AU

RajaSP01

AT4. Tungsten is the silent necessity, rgether with vanadium and molyb..china hoarding and wont give in to Trump. USA xx AU tried producing inhouse tungsten and was successful. AT4.😉

oulu2006

Sorry to hear, in AU we have so many new quality EV cards between 20k-40k -- I've bought two of them recently because of that swapping over all ICE vehicles. Trump has done more for global EV then any other president past or possibly future.

suoarski

A [google trends search for ChatGPT](https://trends.google.com/explore?q=chatgpt&date=today%205-y&geo=AU) confirms that people are indeed searching searching for "ChatGPT" at an increasing rate (somewhat stable now), and [this random article](https://explodingtopics.com/blog/chatgpt-users) also confirms their user base is growing. What sources do you have to back up your claim that the opposite is happening?

Ok_Hand5810

That is factually incorrect: [https://www.statista.com/chart/16737/rounds-of-golf-during-presidents-first-two-years-in-office/?srsltid=AU7gw4Vu3JLHiR\_yPaENw9EEJtgDlhHj6DQkutXBMZaq\_qTi\_lBWTv5m](https://www.statista.com/chart/16737/rounds-of-golf-during-presidents-first-two-years-in-office/?srsltid=AU7gw4Vu3JLHiR_yPaENw9EEJtgDlhHj6DQkutXBMZaq_qTi_lBWTv5m) https://preview.redd.it/8u2hj55jphqh1.jpeg?width=1024&format=pjpg&auto=webp&s=abac01c3970395181aa5c8b10a5950e7041cb27e

LowKey-Revolution36

They have a narrow moat for sure but definitely not a wide moat. Moat is brand portfolio intangible asset and network effect they own the leading no 1/no 2 gambling brands in US, UK, IT, AU. Plus they sell RAMP B2B risk management book for PMU French number 2 gambling company, they have PokerStars etc. This classifies as narrow moat. But I think in gambling wide moat doesn't exist.

kal14144

Why is Obama slowing down AU 🤬

imustbegthequestion

Up isn't the concern. WSB #Curia... Please help this gentle regard. It's Saturday and we have to bring the flock in before the rain HACK TH(ETA)AU(ALL OVER <U>YOU).

Proud-Ad-3227

AU brother, we need you in the SLS subreddit. It’s chaos in there now

imustbegthequestion

Pretty much. Buy gold AU and you'll be fine.

imustbegthequestion

On to $HSBC. YOU'VE GOT SOME SPLANIN' TO DO. 1R3N IS ON THE PHONE. THEY WON'T SEND YOU GOld ANYMORE. CALLS ON $AU

imustbegthequestion

LCID calls. Oil SuperMajor calls. MAG7 calls. Go KoreaBroz. Go EuroRîchè. Go Americas! Go Asia! Go Oceania! Go Global South! Go Planet Earth and Father Sky. Go to the moon and to Neptune! Go THESE UNITED STATES OF AMERICA. GO PRESIDENT MANGO SOARING EAGLE. PLEASE DON'T SEND ME TO JAIL. GO AFRICAN UNION. GO $AU.

imustbegthequestion

https://preview.redd.it/wivxzuiujqoh1.jpeg?width=1206&format=pjpg&auto=webp&s=f5ac63c9b70ee60a298fdcd3eb51057770a9f182 Y'all are choosing to cost me money. I will never forget today. Enjoy Black Panther Thursday of Yaw Typhoon Lightning. Ghana, let's hold onto our gold and chocolate. Calls on ##AU, @$Au, and All of (U)YOU! 🫵🏿

Newbie-Investor-SC

pls tell me this is AU

Strict_War6984

the rich were too stupid. They tied up their money in stocks. Our firm only TRADES IN GHANA GOULD #AU @Au $AU AND THEIR DERIVATIVES! PRINT

CollegeSorry5923

Cracked oil and AU.

imustbegthequestion

I'm the prince of Shana Ghana and ALL AFRICA AU BLOCK VIEWS VOTES AS 1 BEGGING ADDIS ABBA BAAA. THAT'S 54 UN VIEWS AND VOTES.

imustbegthequestion

Give me my $AU

imustbegthequestion

The band is giving me Ian Persian kitty. Ask the values bakeries Valkyries at the next new moon. Then bitches be firing all night. HOWLLLLLLLLLL ME... AU LIKY RAWRRRRRRRRRRRERDDDDD @MODS GIMME A FUCKING BLACK PANTHER FOR JESUS CHRISSY OUR LORD AND SAVIOURS CHART CHADWICK VIAND BOSTON BEACH NEAR THE AIRPORT TO GET THE FEELING THAT I HAVE A LOT OF MONEY BOSSSMAN. HE DIED FOR MY SINS. THANK YOU GOD. ORDER RECEIVED. PLEASE REST BABA

