最新ニュース Ayr Wellness (OTC:AYRWF) 株価情報

Ayr Wellness Inc is a vertically integrated cannabis multi-state operator in the United States of America. Through its subsidiaries in various U.S. states, it is involved in the cultivation, manufacturing, and retail of cannabis products and branded cannabis packaged goods. It operates in one operating segment, cannabis sales. It has a single operating and reportable segment, the production and sale of cannabis.

Ordinary Shares (Sub, Restricted, Ltd Voting)

Cannabis

Earnings

News

Retail Sales

Markets

AAWH

AYRWF

CRLBF

CSE:TRUL

CURALEAF HLDGS INC by Curaleaf Hldgs Inc.

CURLF

GTBIF

TCNNF

TRUL

VRNOF

2024年第2四半期の大部分の大麻企業の財務業績が出揃い、その結果から興味深いトレンドが浮かび上がってきた。その1つが、米国のマルチステート・オペレーター（MSO）が供給チェーンにおけるコストと効率を改善しているという点だ。

大麻関連企業の業績　供給チェーンにおけるコストと効率が改善

Government

Penny Stocks

Regulations

Emerging Markets

Politics

Small Cap

General

CCHWF

CNBS

JUSHI HLDGS INC CL B by Jushi Holdings Inc.

JUSHF

TILT

ペンシルベニア州が最近承認した予算には、大麻企業であるJushi Holdings（OTC：JUSHF）およびTILT Holdings（OTC：TILT）のような企業にとって大きな打撃を与える、大麻の娯楽利用の合法化が除外されています。

ペンシルベニア州　大麻の娯楽利用合法化に制限掲示へ

Events

ロン・デサンティス氏は、11月に大麻合法化が認められると学校付近で大麻が流行る可能性があると警告

Ayr Wellness Inc

<a href="https://ec.europa.eu/commission/presscorner/detail/en/ip_25_1604" title="https://ec.europa.eu/commission/presscorner/detail/en/ip_25_1604">https://ec.europa.eu/commission/presscorner/detail/en/ip_25_1604</a>

Reported June 24, 2025: EU Antitrust Regulators To Investigate Mars' $36B Takeover Of Kellanova; The Transaction Could Lead To Higher Prices For Consumers Due To Mars' Increased Negotiating Power Towards Retailers In The European Economic Area; EU Sets Oct 31 2025 Deadline For Decision On Deal

BlackBerry Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BB#NYSE">BB</a>) stock is trading higher Wednesday after the company reported better-than-expected first-quarter <a href="https://www.benzinga.com/markets/earnings/25/06/46084802/blackberry-stock-climbs-after-better-than-expected-q1-report-details">financial results</a>.
What To Know: BlackBerry <a href="https://www.benzinga.com//node/46084333">reported first-quarter</a> adjusted earnings per share of 2 cents, beating the consensus estimate for breakeven earnings. In addition, BlackBerry reported sales of $121.7 million, beating the consensus estimate of $112.18 million, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Broken down by segment, the company reported that QNX revenue came in at $57.5 million, up 8% year-over-year, and Secure Communications revenue came in at $59.5 million.
Blackberry ended the quarter with $381.9 million in cash, cash equivalents and short-term and long-term investments, down $28.4 million sequentially. The company said it repurchased 2.57 million shares throughout the quarter.
Q2 Outlook: BlackBerry expects earnings per share of breakeven to one cent, versus the consensus estimate of one cent. Furthermore, the company sees sales from $115 million to $125 million, versus the consensus estimate of $122.35 million.
FY26 Outlook: Blackberry anticipates adjusted earnings per share of eight cents to 10 cents, versus the consensus estimate of 10 cents. Additionally, the company now expects sales from $508 million to $538 million, versus the consensus estimate of $513.51 million. The company previously expected sales of $504 million to $534 million.
Analysts Changes: Following the earnings report, multiple analysts issued price target adjustments.
<ul class="wp-block-list">
<li>Baird analyst Luke Junk maintained a Neutral rating on BlackBerry and raised the price target from&nbsp;$4&nbsp;to&nbsp;$5.</li>
<li>Canaccord Genuity analyst Kingsley Crane maintained a Hold rating on BlackBerry and raised the price target from $4.25 to $4.60.</li>
<li>RBC Capital analyst Paul Treiber maintained a Sector Perform rating on BlackBerry and raised the price target from&nbsp;$3.75&nbsp;to&nbsp;$4.</li>
</ul>
See Also: <a href="https://www.benzinga.com/etfs/sector-etfs/25/06/46098656/nvidia-amazon-tesla-among-tech-stocks-hedge-funds-are-piling-into-heres-how-etfs-like-ivv-spy-voo-are-riding-the-wave">Nvidia, Amazon, Tesla Among Tech Stocks Hedge Funds Are Piling Into — Here&#8217;s How ETFs Like IVV, SPY, VOO Are Riding The Wave</a>
BB Price Action: At the time of writing, Blackberry stock was up 16.2% at $5.02, according to data from <a href="https://pro.benzinga.com/">Benzinga Pro</a>.
Image via Shutterstock.

