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A huge trading opportunity could be coming if the Biden administration reforms marijuana laws
Ignite Your Portfolio: 3 Must-Watch Marijuana Penny Stocks Before the Cannabis Craze Resumes!
$MSOS $TLRY $CURLF - "German Lawmakers Reach Agreement On Revised Marijuana Legalization Bill, With Final Vote Expected Next Week" 🚀🌕📈
$CURLF - "Rokshaw Announces Launch of Four20 Medical Cannabis Products in the UK" - Business of Cannabis
Penny stocks with multi-millionaire potential: SOUN, TLRY, CURLF, and OLB
Cannabis Investing Network: #179 - Q2 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments) on Apple Podcasts
Make yourself the millionaire next door with these penny stocks: October edition (TLRY, OLB, CURLF, and BITF).
$TLRY $CURLF Bill To Legalize Marijuana In Germany Advances After State Representatives Fail To Block It
Breaking: CURALEAF ANNOUNCES PROPOSED OFFERING OF SUBORDINATE VOTING SHARES TO UPLIST TO THE TSX
High Valuations? Exploring P/B Ratios in the Cannabis Sector
Beyond the Smoke: Unraveling Price-to-Book Ratios of Cannabis Stocks
What are the best American cannabis companies to buy?
MSOS ETF and underlying free cash flow changes with Schedule 3 Cannabis.
New York Expands Cannabis Licensing After Legal Delays And Tug Of War Between David And Goliath - Curaleaf Holdings (OTC:CURLF)
CRESCO, COLUMBIA CARE, CURALEAF WILL ENTER New York ADULT USE MARKET
Curaleaf (CURLF) Analysis: The Rise of the Marrijuanas
NY Times - More than one-fifth of people who use cannabis struggle with dependency or problematic use, according to Journal of AMA
USA Cannabis stocks are about to LIGHT UP - $MSOS (USA Cannabis ETF)🌿🔥 😎
USA Cannabis stocks are about to LIGHT UP - $MSOS (USA Cannabis ETF)🌿🔥 😎
$TLRY $MSOS $CURLF - "German Govt Okays Plan To Legalise Recreational Cannabis" 🌿🔥 😎
For 5-bagger returns by 2025, you should have these 3 stocks.
BREAKING NEWS: $CURLF Curaleaf Seeks Reorganization Of US Assets To List On TSX
$MSOS $TLRY $CURLF "Germany Unveils Draft Bill To Legalize Cannabis" - Forbes
USA Cannabis Sector about to light up: $MO (Altria) + $ CURLF (Curaleaf) + $CRON (Cronos) 3-Way Merger 🌿🔥 😎
$CURLF $CURA Curaleaf International Subsidiary to Acquire Clever Leaves' EU-GMP Certified Processing Facility in Portugal
3 Penny stocks to watch for 1000% returns
My prediction on TerrAscend $TER / $TRSSF TSX up-listing ("will happen within days of shareholder approval")
These Marijuana Companies Will Benefit From Connecticut's New Market Projected To Hit $300M In 2023 - Acreage Holdings (OTC:ACRDF), Curaleaf Holdings (OTC:CURLF)
Nobody posted about Columbia's news "Colombian government-funded health insurance now covers medical cannabis"
Congress poised to pass marijuana banking reform in lame duck
$ERBB Market Analysis, Research Report out by Globe Small Cap Research
If You Buy Some CURLF or CGC Stock, You Are Now a Threat to National Security?
[Curaleaf Twitter] There is misinformation circulating today. To be clear: Executive Chairman @Boris_Jordan is an American citizen and #Curaleaf is an American company. $CURA $CURLF
The SAFE Banking Act is likely up for vote TODAY in the House.
Chase Investing Portal won't let me buy OTC Weedstocks?
Average down or hold and invest in other markets?
Institutions dont want you to know about these stocks
Not a squeeze but for all u degenerates out there watch $CURLF early next week
Top upcoming earnings on your watchlist?
Curaleaf AMA – October 28th @ 5pm ET with Executive Chairman, Boris Jordan
weed stocks still trash, calls get cheaper. TLRY baybee
This morning I grabbed some #CURLF on a hunch. And it shot up nearly 7% today. Woo Hoo💰 💵
Mentions
Volume is still shit but MSOS is up considerably on the daily, almost 8%. We still have the sour hour to get through and the daily EOD dump, but the chart is steadily going up on barely any selling. This might make the CURLF listing on the S&P/TSX index more interesting this Friday and Monday.
