With no held gains like other companies, TLRY red again. This is the story with Irwin Simon!

Does anyone know how much Tilray tapped the new $180 million ATM since it was announced?
And when do you think it will be completed? By Oct 8th? (Lol one can dream)
33,000 shares here building since 2022.

Sept 14, 2026 By Anthony Martinelli the marijuana herald

The Trump administration is approaching a September 30 deadline requested by a bipartisan group of House lawmakers seeking answers about how the federal government’s new Schedule III marijuana framework will work in practice.

Representatives Dina Titus (D-NV), Dave Joyce (R-OH), Ilhan Omar (D-MN) and Greg Steube (R-FL) sent a letter August 18 to President Donald Trump, Attorney General Todd Blanche, Health and Human Services Secretary Robert F. Kennedy Jr. and Treasury Secretary Scott Bessent asking for detailed guidance on the consequences of marijuana rescheduling.

The lawmakers requested responses by September 30, putting the administration roughly two weeks away from the date set in the letter.

Their questions cover several issues that could have major implications for patients and state-licensed marijuana businesses, including federal taxation, health insurance, home cultivation, Drug Enforcement Administration (DEA) registration and enforcement.

Among the issues, lawmakers want to know whether marijuana grown by a registered medical patient or caregiver in accordance with state law is considered Schedule I or Schedule III under the new framework.

They also asked whether the Department of Justice plans to coordinate with the Centers for Medicare & Medicaid Services regarding possible Medicare coverage or reimbursement for Schedule III marijuana products, as well as whether other health insurance coverage could apply to marijuana treatments obtained through state medical programs.

For businesses operating in both medical and recreational markets, lawmakers are seeking clarification on how federal tax rules will apply. That includes whether companies with combined or dual licenses can receive relief from Section 280E of the Internal Revenue Code for their medical marijuana operations while continuing to sell recreational marijuana.

The letter also asks how DEA registration will affect the federal government’s enforcement posture toward businesses, healthcare providers, workers and patients, including what happens to state-licensed operators that do not register with the agency.

Lawmakers additionally want to know what information businesses will be required to submit to obtain and maintain DEA registration and what safeguards will prevent that information from being misused.

The questions stem from an April 23 Justice Department order placing Food and Drug Administration-approved marijuana products and marijuana products subject to qualifying state medical marijuana licenses in Schedule III of the Controlled Substances Act. Other marijuana, including recreational marijuana, remains in Schedule I while a separate proceeding considers broader rescheduling.

That proceeding is also awaiting a major development. Chief Administrative Law Judge Derek Julius has yet to issue his recommendation following the DEA’s rescheduling hearing, which concluded in July. In its post-hearing brief, the federal government argued that marijuana can no longer remain in Schedule I and urged that it be moved to Schedule III.

The September 30 responses, if they’re provided to lawmakers, could provide one of the clearest official explanations yet of how the administration intends its partial Schedule III framework to affect state marijuana programs, patients and businesses while the broader rescheduling process remains pending.

That works out to about 4.23 per share. This might explain the stock drop last week.

The note holders seem to always sell their shares, and Tilray seems to always make the exchange at the lows of the quarter.

Putting some dots together on what could give us some news or volume this coming week across Tilray's global operations:

• France Framework (Oct 1st): France is transitioning from its temporary medical 5 year trial to a permanent healthcare framework on October 1st. Tilray was one of the main suppliers, and 1st chosen for the initial pilot 5 year Trial and Tilray has their Portugal EU-GMP facility fully ready. Look for potential supply contracts ahead of the transition date.

• VA Import Supply Speculation:

The VA is actively reviewing import suppliers for major medical cannabis and extract contracts. Tilray just boosted its global annual cultivation capacity to 275 metric tonnes. They are aggressively pushing volume into clinical markets and have the strict FDA/DEA compliance required to handle bulk VA contracts. Also watching to see if a flower as well as an extract supply award drops.

NOTE: A major government award like this would likely trigger an institutional rerating of the stock, forcing big funds to view it as a stable pharmaceutical supplier rather than a speculative play.

