☕ Saturday Morning Black Coffee Discussion: 30-Day Performance, Volume Tracking, and Major Corporate Changes. Nearing final day of Q1 2027

🚀 Tickers Ranked by 1-Month Trading Performance (As of Aug 28, 2026)

Ticker Company Name 1-Month % Change 3-Month Avg Daily Volume

ACB Aurora +43.73%1, 420,000 shares

TRLV Trulieve +37.44% 1,020,000 shares

CRON Cronos +26.33% 1,410,000 shares

YOLO AdvisorShares +23.25% 5,500 shares

CGC Canopy +15.36% 4,630,000 shares

TLRY Tilray +13.90% 4,070,019 shares

CURLF Curaleaf +8.00% 200,920 shares

GTII Green Thumb +5.92% 512,287 shares

MSOS AdvisorShares +2.75% 5,693,774 shares

VRNO Verano 0.00% 155,027 shares

SNDL SNDL -0.37% 1,850,000 shares

VFF Village Farms -4.81% 185,045 shares

OGI OrganiGram -29.41% 211,980 shares

📊 Fast-Fact Comparative Context: Canadian LPs vs. US MSOs:

30-day window favored Canadian LPs like Aurora (+43.73%) & Cronos (+26.33%).

Top US Multi-State Operators like Curaleaf (+8.00%) and Green Thumb (+5.92%) moved much slower.

📊 Volume Leader: AdvisorShares MSOS dominates raw volume, averaging over 5.6 million shares traded daily. (see NOTE below)

📉 Low Liquidity: AdvisorShares YOLO gained +23.25% but averaged just 5,500 shares traded per day.

⚠️ The Outlier: While Tilray gained +13.90%, its Canadian competitor OrganiGram dropped -29.41% over the same 30 days. (NOTE: TLRY EU GMP certified & Diversified, where as OGI is not)

🏆 Company Achievements (30-Day Trading Window)

TLRY (Tilray):

• VA Import & Research:

Investors are watching a DEA application by Veterans Pharmaceuticals to import bulk cannabis extracts into the U.S. for VA research. Tilray already supplies federal clinical trials since 2016 and has the infrastructure to partner here.

• France Permanent Transition:

France is ending its medical trial program, where Tilray was a primary supplier since 2021, and France now making medical cannabis a permanent, reimbursable standard of care this autumn (Likely Oct 1).

• Global Capacity Expansion:

Increased annual cultivation capacity from 210 to 275 metric tonnes. The 31% supply increase comes from higher output at its Grows in Quebec and Portugal, positioning it to meet rising medical export demand across Germany, UK, USA and Australia. (I expect Tilray to continue with organic expansion)

• ZONNA THC Pouches:

Entered a new product category by launching "ZONNA" 10mg THC fast-acting pouches in Canada. Once these can be sold Globally into medical or recreational sky's the limit.

• Shock Top & UK Brewing:

Shock Top took top spot of USA beer sales in the UK during the World Cup, ranking 1st overall in its BrewDog Craft Beer category. Tilray shifted to brewing Shock Top and a few other USA Brews locally in Scotland at its BrewDog Ellon Brewery to lower shipping costs. Fills the brewery.

• World Beer Awards Wins:

Received top medals across its BrewDog portfolio at the 2026 World Beer Awards. The brand won three Gold awards (Hazy Jane, Wingman, Mackie's Two Scoops), one Silver award for its non-alcoholic (NA) Mello Lime & Mint, and four Bronze awards (including its NA Mello Peach & Passion Fruit).

• Spirits Rebrand:

Rebranded its Texas operations to Revolver Beer & Spirits, moving the "Blood & Honey" brand into Whiskey, Gin, and Vodka. $20 to $30 range.

• Taproom Network Expansion:

Expanded its high-margin hospitality footprint by launching new taproom locations. This includes Hop Valley in Eugene, Oregon, Montauk on Long Island, and a new BrewDog location at the Fort Lauderdale Airport, with further locations planned to capture regional travel traffic.

CURLF (Curaleaf):

• Hostile Takeover Bid:

Launched an unsolicited take-over bid to buy Aurora for $4.00/share on August 18. Aurora's board told shareholders to reject it.

TRLV (Trulieve):

• Exchange Uplisting:

Executed an uplisting onto the New York Stock Exchange (NYSE), setting a precedent for US operators.

SNDL (SNDL):

• US Acquisition:

Finalized its acquisition of US operator Parallel (Surterra Holdings), giving them active footprints in Florida, Massachusetts, and Texas.

VRNO (Verano):

• THC Drink Entry:

Entered the beverage market by launching "Easy Landings," a national 100mg single-serve drink line.

GTII (Green Thumb):

• DEA Registration Files:

Submitted bulk-manufacturing registration applications to the DEA to prepare for medical cannabis distribution.

ACB (Aurora):

• Financial Revenue:

Confirmed at its AGM that it reached $289 million in global medical revenue with zero remaining debt on its core cannabis operations.

🔮 Looking Ahead: What to Expect Next Month

As the 30-day window closes, the cannabis sector structure is shifting.

Schedule 3 legal proceedings are moving out of the briefing phase and into a final decision window.

Global rules are tightening up.

*Infused Beverage Laws:

Watch for potential shifts toward regulating cannabis-infused beverages under a standardized framework similar to alcohol and tobacco.

This means structured excise taxes, strict age-gating at retail, and commercial distribution channels outside traditional dispensaries, favoring established beverage networks.

*Balance Sheet Focus:

Companies with clean balance sheets, no debt, high-margin consumer products, and international assets are set up best for the next regulatory moves.

**What are your thoughts on Tilray's 58% US beer sales in the UK, the new permanent medical setup in France, VA Imports, Sch3, Seniors CBD rebate or the potential for alcohol-style beverage laws?

Grab a coffee and let's discuss below!** ☕🚀

NOTE: The MSOS Paradox (Intraday Spikes vs. Outflows)

While we see green intraday price action on the US ETF side, keep an eye on fund flows.

MSOS acts as a liquidity exit hatch for big institutional players who cannot sell large OTC positions without crashing the price. When MSOS spikes intraday, institutions sell large blocks of the ETF itself to get instant cash. Over the past 3 months, MSOS had a $21.3 million net fund outflow despite positive news.

Big money appears to be selling the rallies and taking chips off the table.

Just a Heads Up