BlackBerry Stock Is Rising Wednesday: What's Going On?

Super Micro Computer Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) shares are trading higher Wednesday afternoon. The company on Tuesday <a href="https://www.benzinga.com/news/financing/25/06/46074323/supermicro-raises-2-billion-via-private-convertible-debt-with-35-conversion-premium">announced</a> the pricing of its $2 billion convertible senior notes due 2030. Shares are recovering from a near 10% drop on Monday, when the initial debt proposal triggered investor concerns about potential stock dilution.
What To Know: In the Tuesday announcement, the company detailed its plans to limit that dilution. Super Micro is using a portion of the proceeds for capped call transactions, which effectively limit the number of shares to be issued. 
The notes feature an initial conversion price of roughly $55.20 per share, a 35% premium over the company's June 23, closing price of $40.89. The cap price for the transactions is set at $81.78 per share, a 100% premium.
Super Micro <a href="https://www.benzinga.com/news/financing/25/06/46074323/supermicro-raises-2-billion-via-private-convertible-debt-with-35-conversion-premium">expects</a> net proceeds of $1.96 billion from the offering, with a $300 million over-allotment option. The company plans to use $158.4 million to fund the capped call transactions and another $200 million to repurchase approximately 4.9 million of its shares.
Read Also: <a href="https://www.benzinga.com/trading-ideas/movers/25/06/46036770/whats-going-on-with-super-micro-computer-smci-stock-7">What&#8217;s Going On With Super Micro Computer Stock?</a>
Analyst Coverage: Based on recent analyst ratings, Wall Street has shown a mixed but <a href="https://www.benzinga.com/quote/SMCI/analyst-ratings">recently more positive outlook</a> on Super Micro. On May 19, Mizuho maintained its Neutral rating on the stock while increasing its price target from $32 to $40. 
Earlier in the month, on May 13, Raymond James initiated coverage with an Outperform rating and a price target of $41. This followed a series of updates on May 7, where analysts expressed varied opinions. Notably, Rosenblatt maintained a Buy rating while lowering its price target from $55 to $50. 
On the same day, Wedbush and Citigroup both maintained &#8220;Neutral&#8221; ratings with price target adjustments, while Needham reinstated its coverage with a Buy rating and a $29 price target.
Price Action: According to data from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, SMCI shares are trading higher by 5.7% to $45.28 Wednesday afternoon. SMCI has a 52-week high of $96.33 and a 52-week low of $17.25.
Read Also: <a href="https://www.benzinga.com/pressreleases/25/06/b46066482/supermicro-announces-pricing-of-private-offering-of-2-0-billion-of-convertible-senior-notes-due-20">Supermicro Announces Pricing of Private Offering of $2.0 Billion of Convertible Senior Notes Due 2030</a>
<h2 class="wp-block-heading">How To Buy SMCI Stock</h2>
Besides going to a brokerage platform to purchase a share &#8211; or fractional share &#8211; of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument. 
For example, in Super Micro Computer&#8217;s case, it is in the Information Technology sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.
Image: Shutterstock

SMCI

Super Micro Computer (SMCI) Stock Is Surging Today: What's Going On?

SHEL

Reuters Cites Shell Spokesperson Saying In Regard To Market Speculation About Shell Considering Buying BP That No Talks Are Taking Place

U.S. stocks were mixed, with the Dow Jones index falling around 0.2% on Wednesday.
Shares of AeroVironment, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVAV#NASDAQ">AVAV</a>) rose sharply during Wednesday's session after the company reported <a href="https://www.benzinga.com/markets/earnings/25/06/46083155/aerovironment-stock-sinks-despite-better-than-expected-q4-report-heres-why">better-than-expected quarterly financial results</a>.
AeroVironment reported quarterly earnings of $1.61 per share, which beat the $1.42 analyst consensus estimate, according to data from Benzinga Pro. Quarterly revenue came in at&nbsp; $275.05 million, beating the Street estimate of $242.69 million.
AeroVironment shares jumped 24% to $239.57 on Wednesday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul class="wp-block-list">
<li>Nektar Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NKTR#NASDAQ">NKTR</a>) shares jumped 34.1% to $32.81. Nektar Therapeutics recently announced data from the 16-week induction period of the ongoing Phase 2b REZOLVE-AD study of investigational rezpegaldesleukin.</li>
<li>QuantumScape Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QS#NYSE">QS</a>) gained 31.6% to $5.70 after the company achieved a key 2025 milestone by successfully integrating its advanced Cobra separator process into baseline cell production.</li>
<li>Anbio Biotechnology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NNNN#NASDAQ">NNNN</a>) jumped 27.1% to $30.61.</li>
<li>Bumble Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BMBL#NASDAQ">BMBL</a>) jumped 19.9% to $6.24. 19.7% to $6.24 after the company announced it is reducing the size of its team.</li>
<li>Liminatus Pharma, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LIMN#NASDAQ">LIMN</a>) rose 19.1% to $31.77.</li>
<li>UP Fintech Holding Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TIGR#NASDAQ">TIGR</a>) gained 18.1% to $9.60.</li>
<li>BlackBerry Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BB#NYSE">BB</a>) rose 16.3% to $5.03 after the company reported better-than-expected first-quarter financial results and raised its FY26 sales guidance.</li>
<li>Yatsen Holding Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YSG#NYSE">YSG</a>) gained 15.1% to $11.12.</li>
<li>Chime Financial, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHYM#NASDAQ">CHYM</a>) rose 13% to $32.77.</li>
<li>TMC the metals company Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMC#NASDAQ">TMC</a>) gained 9.8% to $7.26 after Wedbush upgraded the stock from Neutral to Outperform and raised its price target from $6 to $11.</li>
<li>Symbotic Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SYM#NASDAQ">SYM</a>) rose 9.5% to $35.25.</li>
<li>Light &amp; Wonder, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LNW#NASDAQ">LNW</a>) gained 9.1% to $93.65.</li>
<li>Korea Electric Power Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KEP#NYSE">KEP</a>) rose 8.6% to $13.70.</li>
<li>TTM Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTMI#NASDAQ">TTMI</a>) gained 6% to $40.12.</li>
<li>Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) jumped 5.5% to $45.18.</li>
</ul>
Now Read This: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/06/46072226/top-3-real-estate-stocks-you-may-want-to-dump-in-june">Top 3 Real Estate Stocks You May Want To Dump In June</a> </li>
</ul>
Photo via Shutterstock