CRON is now about 42 % avg daily vol. CURLF about 62 %. They seem to be on track to avg trading vol end of day.
Modest add on the dip...CURLF
CURLF and CRLBF are my MSO play. I just like their long term strategies and positions over the long hall. My opinion
I also own GTBIF, TCBBF, CURLF, CRLBF, etc. bought MRMD several years ago thinking they either take off or at worst are acquired by one of the above. With how low the stock price is it seems low risk and potentially very high reward.
Cannabis stocks high risk high reward right now. MSOX, MSOS, TLRY, CGC, TCNNF, and CURLF. The first two being ETFs with the first being a 2x leveraged one. The middle two Canadian companies and the latter two American companies. This is not financial advice…
MSOS fund managers are children who hate the GTI CEO, so they sell off the stock at every opportunity, while they fawn over CURLF and pump it as high as possible
I just picked up 100 more shares of MSOS and 35 CURLF with the money left over. Both are well above my cost average but I hate when I wish I bought more
Wow, over $20M in inflows yesterday into MSOS and about $20M in cash still left to deploy. MSOS bought 500K+ shares of GTBIF and TCNNF. And 1M+ shares of VRNOF, CRLBF, TSNDF, CBSTF and. of course, CURLF. What a day. https://x.com/junglejava1/status/1960540896346112463?s=46&t=R3FbbhS_l0lFIJt2nBUUiA
CURLF spiked to $3.25 at 3:23. You know what that means, now $3.17.
Still holding my cannabis stocks from 2021: VFF @ $18.41 CURLF @ $17.11 YOLO @ 29.18 Lost all with Red White & Bloom. Now it's just some cusip number. So yea, I'm ready for this industry to pop!!
Hope it didn't go unnoticed that CURLF is scheduled to be included in the S&P/TSX Composite Index. History shows inclusion often increases stock liquidity by 20-30% within six months, indicating potential price surges for $CURLF if guidance confirms September inclusion.
$MSOS has bought millions of shares of $CURLF in the past few weeks while dumping hundreds of thousands of shares of other MSOs like $GTBIF and $TCNNF
A rising tides lifts all boats. It's normal they deploy in riskier companies at this point, we are talking peanuts like 4m in CURLF. That's pocket change. The important part is that money is flowing massively in the sector.
CURLF just popped to 107% daily vol. Will see if the usual last minute sell-off repeats today.
GTBIF TCNNF CURLF JAZZ a pharmaceutical company that has several marijuana based drugs.
Fluent stock is still way underrated even though its shares are held more by insiders than any other MSO companies. Fluent shares: 36.43% held by insiders, 1.86% by institutions Compared to the top MSO companies. CURLF: 27.84% by insiders, 2.41% by institutions. TCNNF: 3.86% by insiders, 5.15% by institutions GTBIF: 1.86% by insiders, 14.24% by institutions. These figure are from Yahoo Finance.
And I sold half my CURLF when it was at .80. Ugh. It’s rebounded quite a bit.
Added some CURLF on the dip today.
I’m up 68.7% in CURLF. I’m holding this to the end.
CURLF ER today. Call at 5:00 pm ET.
Dang! CURLF 2 million + traded GTBIF 1 million + traded TCNNF 1 million + traded
Boris is the big holder of CURLF and he has said he does not want to dilute himself.
CURLF has been moving up well over the last few weeks - is the bottom behind us?
CURLF just spiked 30%. What up with that?
I have officially tried all of the BIG 3s hemp beverages. I would put GTBIF first (mainly their mango senorita), followed by TCNNF (mainly their blueberry mojito), then CURLF with their berry seltzer. I am just not a huge fan of seltzers so mainly why they are last.
My largest position Cresco Labs. Got rid of Tilray. Adding GTBIF and CURLF.
CRLBF 1,627 shares, CURLF 580, TCCNF 472. Got in with like 12K🤦♂️
At least CURLF is having a moment.
CURLF’s one week chart looks great. One year not so much.
