After being bullish energy in late 2020 and then selling all my energy stocks in 2023, I learned something. The Energy/metals
#fintwit
group is a cult. It’s an ideology. This same group are mostly $TSLAQ bros as well, think AI is glorified spreadsheet, think inflation is going
@FoxNews
How is this alarming. Alcohol kills thousands of teens per year...cannabis zero. Alcohol makes you feel invincible, cannabis makes you feel lazy. Less likely to get behind the wheel, less likely to get hostile. They are going to do something regardless, so cannabis better.
@eye_the45399
@NoCapFights
I do feel bad for this woman, but she is sorely mistaken about how “easy” it was 20 years ago. I started working in the late 90’s out of college in a sales job that had a salary of $1k/month plus commission. I couldn’t afford to live on my own so I stayed with my parents for a
@JonHeyman
Ohtani is two All Stars in one. There is literally no reason anyone should win before him. By far the most VALUABLE player in the league. It’s not even close
@MarijuanaMoment
not a chance in hell they can legalize cannabis even with majorities. They had it for two years on '21 and '22, and did absolutely nothing...and it was the easy stuff.
Just another election carrot they will never deliver on.
Is it just me, or is this $GTBIF news bigger than the Biden news 2 weeks ago? More stores, less spend, more eyeballs, more mainstream.
But, I'm a bag holder, so I'm looking for anything bullish.
$MSOS
the dilution talk with the $VRNOF purchase is pure nonsense and ignorance. They just bought 3 states for $413m. No one is upset when MSO's buy 3 or 4 dispensaries in PA or AZ for $150m. 1 year ago, everyone would have laughed at a purchase price this low. This is a great deal!
First step in investing in these communities is passing
#Safebanking
which you have the votes for. They can’t start a business without reasonable loans and simple banking services like checking accounts, credit cards, DD. Action speaks louder than words
@SenBooker
@SenSchumer
Any effort to legalize marijuana must also help those who suffered due to its prohibition. That means expunging records and investing in communities that have been harmed by our failed drug war.
@Tiplouf_
@bigbrainsoldier
@FoxNews
You just proved my whole point. Teenagers are going to experiment with something. Wouldn’t you rather have your kid experiment with a substance that can’t kill them on the spot vs alcohol that can and has countless times? That is why it’s not alarming at all that kids are
$CURLF listened to the call and unimpressed. $286m for a market that may grow by $4b over next 3 years while US market will grow 6x that. Land grab happening in US right now. Need to win the US before branding elsewhere.
@biancoresearch
@elonmusk
No they won’t…if the Fed had to factor in every speculative movement in assets with a market cap of less than $15b, they’d be raising rates to infinity. To say they look at Doge is just nonsense.
@biancoresearch
Relying on 500 random people’s thoughts about what inflation will do in 12, 60, & 120 months in the future is the most ridiculous economic survey imaginable. And the fact that the Fed thinks this is important data for determining future mon pol isn’t just ridiculous…it’s scary.
The blowups in retail $WMT $TGT should make what cannabis companies are doing even more impressive. $CRLBF $TCNNF $GTBIF were great…with no new states in the #’s. It is extremely frustrating seeing them down everyday, but that will change in a big way…soon.
Gotta admit…the non-stop negative price action in $MSOS surprised me. Thought there would be some weakness in AM, but never thought it would give up more than half its move. A lot of short-term traders (like Kass) cut it today and there were more of them than I thought. With
@unusual_whales
Those who follow this space knew on Thursday that the full HHS analysis was coming due to
@ondrugsmedia
lawsuit and the response he received from DOJ. Nothing nefarious here. It was going to happen by the 18th.
If $CGC is green after those lousy #’s it tells you all you need to know about 🇺🇸Cannabis 4Q numbers...they don’t matter. Investors only looking forward to US reform and growth opp. Buy the real winners while there still cheap.
$CRLBF $TCNNF $GTBIF $TRSSF $CURLF $VREOF $CNTMF
I track how many Robinhooder’s “watch” 🇺🇸 cannabis stocks. Before last week $CRLBF $CURLF $GTBIF $TCNNF were all in low to mid hundreds. Now, all are in 1,000’s. For reference $CGC is 70k, $ACB 98k. Each follower is a small incremental buyer. Do the math.