Movers

Trading Ideas

AVAV

BMBL

CHYM

LIMN

NKTR

NNNN

TIGR

TTMI

AeroVironment Posts Better-Than-Expected Earnings, Joins QuantumScape, Bumble, BlackBerry And Other Big Stocks Moving Higher On Wednesday

HPE And KDDI Collaborate To Open Osaka Sakai Data Center By Early 2026 To Support Startups, Enterprises With NVIDIA AI Infrastructure For Developing AI Applications And Training LLMs

<a href="https://techcrunch.com/2025/06/25/intel-hits-the-brakes-on-its-automotive-business-and-layoffs-have-started/#:~:text=Intel%20is%20shuttering%20its%20automotive,shared%20with%20employees%20Tuesday%20morning" title="https://techcrunch.com/2025/06/25/intel-hits-the-brakes-on-its-automotive-business-and-layoffs-have-started/#:~:text=Intel%20is%20shuttering%20its%20automotive,shared%20with%20employees%20Tuesday%20morning">https://techcrunch.com/2025/06/25/intel-hits-the-brakes-on-its-automotive-business-and-layoffs-have-started/#:~:text=Intel%20is%20shuttering%20its%20automotive,shared%20with%20employees%20Tuesday%20morning</a>.

INTC

MBLY

'Intel Hits The Brakes On Its Automotive Business, And Layoffs Have Started' - TechCrunch

Science Applications International Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAIC#NASDAQ">SAIC</a>) shares rose on Wednesday after the company secured a significant <a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/g46093311/saic-awarded-928-million-prototype-engineering-and-mission-integration-contract" rel="noreferrer noopener">new defense contract from the U.S. government</a>.
The award, part of the Department of Defense&#8217;s mission to rapidly modernize its military capabilities, is poised to further solidify SAIC&#8217;s role in high-tech national defense efforts.
The company will lead the $928 million Hyper-Innovative Operational Prototype Engineering, or HOPE 2.0 initiative, under the U.S. Air Force Tactical Exploitation of National Capabilities (AF TENCAP) program, slated to begin in July 2025.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/equities/25/06/46047038/spotifys-daniel-ek-leads-690-million-bet-on-defense-ai-startup-helsing-valued-at-13-8-billion-as-europe-ramps-up-military-spending" rel="noreferrer noopener">Spotify&#8217;s Daniel Ek Leads $690 Million Bet On Defense AI Startup Helsing, Valued At $13.8 Billion As Europe Ramps Up Military Spending</a>
The contract will enhance the Air Force&#8217;s ability to quickly prototype and deploy advanced intelligence and operational systems.
Science Applications will deliver full-spectrum research, development, testing, and engineering support under HOPE 2.0.
The project is designed to fast-track the transition of innovative prototypes into near-operational tools that meet the Defense Department&#8217;s evolving requirements.
The initiative emphasizes agility, integrating commercial technology and data-driven strategies to outpace adversaries.
The scope of work includes enhancing decision-making capabilities through advanced sensor integration, improving command-and-control systems, supporting Special Operations Forces, and developing cutting-edge cyber tools.
By fusing intelligence and operational data, the goal is to equip warfighters with superior situational awareness and technological advantage across land, air, cyber, and space domains.
Science Applications will collaborate with over a dozen traditional and emerging defense firms to support the needs of 65 military and intelligence agencies.
&#8220;We&#8217;re excited to help Air Force TENCAP achieve evolutionary and revolutionary warfighting improvements,&#8221; said Vincent DiFronzo, Executive Vice President at SAIC, who emphasized the urgency of integrated mission systems for modern threats.
The HOPE 2.0 award aligns with national defense priorities, including deterrence in the Pacific and space-based defense initiatives like Golden Dome.
The project also matches the Defense Department&#8217;s Software Acquisition Pathway, aiming to cut lead times and boost innovation.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, SAIC stock has lost over 8% in the past year. Investors can gain exposure to the stock via iShares Cybersecurity and Tech ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IHAK#NYSE">IHAK</a>).
Price Action: SAIC shares are trading higher by 2.44% to $107.52 at last check Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/crypto/25/06/46045060/bitcoin-ethereum-dogecoin-fall-as-us-involvement-in-iran-israel-war-threatens-oil-prices-spike-arthur-hayes-says-weakness-shall-pass-and-btc-will-show-its-safe-haven-status" target="_blank" rel="noreferrer noopener">Bitcoin, Ethereum, Dogecoin Fall As US Involvement In Iran-Israel War Threatens Oil Prices Spike: Arthur Hayes Says &#8216;Weakness Shall Pass&#8217; And BTC Will Show Its Safe Haven Status</a></li>
</ul>
Photo by DCStockPhotography via Shutterstock