HigherGroundHoonigan

Fundamentals SHOULD drive valuation. But that has not been consistently true in this sector (or the market as a whole) for a while. The number of stocks with consistently good financials that don't move anywhere. Companies like TSLA and SpaceX with valuations many dozens of times larger than earnings. Meme stocks. Etc. TRLV being the heaviest in medical also has a major hand in their performance in recent months (I said uplisting has a major hand, not the only hand). But they also stand to be pushed further back in the line if AU gets rescheduled as well

Covid19tendies

The complete opposite here in AU. We associate Nike with criminals. No one at schools are wearing Nike and I’ve got almost no Nike apparel at home now. It’s weird. I don’t like adidas either to be fair.

CollegeSorry5923

Gold is going to chop upwards. Track the price action on gold products not the commodity itself. $AU is my favourite.

baconography

AEM, AU, AGI Gold in the ground = sound as the pound, whitey.

49ers4life71

Wheel strategy is ok if you don’t mind owning the stock and then writing covered calls. This is more capital intensive than just doing diagonal spreads. I don’t go out 1-2 years with a 80-90 delta bc it’s too expensive. 6-9 months out with a 55-60 delta is fine as well. Just wrote some $115 calls on AU and I have the Jan 2027 $AU $100 call. Will roll out the long calls in November after I make a lot of money buying and selling the Sept Oct and Nov monthlies

imustbegthequestion

Now. Welcome to the Casino House. Now taking deposits in crypto tokens only. The exchange rate is 1 barrel of oil for 1 Ducat (DCT) and 1 ship of corn for 1 Fortnumo (FTCN) and a bar of gold AU for 1 Solarios (SL05). Make deposits now after the bank of Google Photos xAi009 closes on Friday at 2359 EDT.

Personal-Buffalo-477

I've started buying into AU and BLK this year and have had a 13% ytd return so far on both.

ClearlyAThrowawai

Absolutely agree. I'm building pretty large short positions in a lot of AU stocks right now - I think they'll be a solid hedge in a downturn and the upside is so limited that I'm not all that fussed about the risks. CBA is the poster child, but our supermarkets both trade at 30x+ as well. The other banks are juuuust cheap enough that I don't think it's a great idea. I'd love to diversify the short, but CBA is just so much more expensive that I'd rather make that a bit bigger. I'm taking some small reassurance from the fact that it's bumped up against 180-190 a few times and it seems like enough selling pressure shows up to keep the price rational.

papercliponreddit

$AU pampin

imustbegthequestion

I just rebalanced. MSFT MU SNDK AND AU are safe for a week.

imustbegthequestion

I can't firebird METAai cause AAPL is so butt hurt that I don't like GS MS C TSLA BRK LB NM ET AL. I LIKE AU 🇬🇭🙏🏿🌽🤌🏿🤌🏿🤌🏿🤌🏿🤡🫡🤣

imustbegthequestion

Here's the AU squeeze.

RevolutionaryPlum389

AU cannabis’s is still schedule 1 not medical. Trulive is getting 90% of the tax savings now and green thumb is getting 50% of the tax savings.

Whatapisstake

I love this. If it’s any consolation, I’m in AU, I fkn watched it and fell asleep with no fkn positions, passed out like 20 before open… could have taken today off instead

imustbegthequestion

Can't sleep on the BIG AU. PRINT.

imustbegthequestion

Ticket Expires at 11:59:59 EDT tonight. EuroNOVORîčXè. Ça vont? Wie Ghets? Ich morchté eine rotwein et Calls on AU #AU @Au and all the Gold held across the TRUMP battles. Open the Fort Knox Casino, the Loans and All Actuarists need to count the GAULd. Senators Tillis and Budd. Hold the line. We can pay for the Delta and United airport hub in Kannapolis. I promised you and you held up your end. Thank you. Senator Tillis, I owe you a hat. How do you feel about Mercedes-Benz AMG Petronas F1. Calls on USO/UNG. WINTER IS COMING AND THE CUBS NEED TO EAT

imustbegthequestion

Short squeeze on AU and all commodities. Let's see if your chatbot can pay for your sins. Baccarat.

lifetwoshort

Agree. The only reason I am not going heavy is the uncertainty. Imagine what happens if any reform goes sideways at the medical level and S3 AU doesn't happen.

