Curaleaf
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Search complete. 99 mentions across 24 episodes found for "Curaleaf".
Oct 26, 2026
Shadd DalesHOST
Okay, let's now move to the business side this week.
Shadd DalesHOST
And again, more news involving Curaleaf, who is continuing to challenge Aurora Cannabis after Aurora's board rejected its enhanced takeover offer.
Shadd DalesHOST
So Curaleaf increased its proposal to an applied $5 per share consisting of $1 in cash and .4013 Curaleaf shares.
Shadd DalesHOST
But Aurora maintains that the offer undervalues its business.
Shadd DalesHOST
Curaleaf CEO Boris Jordan, he argues that Aurora is refusing meaningful engagement while reportedly allowing other interested parties access to confidential information.
Shadd DalesHOST
What's going on here? Because here's the complication.
Shadd DalesHOST
Because most of the consideration comes through Curaleaf shares, the actual value of the offer fluctuates with Curaleaf's stock price.
Shadd DalesHOST
And with Organigram also reportedly expressing interest, this takeover battle could become even more competitive.
Shadd DalesHOST
Its board is urging shareholders to reject the revised offer by taking no action and and to withdraw any shares already tendered while it considers all available strategic alternatives.
Shadd DalesHOST
Curaleaf says that a process designed to keep it out, pointing to confidentiality and standstill agreements with other parties.
Shadd DalesHOST
Both sides are arguing in public right now.
Shadd DalesHOST
So each, I think, I think they have a fair point, but at the end of the day, if you're a shareholder of Aurora, it doesn't necessarily mean whatever the securities commission is saying and if it's a positive and they did everything from a legality part and they don't withdraw from this atm right now i think the reality is is that it doesn't really improve just the overall uh what am i trying to say like just as far as i'm not sure well i know i'm trying to draw a blank here the reality is is like The reality is there's an ATM still happening.
Anthony VarrellHOST
If that's how you like to invest and look at companies that are potentially overvalued grossly.
Anthony VarrellHOST
compared to their peers being Trulieve, GTI, Curaleaf, et cetera, and you believe that those catalysts were going to materialize somehow in the short term, then I mean, the risk profile fit your investing criteria.
Anthony VarrellHOST
But there's...
Anthony VarrellHOST
Nothing we could have done differently.
8 MINS LATER
Shadd DalesHOST
Um, So Aurora's board, again, told shareholders to reject Curly's $5 offer, which is, as we've said before, .4013 Curly shares, plus a dollar in cash.
Shadd DalesHOST
Boris Jordan says Aurora has given diligence access to other parties while shutting Curly out.
Shadd DalesHOST
Curaleaf calls its offer an 86% premium to Aurora's unaffected price and a 217% excluding cash.
Shadd DalesHOST
It also points that Aurora sold shares as low as 260, as we know, in July, and that Aurora's adjusted EBITDA fell 63% over the last two quarters.
Anna Rae GrabsteinHOST
Um, the first one is about the fight for Aurora and BAT, British American Tobacco's checkbook.
Anna Rae GrabsteinHOST
Um, last week, Curaleaf sweetened its hostile bid to $5 a share for Aurora Cannabis.
Anna Rae GrabsteinHOST
Um, most of that is in Curaleaf stock, but about four-tenths of a share plus a dollar in cash.
Anna Rae GrabsteinHOST
Aurora's board has told shareholders to sit tight and take no action.
Anna Rae GrabsteinHOST
Uh, they have until December fourth to decide.
Anna Rae GrabsteinHOST
So this is where it gets really messy with market cap, um, enterprise valuation, things like that, with public companies.
Anna Rae GrabsteinHOST
Um, so who really decides, uh, if Organigram can make a roo- a move for Aurora? And the answer is British American Tobacco, who already owns thirty percent over-- of Organigram.
Anna Rae GrabsteinHOST
Zuanic figures that about sixty million Canadian dollars of British American Tobacco cash would put a real bid on the table, um, around six US dollars for a share, which happens to match the Curaleaf set on its own offer.
Anna BrynelsenHOST
Large cap stocks continue to dominate with energy, technology and healthcare among the strongest performing sectors.
Anna BrynelsenHOST
We're also seeing renewed interest in cannabis following Curaleaf's increased hostile bid for Aurora cannabis.
Anna BrynelsenHOST
Curaleaf has raised its offer to $1 in cash plus 0.4013 Curaleaf shares for each Aurora share, representing approximately US$5 per Aurora share based on Curaleaf's share price at the time of the revised offer.
Anna BrynelsenHOST
The proposed transaction is another example of the consolidation taking place in the cannabis sector.
