@rp111113 Don’t you think that a RS is right around the corner for $VRNO?
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TheCatDaddy
313 posts
TheCatDaddy
@TheCatDaddy38
Cannabis Investor and Industry Follower
Katılım Aralık 2021
86 Takip Edilen44 Takipçiler
@V_arrell Wasn’t Morgan Stanley also participating alongside JPM in purchasing select MSOs ($GTBIF) ahead of the S3 announcement? By purchasing I mean orders were being placed through their platform
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Does it rhyme with Borgan Manley by chance? $GLASF $MSOS
Marc Cohodes@AlderLaneEggs
I am working on a Tier 1 Brokerage firm, trading and custody ing $Glasf and it aint Goldman or JP..Lets see how I do
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@learnaboutsam That’s why state LEGAL markets lead to a reduction in teen use. Regulate cannabis legally the way we do alcohol and tobacco. The more your group pushes against state legal frameworks the more teen use can proliferate, you’re doing the exact opposite of what you’re advocating for
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The rise in the potency of modern marijuana has caused multiple health problems for teenagers who use it, with effects like psychosis, schizophrenia and cannabis hyperemesis syndrome.
timesnews.net/news/374355/te…
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@cmarttrades It makes things easier for sure, but it’s just one requirement of many on the checklist before actually being able to uplist
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@cmarttrades $VRNO end of 2025, Curaleaf in early 2026, and Jushi announced in April that they were in process
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@March2Millions @Bkov9 mentioned back in 2021 that $GTBIF had partnered with a license holder 👀 @UScannainvest had mentioned this
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@ThiedeInvests Not to mention deleveraging their balance sheets while conducting those buybacks. EBITDA margins are now around 40% and this is with current gold/silver prices👀👀. Imagine a sustained couple of months of gold at $6000 and silver around $90-$100
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The entire precious metal mining sector is still extremely undervalued. Gold and silver miners are making massiv money right now. Share buybacks are proof of that! Finally, mining is getting some capital discipline. Record buybacks show the sector sees much more upside ahead. I expect M&A starts next.
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What’s everyone’s honest take on hemp-derived THC drinks?
Is the buzz worth it?
From personal experience, most are just a dogwater converted THC buzz.
No minor cannabinoids or full-spectrum encourage effect.
Literally a sleepy tired downer buzz.
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@TheCatDaddy38 @POTUS @SecScottBessent Yeah, seeing Don pop up again talking about SAFE is just a sign to me that things could get harder for cannabis before they get easier.
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I really really want to partner with THC / weed brands . Plz lmk here with any
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@V_arrell Let’s just get a Fin Cen memo and move along…who needs SAFE at this point
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He’s a HIFA operative aka bad new bears.
SAFE is useless and HIFA is public enemy #1.
Don Murphy@donmurphy12a
At least there’s some good news outta KY. #SAFEBanking co-sponsor @RepAndyBarr won his Senate primary and is the favorite to replace retiring Senator Mitch McConnell. 😎
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@InAweofArt @SpanbergerForVA There’s 0 common sense here. Rec is already legal, but with no retail market. That means unregulated, untested product is sold in gas stations and smoke shops to kids. Commone sense is a regulated retail market that prevents access to synthetic products
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Anyone who has followed marijuana legalization knows that the industry doesn't want regulation. So when a governor tried to put in some regulation, she got shot down. Good for @SpanbergerForVA 's veto. Congratulations Virginia! wtvr.com/news/local-new…
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@AubreeAdams4 Put down the fork Aubree! You aren’t one to lecture anybody when it comes to the picture of health 🤣
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CONGRATULATIONS, VIRGINIA! 🇺🇸
Thank you, Governor Abigail Spanberger, for standing strong and vetoing recreational (retail) marijuana sales legislation. 👏👏👏
Marijuana legalization is NOT inevitable — and this proves that when people speak up, leaders listen.
We must continue raising our voices for public health, youth protection, safe communities, and accountability over corporate marijuana profits. The fight is far from over.
@EveryBrainMatt @SpanbergerForVA
🌎 Every Brain Matters 🧠@EveryBrainMatt
🚨 HUGE NEWS! 🚨 Virginia Governor Aigail Spanberger @SpanbergerForVA has officially VETOED legislation that would have legalized recreational marijuana sales in Virginia next year. The decision comes after lawmakers rejected changes she proposed to the cannabis retail bill — demonstrating once again that the marijuana industry remains resistant to regulations, oversight, and public safety safeguards. This veto sends a powerful message: protecting communities, youth, and public health must come before Big Marijuana profits. wtvr.com/news/local-new… #Virginia #marijuanalegalization #CannabisNews #abigailspanberger #VirginiaPolitics #thcharms #drugpolicy #BreakingNews @Abigailspan
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@learnaboutsam @GovernorVA She didn’t veto rec cannabis, she vetoed a REGULATED market. Rec is still legal in VA…all this does is allow black market, untested synthetic products to flourish. Weird how a group called “Smart Approaches” supports children having access to intoxicating products SMH
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@Shrek_420_ @OTCExpert101 Wouldn’t most of the MSOs that have large UTPs just have the UTP removed rather than actually receiving a refund (since they stopped paying hence the UTP)? $GTBIF is unique where they would actually get a substantial refund given they only this year started withholding
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@OTCExpert101 Treasury guidance could hit at any time. I'd assume there are those in the know regarding refunds.
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MCAP on two of top three. Assume they know something as this isn't normal $MSOS $GTBIF $CURLF
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@HempMillionaire Why would a legitimate company (MSOs) want to sell their products alongside unregulated mislabeled garbage to children and now be worried about these massive crackdowns and the entire industry going extinct in a few months? That’s like petitioning for moonshine dummy
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The Hemp Opportunity Big Cannabis Whiffed….
2018 Farm Bill handed the entire industry a nationwide legal pathway: hemp ≤0.3% Δ9 THC.
Result? A $28B+ consumer market in gas stations, smoke shops, and online. Low barriers, real access, actual innovation in products people want.
MSOs? Mostly sat it out. Focused on high-margin state-license moats with heavy taxes, security costs, and limited geography. Same plant genetics. Completely different economics.
They bet against accessibility while hemp scaled. Deductively, that was the miss.
Brady@HempMillionaire
Big $MSOs raised billions in the boom years. What did they build with it? A $6B+ debt wall hitting through 2026. Curaleaf had ~$460M due Dec 2026 (partially refinanced at high rates). Cresco ~$400M, Trulieve ~$390M, and the top players carrying billions total. They had capital, licenses, and the post-Farm Bill runway. Instead of lean execution, it was aggressive M&A, oversized facilities, and 280E crushing cash flow. Not bad luck. Capital allocation choices. The bill is due, literally.
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@cmarttrades Love your takes for the most part Chris, but hard to think that any of the recent activity is related to a “fear” of increasing rates. The market as a whole is worried about that and that’s where the pressure on equities is coming from, this isn’t an MSO specific issue
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The existential crisis for the majority of $MSOS holdings is very real if the Fed has to raise rates… it’s reform or bust.
$CURLF $VRNO $TCNFF
$GTBIF $RYM I expect to outperform given the risk/reward is dispropriate thanks to the strong balance sheet.
Chris Martin@cmarttrades
Dug a bit deeper into the selloff and I’m convinced it was due to higher likelihood of a Fed rate increase. MSOs that got pummeled are most dependent on refinancing debt post-S3. This is why the ETF is not an investment. Because it doesn’t prioritize cash flow. $MSOS $MSOX
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