Greg Amos @rarefires

@Sarapmcw @ABDanielleSmith Bravo

@CargoShortLife @ABDanielleSmith You can also fuck off, no part of Canada will ever belong to America.

@ABDanielleSmith Fuck you seppie traitor, retire now. Quit.

@TheRealKeean Fuck you Keeean, why don't you go chase elected officials while they're on vacation, that's your niche.

@Timcast Tim = Russian money laundered through Tenet Media

@sisuvanhell Couldn't happen to a nicer guy..

$CBWTF Backpackers 10x0.75g pre-rolls have > 5% of the pre-roll market MTD 6 SKUs are now listed in @ONCannabisStore +4 new SKUs in recent months the 2 SKU's introduced last June are #2, #3 @b40cannabis SKUs MTD (ex-QC) (Trellis data) & MTD are running +185% vs last July

@RepHuizenga Are you stupid Bill? It's climate change and it won't get better until your government commits to decarbonization.

@0TulsiGabbard2 0% for the orange bastard and not much more for you, Tulsi

$XLY.TO $CBWTF The current setup in Auxly reminds me a lot of Kraken Robotics $PNG.V in 2023. Here's why: In 2023, Kraken's founder retired and decided to sell his 10%+ stake on the open market, making the stock crater from $0.65 to $0.35 over 6-7 months. Meanwhile, the business continued to perform exceptionally well, posting record quarterly results. Once the founder finished selling, there was no supply left, and the stock snapped back +55-60% in 2 months (and then went on its epic bull run). Auxly has faced similar heavy selling pressure over the last year or so. When the company was in financial trouble three years ago, it raised capital and issued/amended numerous warrants with an exercise price of $0.045/share. Most of these warrants were set to expire this month. Based on the intel I got, the hedge fund holding those cheap shares and warrants has been liquidating them on the open market for several quarters, selling into every positive news that the company put out. That structural selling pressure has prevented the stock from moving higher, despite the company posting record financial results almost every quarter. If you look at the volume over the last two weeks, Acumen Capital crossed 3 large blocks of shares, including the last one this morning (shown in the picture below). With this trade, I believe that all the remaining $0.045 warrants have been exercised and the shares sold to long-term holders. The overhang should now be GONE. At 7x TTM EBITDA (and 5x forward EBITDA based on my estimates), Auxly screens as one of the cheapest cannabis stocks in the market today despite its best-in-class growth and margin profile. This looks like a coiled spring that is poised for a re-rate. Disclaimer: This is only my opinion and should not be treated as a recommendation or investment advice. I am wrong a lot. The Rivemont MicroCap Fund is a shareholder of Auxly Cannabis Group (TSX: XLY) and Kraken Robotics (TSX-V: PNG). I am the portfolio manager and a unitholder of the fund.

newswire.ca/news-releases/… Impressive results here- 52% GMs and 30% aEBITDA margins. One of the winners coming out of Canada

$XLY.TO $CBWTF Acumen moving large Auxly blocks in pre-market. It looks like the remaining warrants are getting cleaned out!

Auxly Reports First Quarter 2026 Results $XLY.TO $CBWTF

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$CBWTF Great quarter by Auxly!! Revenue up almost 22% YoY COFI Margin up to 55% Total Costs flat YoY $12m in Operating Cash flow Sitting with $43m in Cash up from $17m Q125 seasonally, this is their worst quarter....

TDR @TheDalesReport

5 months ago

🇨🇦 $XLY $CBWTF Auxly Cannabis Group @AuxlyGroup 🤑 Q1 Earnings Report • Revenue: $39.8M • Cash flow from operations: $11.3M • Net Income: $3.5M 🌿 Cannabis ETFs: 🌎 $YOLO 🇺🇸 $MSOS newswire.ca/news-releases/…

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$XLY.TO — Auxly Cannabis Group | Q1 2026 Results Canadian cannabis consumer packaged goods company with focused brands (back forty, south point, all-in-one boosted vapes) 📊 Q1 2026 Highlights (CAD): • Net revenue: $39.8M (+22% YoY) • Gross margin on finished cannabis inventory sold: 55% (vs 48%) • Adjusted EBITDA: $12.3M (+65%) — 31% margin • Net income: $3.5M (vs $12.1M Q1'25 — prior year had $8.1M deferred tax recovery) • EPS: $0.003 basic & diluted • OCF (before WC): $11.3M (+102%) — 92% adj EBITDA conversion • OCF (after WC): $12.0M 💰 Balance Sheet: • Cash: $42.7M (up from $32.3M) • Total assets: $279.7M • Loans payable (total): $42.4M • Lease liabilities: $10.7M • Equity: $183.8M 🌿 Strategic levers: • NCIB authorized for share repurchase • International export build-out planned for 2026 • Strategic partnership with Imperial Brands • Operational excellence + focused innovation strategy A clean compounding quarter for one of the few profitable canadian LPs: revenue growth (+22%) plus margin expansion (gross margin 55%) drove adj EBITDA up 65% with 92% cash conversion. cash balance crossed $42M, providing flexibility for buybacks, capex, and international expansion. excluding the prior-year tax recovery and biological fair value noise, core earnings increased meaningfully. the cannabis sector has been brutal for shareholders — auxly's discipline shows what an industrialized operator looks like. Full analysis: investorlens.io/stocks/XLY.TO #TSX #CanadianStocks #Cannabis #CPG #SmallCap

I've been reading some chatter about the dilution being a concern with Auxly. While it's true that the company has diluted shareholders heavily in the past, the company had no choice because it wasn't profitable. Today, Auxly is profitable and, by next quarter, will have no net debt on its balance sheet. The company recently announced an NCIB to buy back shares, not issue more. The anchor on past dilution reminds me so much of Kraken Robotics $PNG.V in 2023, just as it had turned profitable. I was buying it hand over fist based on the rapidly improving fundamentals, while people were whining about past dilution. Of course, as we all know now, PNG never looked back. I believe the same thing should happen with Auxly $XLY.TO $CBWTF

Stocks & Stones | Mathieu Martin @Stocks_Stones

5 months ago

This company trades at a $196m market cap with only $2.4m of net debt. It just reported its Q1.... Revenue and EBITDA were up 22% and 65% yoy, respectively. It trades at 4.6x EV/EBITDA and an 18% FCF yield based on my 2026 forecast. I bet most people would be all over this if

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Auxly Cannabis $AUXLF ($XLY on TSX) Q1 2026 Net revenue $39.8M (+22% YoY) Gross profit $18.3M and net income of $ 3.5M. Growth was driven by higher flower, pre-roll and vape volumes plus improved distribution. Back Forty and new innovations leading the way.

auxly.com/news/auxly-rep… Most impressive Canadian name IMO, along with VFF

Auxly releases Q1 2026 shareholder letter. $XLY.TO $CBWTF auxly.com/wp-content/the…

Our Q1 shareholder letter is live and I encourage all shareholders to read it. Strong results, disciplined capital allocation, and a clear plan to improve our market quality. Building to last. $xly.to $cbwtf

Auxly Cannabis Group @AuxlyGroup

5 months ago

Auxly releases Q1 2026 shareholder letter. $XLY.TO $CBWTF auxly.com/wp-content/the…

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