Equities

Contracts

Tech

IHAK

SAIC

SAIC Lands Nearly $1 Billion Contract To Modernize US Air Force

Retail giant Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) faces <a href="https://www.benzinga.com/news/earnings/25/05/45436534/walmart-doesnt-alter-annual-outlook-yet-ceo-says-all-tariffs-create-cost-pressures-but-china-has-biggest-impact">macroeconomic concerns and tariffs</a> as it seeks to post continued revenue growth going forward.
The company could have a new secret weapon to support its growth.
What Happened: Walmart is opening "dark stores" in several markets to ramp up its delivery and e-commerce efforts in the ongoing struggle with Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) for the retail revenue crown.
One dark store has already opened in Dallas and another is planned for Bentonville, Arkansas, near the company's headquarters, according to <a href="https://www.bloomberg.com/news/articles/2025-06-24/walmart-tests-opening-dark-stores-to-speed-up-online-delivery?sref=TBDibEcD">Bloomberg</a>.
Unlike traditional Walmart supercenters or retail locations, these dark stores are closed to the public. They carry some of the most popular items that consumers frequently buy.
Essentially, the new dark stores are large warehouses that will complement existing warehouses and ramp up the speed and size of Walmart's delivery range.
The report said more dark stores could be built in the future, and faster delivery is among the retail giant&#8217;s key priorities.
Read Also<a href="https://www.benzinga.com/news/earnings/earnings-beats/25/05/45472271/walmart-growth-prospects-remain-solid-but-tariff-uncertainty-lingers-analysts-say">: Walmart Growth Prospects Remain Solid But Tariff Uncertainty Lingers, Analysts Say</a>
Why It's Important: Walmart&#8217;s strategy of having more warehouses to help with e-commerce growth isn't new. The company previously had a small number of warehouses similar to these dark stores in the mid-2010s, but those stores were mostly closed after the COVID-19 pandemic.
To better compete with Amazon and other digital retailers, Walmart has launched new services like pharmacy delivery and increased its third-party selling marketplace items.
Walmart expects to hit profitability for its online segment this year, following billions of dollars in investment in the segment.
In recent quarters, Amazon has posted higher revenue totals than Walmart, but this is due to the inclusion of both Amazon's retail and AWS businesses.
In March, <a href="https://www.benzinga.com/trading-ideas/25/03/44113335/amazon-vs-walmart-48-see-one-leader-in-2025-others-expect-a-tie">Benzinga polled readers </a>to see which retail stock they thought would lead by the end of 2025.
The results were:
<ul class="wp-block-list">
<li>Amazon: 48%</li>
<li>They&#8217;ll remain neck-and-neck: 34%</li>
<li>Walmart: 18%</li>
</ul>
Amazon was the clear leader in the poll, suggesting investors think the e-commerce giant could have the top stock return in 2025 of the two companies and continue to pass Walmart in revenue totals.
While Amazon has surpassed Walmart in several quarters, Walmart maintained its lead in the 2024 fiscal year totals.
Amazon's revenue was $638.0 billion in 2024, including $107.6 billion from AWS. Walmart&#8217;s was $681.0 billion.
Walmart's latest focus on e-commerce could help expand its growth and help fight off competition from Amazon.
WMT Price Action: Walmart stock trades at $97.78 on Wednesday versus a 52-week trading range of $66.67 to $105.30. Walmart stock is up 8.5% year-to-date in 2025 and 44.8% over the last year.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/06/46023273/walmart-snaps-10-day-losing-streak-its-longest-since-2004-as-profit-takers-step-aside">Walmart Snaps 10-Day Losing Streak: It&#8217;s Longest Since 2004, As Profit-Takers Step Aside</a></li>
</ul>
Photo: Shutterstock

AMZN

Walmart's New Facilities Will Keep The Customers Out: Will 'Dark Stores' Help Beat Amazon?

