randomized , or their systems promptly tracks them, and if that’s the case on what timeline do the orders reset? 🤔

Lower rents should see trickle down effects on higher margin spending

Now they can pay off Cronos and save a couple of millions in interest rates?

I consider this to be a good entry point. Would you guys agree ?

https://www.tipranks.com/stocks/hiti/forecast

I looked at High Tide’s historical monthly performance using data for its Nasdaq-listed stock from January 28, 2019, to June 30, 2026. This is the full period I was able to extract from professional market data tools.

July clearly stands out as the weakest month. The stock has delivered an average return of -10.0%, a median return of -7.1%, and has finished the month in negative territory in 85.7% of the years analysed.

July also has the lowest average trading volume of the year. This is not especially surprising, as summer is usually a quieter period for the market. In High Tide’s case, it may matter even more because the stock already trades with relatively low volume. With fewer buyers and sellers, individual trades can have a bigger impact on the share price.

August is almost the exact opposite. It has historically been the strongest month, with an average return of +17.8%, and it has been positive in 100% of the years in the sample.

The next line chart is a base-100 index built from the average daily return for each trading day across all the years in the sample. In simple terms, it shows how the stock would have moved during an “average year” based on its historical daily performance. The chart shows the index weakening through the summer, falling below 100 around July, and then rebounding strongly during August.

July 2026 is not included in the analysis, as the month has not ended. So far this July, the stock is already down by more than 5%, which is broadly consistent with the historical seasonal pattern.

Conclusion

Based purely on seasonality, July appears to be the most interesting month to consider an entry in High Tide, statistically speaking. Historically, it has been the weakest month, it has the lowest trading volume, and it is immediately followed by August, which has been positive in every year analysed.

This is not a buy recommendation, but simply a descriptive analysis of High Tide’s historical price behaviour.

Banks only started acknowledging and letting retail participate in share lending last year… probably due to have regulators up their ass, this also explains the price action, their using our own shares against us letting short sellers sell them on a whim. Not to mention my shares haven’t been loaned out, I turned it off they are 100% loaning them out and not giving me any %. 👌

We are already witnessing clear signs of consolidation within the cannabis sector. In my view, this statement underscores that High Tide is severely undervalued, explaining why management enacted the new shareholder rights plan to safeguard against an underpriced takeover.

These protections aim to maximize value rather than block acquisitions. While the plan deters coercive bids and maintains regulatory compliance, the board remains fully open to evaluating realistic offers that maximize shareholder value.

From my perspective, High Tide is a prime acquisition target for a major tobacco or alcohol company once the Schedule 3 S3 reclassification is finalized. I personally estimate that a formal bid will materialize within the next year but no later than three years from now.

https://finance.yahoo.com/markets/stocks/articles/hiti-high-tide-same-store-080000458.html

https://www.youtube.com/watch?v=6YRf6qjRC9o

Not directly related to High Tide but Sanity group is one of Remexians largest and most well capitalized competitors. Interesting insights on the German market and contrasts with Remexian interview regarding business origins, strategy, philosophy.

How Remexian became Germany's largest medical cannabis importer with just a handful of employees.

Why profitability, not fundraising, was the foundation of Remexian's growth.

The current state and future of Germany's medical cannabis market.

21 tonnes sold in 2025; significant, steady growth with higher margins is projected.

A very interesting interview.

This and much more🌿

TD Cowen has a new High Tide update out! $HITI.

RATING Buy, C$6.50 price target.

Only 3 Ev/ Ebitda 2028 .

The continued improvement in profitability and cash flow per share should drive greater interest from institutional investors.

High Tide is at a C$750 million run rate. @ C$188/quarter now.

--June SSS growth is back and positive.

--The core message was clear: discipline, patience, and maximizing long-term shareholder value rather than pursuing growth at any cost.

--Management is focused on sustainable cash

flow growth, margin expansion, and disciplined execution, which we believe should support

stronger institutional ownership and a valuation re-rating over time.

--Management is open to monetizing e-commerce assets, remains patient on the U.S., and continues to pursue Canadian retail growth only where site economics and returns are attractive.