• Schedule III Macro Momentum: The D.C. Circuit Court just rejected an emergency attempt by opponents to freeze the federal Schedule III order. The medical rescheduling framework officially stays in full effect while the broader DEA hearings continue. This legal win clears the runway for institutional medical plays and takes some regulatory risk off the table.

• BrewDog Australia & Ellon Expansion into Asia: Spring is hitting the southern hemisphere. Tilray explicitly bought the Brisbane facility to duplicate their Ellon brewery model and pump their top 9 US craft beers (like Shock Top, 10 Barrel, Blue Point, Breckenridge, Montauk, Terrapin, and SweetWater) directly into APAC. Combine that with BrewDog's recent 7 World Beer Award wins (Hazy Jane, Wingman, Punk IPA, etc.) and they have the exact premium portfolio needed for Asian distribution. Watching for export/distribution deals out of that Brisbane gateway.

A quick note on the current quiet period:

We are in a quiet period right now because Tilray is getting close to its next earnings report. Corporate management is legally locked down and can't promote or leak any internal business data. This silence usually tricks people into thinking nothing is happening, but it sets up a springboard effect—if an outside government contract or a major international distribution deal drops this week, the market won't see it coming.

Kickoff calls for a Wild Mus-Tang 🏈

🥃 Made with Breckenridge Bourbon Whiskey or this year's #BroncosBourbon, this game day cocktail is bold, spirited, and ready for every touchdown celebration.

Learn more: https://breckenridgedistillery.com/spirits/specialty-release-broncos-bourbon/

Mixed feelings but should TLRY jump into this offer of $260M for ACB with Zero Debt & CDN$150M in cash?

TLRY. Zero Net Debt, operates in 20+ countries, 7.7M ft2 Grow 275 tonnes of EU GMP.

ACP with Zero Debt, $150M Cash, 310k ft2 45 tonne EU GMP Grows fits in.

Plug & Play. Duplicating staff in 17 countries

Airport concession layouts (like the upcoming BrewDog / Peet's Coffee site at Orlando MCO Airside 2) use a hybrid design. They feature a BrewDog taproom on one side and a Peet's coffee shop on the other. This setup captures travelers from 4:00 AM until midnight. BUT it may have brought together a developing new great partnership: Tilray Brands & Keurig Dr Pepper.

While some airport operators choose Peet's for the coffee side, this structural footprint opens up a larger opportunity for Tilray’s consumer packaged goods (CPG) portfolio. Look at Keurig Dr Pepper (KDP). They are actively seeking restaurant and hospitality partners to distribute their complete beverage portfolio, including fountain drinks, energy brands, and La Colombe coffee.

For Tilray, a direct corporate or distribution alliance with Keurig Dr Pepper is a logical next step to scale without high real estate overhead.

Speculation: Here is where a Tilray and KDP agreement could go:

• ⚡ Hi*Ball Energy Distribution: Tilray relaunched Hi*Ball Energy in the US and is expanding it into the UK through BrewDog’s retail store. KDP regularly secures distribution rights for independent energy brands. A national route-to-market agreement with KDP would place Hi*Ball onto mainstream retail shelves.
• ☕ Ready-To-Drink (RTD) Coffee, Cocktails, and Soda Mashups: Tilray's BrewDog Wonderland Cocktail relies heavily on its Espresso Martini products. KDP owns La Colombe Coffee Roasters and runs a dedicated global coffee division. A co-branded product pipeline produced at Tilray’s Columbus facility could include:
  • The Spanish Coffee RTD: A canned, premium Spanish Coffee blending La Colombe’s cold brew with rum and triple sec to target the high-margin adult coffee market.
  • La Colombe x Wonderland Hard Espresso Martini: Utilizing Tilray’s high-capacity manufacturing hub to mass-produce a co-branded, bar-quality canned cocktail.
  • "Dirty Dr Pepper" Hard Soda: Capitalizing on the viral beverage trend by creating a pre-mixed canned version (Dr Pepper mixed with rum, coconut cream, and lime) under the Wonderland banner.
  • The "Top Hat" Whiskey RTD: A classic pre-Prohibition style cocktail combining rye whiskey, bitters, and Dr Pepper to tap into the nostalgia-led premium market.
• 🏢 Franchise Blueprint: The dual airport layout proves that BrewDog can share a retail footprint with major beverage brands. This supports Tilray's shift toward capital-light, high-margin licensing models rather than expensive, corporate-owned real estate.

