Sabitlenmiş Tweet
Thank you MGmagazine! 🙏🙏
UNLEASHED! 😂😂👊👊
I must’ve sounded like a dog on a bone during this interview. 😁
mgmagazine.com/business/jason…
English
Jason Wild
4.3K posts
Jason Wild
@JasonGWild
Founder and Portfolio Manager of a public/private equity fund. Executive Chairman of Terrascend Corp. Board Member Tyson2.0
Miami, FL Katılım Nisan 2019
983 Takip Edilen13.5K Takipçiler
@CannaVestments @terrascendcorp given the bit on @TheDalesReport yesterday about JPM taking custody of $CURLF shares for clients because they are on TSX, that bodes well for $TSNDF. huge @JasonGWild fan here.
English
Solid q1 showing from @terrascendcorp: top-line and margin profile remained stable, alongside good cost controls. This provided for continued cash generation and a healthy balance sheet allowing for M&A opportunities ahead
English
Just back from University of South Carolina graduation. My 2nd daughter graduated Magna Cum Laude from the Darla Moore School of Business and wanted to go to Waffle House. She rules. @Moore_ExecEd @UofSC
English
@jamiecampbell @JasonGWild Hey, guess I am weird then.
Signing off, have a great weekend.
English
@CloutedMind Neither. Gables, morningside, the roads, the grove.
English
Well done @JasonGWild
Anthony Martinelli@AMartinelliWA
TerrAscend reported $65.5 million in net revenue for the first quarter of 2026, a 1.9% increase from the same period last year, while posting its 15th consecutive quarter of positive cash flow from continuing operations. themarijuanaherald.com/2026/05/terras…
English
Another good qrt good job terrascend @JasonGWild @terrascendcorp companies seem to be in a much better stride heading into s3
Investor Lens@InvestorLensCA
$TSND.TO — TerrAscend Corp. | Q1 2026 Results Multi-state cannabis operator with retail + cultivation across PA, NJ, MD, OH, CA, plus Canadian retail. Reports in USD, results from continuing ops (Michigan classified as discontinued). 📊 Q1 2026 Highlights (continuing ops): • Revenue: $65.5M (+1.9% YoY, -0.9% QoQ) • Gross margin: 52.8% (vs 52.1% Q4, 53.9% Q1'25) • GAAP net loss: $(6.8M) • EBITDA: $17.3M • Adj. EBITDA: $17.4M (26.5% margin) • OCF: $8.7M — 15th straight positive quarter • Free cash flow: $7.8M — 11th straight positive quarter 💰 Balance Sheet: • Cash: $39.1M • Total debt: ~$223M • Repurchased 115K shares at avg $0.66 USD ⚡ Catalyst: • DOJ rescheduled state-licensed medical cannabis to Schedule III — eliminates 280E tax burden on medical sales • Broader rescheduling hearing set for June 29, 2026 • If adult-use also moves, opens door to NASDAQ/NYSE up-listing and lower cost of capital The headline is that 280E relief just landed. terrascend has been one of the few MSOs grinding out positive FCF every quarter for nearly 3 years, and the rescheduling shifts the math — cash that previously went to federal tax on medical revenue can now flow to the balance sheet. Adj EBITDA margin slipped 170bps YoY but still a healthy 26.5%, and the operational story (top-ranked stores in NJ, PA share gains, MD market share growth) remains intact. Full analysis: investorlens.io/stocks/TSND.TO #TSX #CanadianStocks #Cannabis #MSO #Schedule3 #FreeCashFlow
English
@JTLonsdale She’s not naive and wrong. This is her business model. Get rich by blaming rich people for poor people’s problems.
English
What a naive and wrong point of view. So much of leftist politics and thinking these days is about justifying envy.
I’ve co-founded six different multi-billion dollar companies, with more on the way.
AOC perhaps isn’t bright enough to make a lot of money without massive grift - sure.
But 10000’s who worked with me are rich; some are also billionaires! Our innovation sector is the best in the world, solving problems and growing the pie with US talent for a brighter future for all.
I’m aligned against cronyism. But demonizing success is totally unAmerican.
Breitbart News@BreitbartNews
Alexandria Ocasio-Cortez: You can't earn a billion dollars. Ilana Glazer: That's right. AOC: You just can't earn that. Glazer: That's exactly correct. AOC: You can get market power. You can break rules. You can do all sorts of things. You can abuse labor laws. Glazer: Yup. AOC: You can pay people less than what they're worth. Glazer: Yup. AOC: But you can't earn that, right? Glazer: That's right. AOC: And so you have to create a myth that -- since you didn't earn that, you have to create a myth of earning it.
English
@wizardofsoho Damn that stage matches the 70 foot yacht energy!
English
@srg444 bc we exceeded (in a seasonally weak qtr) the targets we laid out for the street on last qtr’s call and were excited to share.
English
Come give us a listen.
@ZiadMGhanem is warming up..
GIF
TDR@TheDalesReport
🎦 TRADE TO BLACK Presented by @FlowhubCo 🎙️ $TSNDF @terrascendcorp Chairman @JasonGWild + CEO @ZiadMGhanem - Preliminary Q1 Earnings Review - Preparing for less 280E - NJ, MD, & PA 🌿 Cannabis ETFs: 🇺🇸 $MSOS 🌎 $YOLO ▶️ *LIVE* @ 4pm ET 👇🏼 youtube.com/live/spxPdhTgg…
English
@TheDalesReport @FlowhubCo @terrascendcorp @JasonGWild @ZiadMGhanem is an earnings call going to even be necessary after this interview?
English
🎦 TRADE TO BLACK
Presented by @FlowhubCo
🎙️ $TSNDF @terrascendcorp Chairman @JasonGWild + CEO @ZiadMGhanem
- Preliminary Q1 Earnings Review
- Preparing for less 280E
- NJ, MD, & PA
🌿 Cannabis ETFs: 🇺🇸 $MSOS 🌎 $YOLO
▶️ *LIVE* @ 4pm ET 👇🏼
youtube.com/live/spxPdhTgg…
YouTube
English
TerrAscend Announces Preliminary First Quarter 2026 Financial Results and Schedules Earnings Call
$65.5M net rev
52.8% GP
OCF+15th Q in row
/position+ $TSNDF
stocktitan.net/news/TSNDF/ter…
English
@srg444 The more I understand all the details, the more psyched I am. I think part of the reason the sector trade off so hard was simply bc the news was a lot more complicated than people expected.
English
Keep a journal folks 👇
UTP was the big surprise today
FWIW, all my valuation arguments in Sunday Sesh assume zero clawback of back taxes.
Do that math
Scott R. Grossman@srg444
Most valuable part is the UTP section. Completely being missed by most. I agree with @JasonGWild assessment and why I called for all to stop waiting for SchIII. Non zero prob it takes 3 years for irs to even figure out. And non zero prob back taxes refunded. Typing this makes me giddy
English
Jason Wild retweetledi
This is certainly bullish. The prospective disapplication of 280E is beautiful, but the potential for retroactive relief is the cherry on top. AU is coming, we just need to get through the hearing process. And this time, it looks like it won't a sham like the prior administration's efforts. Plenty of questions still remain, but such is the nature of this industry. Incredible opportunity for those positioned to capitalize on this process by understanding the nuances.
English