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    Frederico Gomes • ATB Capital Markets

    Frederico Gomes's questions to SNDL Inc (SNDL) leadership

    Frederico Gomes's questions to SNDL Inc (SNDL) leadership • Q2 2025

    Question

    Frederico Gomes of ATB Capital Markets asked about SNDL's international sales growth, its potential prioritization over domestic sales, the outlook for exports, the progress of the Rise Rewards loyalty program, and the company's strategy regarding cultivation expansion.

    Answer

    CEO Zach George clarified that while international growth is expected to be meaningful, it comes from a small base and does not detract from their focus on the Canadian market. He noted the loyalty program is in its early days with six-figure members and that the company is currently leveraging procurement for biomass needs rather than investing heavily in new cultivation, using its existing facility as a hedge.

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    Frederico Gomes's questions to Tilray Brands Inc (TLRY) leadership

    Frederico Gomes's questions to Tilray Brands Inc (TLRY) leadership • Q4 2025

    Question

    Frederico Gomes of ATB Capital Markets requested more details on the beverage and wellness expansion into Europe and Asia, including timing and strategy, and asked about the progress of the Canadian cultivation expansion.

    Answer

    CEO & Chairman Irwin Simon stated the international expansion is happening 'now,' driven organically and through potential M&A, with a focus on non-alcoholic beverages and high-protein hemp foods in the Middle East and India. Regarding cultivation, he noted the expansion is underway to meet demand, with the majority of the increased output destined for the Canadian market to support new product innovation, and a smaller portion for international export.

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    Frederico Gomes's questions to Curaleaf Holdings Inc (CURLF) leadership

    Frederico Gomes's questions to Curaleaf Holdings Inc (CURLF) leadership • Q4 2024

    Question

    Frederico Gomes inquired about the hemp-derived market, asking if the trend of regulated cannabis companies entering the space will persist and whether Curaleaf would consider acquisitions to build capabilities.

    Answer

    Chairman and CEO Boris Jordan expressed a 'cautiously optimistic' view, citing legislative risk from the one-year Farm Bill extension. He believes the beverage category is likely safe but expects a rollback of synthetic products. Consequently, Curaleaf is not currently considering acquisitions and is instead focusing on organic growth with new product launches until there is more regulatory clarity.

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    Frederico Gomes's questions to Curaleaf Holdings Inc (CURLF) leadership • Q2 2024

    Question

    Frederico Gomes asked for details on Curaleaf's international strategy, specifically focusing on the market opportunity and competitive landscape in Australia following the company's first shipments to the region.

    Answer

    Executive Chairman Boris Jordan described Australia as a large, expanding, but highly competitive market, contrasting it with New Zealand, which is smaller with higher margins. He explained that Curaleaf is currently using third-party distributors to introduce its brands and is evaluating whether to establish a direct, vertically-integrated presence in these markets, consistent with its European strategy.

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    Frederico Gomes's questions to Curaleaf Holdings Inc (CURLF) leadership • Q1 2024

    Question

    An analyst on behalf of Frederico Gomes asked about the international business, seeking to identify the key levers Curaleaf can pull to reduce the segment's margin drag and improve profitability.

    Answer

    Executive Chairman Boris Jordan stated that the primary lever is achieving volume and scale, with the segment on track for over $100 million in revenue this year. CEO Matt Darin added that building a vertical supply chain is crucial, citing the recent acquisition of supplier Northern Green Canada as a key step to capture margin and control the supply of high-quality EU-GMP flower.

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    Frederico Gomes's questions to High Tide Inc (HITI) leadership

    Frederico Gomes's questions to High Tide Inc (HITI) leadership • Q2 2024

    Question

    Frederico Gomes questioned the recent slowdown in industry sales growth and High Tide's key growth drivers. He also asked for an update on international expansion plans for Germany and the U.S. given regulatory shifts.

    Answer

    President and CEO Raj Grover identified significant growth potential in Ontario, with room for 87 more stores, and reiterated a 20-30 store organic growth target for the year, which could be exceeded with M&A. On international strategy, he confirmed Germany is a high priority pending Pillar 2 regulations. For the U.S., he stated the company is monitoring rescheduling but will avoid complex ownership structures and wait for a clear path for its NASDAQ-listed entity to operate directly.

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