Morgan Stanley analyst Erin Wright maintains Phibro Animal Health (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PAHC#NASDAQ">PAHC</a>) with a Equal-Weight and raises the price target from $21 to $26.

Price Target

Analyst Ratings

PAHC

Morgan Stanley Maintains Equal-Weight on Phibro Animal Health, Raises Price Target to $26

FMFC

Kandal M Venture Resumes Trading

Morgan Stanley analyst Piyush Sood maintains Commercial Metals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMC#NYSE">CMC</a>) with a Equal-Weight and raises the price target from $53 to $57.5.

Morgan Stanley Maintains Equal-Weight on Commercial Metals, Raises Price Target to $57.5

People Familiar With The Matter Tells CNBC, It Is Unlikely Shell Would Purchase The Entirety Of BP, It Is More Likely That Different Parts Of BP Would Be Purchased By Multiple Companies If A Deal Does Transpire

Kandal M Venture Halted On A Circuit Breaker To The Downside At $4.95 Per Share

iShares MSCI Israel Capped Investable Market Index Fund

Live On CNBC, Joe Terranova Announces Sold iShares Inc iShares MSCI Israel ETF; Sold Enbridge; Sold Suncor Energy

Kandal M Venture Shares Resume Trade

Reuters Cites Shell Spokesperson Saying Co Focused On Capturing Value In Shell Through Continuing To Focus On Performance, Discipline And Simplification.

Kandal M Venture Resume Trading, Then Halted On A Circuit Breaker To The Upside At $6.33 Per Share

WIIM

ADIL

Adial Pharmaceuticals shares are trading higher after the company announced it secured AD04 production agreements with Cambrex and Thermo Fisher Scientific ahead of its New Drug Application submission to the FDA for the treatment of Alcohol Use Disorder.

Live On CNBC, Brian Sullivan Says "BP Could Be Split In Sale"

Management

Press Releases

AYR Wellness Announces Transition of Jared Cohen to Board Observer

AYR Cannabis Dispensary Updates Retail Footprint

AYR Wellness Reports Fourth Quarter and Full Year 2024 Results

AYR Wellness Announces Changes to Management

AYR Announces Delay of Q1 2024 Financial Statements and MD&A, Expected Cease Trade Order and Strategic Review Process