@SenBooker
You’re a fraud. You have safer that can be passed tomorrow, but you would rather grandstand with a bill that has no chance so you can get votes in November. We aren’t fooled anymore.
Let's all remember that $MSOS was nearly $15 last December on rumors of Safe Banking. Now we have a confirmed bi-partisan deal in the Senate, and rescheduling which is 10x a bigger deal than
#SAFEBanking
$MSOS should be magnitudes higher than what we see pre-market today.
Today was probably the most constructive day for $MSOS since the HHS news. Raises by $CCHWF and $CGC along with a short attack on $TLRY (justified tho) and all they did was knock it down 20 cents on low volume. In the past this would have been a bloodbath. Seems important.
Unpopular take: if you’re doing technical analysis on 🇺🇸cannabis stocks you’re wasting your time (as I was previously). The OTC market is illiquid and easily manipulated and technical analysis means sh*t in this context. $MSOS $GTBIF $TCNFF 1/2
$CRLBF back to March ‘20 levels.
Q1 20
rev $66m
AEBITA 5%
Cash $69m
Debt 417m
Sh Out 373m
EV 1.79b
Q1 22
rev $214m (+224%)
AEBITA 24% (+380%)
Cash $179m (+159%)
Debt $378m (-9%)
Sh Out 439m (+17%)
EV 1.89b (+6%)
#’s speak for themselves…I bought more today
I know that cannabis stocks will most likely go lower, but you could easily see a surprise in November with
#SAFE
and NDAA...although I would rather wait to buy, I can't miss these prices in $TCNNF $VRNOF $CCHWF
If there is a surprise, you'll wish you bought some here
I just removed the
#MSOGang
hashtag from my profile. Cannabis stocks went to shit the day we all put that on. Let’s try some reverse psychology here.
$MSOS
US cannabis...hands down the worst sector in the market. No price is low enough.
"the market can remain irrational longer than you can remain solvent." - Keynes
$VRNOF $TCNNF $CRLBF $CURLF
$MSOS only sector I've ever seen that is a sell-the-rumor AND sell-the-news. 2 for the price of 1...or should I say 1/2 for the price of 1.
Isn't this fun!
Absolute blowout numbers from $TCNNF and $TRSSF and great guidance as well. OTC is the only reason these stocks trade where they do, and that will eventually take care of itself. Look at these prices as a gift and take advantage.
@Peter_D28
@barstoolsports
And a worse record vs winning teams. And Yankees are 10-12 vs the East and Cleveland is 12-6 vs East. But keep going off on how good the East is.
Wow, $MSOS now down on the year. Makes sense, companies are doing poorly, no states are going rec, there isn’t any rescheduling in the future, and they’ll pay 60% taxes forever.
Also, we have this super liquid sector, that isn’t manipulated in any way…and $MSOS is run by
Lol
@tomangell
doesn’t realize if not for $MSOS co’s, he wouldn’t have a job. We don’t read his articles for the pictures…and when you post on X, you are posting to investors…so yeah, I care more about my stocks than people getting cheap weed.
Ok…not that most care, but I’m muting all the canna doomers. You all know investing in $MSOS is risky and that there has always been uncertainty and disappointment. But my goodness, the level of “we’re all f*cked” is off the charts today. Just sell or STFU. Nothing has
@biancoresearch
Yes, we are completely sure. The obsession with the stock market and GDP growth being a source of inflation goes against 40 years of data. Huge growth from ‘82 to 2020…no inflation. Even with 0% rates for over a decade along with 4 stints of QE…no inflation. Inflation is
$JPM news this week about no longer going to custody cannabis now looks more and more underhanded as a way to further tank $MSOS stocks so they could load up. You think they didn’t know a Repub. bill was coming? They know something is passing.
$VRNOF $TCNNF $CCHWF
How long till Cramer starts pumping US cannabis stocks now that his $CGC is a joke. He always gets behind the biggest so bet he pumps $TCNNF or $CURLF first.
