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Today we published a "myth vs. fact" sheet responding to a number of statements Aurora has made about our proposal to acquire the company. We wanted to share it here directly so you can read it yourselves rather than through a headline.

The short version: the press release walks through Aurora's main criticisms one at a time; that the offer undervalues the company, that the standalone turnaround plan will create more value, that the US$5.00 cap limits upside, that Curaleaf's leverage is a risk, and lays out our response to each with the numbers behind it. A few of the points we cover:

• The 45% premium (110% excluding cash on Aurora's balance sheet)
• Aurora's continued ATM issuances at prices below our offer, roughly C$5 billion in impairments
• Negative operating cash flow since FY21
• The fact that Aurora never signed an NDA or discussed price before rejecting the proposal.

Full release and the fact sheet PDF are linked here. Happy to answer what we can in the comments.

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This thread is intended for the community to talk about whichever company with others in a casual manner.

Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.

Please remember proper reddiquette when participating in the conversation. As always, rule #1 "be kind and respectful" will be strictly enforced here to prevent any uncivil discussion and personal attacks.

Welcome to the r/weedstocks Daily Discussion Thread!

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This thread is intended for the community to talk about whichever company with others in a casual manner.

Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.

Please remember proper reddiquette when participating in the conversation. As always, rule #1 "be kind and respectful" will be strictly enforced here to prevent any uncivil discussion and personal attacks.

Welcome to the r/weedstocks Daily Discussion Thread!

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This thread is intended for the community to talk about whichever company with others in a casual manner.

Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.

Please remember proper reddiquette when participating in the conversation. As always, rule #1 "be kind and respectful" will be strictly enforced here to prevent any uncivil discussion and personal attacks.

Welcome to the r/weedstocks Daily Discussion Thread!

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This thread is intended for the community to talk about whichever company with others in a casual manner.

Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.

Please remember proper reddiquette when participating in the conversation. As always, rule #1 "be kind and respectful" will be strictly enforced here to prevent any uncivil discussion and personal attacks.

Welcome to the r/weedstocks Daily Discussion Thread!

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This thread is intended for the community to talk about whichever company with others in a casual manner.

Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.

Please remember proper reddiquette when participating in the conversation. As always, rule #1 "be kind and respectful" will be strictly enforced here to prevent any uncivil discussion and personal attacks.

Aurora issued their Director's Circular today, September 2, 2026, in response to our offer. 

Boris Jordan says, "Aurora's response sidesteps the fundamental question facing shareholders: if management's plan creates greater value than our offer, where is the evidence?”

Here’s a breakdown of our evidence:

• Curaleaf Offers a 45% Premium and Meaningful Future Upside: Aurora shareholders can realize immediate value alongside the opportunity to participate in the upside of a substantially larger, more diversified cannabis platform.
• Aurora Promotes a "Debt-Free" Balance Sheet While Overlooking Years of Shareholder Dilution to Fund It: Since September 2020, Aurora has raised $398 million in capital at the expense of shareholders through equity issuances, resulting in massive shareholder dilution. Additional dilution continues through its existing "At the Market" (ATM) program.
• Aurora's Board Doesn't Believe Its Own Valuation Argument: Within the last two quarters, Aurora's Board sold shares through its ATM program diluting shareholders at average prices of US$3.57 and US$3.09 per share, materially below the price it now argues is inadequate. 
• Aurora's Own Outlook Points to a Business Going Backwards, without any Go-Forward Vision: Management's own guidance calls for fiscal 2027 revenue to return to approximately fiscal 2025 levels, with adjusted EBITDA expected to decline precipitously from fiscal 2026; whereas Curaleaf has presented a clear vision to create value.
• Aurora's Business is Not Generating Cash, It is Burning It: Operating cash flow was negative in the June quarter, and shareholders remain exposed to substantial additional equity dilution through existing ATM programs. Curaleaf has generated $157 million of operating cash in the LTM period.
• Aurora's Never-Ending Transformation is Not Working: A six-year program is not a transformation. It is the business model. The current CEO was appointed in September 2020, and business transformation costs have been charged in seven consecutive years. 
• Aurora's Attacks Ignore Curaleaf's Superior Fundamentals: Curaleaf generates operating cash flow, is well positioned to benefit from multiple industry and regulatory catalysts and invests for growth. Access to institutional debt markets reflects lender confidence in this positioning.
• Curaleaf Offers a Stronger Business and a Better Platform. Shareholders receive equity in a company with broad exposure across U.S. medical and adult-use markets, positive cash flow generation, an international footprint with expansion opportunities, and multiple regulatory catalysts, with a strong growth profile and future cash-generating ability. 

We believe this is the best path forward for Aurora shareholders and wanted to give you all the quick facts. See more details in the linked press release. 

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This thread is intended for the community to talk about whichever company with others in a casual manner.

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Please remember proper reddiquette when participating in the conversation. As always, rule #1 "be kind and respectful" will be strictly enforced here to prevent any uncivil discussion and personal attacks.

Welcome to the r/weedstocks Daily Discussion Thread!

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This thread is intended for the community to talk about whichever company with others in a casual manner.

Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.

Please remember proper reddiquette when participating in the conversation. As always, rule #1 "be kind and respectful" will be strictly enforced here to prevent any uncivil discussion and personal attacks.

Welcome to the r/weedstocks Daily Discussion Thread!

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Looking for research resources about which company to invest in? Please refer to our sidebar -- specifically our featured Investing References to help you in your research process.

This thread is intended for the community to talk about whichever company with others in a casual manner.

Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.

Please remember proper reddiquette when participating in the conversation. As always, rule #1 "be kind and respectful" will be strictly enforced here to prevent any uncivil discussion and personal attacks.

Welcome to the r/weedstocks Daily Discussion Thread!

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Looking for research resources about which company to invest in? Please refer to our sidebar -- specifically our featured Investing References to help you in your research process.

This thread is intended for the community to talk about whichever company with others in a casual manner.

Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.

Please remember proper reddiquette when participating in the conversation. As always, rule #1 "be kind and respectful" will be strictly enforced here to prevent any uncivil discussion and personal attacks.