I’m in the same boat with CURLF. I decided to sell half and hang on to half just in case. The half I’m selling will go into some other positions I already have. But I feel ya. I’m down like 14k. 😢
LOL this is hilarious but also surprisingly packed with good info lol. Here’s my 2 cents : The THCa loophole has been wild to watch—basically gave birth to a whole gray-market industry overnight. No license, no dispensary, and you’ve got legal Delta-9 delivered to your door. Feels like lawmakers didn’t read the fine print on the 2018 Farm Bill. The rescheduling angle is where things get interesting for investors though. If the DEA reclassifies cannabis, you’re looking at a domino effect—research ramps up, hospitals and pharmacies get involved, and insurance coverage could follow. That’s huge. What makes cannabis stocks kinda fascinating right now is how beaten down they are *despite* all this progress. I’ve been tracking asymmetric plays lately—low downside, big upside potential—and a few names in this space definitely fit that profile. A [newsletter](https://secure-thenetwrk.com/?a=59&c=6&s1=&s2=reddit_comments) I follow actually called out this setup months ago, especially as the rescheduling narrative started building momentum. Of course, you still have to separate the hype from the real operators. A bunch of these companies are still burning cash, but some (like CURLF or MRMD) have solid fundamentals and low debt. If institutional money starts flowing in post-rescheduling, things could move fast.
Im 40,000 deep into MRMD. It seems MSOS is very diversified which can be good and bad. The industry has a lot of debt on average but is minimal compared to other larger industries. For example, MSOS could buy the market cap of MRMD. The interesting thing is that companies like GTBIF or CURLF can go down by MSOS selling. So, while MRMD might not be the greatest, it seems to have some good products with minimal debt.
Same. I own so much CURLF. Huge losses. Bag holding.
DAILY CHANGES: [$CURLF](https://x.com/search?q=%24CURLF&src=cashtag_click) \+100,000 [$TSNDF](https://x.com/search?q=%24TSNDF&src=cashtag_click) \+100,000 [$VREOF](https://x.com/search?q=%24VREOF&src=cashtag_click) \+100,000 [$AAWH](https://x.com/search?q=%24AAWH&src=cashtag_click) \+100,000 Cash on hand down \~502k on these purchases to $3.98M. NO INFLOWS is surprising.
Dank Informer: DAILY CHANGES: $GTBIF +262,399 $CURLF +1,272,460 $VRNOF +776,483 $TSNDF +522,567 $GLASF +91,014 $JUSHF +268,064 $AYRWF +271,748 $PLNH +218,423 $CBSTF +874,704 Dan bought hard, but still down..
MSOS closed down -4.32% today, but the top holdings making up over 80% of the fund were flat or green on the day (GTBIF +0.42%, TCNNF 0.00%, CURLF -1.84%, CRLBF +0.49%, VRNOF +1.69%) .. makes no sense to me
I suspect ETF has been selling $7 and buying CURLF all day for "rEbAlAnCiNg"
Dank Informer: DAILY CHANGES: [$GTBIF](https://x.com/search?q=%24GTBIF&src=cashtag_click) (44,433) [$CURLF](https://x.com/search?q=%24CURLF&src=cashtag_click) \+100,000 [$GLASF](https://x.com/search?q=%24GLASF&src=cashtag_click) \+25,000 Now I see what was keeping GTBIF at $7
FYI: Looks like $CURLF raised $67M to pay off their $60M Bloom Notes (due 1/17/2025). It appears to have cost them about $6M in equity though https://x.com/curated_value/status/1885099715655598214 Not sure about the interest rate, but should know more when there's a press release or in the next earnings
TLRY - largest owner of craft brewers in America Plenty of cash flow to augment the cannabis end. It’s on the launch pad waiting to run. CURLF - product and footprint in USA is solid Solid regional player AAWH - stores in my area, not personally impressed, but bought dirt cheap - probably will get bought out one day - hoping for a small return on owning them. Basically a lottery ticket.
because GTBIF, TCNNF, CURLF and VRNOF will b red by eod
Why is MSOS down almost 2% while GTBIF, TCNNF, CURLF and VRNOF are all green ?
>I continue to steadily (and I have daily for about two weeks) add to my cannabis longs - based on a very favorable upside/downside .... $MSOS $GTBIF $VRNOF $TSNDF $CURLF $TCNNF $AYRWF $CRLF See @thestreetpro for my rationale @WolfOfWeedST @jesseredmond @JasonGWild @todd_harrison @mayortoby @TheDalesReport @V_arrell - DougKass Pump it up, you gotta pump it up
Out of $MJUS's roughly $44M in assets, all but around $5M is owned by their other cannabis etf called $MJ. That means to close down $MJUS, they just need to amass roughly $5M in cash to pay out those holders and move the rest over to $MJ. They've been selling off $CURLF and a few other holdings the past week to build up this cash position and had almost $4M as of Friday last I checked, so their selling should be nearly done. That's the theory at least and it seems to be holding true so far as the fund is closing at the end of trading today, and this selloff today definitely isn't caused by someone dumping tens of millions in $ of OTC cannabis stocks
Added a modest amount to CURLF last week.