imustbegthequestion

BearZ Better BewareZ https://apple.news/AU1sKabVKQbu3yF6-9c8u1g

7o7A1

think long term, five to ten years at least and control your emotions (fear/greed) learn a bit of technical analysis on yt, use ratio charts to find value. use fundamentals to learn what to buy (eg to find structural deficits) and use TA to find out when to get in and out. check out fintwit on twitter to gauge sentiment. we are at the beginning of a commodity supercycle. buy hard assets. get out of paper. i like canadian oil sands, natgas, coal, copper rn emerging markets and commodity nations (AU, Brazil, Latam in general, Canada) will outperform once the dollar debasement starts for real (when the DXY starts dropping). don't try to guess tops and bottoms, scale into positions gradually. add some physical platinum, silver and palladium for stability (would recommend gold, but i think these will run more from here). avoid crypto like the plague

ajwin

Australia has both Teslas and all the Chinese EV’s and Tesla still holds it own(1st or 2nd most of the time). The Chinese cars a very heavily subsidized. They are basically dumping them on the AU market and people still chose teslas with stickers saying they hate Elon but love the car.

baconography

As long as this stupid "war" distraction keeps going + 6 months, puts on metal miners is the gift that keeps on giving; 60-75% of their input costs are petroleum products, so ores in the ground will continue to be too expensive to extract, severely reducing revenue. AEM 135p 8/21 AGI 32p 8/21 AGI 38p 8/21 AU 85p 8/21 GDX 75p 7/17

Independent-Use-228

Can't have Autism without AU. Calls!

Independent-Use-228

I mean, I can. I know how to read assets. What I don't know is you and how stupid you actually are. Imma avoid you like Nicki Minaj. Enjoy life. 😘🤡🫡🤌🏿🤌🏿🤌🏿🇬🇭🇬🇧🇺🇸 BTW... I like gold A LOT. $AU

Imnuts7

Webull AU user here too. Only NOWL doubled for me but it's fixed now.

Handsome_Chewbacca

As a long, I’d love to see AU get to S3. However, I’m skeptical it will happen.

AverageNo130

There is growth to capture in this sector by legal AU once that is S3. Meanwhile the black market continues to flourish. AI Overview Estimated illegal cannabis sales in the U.S. range between **$20 billion and $30 billion annually**. While legal markets have grown, illicit and unlicensed bootleg operations continue to account for a significant, sometimes majority, share of total nationwide marijuana consumption. **High State Taxes & Licensing:** High excise taxes and restrictive local licensing in legal states make illegal weed substantially cheaper, allowing unlicensed sellers to flourish. So let's not be distracted by voodoo reefer madness "research" and keep a focus on illegal sales. imo.

imustbegthequestion

Help yourself to Wikipedia before you try to take me for a ride. You can't afford me with your shit covered hands. At least mine are AU. Calls on GHANA AND ALL OPPRESSED AROUND THE WORLD. THE COLONIZERS THINK THEY'RE ATHLETES. LOLOLOL

imustbegthequestion

It says AU.

imustbegthequestion

I'm typing AU m cause why not. It's mine anyway.

manualCAD

The way I see it....if they leave medical cannabis as S3 and don't really address recreational/adult use sales (that are currently happening) at the state level, why would they ever discuss AU cannabis again? It'll forever be a federally scheduled S3 drug that can be purchased legally at the state level if that specific state allows it. I'm just not sure how laws n' stuff, and the flow down effects, play out if that ends up being the case.

AverageNo130

This will get sorted out. S3 for med. Then AU hopefully fairly "soon" after that.

AverageNo130

Rates of marijuana use among Colorado teens continue to decline more than a decade after voters legalized adult-use marijuana, according to the latest results from the Colorado Department of Public Health and Environment’s Healthy Kids Colorado Survey. MH Colorado legalized AU in 2012. The Federal Govt just cannot accept that AU should be S3 at minimum.

AverageNo130

Changes are coming. Acquisitions and more. Especially if AU is S3. My guess.

AverageNo130

Essentially, state legal adult use has proven successful. Bsed on that, not reefer madness, it should be S3 and that should be driven home at the hearing. Nothing less that S3 for med and AU !

FantasticHedgehog701

They won’t reschedule adult use. When they announce no AU everything will drop. It’s at that point I’m trying to figure if the following catalyst are enough for a potential repricing before YE. Med will continue on schedule 3. Trulieve and Green Thumb etc will push for retroactive 280e and or “strike a deal” on outstanding balances, you know mango loves a deal. Banking reform gains steam on tailwind of medical , uplistings, and 280e med relief.