The chartists saying that $MSOS needs to hold X or Y, its bullish or bearish. Seriously...stop. Please. Its either Safe or bust...no chart you have can crystal ball that outcome in any quantifiable way...except direction...and we all know that.
@S_Andreoni
I’m actually buying today. Max pessimism, max fear, max loathing of what we invested in. No hope at all. And $MSOS sitting at 17 RSI…most oversold ever.
#1
holding for a reason. $VRNOF deserves a premium multiple to $CURLF $CRLBF and an equal multiple with $TCNNF & $GTBIF. Those three are clearly separating themselves from the rest.
FCF with 280E and no banking 👀 and $VRNOF has done no expensive sale/leasebacks. Impressive
$VRNOF $VRNO with an impressive Q3
▪️Rev missed but EBITDA smashed estimates (28% beat)
▪️YoY Rev up 106% and EBITDA up 420%+
▪️Margins are industry best by far
▪️Generated actual FCF and net income 😯
Cannabis stocks continued to get creamed daily, while the businesses continue to flourish. $CCHWF, is the same price as it was in July '20.
Q2 revenue '20 = $28.41m
Q3 Estimate '21 = $148.9m
Where is the bottom? WTF knows...but what generational opportunities they are.
14 GOP Congressional Lawmakers Tell DEA To Keep Marijuana In Schedule I And 'Reject' Top Health Agency's Recommendation: "We ask you to uphold your mission by rejecting any effort to remove marijuana from Schedule I."
I don’t know about anyone else but I’ve been buying the shit out of $MSOS June, Jan ‘23, and Jun ‘24 calls lately.
#SAFEBanking
is going to pass…read between the lines
Gotta tell you. The daily posting about $MSOS, DEA, HHS, etc. is getting old and I’m a culprit of it too. We all know that EVERYTHING hinges on Sch III and Safer, but no one knows when it’s coming or if it’s coming. So, I’m done posting about $MSOS until one of those happens or
For all the newcomers asking why $MSOS keeps going down when there were coordinated tweets over the weekend, talk of Safe Banking being included FAA bill, and S3 any day. No one that's been in this space for years believes them anymore. Until something actually happens, CHOP
Sadly, these great results don’t matter until uplisting, if we ever get there. But, if there is one $MSOS stock to tuck away for the next decade it is $GTBIF. They have no flaws.
I’ll buy more tomorrow when it’s probably down.
Green Thumb Earnings
$275.8M Revs; est. $269.4M
$90.5M AEBITDA; est. $80.6M
$144.9M GP; est. $135.7M
$63.5M OI; est. $48.9M
52.5% GM; est. 50.4%
$31.1M NI; est. $12.6M
$0.13 EPS; est. $0.05
🇺🇸
#cannabis
🌿 /position $GTBIF
If I didn't trade for a living, I would turn off the screens and look at my cannabis stocks quarterly. Looking at the daily tick by tick in $MSOS names make the longterm journey more emotional than it should be. We are early, embrace it & the volatility that goes with it
#MSOGang
#MSOGang
showing that Twitter can be used in the right way. To help, educate, and encourage others, even if they don't agree with you. Happy to be part of it with all of you, investors, traders, and those making it happen in the field.
$CRLBF $CURLF $TRSSF $TCNNF $GTBIF
2. It's also that Congress, in a new trick, is attaching dozens of pieces of stand-alone legislation to this--retirement changes; public lands management; healthcare policy; cosmetics regulation; electoral count act changes; horseracing rules.
After campaigning on cannabis reform & having full control of Congress for 2 years the Dems did absolutely nothing . Led by
@SenSchumer
&
@SenBooker
they blocked Safe 1 yr ago & today got schooled by
@LeaderMcConnell
$MSOS stocks pummeled and now at ATL.
Seriously people…give the guy a break…he probably has really good sources but the timing is a bit off. Don’t blame him if you yolo’d OTM weeklies on $MSOS thinking it’s a sure thing. After 3 years of let downs you should know better.
Regardless, we all know a decision is