Curaleaf defends 45% premium offer for Aurora, attacks Aurora's dilution and cash burn

Curaleaf Holdings, Inc.

Curaleaf reaffirms hostile offer for Aurora, citing 45% premium (110% ex-cash) and $5 cap (82% premium to Aug 10 VWAP).
Aurora raised $398M since Sept 2020, diluting shareholders ~31%; ATM sales at $3.57 and $3.09 per share.
Aurora's June quarter OCF negative C$4.4M; Curaleaf generated $50M OCF and $17M FCF in H1 2026.
Curaleaf cites Aurora's cumulative OCF losses >C$480M, impairments >C$400M, share price down 97% under current CEO.
Curaleaf highlights its $145M LTM OCF, $500M notes raise, and insider ownership ~20% vs Aurora ~1%.

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