Vivid-Snow-2089

How much solar panel mass do you need when you are at mars with 44% of the efficiency due to distance from the sun compared to 1AU, have a hundred ton crewed craft, and need a lot of MW for \*Ion\* thrusters which need a \*lot\* of power for a tiny amount of thrust (even if the ISP is great)? Are we discussing this seriously or are you just trying to make clever dunks?

rightovahere

[Its June of 2026 and the straight of hormuz has closed again](https://pbs.twimg.com/media/Fk78xw6X0AU61UW.jpg)

KrankyHitman

Can some legend teach me this shit9? Try and follow these trade and I've no clue. AU based.

imustbegthequestion

Crypto. Price. Strike. AU. Gold. Clause.

imustbegthequestion

Cost. Print. And give the options of coupons that are always printable or force the card companies to take an 10x9 leveregaed in AU to be accepted.

imustbegthequestion

Strike AU. Strike Hong Kong.

imustbegthequestion

Right.? Print. I saw that one. You seen the Martisn or read them. It seen Gundam Seed Destiny? Or watched DUNE. OR STUDIED AU. AND CAN SEE. If so. Print.

imustbegthequestion

Do you know what the arbitrage on AU is? Can you count that high? Demon Won Elon Musk wishes he didn't have to take ketamine. Believe me. He might be able to count as fast as me. Quantum computing? Print. Talk to me when you are making buck minister fullerene for 1 shilling.

imustbegthequestion

Wall Street JOURNAL AND SIR RICHARD BRANSON. SPICE SPCE SPACE AU TSLA. PRINT.

baconography

The continuous fade on GLD and gold miner stocks won't end until there is truly an end to the war. GDX 6/18 103p AU 6/18 90p AEM 6/18 190p AGI 6/18 48p

MybobbyB

Je suis long absolument comme les 2 hedjes australiens rentrés. RML a obtenu le FAST41 est prevoit le debut de la productikn Antimony/Tungsten avec Johnson Creek mid 2027 Nasdaq > intro a 70/90M$US on va dire car la elle est a 100M$AU Ce qui lui manque JORC, validation net des resources. Et pour ceux qui cherchent vous allez adorer, RML est collé a qui ? Lol PPTA !! ET OUI les amis c est comme si vous achetiez un terrain coller au mien pour la même riviere qui coule sous mes pieds sauf que mon terrain vaut 3/5 B$ et le votre encore 100M$ Donc oui je suis long et vise 2027/28 4/5B$ avec une production en place 2026 je vise > re rating 300/400M$US Direct tres court terme > subventions DOD Exim etc > fin 2026 1 a 2B$US En fait des quelles aura permit et JORC, 2/3 baleines vont ma securiser a 2/3B$ comme PPTA Elle n a pas d usine a construire n oubliez pas

MybobbyB

RML est cote sur l ASX ou OTC cest pourquoi sa capi est a un prix aussi bas, on attend la cotation sur le nasdaq, si vous pouvez placez vous deja sur OTC ASX car les hedjes US ne rentrent pas sur OTC J attends le nasdaq qui a été depose en fevrier En avril 20M$ public placement par 2 gros institutionnels dont 1 est tput simplement l un des plus gros du secteur Asie Pacifique. Cet institutionnel est entré a 0.07$AU et warrants 0,1 on est a 0,051AU cad 20% de discount! Classic apres une AK ;) bien sur je charge a ces niveaux mais j attend nasdaq Ces institutionnels ne rentrent jamais pour du court terme, ils rentrent apres enorme étude de la société avec des assurances derriere que la société va aller au bout cad miner national producteur US Comme indiqué RML a le potentiel et tous les catalysors internes externes pour s aligner avec PPTA Pour info en aout 2025 elle avait’recu une offee de 225M$US bien sur le ceo a reffusé, ca valeur intrinseque est la même que PPTA Rml a declanché pour 2026 ses plus gros forages historiques sur l OR et le Tungsten/Antimony

No-Transportation843

Because you seem learning disabled here's some help:  Direct quote from Mike Haley, Autodesk's Senior VP of Research, at AU2025: > "They're learning from 3D design, they're learning from geometry, they're learning from shapes that people typically create, components that people typically use" He said Neural CAD models are trained on "a combination of synthetic data and customer data." Their chief scientist Daron Green separately described commissioning designers to create "gold standard" annotated training data on top of that.

Monster213213

Excel and Outlook are literally the backbone of every enterprise and finance world and I don’t see this changing even with AU

Sanpaku

The [AU/AG ratio](https://charts.goldprice.org/charts/gold_all_data_silver_x.png) has ranged from 40 to 120 over the past 40 years. There's perhaps a central tendency around 70, but its deviated above and below for periods of as long as 7-10 years, so its not a great timing signal for returns to the mean.