Anna BrynelsenHOST
On the CSE, we welcome several new companies this September, including Brutus Mining, Blade Resources, Tiger Financial Services, Tungsten Eagle Development, and Pelican AI.
11 MINS LATER
Bruce CampbellGUEST
They're real businesses, but now you're actually starting to see consolidation happen.
Bruce CampbellGUEST
Yes.
Bruce CampbellGUEST
So this isn't the first one, but this is where it gets really interesting because you have Curaleaf, which is the big US MSO, the biggest.
Jay RosenthalGUEST
But we're also talking in the midst of a hostile takeover of Aurora.
Jay RosenthalGUEST
And I think the world looks more like Aurora's business than it does like Curaleaf's business, which I think is why you see Aurora sort of the target right now.
Jay RosenthalGUEST
Because EU GMP facilities, more than one of them, distribution and operations in Germany, EU GMP is a huge hurdle, not to tell you.
Jay RosenthalGUEST
And it's almost impossible to retrofit a big grow in the U.S. into that.
37 MINS LATER
Jay RosenthalGUEST
And he's sort of curating it like it is a TV show, but also he's got an insider lens and that he's still a shareholder, but also talking about what strikes me is that Aurora has not been over the past years, been super in touch with their investor base, which surprises me because I know a lot of people spend a lot of time thinking about that.
Jay RosenthalGUEST
You know, we talk to high tide all the time.
Jay RosenthalGUEST
This is, they are, you know, really on top of it, which I think a lot of publicly traded companies should be lest you find Aurora, you find Curaleaf knocking on your door.
Bryan FieldsHOST
If you're extracting, you're likely burning cash, and you don't even know where.
Shadd DalesHOST
I am your host, Shadd Dales.
Shadd DalesHOST
What grabbed our attention this week? Well, for one, we got a look at Curaleaf, who sweetened the pot involving its hostile takeover offer for Aurora Cannabis, increasing its bid from $4 to now $5.
Shadd DalesHOST
Aurora has yet to provide a formal response to the revised offer.
Shadd DalesHOST
But guess what, everyone? On Friday, rumors started circulating that OrganiGram could potentially be interested in acquiring Aurora as well.
Shadd DalesHOST
That's more than double than last year.
Shadd DalesHOST
And forecasts suggest the market could reach approximately one hundred and forty thousand patients by the end of this year here in twenty twenty-six, and Canadian producers are supplying much of that demand.
Shadd DalesHOST
We've already seen international expansion from companies like Curaleaf, Aurora, Canopy Growth, and Canara as well.
Shadd DalesHOST
And now adding Decibel, it's positioning itself to participate in that growth.
Carlos Angel ArmidaHOST
So, uh, uh, a, a lot of that, unfortunately, the stigma is that put forward by corporate cannabis companies.
Carlos Angel ArmidaHOST
A lot of them are like, you know, uh, perpetuated by people that shop at these places, right, and are told that, you know? But yet at the same time, these places, Curaleaf opened hemp stores, you know.
Carlos Angel ArmidaHOST
Uh, Trulieve had a hemp drink out on the market.
Carlos Angel ArmidaHOST
Like, you know, they, they badmouth us, but at the same time they try to profit in the same way.
Jeremy BerkeHOST
Yeah, sure.
Jeremy BerkeHOST
So, um, as, you know, all the viewers of the show know, uh, you know, Curaleaf has put in a hostile bid for Aurora that has spilled out into the public.
Jeremy BerkeHOST
It's been increasingly, increasingly, increasingly hostile, uh, both in press releases and in social media statements from the executive teams.
Jeremy BerkeHOST
Uh, I learned, um, yesterday basically, that, uh, there is another suitor involved in the mix, and that suitor is Organigram, which is backed by British American Tobacco.
Jeremy BerkeHOST
Um, it's interesting for a number of reasons.
Jeremy BerkeHOST
One is that, you know, there's a lot going on with, you know, finger-pointing about, you know, whether Aurora is opening their books appropriately to Curaleaf disclosures, and that, you know, may get litigated in front of the Alberta Securities Commission now.
Jeremy BerkeHOST
So I, I don't want to weigh into that.
Jeremy BerkeHOST
I don't know what's going on behind scenes.
Anthony VarrellHOST
November 3rd, 4th, and 5th.
Anthony VarrellHOST
I think it's GTI, Trulieve, Curaleaf.
Shadd DalesHOST
Yeah.
Shadd DalesHOST
Time flies.
Anthony VarrellHOST
Curaleaf starts on the 3rd.
Shadd DalesHOST
Yeah.
Shadd DalesHOST
So we had it back in August, and here we are in November.
Anthony VarrellHOST
Well, and a caveat, don't focus on the quarter-over-quarter growth.
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