AYR Provides Update on Anticipated Cease Trade Order

AYR Announces Entry into Limited Waiver Agreement with Senior Noteholders

AYR Provides Update on Delay of Q1 2025 Interim Financial Filings

AYR Wellness Extends Limited Waiver Agreement with Senior Noteholders

CSE:AYR

CSE:AYR-A

CSE:AYR.A

Ayr Wellness

Roth MKM

Cantor Fitzgerald

Needham

Seaport Global

2024年第2四半期の大部分の大麻企業の財務業績が出揃い、その結果から興味深いトレンドが浮かび上がってきた。その1つが、米国のマルチステート・オペレーター（MSO）が供給チェーンにおけるコストと効率を改善しているという点だ。
MSOが風雲急を告げてきたことは驚くべきことではなく、かつその回復力が示されてきたのも理解できる。これまで低い卸売価格という圧力に直面し、小売業界での競争の激化と追加の課税に面してきたが、これらの大半の企業は、そのコスト業績を維持し、あるいはいくつかのケースでは改善することに成功してきたのだから。
<h3 class="wp-block-heading">財務詳細</h3>
バリディアン（Viridian）の<a href="https://dealtracker.viridianca.com/chart-of-the-week/">データ分析</a>によると、トップ8のMSOのうち6社の売上高に対する売上原価（COGS）の割合が昨年と比較して減少した。この削減は、これらの企業が課題に直面しながらも生産コストをより効率的に管理していることを示している。比較の対象には、Green Thumb Industries（OTC：<a class="ticker" href="https://www.benzinga.com/stock/GTBIF#OTC">GTBIF</a>）、Curaleaf（OTC：<a class="ticker" href="https://www.benzinga.com/stock/CURLF#OTC">CURLF</a>）、Trulieve（CSE：<a class="ticker" href="https://www.benzinga.com/stock/TRUL#CSE">TRUL</a>）（OTCQX：<a class="ticker" href="https://www.benzinga.com/stock/TCNNF#OTCQX">TCNNF</a>）、Verano（OTC：<a class="ticker" href="https://www.benzinga.com/stock/VRNOF#OTC">VRNOF</a>）、Cresco Labs（OTC：<a class="ticker" href="https://www.benzinga.com/stock/CRLBF#OTC">CRLBF</a>）、Terrascend（OTC：<a class="ticker" href="https://www.benzinga.com/stock/TRSSF#OTC">TRSSF</a>）、AYR（OTC：<a class="ticker" href="https://www.benzinga.com/stock/AYRWF#OTC">AYRWF</a>）およびAscend Wellness（OTC：<a class="ticker" href="https://www.benzinga.com/stock/AAWH#OTC">AAWH</a>） が含まれる。ただし、AYRとTerrAscendはCOGSが増加した。これは、彼らが他の企業よりもより大きな運用上の課題に直面していることを示している。
さらに、このうちの6社は、2024年第2四半期における2023年第2四半期との比較で、売上高に対する売上、一般および管理（SG&amp;A）費用が低下した。この傾向は、これらの企業が自分たちのベルトを締め直し、支出についてより規律あるものになり、供給チェーンにおいて効率的に動くことを反映している。売上費用の削減は市場状況を反映したものとみられる。オハイオ州とニューヨーク州に新しいマーケットが拡大するにつれて、これらの企業は売上の増加を期待しており、それによって年の後半にはさらに財務業績が向上するはずだ。
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" class="wp-image-490763" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/12160625/unnamed-2.png" sizes="(max-width: 630px) 100vw, 630px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/12160625/unnamed-2.png 630w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/12160625/unnamed-2-300x194.png 300w" alt="" width="630" height="407" /></figure>
関連記事: <a href="https://www.benzinga.com/markets/cannabis/24/07/39806043/cannabis-stocks-canadian-companies-outperformed-american-counterparts-last-week">大麻株：先週、カナダ企業の方が米国企業をアウトパフォーム</a>
<h3 class="wp-block-heading">MSOと大麻業界における役割の理解</h3>
MSOは複数の州にわたる栽培、加工、小売施設を管理する会社であり、米国の独自の法的枠組みのために同国の大麻市場においてさらに重要なプレーヤーになっている。
大麻が連邦レベルで未だに違法とされているため、ビジネスは州ごとの規制、法則および<a href="https://www.benzinga.com/markets/cannabis/24/08/40176980/state-by-state-price-of-weed-across-the-u-s-in-august-2024">価格</a>といった複雑な規制網を航行せねばならない。MSOはこのような課題を処理するために設計されており、それによって彼らは異なる法律を守りながら、州をまたいでの業務展開を可能にしているのだ。この戦略により、MSOは市場拡大に伴う経済規模の利点を活かし、コストを引き下げ、効率を向上させることができる。ただし、州ごとの規制を遵守することが重要であるため、それによって大きなコストが生じてしまう。
最新のQ2の報告書は、大半のMSOがコスト削減に焦点を当てていることを示唆している。大麻の<a href="https://www.benzinga.com/markets/cannabis/24/07/39892433/dea-rescheduling-of-cannabis-could-create-over-50-000-jobs-industry-group-notes-in-public-commen">スケジューリングの可能性</a>があれば、これは全体の<a href="https://www.benzinga.com/markets/cannabis/24/05/38885460/finally-tax-refunds-these-cannabis-companies-will-get-the-most-money-back-if-rescheduling-happen">税制負担を削減する</a>ことによって、それによってそれらの財務業績を大幅に向上させる可能性がある。
<ul>
<li>次を読む: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/06/39514459/u-s-dollar-soars-how-does-this-threaten-your-cannabis-investments-confidential-insi">米ドルが急騰：これがあなたの大麻投資に脅威を与える理由、機密情報の洞察</a></li>
</ul>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/events/cannabis-conference/"><img loading="lazy" decoding="async" class="wp-image-490829" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/12164248/CCC-Oct-24-Banner-1-37.gif" alt="" width="970" height="250" /></a></figure>