RoyalFlush2000

I stand corrected. Though they are among the most expensive in the world, about twice as much as major European carriers. * Rogers 5G+ Lite: 60 CAD + tax / month * Bell Lite: 60 CAD + tax / month * Telus 5G standard: 60 CAD + tax / month Europe: * Orange (FR) 120 Go: €20.99 incl. tax * Movistar (ES) Móvil 50 GB: €20 incl. tax * Vodafone (UK) 50GB Red: £21 incl. tax * O2 (DE) Mobile Unlimited on Demand Flex: €22.49 incl. tax * T-Mobile (PL): Internet bez limitu: PLN 85 incl. tax * Telstra (AU) Basic: AUD 74

bunnibly

AEM and AU puts have been my bread and butter lately. AGI has also been decent.

psioniclizard

Yea saying AU is replacing juniors is not fair. Tecy companies look for any reason to replace juniors and AI is the latest excuse.

carrotsquawk

i wrote that while on the toilet :) so many soelling errors. AU will start making those to improve stealth :)

baconography

Gold miners' #1 operating cost expenditure by far is fuel (65-75%). Puts on AEM, AU, AGI, etc. is literally free money. These guys are fucked.

Legendary-Lemon

- SaaS is paying for the party and at the same time a SaaSocakypse is happening. Who will be paying for it if those companies cannot afford it? - Current buildouts are taking for granted that the demand will remain strong no matter what, which is not a sure thin. AU models can be improved and require less compute and/or memory.

x7_omega

Dude... mortgage in AU, really? Sell it, move to Malaysia and do what you do now, forget AU taxes. At 23 it is a gift you can't really comprehend.

HigherGroundHoonigan

I know A LOT of people who are struggling immensely in this economy. One of the first things they stopped doing was maintaining their medical card and even buying medical marijuana in general. Majority of the users I know are young millennials or older who are working professionals and use it for anxiety, sleep issues, or pain and it's something they can "do without" due to rising costs of everything. ' My guess is that their declining revenue is largely attributable to that. The other part would be the CBD/THC drinks. And honestly, I get it. I have my medical card but 9 times out of 10, I pop open a Keef /Onward or put some Nowadays in a soda. AU would is their golden ticket if we can ever get there.

CannaVestments

Strong start to 2026 for GTI- results ahead of expectations, good YoY growth, and a significant sequential OpEx reduction that continues to support cash flow generation and a balance sheet ripe with opportunity. Like Q4, adult-use sales in Minnesota led the quarter along with share gains in several states as management now claims the #1 market share in Illinois, Pennsylvania, Maryland, Ohio and Minnesota. GTI repurchased 6M shares at $5.51/share during Q1, with another 7.4M shares in Q2 at $6/share, both well below the recent trading prices and the company used their buy back program very effectively. Interestingly, management took out an additional $45M in debt despite the cash generation during Q1 (cash now at $346M), and noted that there was an abundance of M&A opportunities at the moment suggesting movement ahead. Full review: **Revenue:**  QoQ: $311.1M to $300.2M / YoY: $279.5M to $300.2M *Down sequentially but up a very strong 7.4% YoY ahead of expectations ($298M), led by Minnesota's AU launch and the 11 new store openings over the last year. Retail was up 4.7% while CPG was down 1.6%. No new stores online in Q1.* **Adjusted EBIDTA:**  QoQ: $100.2M to $93.5M / YoY: $85.2M to $93.5M *Huge beat on consensus here ($80M), with YoY growth of 9.7% YoY- good to see. Margin comes in at 31.1%, down modestly from 32.2% in Q4 but up from 30.5% last year. Very strong relative to peers who have reported so far.* **Gross Margins:**  QoQ 45.4% to 47.9% / YoY: 51.3% to 47.9% *Up sequentially good to see and down YoY, but note that this includes the $9.0M licensing fee paid in the quarter and would have been 50.8% in Q1 with that adjusted so closer to flat YoY. At a good level.* **Operating Expenses:**  QoQ: $122.3M to $102.9M / YoY: $100.8M to $102.9M *Huge drop sequentially and only a modest rise YoY- good cost controls considering 11 new store openings and the Minnesota launch over the past year.* **Operational Cash Flow:**  QoQ: $90.1M to $75.8M / YoY: $74.2M to $75.8M *Very strong cash generation and this included $8.7M in AP/Accrued liabilities paydown during the quarter. CapEx was $18.9M for FCF of $56.9M.* **Cash:**  QoQ: $274.3M to $346.2M *Big jump to start the year as positive OCF combined with $45M in net debt taken out, well offsetting the CapEx spend and $33.3M in share repurchases. Debt stands at $289.9M and a UTP of $220.6M*

Chance_Ice_7335

If you have a long term horizon, invest in healthcare (NVI, LLY). It’s underperformed as a sector but will turn around. Also… the oil trade is alive and well because the situation in the Straight will not be resolved for months (PBR). Gold miners will do well with the sovereign debt crisis (KGC, AU).