Should I average down CURLF at these levels? It’s tempting
Hypothetical question - you own a US cannabis company and have 3 offers to buy your business: 1. Tilray $110M - $20M cash and $90M TLRY 2. Green Thumb $90M - $40M cash and $50M GTBIF 3. Curaleaf $70M - $60M cash and $10M CURLF All equity have 3 year minimum holding periods. Which one are you accepting?
[Interesting changes in $MSOS today:](https://x.com/TheDankWire/status/1862660703040995344) No inflows, but $MSOS negative cash position nearly doubled from $ (11,655,787.07) yesterday to $ (20,001,120.66) today with these purchases: > DAILY CHANGES: > $CURLF +3,627,400 > $VREOF +1,410,000 > $FFNTF +2,700,000 > $MRMD +1,873,000 > $VEXTF +80,000 > $ACRHF +230,000
CURLF has not diluted. Boris said he will not dilute himself because he is the major shareholder. I'll go with that.
All the doom and gloom yesterday is classic, a lot of people sold into it. I slightly lowered my share average of CRLBF and CURLF yesterday, and news is really heating up with Trump/Republicans and cannabis. Honestly, it's a breath of fresh air, and I am feeling good, literally all in cannabis, no money on the sidelines, no money in savings account. All in, make it or break it, im not missing out on being a millionaire. I'd rather All my money and literally not change my current lifestyle vs selling to early and missing out after 7-8 years in this. Excited to see this play out sooner than I think most of us are thinking.
A post elsewhere...Morningstar has a $12 fair value estimate CURLF. Do not know if this is accurate...
CURLF dumped hard at 115pm today and MSOS didn't even flinch even while CURLF is the largest holding.....?
I was also expecting bigger drops. But Tilray made smart moves by diversifying and protecting itself from the political climate. By pivoting to Hemp beverages and the alcohol industry they've solidified their brand. Which will probably only become stronger now, since MSOS brands are taking a hit, and they will consolidate further now, in my view. MSOS have been fighting the scenario which seems the most likely now: a Federal Hemp scenario. https://mjbizdaily.com/congress-asks-fda-for-hemp-derived-cannabinoid-powers-in-spending-bill/ "An influential Republican-controlled House of Representatives committee passed a spending bill on Wednesday that addresses the proliferation of hemp-derived cannabinoid products. In the Agriculture, Rural Development, and Food and Drug Administration bill approved in a markup hearing, the House Appropriations Committee directed the U.S. Food and Drug Administration “to evaluate the safety implications of … products on the market that contain intoxicating cannabinoids” and prepare a report within six months on “the authorities needed to adequately regulate cannabinoid hemp products. " ---> LABS, TLRY, CURLF, CWBHF These come to mind now, and I'll be watching for an entry point.
I have a small position in CURLF . I sold 6000 share at between $5.60 and $6.40 about a year ago. If you have a large position it can be hard to get out of sometimes.
Now you can buy more shares at a lower price. This is a market over-reaction based on emotion imo. Let's see the CURLF er after market closes today.
No matter the final election outcome (which may take a while), I was never selling any cannabis shares anytime this year. I will be holding through any short term volatility of emotional traders. There are always things out of our control. I will continue to ignore emotions and expectations. I hope for everyone to find some peace, and perseverance. CURLF, TSNDF, and ACB earnings 11/06. Take care of yourselves, sending some positive vibes to you amongst the negativity.