ペンシルベニア州が最近承認した予算には、大麻企業であるJushi Holdings（OTC：<a class="ticker" href="https://www.benzinga.com/stock/JUSHF#OTC">JUSHF</a>）およびTILT Holdings（OTC：<a class="ticker" href="https://www.benzinga.com/stock/TILT#OTC">TILT</a>）のような企業にとって大きな打撃を与える、大麻の娯楽利用の合法化が除外されています。
ジョシュ・シャピロ知事が支援したこの動きに対し、民主党と共和党に分かれた州議会からは<a href="https://www.spotlightpa.org/news/2024/06/pennsylvania-marijuana-recreational-legislature-passage-budget-josh-shapiro/">反対</a>が出てしまいました。規制に関する合意については、民主党が支配する州下院で合意に達しようとする一方で、大麻の娯楽利用の合法化に反対する共和党が支配する州上院は合意に達しませんでした。
新しい<a href="https://www.pa.gov/en/governor/newsroom/2024-press-releases/governor-shapiro-signs-bipartisan-2024-25-budget--investing-in-e.html">予算</a>は幅広い経済的および社会的投資に焦点を当てていますが、娯楽利用の大麻についての規定は除外しています。主な投資先は、K-12公共教育のための11.1億ドル、企業の誘致のためのサイト開発のための5億ドル、および家庭およびコミュニティを対象としたサービスのための3億5480万ドルが含まれています。
<h3>遅れの中でのJushiとTILTの戦略的動向</h3>
Jushi Holdings（OTCQB）とTILT Holdings（OTCQB）は、ペンシルベニア州での医療大麻の販売から娯楽大麻の販売への移行によって成長が促進されると予測し、大規模な投資を行っています。
Jushiの現在の企業価値は過小評価されていると見なされ、規制の透明性が与えられれば大きな上昇余力があるということを示唆しています。 Zuanic＆AssociatesのシニアアナリストPablo Zuanic氏は、「ペンシルベニア州が娯楽大麻の販売を開始すれば、Jushiの時価総額は250％以上急増する可能性がある」と述べています。
一方、TILT HoldingsはStandard Farmsを運営しており、ペンシルベニア州での事業拡大のために1050万ドルの資金調達契約を締結しました。 これらの資金は、保健省（Department of Health）の許可を受けたディスペンサリーの構築に充てられます。
「ペンシルベニア州が、TILTのStandard Farmsのような小規模な独立系栽培業者がこの新興の市場で競争できるように、我々は賞賛します」と、TILTのCEOであるTim Conder氏は<a href="https://www.benzinga.com/markets/cannabis/24/05/38741310/tilt-holdings-bold-financing-move-how-this-cannabis-companys-escalating-interest-rates-impact-it">述べています</a>。
しかし予想される娯楽市場がないとすると、6か月後にかなり高騰する拡大ローンの金利がTILTの財務モデルに圧迫を与える可能性があります。
<h3>ティム・シーモア氏は州による大麻の合法化をどう見るか</h3>
CNBS Amplify Seymour Cannabis ETF（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/CNBS#NYSE">CNBS</a>）のポートフォリオマネージャーであるTim Seymour氏は、連邦政府の変化よりも州レベルでの大麻の合法化の重要性を強調しました。 「大麻セクターにおける実際の経済は、成長している消費者基盤向けに積極的に製品を販売している企業によって推進されています」と、Seymour氏は<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/06/39344068/not-dc-but-the-states-tim-seymour-discusses-how-red-states-could-catalyze-cannabis-">語りました</a>。
彼は、ペンシルベニア州のような市場が、大麻業界の成長を促進していると指摘し、州レベルの決定が大麻産業の未来にとって重要であることを示唆しています。
関連記事：
<h3>ペンシルベニア州における大麻企業</h3>
JushiとTILTの両社は、ペンシルベニア州の予算における娯楽利用の大麻の除外がもたらす不確実な規制環境に適応しなければなりません。
予算から娯楽利用の大麻が除外されたことは、分かれた州議会での合意形成の複雑さを象徴しています。Seymour氏が指摘したように、「州レベルの法制化は、実際の産業の成長につながる製品を消費者の手に届けるものです」。
Zuanic氏は、「<a href="https://www.benzinga.com/markets/cannabis/24/02/37242307/jushi-holdings-revs-up-unleashing-torque-in-pennsylvania-and-virginias-cannabis-expansion">娯楽利用の大麻が合法化されない</a>場合、Jushi Holdingsは医療大麻市場に制限されることで成長が制約されるだろう」と述べたように、Jushiもまた州の不確実な規制環境に適応しなければなりません。
販売の勢いと利益率の面で競合他社に遅れをとっているにも関わらず、Jushiは業務を合理化し、EBITDAマージンを大幅に改善しています。 Zuanic氏は、12月2024年に支払期日を迎える約6,500万ドルの借金の<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/06/39470114/debt-deadline-looms-how-cannabis-companies-financial-health-could-impact-your-portf">返済の取り組み</a>に加え、Jushiの財務状況は管理可能であると考えています。
<h3>予算承認後の市場動向</h3>
2024年7月15日（月）、午後12時過ぎ、Jushi Holdings（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/JUSHF#NYSE">JUSHF</a>）の株価は0.592ドルで、2.8449％下落し、投資家の信頼が低下していることを示しています。取引高は8339株で、市場活動は抑制的であることを示しています。時価総額は約1億1600万ドルであり、大麻セクターの中では比較的小さな企業です。
TILT Holdingsの株価は0.02211ドルで、10.55％上昇し、これは投資家からのポジティブな評価か、または最近のニュースへの反応であると考えられます。株価は6,150で、これは中規模の取引高で、時価総額は約850万ドルであり、大麻セクターの中でマイクロキャップ株式として位置づけられています。
これらは、ペンシルベニア州で<a href="https://www.benzinga.com/topic/pennsylvania-cannabis">運営している最も重要なMSO</a>の一部です。
<ul>
<li>Curaleaf Holdings（OTC：<a class="ticker" href="https://www.benzinga.com/stock/CURLF#OTC">CURLF</a>）</li>
<li>Trulieve Cannabis（OTC：<a class="ticker" href="https://www.benzinga.com/stock/TCNNF#OTC">TCNNF</a>）</li>
<li>Cresco Labs（OTC：<a class="ticker" href="https://www.benzinga.com/stock/CRLBF#OTC">CRLBF</a>）</li>
<li>Green Thumb Industries（OTC：<a class="ticker" href="https://www.benzinga.com/stock/GTBIF#OTC">GTBIF</a>）</li>
<li>Ayr Wellness（OTC：<a class="ticker" href="https://www.benzinga.com/stock/AYRWF#OTC">AYRWF</a>）</li>
<li>Verano Holdings（OTC：<a class="ticker" href="https://www.benzinga.com/stock/VRNOF#OTC">VRNOF</a>）</li>
<li>TerrAscend（OTC：<a class="ticker" href="https://www.benzinga.com/stock/TRSSF#OTC">TRSSF</a>）</li>
<li>The Cannabist Co.（OTC：<a class="ticker" href="https://www.benzinga.com/stock/CCHWF#OTC">CCHWF</a>）</li>
</ul>
次の一手：　
これらの問題については、10月8日から9日まで開催されるベンジンガ・カンナビス・キャピタル・カンファレンス（Benzinga Cannabis Capital Conference）で大いに議論されることでしょう。大麻業界の将来における投資の意味について更に多くの見識を得るために、ぜひ私たちにご参加ください。このカンファレンスで、大手企業のトップエグゼクティブ、投資家、提唱者、立法者の皆様の素晴らしいご意見をお聞きになりませんか。　<a href="https://www.eventbrite.com/e/benzinga-capital-conference-cannabis-fall-2024-tickets-858948065787?aff=oddtdtcreator" target="_blank" rel="noreferrer noopener">チケットをお求めください</a>。
写真：AIによる生成画像。