CannaVestments

Mixed start to 2026 for Verano- revenue was ahead of expectations during a seasonally weaker quarter but margins slipped more than expected. The business will benefit from the immediate rescheduling of medical cannabis (large exposure to medical markets like PA/FL) and ideally across all cannabis sales before year-end with full rescheduling on the table. Outside of new store openings, the asset base looks largely similar to 2025, with no new states set to come online this year and Virginia potentially in 2027 as the most near-term AU flip. Full review: **Revenue:**  QoQ: $206.6M to $208.2M / YoY: $209.8M to $208.2M *Up slightly sequentially and down slightly YoY, but well ahead of consensus ($201). Good result considering the seasonally weak Q1, although this did include 2 new FL stores opened during the quarter.* **Adjusted EBITDA:**  QoQ: $55.5M to $49.0M / YoY: $54.4M to $49.0M *Down 11.7% sequentially and 9.9% YoY, behind expectations of $51M. Margin drops to a multi-year low of 23.5% from 26.8% in Q3 and 25.9% last year. $3.2M in one-time costs in this figure as well.* **Gross Margins:**  QoQ: 51.2% to 47.5% / YoY 47.5% to 47.5% *Sequential drop but flat compared to last year. At an okay level given the seasonally weaker Q1.* **Operating Expenses:**  QoQ: $85.8M to $85.9 / YoY: $84.6M to $85.9M *Close to flat sequentially and YoY. Decent cost controls given new store openings and elevated inflation over that time.* **Operational Cash Flow:**  QoQ: $13.8M to $18.6M / YoY: $1.8M to $18.6M *Big jump YoY as Verano no longer has a legacy income tax position to paydown ($19M paid last year) and down to zero now so modestly down when you factor that in (note this is a seperate dynamic from 280e accruals). CapEx was $14.9M with management forecasting $30-50M in 2026 CapEx spend in total.* **Cash:**  QoQ: $82.7M to $74.0M / YoY: $84.2M to $74.0M *Drop sequentially as positive OCF was offset by CapEx spend, and the net effects of a debt refinancing ($245M in new debt taken, $240M in old debt paid off, and $11m in debt issuance costs). Debt stands at $394.9M and an UTP of $391.3M.*

HigherGroundHoonigan

This is very much true for the other 2 in the top three though. Trulieve: * \~234 stores. 8 States. * \~167 (72%) are in Florida * 11 new stores opened last year * 10 of which were outside of Florida (Ohio, Arizona, Georgia). That shows a growth plan focusing on states other than Florida. So that right there, is part of your answer. * Pending Approval for Cultivation, Manufacturing, and Dist. in Texas (no stores currently). Green Thumb: * 113 Stores, 13 states (5 more than Trulieve) * 20 of these stores are in Florida and face the exact same issue that you cited for trulieve * 11 are in Nevada, which faces a much worse issue than Florida due to the massive drop in Vegas tourism * 6-7 are in Massachusetts. Mass. has a new bill which increases the number of licenses allowed and promotes the opening of more small businesses. This will lead to more competition and (once S3 for AU) price compression CureLeaf: * 160 stores, 12 states * 71 stores in Florida (44% versus TCNNF's 72%, but still very high) So, Trulieve is definitely in fewer states than the other 2, but only by a handful. Yes they are majority allocated in Florida. This can certainly be a weakness, but it can also be a strength if things turn around in Florida (future adult use, improved medical process/cost, increase acceptance/use due to federal rescheduling). It is also pending approval in Texas. Green Thumb is already active in Texas, but they did that through an acquisition. Green Thumb and Curaleaf are most definitely more diversified in their states. Green Thumb also has a very positive net income. Trulieve also has substantially more stores in total (almost all in Florida). Regarding growth, Trulieve can leverage their 256M in Cash to acquire operators in other states and expand their footprint, as the others have done. They can also apply and be granted licenses in other states just as they have already done (eg. Texas). Regarding Florida, one of two things will happen: 1. Things don't get better in Florida and they begin shutting down unprofitable stores (which they have likely been dragging on in anticipation of government reform causing a surge in use) 2. Things DO get better in Florida and the scale of use and the scale of their dominance in market-share there are highly positive. All that to say, GTI clearly has a better balance sheet and the better buy. But there is plenty of opportunity for growth for Trulieve and I wouldn't say it's a "Bad buy". I just would hedge my investment through other MSOs or an ETF

