Jan. 14 at 5:12 PM
$MSOS $TLRY $ACB $CGC
AI Overview
Tilray doesn't benefit from U.S. cannabis rescheduling as much as U.S.-based Multi-State Operators (MSOs) primarily because it lacks direct "plant-touching" cannabis operations within the U.S. market. Rescheduling primarily offers tax and banking benefits to companies operating legally under U.S. state laws today.
MSOs Receive Major Tax Relief (280E): The most significant and immediate financial benefit of rescheduling for MSOs is the elimination of the IRS Section 280E tax code.
In essence, MSOs are the direct, on-the-ground beneficiaries of the operational and financial improvements that come with rescheduling, while Tilray's benefits are currently indirect and speculative, centered on potential future market access or a general "rising tide" effect for the sector.
Just the facts.
Beware of the rabidly optimistic and unconscionable Tilray pump and dumpers.