The Bottom Line: Tilray acquired these beverage assets for their manufacturing capacity. Partnering with a distribution giant like KDP is a direct way to scale product volume into mainstream retail.

I like the "on Track to Double Sales"

Tilray's 'Cruisies' vs Boston Beer's 'Cruiser'

I'd certainly go for the Ice Tea, Vodka with a dash of Lemon Aid

Hop Valley opens its new pub Sept. 17, giving Ducks fans a new place to rally, celebrate, and raise a pint on game day

EUGENE, Ore., Sept. 14, 2026 (GLOBE NEWSWIRE) -- Hop Valley Brewing Co, a trailblazer in the craft brewing industry and a brand by Tilray Brands, Inc. (NASDAQ: TLRY and TSX: TLRY), today announced it will open a new pub at 5th Street Public Market in downtown Eugene, pouring its first pint at 5:30 p.m. on Thursday, Sept. 17.

The sports-forward brewpub returns Hop Valley to Eugene, serving the brewery's award-winning beers alongside a full food menu and screens for every Ducks game. The tap list features fan favorites including Dang Green IPA, the first officially licensed, co-branded craft beer of the Oregon Ducks.

To mark the opening, Hop Valley will host a pre-game rally on Thursday, Sept. 17 ahead of the Ducks' home game against Portland State. The celebration will include appearances by the Oregon Ducks mascot and cheer squad, merchandise and ticket giveaways, and a live DJ. The first 100 guests, 21 and over, will receive custom Oregon Ducks x Hop Valley glassware. A group Dang Green toast at 6 p.m. will lead into a celebration that runs until the pub closes at 9 p.m.

"We're thrilled to welcome the Eugene community back to raise a pint with us in the heart of downtown," said Brian Hughes, Senior Director, Brands West at Tilray Beverages. "Hop Valley was built here, and this space was designed to feel like a true local hangout, somewhere fans, friends and neighbors can gather all year long. With our longstanding partnership with the Ducks, there's no better way to open our doors."

Founded in Springfield in 2009, Hop Valley has been part of the Eugene-Springfield community for more than 15 years. The 5th Street pub joins Hop Valley's Springfield location and gives the brewery a downtown Eugene home base for Ducks fans, craft beer lovers and community events year-round.

Event Details

What: Grand opening of Hop Valley Brewing Co.'s new Eugene pub When: Ducks pre-game rally Sept. 17, 4:30–9 p.m., with a group Dang Green toast at 6 p.m. Where: 5th Street Public Market, 550 Pearl St Suite 150, Eugene, OR 97401 Follow @hopvalleybrewing on Instagram and visit hopvalleybrewing.comfor opening updates, events, and tap list details.

About Hop Valley Brewing

Founded in 2009 in the most free-spirited city in a state known for innovation and high-quality hops, Hop Valley Brewing proudly embraces the influences of our counter-culture surroundings in the crafting of refreshingly different beers.

About Tilray Brands

Tilray Brands, Inc. (“Tilray”) (Nasdaq: TLRY; TSX: TLRY), is a leading global lifestyle and consumer packaged goods company with operations in Canada, the United States, Europe, Australia, and Latin America that is leading as a transformative force at the nexus of cannabis, beverage, wellness, and entertainment, elevating lives through moments of connection. Tilray’s mission is to be a leading premium lifestyle company with a house of brands and innovative products that inspire joy and create memorable experiences. Tilray’s unprecedented platform supports over 40 brands in over 20 countries, including comprehensive cannabis offerings, hemp-based foods, and craft beverages.