SallyShortcakes

I literally ran your post through an AI detector and it got 100% AU

Imaginary_Rooster622

Good morning one and all. I did a little recap this morning on where I think we are. FEEL FREE to ADD YOUR TAKE * Medical cannabis is now S3 and 280E is gone from it ( April 23 ) * AU cannabis remains an S1 + 280E tax * Licensed medical cannabis companies have 60 days to apply for a DEA license. If approved they will receive a federal license * The ALJ will resume on June 29th and run no later than July 15th where it will be determined if all cannabis should be moved to S3 My takeaway: It will be 2 1/2 months from the Final Order ( April 23 ) and the end of the ALJ hearing ( July 15th ) State licensed medical cannabis companies have 2 months to apply for DEA license With less than 3 months from start to finish. I believe that smaller private hedge funds will start front running the larger banks/brokers who may not be able to buy stocks for compliance reasons If/ When DEA license approved ( I BELIEVE) these companies can apply to list on US exchanges because they would be federally registered and federally approved companies What are your thoughts 💭

RealEstateWindsor

Enjoy your Sunday fellas and felines. The news we got was a great legitimate stepping stone for the industry as a whole but knew before market open I had a gut feeling it wasn't what we were waiting for, as many of you expected. It was medical only, felt rushed, and no banking or uplisting language included so I'm not even surprised about the massive rug pull but I'm not a flipper and have low 7 figures in just a couple names, and will see it through. We're still in the first inning and will only see more positive legislation. Like the other dude mentioned from his couch. Tobacco, alcohol, pharma are waiting. The Friday buying wasn't retail, they got a lotta work to do still don't get my wrong. The next dates are June-July, after full AU is S3, banking/uplisting is inevitably going to follow. Good luck all. We dip and Ill continue to buy after the past news. Imo we see a slow climb till the summer. If not so be it, valuations are disconnected and will happily buy. Once again cheers all to you mfkers.

Imaginary_Rooster622

I'm not all too surprised by today's outcome. Trump likes medical, not adult use ( AU ). He has his evangelical base to deal with so he leans heavy on the stories of cancer patients and arthritis patients. Kim Rivers congratulated him for this on X. Remember.She was at that $1m a plate dinner in Mara Lago 280E will be gone. States can decide if they want AU. I'm all in on Trulieve and expect them to Uplist as fast as possible once S3 is officially in the registry. HODL

Itsatinyplanet

Aurion - AU.V

aliensayshi

Thanks. In my research, the picture is slightly more nuanced than a clean 'they now only resell NVO's product' as it seems compounding is still permitted but on a limited basis only. Directionally, you're right though. On the overseas angle, it's already underway as well. They've agreed to acquire Eucalyptus for AU and UK and I'll be monitoring the execution. You're clearly following the stock so what's your read on the peptide timing specifically?

-user222

i’m sorry for all the bers that downvoted https://www.reddit.com/r/wallstreetbets/s/IpFe2AU6ut

Senior_Green_3630

Australia just got a AU$0.23/ litre fuel excise reduction and a heavy truck levee reduction forv3 months till 30/06/2026

Itsatinyplanet

Penny stock: AU.V Aurion Gold exploration company with large claims in nice, stable Finland. They are finding gold every time they drill a new core sample. They are very lean, well run, well financed (with money in the bank) and have a couple of larger scale Gold companies that have bought in, and importantly these large partners have increased their stakes over the last few years. With the huge run up in gold prices this company has been ripping along.

TacticalcalCactus

I bought AU a few days ago and am very happy with it

Friendofabook

This pump is really unsustainable? There is zero news that is worthy of it. UK and AU nation address will just be about conserving fuel basically.

version-two

Crazy plot twist (but also not out of question ): UK, AU, and nato declare the US and Israel foes of the United Nations. We officially ostracize ourselves, and become modern day 1940s Germany. World renounces us and allies with China to come and take American oil while we’re stuck fighting a war in the desert mountains for the next decade.

version-two

That’s the only reason I can come up with that explains why Australia and UK have pressers tomorrow. And last I heard, AU was already rationing fuel.

Vast_Cricket

Should have started 3 years ago. I always have gld and gold mining streaming stocks as hedge against volatility. They were up when DJT came on board. S&P 500 experienced a dip. During Covid the market fell like a heavy rock, these AU stocks held up my portfolio.