Yeah I'm finally dumping all my $MSOS and $TCNNF and $GTBIF and $CURLF shares on open, as I am quite certain that I will be able to pick them up for roughly half-price after I wait 31 days to avoid a wash-sale. I'll buy back in near COVID lows and pray that Trump's crew doesn't get froggy and snuff out (or just perpetually delay) S3 which is also very possible. After years of averaging down since 2021, at least I can sell for like a ~40% loss instead of a 90%+ loss. Jesus fucking Christ what and absolutely unbelievable shitshow. It's actually amazing how every single possible variable has gone wrong - like the entire universe is conspiring against _us in particular._ It's honestly uncanny.
\[Not financial advice\] For investing in cannabis stocks in Florida, **Trulieve Cannabis Corp. (Ticker: TCNNF)** and **Curaleaf Holdings, Inc. (Ticker: CURLF)** are both significant contenders: 1. **Trulieve Cannabis Corp. (TCNNF)** has been highly active in Florida, holding nearly a quarter of all medical marijuana dispensaries in the state. The company has invested over $75 million to support Amendment 3, which aims to legalize recreational marijuana. This substantial investment reflects Trulieve's commitment to expanding its market share should recreational use be legalized. Over the past six months, TCNNF has shown moderate performance, rebounding from lows and showcasing growth potential tied to legislative progress. 2. **Curaleaf Holdings, Inc. (CURLF)** has also been expanding its presence in Florida, operating 50 dispensaries and actively increasing its market footprint. Curaleaf's diverse product range and strategic growth plan align with the state's potential adult-use market expansion. Over the last six months, CURLF has seen fluctuations common in the cannabis industry but remains stable due to its extensive national presence. **Comparison**: * **Trulieve** appears to be more entrenched in Florida's cannabis market, providing a higher level of localized influence and potential gain if Amendment 3 passes. However, it has faced financial challenges, including reported losses despite strong revenue. * **Curaleaf**, with its broader geographical reach and product diversity, might offer more stability in a diversified investment portfolio, although its focus isn't solely on Florida. Both tickers carry risk typical of the cannabis sector, influenced by legislative outcomes and market competition.
Tilray Brands TLRY closed its May-ended fiscal 2024 on a decent note, with full-year net revenue of $789 million that beat our forecast of $754 million. However, the adjusted gross margin erosion in the year for both alcoholic beverages (to 46% from 53%) and cannabis (to 36% from 51%) was slightly worse than we expected. For fiscal 2025, Tilray has guided net revenue to be between $950 million and $1 billion, with mid-single-digit organic growth and beverages continuing to become a bigger part of sales. Our pre-results forecast included high-single-digit organic growth, and we’re not sure where the rest of the 24% implied by management’s target comes from. We don’t expect to materially change our fair value estimate of $2 per share. Shares look fairly valued, and we see a more attractive risk-adjusted upside in Curaleaf Holdings CURLF and Green Thumb. Management disclosed that for fiscal 2025, it expects revenue to split roughly 30% alcoholic beverages, 30% cannabis, 30% distribution, and 10% wellness. We see limited synergy between the product lines, especially between alcohol and cannabis. The continued rising contribution from alcoholic beverages increases the company’s bottom line but also creates complications for investors seeking cannabis exposure. Moreover, we don’t see any greater competitive advantage in alcohol than we do in Tilray’s cannabis business. Meanwhile, Canada remains a difficult market for making consistent profits in cannabis. For example, management cited problems with having a fixed-dollar (rather than a percentage) excise tax. While prices have continued to fall, the excise tax has not fallen. Meanwhile, the country remains saddled with excess production capacity, as evidenced by Tilray dedicating some of its production to vegetables. With little on the horizon to address the problem of too many Canadian licensed producers with too much capacity, we don’t have much optimism. Tilray Earnings: Decent End to Fiscal 2024, but We See Limited Risk-Adjusted Upside
Summary: Ahead of the original January 2025 scheduled change, Arizona will officially allow adult-use cannabis deliveries starting November 1, significantly expanding consumer access beyond medical marijuana patients. Previously restricted to medical patients, this service will now cater to adults 21 and over, facilitated by the Arizona Department of Health Services (AZDHS). Local dispensaries stand to gain from increased sales, while multi-state operators (MSOs) in Arizona, such as Curaleaf Holdings (CURLF) and Trulieve Cannabis Corp (TCNNF).
Imagine CURLF and TCNNF with FL Rec and no 280e. Both quite possible to achieve in just a few months
Yes, I agree with you on this... I am now far more heavily weighted in Verano directly. Especially in the short term I see VRNOF, TCNNF, GTBIF, AYRWF and CURLF having more upside than CBSTF due to direct FL exposure.... Long term, I'll likely roll funds back into CBSTF after the next earnings call, but that's just speculative at this point.