フロリダ州の知事であるロン・デサンティス（共和党）は、2024年11月の選挙でフロリダ州民が投票する大麻合法化修正案について、別の非難を浴びせた。今回は、同氏がK-12スクールの近くで大麻を吸うと考えられる人々を非難している。
「小学校のような教育機関の近くで大麻を吸う人が横切ることを認可してもいいのか？」とデサンティス氏は水曜日、マイアミで行われたイベントで記者団に語った。「フロリダ州にとってそれがいい結果を生むと思わない」と非難した。
この提案は、Amendment 3として知られており、フロリダ最高裁判所によって最近<a href="https://www.benzinga.com/markets/cannabis/24/04/38034138/florida-supreme-court-approves-cannabis-legalization-proposal-for-november-election-in-blow-to-d">11月の投票用紙に進むことが承認された</a>。この修正案は、Smart and Safe Floridaによって組織され、その実、州がタバコの公共での消費を規制しているように、立法府に対して「屋外での大麻使用と公共での大麻使用を制限するための権限」を与えるものだ。
<h1 class="wp-block-heading">それでもデサンティス知事は批判を続ける</h1>
「この修正法はこれまでで最も幅広いものであり、フロリダ州の全地域で公然での大麻使用を許可することと同意義と捉えている」とデサンティス氏は述べた（<a href="https://floridapolitics.com/archives/670027-gov-desantis-slams-marijuana-amendment-again-warns-of-toking-up-near-schools/">Florida Politicsの報告</a>）。「これは家族にとって良いことではないし、老人にとっても良いことではない。」
そして、デサンティス知事は、自身が語っている間に数マイル先のハリウッド、フロリダの<a href="https://www.benzinga.com/events/cannabis-conference/">Benzinga Cannabis Capital Conference</a> で開催されたイベントで、フロリダ州の修正案を支持する大麻企業を激怒させた。
「この法案のために数千万ドルを使用する意義を理解できない。大麻企業はこの修正案によって莫大な利益を上げることができる。」と非難的な言葉を口にした。
Trulieve Cannabis Corp（OTCQX：<a class="ticker" href="https://www.benzinga.com/stock/TCNNF#OTCQX">TCNNF</a>）をはじめとする大麻会社は名前は出ていないが、これまでに少なくとも1,500万ドル以上の資金を提供して修正案を支持している。この提案に資金を提供している会社は、Verano Holdings Corp（OTCQX：<a href="https://www.benzinga.com/stock/vrnof#OTCQX">VRNOF</a>）、Curaleaf Holdings Inc（OTCQX：<a href="https://www.benzinga.com/stock/curlf#OTCQX">CURLF</a>）、AYR Wellness Inc（OTCQX：<a href="https://www.benzinga.com/stock/ayrwf#OTCQX">AYRWF</a>）、Cresco Labs Inc。（OTCQX：<a href="https://www.benzinga.com/stock/crlbf#OTCQX">CRLBF</a>）、Green Thumb Industries Inc（OTCQX：<a href="https://www.benzinga.com/stock/gtbif#OTCQX">GTBIF</a>） 、INSA, Inc。含まれている。
写真：ウィキメディア・コモンズ<a href="https://www.pexels.com/photo/close-up-photo-of-cannabis-plant-7667883/" target="_blank" rel="noreferrer noopener">Kindel Media</a>による写真

Comments

Ayr Wellness

ニュース

最新ニュース Ayr Wellness (OTC:AYRWF) 株価情報

月曜日, 8 12, 2024

火曜日, 7 16, 2024

木曜日, 4 18, 2024

ニュース

パートナーシップ

ベンジンガ・グローバル