CannaVestments

Results were in-line with expectations to close out the year, with modest sequential growth but continued YoY declines in terms of revenue, margins, and cash flows. Like most peers, price compression in key markets weighed on results as the top-line declined 6.4% compared to 2024 with aEBITDA down further at 13.3%. Management highlighted Florida as a positive contributor for the year, and looks forward to AU sales in Virginia (Jan 1 2027 start) and their new Texas license as the next growth opportunities. Full review: **Revenue:**  QoQ: $202.8M to $206.6M / YoY: $218.2M to $206.6M FY: $878.6M to $821.5M *Modest sequential growth (up 1.9%) to close out the year just above consensus ($206M), but again down YoY (down 5.3%), and down 6.5% for the full year 2025 compared to 2024 with management pointing to price compression as the primary source. Verano opened 2 new stores in Q4 (1-OH, 1-WV) and won a conditional license in Texas.* **Adjusted EBITDA:**  QoQ: $53.1M to $55.5M / YoY: $62.9M to $55.5M FY: $264.5M to $229.2M *Marginally up sequentially but down 11.8% YoY and 13.3% for the full year, right at consensus of $56M. Margin dropped to 26.9% in Q4 from 28.8% last year, and was at 27.9% for 2025 compared to 30.1% for 2024. Not a bad result but dropping due to ongoing price compression.* **Gross Margins:**  QoQ: 47.0% to 51.2% / YoY 49.3% to 51.2% FY: 50.5% to 50.3% *Sequential increase to close out the year, and roughly flat YoY and for the full year. Steady here at a good level.* **Operating Expenses:**  QoQ: $80.6M to $85.8M / YoY: $83.7M to $85.8M FY: $353.4M to $337.3M *Up sequentially but down YoY and for the full year, much needed given top-line declines. FY 2025 OpEx was 41.1% of revenue compared to 40.2% in 2024.* **Operational Cash Flow:**  QoQ: $26.4M to $13.8M FY: $112.2M to $52.9M *Down sequentially and down by a lot for 2025 compared to 2024. Tax-adjusted OCF was $12.4M in Q1, -$2.2M in Q2, $9.9M in Q3, and -$23.1M for Q4 for -$3.0M in 2025 reflecting the need for 280e tax relief. CapEx was $9.4M in Q4 and $41.2M for 2025 compared to $99.0M in 2024. Management forecasted $30-50M in 2025 CapEx spend, consistent with 2025.* **Cash:**  QoQ: $8*2.6*M to $82.7M / YoY: $87.8M to $82.7M *Flat sequentially as +OCF was offset by CapEx spend. Debt stands at $399.7M and an uncertain tax position of $378M. Note that Verano refinanced their debt in Q1 so won't show up yet here.*

Careful-Trade-9666

30% of the worlds helium comes via Hormuz. Chip manufacturers need it. BNL-AU comes out of trading halt Monday after a capital raising to expand helium production in Colorado. Worth a look

hv876

Alex Karp says only 2 kinds is people will succeed in future: trade workers or neuro-divergent (aka ‘tistic tards). I am just enough of ‘tistic tard to lose money, not full on to make money on age of AU.

CannaVestments

A good but modestly mixed quarter from Trulieve. Overall results held steady sequentially and compared to 2024 as a whole. Revenue in Q4 was a bit short of consensus, while margins were a bit stronger than expected. Cash flow continued although they were hurt again by spending on the now failed adult-use initiative for Florida in 2026. Lots of balance sheet movement as debt was paid down, new debt was issued, and the uncertain tax position continued to balloon. Full review: **Revenue:**  QoQ: $288.2M to $293.1M / YoY: $301.1M to $293.1M FY 2025: $1.19B to $1.18B *Modest jump sequentially but down 2.7% from last year, coming up a little short of expectations ($297M). FY 2025 revenue was essentially flat compared to 2024 despite opening up 11 stores during the year and seeing the onset of AU sales in Ohio.* **Adjusted EBIDTA:**  QoQ: $102.7M to $104.8M / YoY: $111.4M to $104.8M FY 2025: $420.2M to $427.3M *Up slightly QoQ ahead of consensus ($102M), with FY 2025 aEBITDA up 1.7% over 2024- a decent result considering price compression in most markets.* **Gross Margins:**  QoQ 59% to 60% / YoY: 62% to 60% FY: 60% to 60% *Largely flat here on all timelines, remaining at an industry-leading level. Impressive as always.* **Operating Expenses:**  QoQ: $127.6M to $159.9M / YoY: $185.7M to $159.9M FY: $618.0M to $567.7M *Big jump sequentially but down from last year. Good cost control YoY, with SG&A down quite a bit despite more operating stores.* **Operational Cash Flow:**  QoQ: $77M to $59M FY: $272M to $273M *Continued CF generation, essentially flat with 2024. Not paying 280e remains a huge component here, with tax-adjusted OCF of just $48M in 2025 (although that includes $66M in the failed 2026 AU campaign in Florida) so $114M without that number. CapEx was just $3.4M in Q4 (the lowest in years) and $44M for the year, down from $123M in 2024.* **Cash:**  QoQ: $449.2M to $255.5M FY: $238.8M to $255.5M *Big drop sequentially as Trulieve paid down a dramatic amount of debt, while raising a smaller new facility. Continuing to stand out is the $668M in unpaid 280e taxes sitting on the balance sheet, with Trulieve continues to negotiate with the IRS.*

Senior_Green_3630

Australia could be a winner here, we export 70 million tonnes of LNG annually, time to make export AU$$$s on the spot price LNG market