The only companies that will benefit from amendment 3 are TCNNF, VRNOF and CURLF, all OTC markets. Doubt it will affect TLRY.
Trulieve $TCNNF Green Thumb $GTBIF Curaleaf $CURLF
CURLF 
Trulieve TCNNF, Green Thumb GTBIF, Curaleaf CURLF
> Is it? I think he's got a lot of good things to say, but I can't personally get behind this comment. My issue is that I don't know what's coming, and every time there's been a sharp move it's been over in the time it takes me to go to the bathroom The problem is that you're viewing this as predicting the future, when in reality it's reacting to what's happening in the present. He saw the red flags and reacted by getting out early. Other people here might say "well who knew that was coming! this sector is so volatile the charts don't matter! TA is a useless in this sector!" yet the red flags were clear on the chart that it was most likely a top. The FL vote is another good example - why didn't he buy VRNOF or CURLF or any of those other names with FL exposure? Because he saw that TCNNF has been a lead bull all year while those other names have just been weak, so why buy the weak names when the market is clearly showing which name is the winner? I guess if someone wants a lotto ticket in hopes that the weaker names will bounce harder, but that's predicting the future, not reacting to what's happening in the moment, which again, he doesn't do and that's clearly the smart way to play this sector
> Over the last 12 months GTI has outspent all their competitors combined on Capex building out facilities in most states they operate. Last year they spent roughly $200M on Capex building everything out. I think the closest competitor spend like $60M. Interesting. So I checked your numbers because I was curious. It appears that you're pretty close to being correct. Trulieve also appears to have spent a ton, and slightly more than they have. All of the MSOS have been decreasing their CapEx, I'm guessing as the cost of borrowing has increased, or looked to increase for them. Company | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |Total 2023-2019 ---|---|----|----|----|----|----|----|----|---- GTBIF | 125 | 219 | 178 | 187 | 59 | 88 | 731 | TCNNF | 75 | 55 | 193 | 308 | 146 | 74 | 776 | CURLF | 79 | 70 | 134 | 171 | 125 | 82 | 582 | VRNOF | 48 | 36 | 119 | 141 | 60 | 59 | 415 | CRLBF | 32 | 58 | 86 | 96 | 89 | 96 | 425 | I'm not so sure I believe that GTBIF has maximized their possible foot print. I believe in some states they are constrained by law (Ohio comes to mind) but I'm not sure that that is the case in other states, such as Florida or Michigan. In Florida GTBIF owns 20 dispensaries, while TCNNF owns 134. OTOH, GTBIF owns the full 5 store licenses in Ohio, while TCNNF owns only 3. Now I'm not saying that licensing is the only constraint on dispensaries, it's just the easiest to check. I'm sure there are others, like there are on Starbucks or CVS.
They have the 2nd most stores in FL but they sell less product than operators with fewer stores, which is somewhat bizarre to me. Also I largely think them and $CURLF are getting shunned regarding FL rec 3 because while they do have a large FL presence, they're not FL centric companies like Trulieve or AYR
Or to put another way. To reach all time highs TCNNF needs to gain 435% CURLF needs to gain 575 % CRLBF needs to gain 950% Highly unlikely in 2025.
Thanks, you've got me actually reading the 10-Ks which has been interesting. Seems like a lot of these companies are about to be struggling with their debts. Not that they can't afford them, but rather they've likely all got debts like GTBIF, and the rates are going to go up. CURLF really stands out to me because they've got so much debt to begin with.
I can never tell if accounts like this are bots or just trolling TCNNF all time high $50 down 78%! CURLF all time high $16.85 down 83% CRLBF all time high $15.85 down 89.5% Please tell me more about TOP TIER MSOS! GOLD all time high DOW/SPY/NASDAQ all or near all time highs. Which part do you not understand? Do you simply not believe in numbers? or just trolling
$CURLF was a top holding of $MSOS for most of the earlier part of this year. I recall Dan from MSOS talking giddily about how since CURLF is TSX listed, they can buy both shares and swaps to have even more exposure than what would normally be allowed for an ETF just holding shares. Every inflow at that time had massive buys towards CURLF. Absolutely horrible active management on behalf of advisor shares
I was wondering what was "normal" for these sorts of deals, so I did some digging. You can see how much a company is paying in percentage wise by checking their Interest Expense by their long term debt. Just a few examples- Normal Companies INTC - 1023/48334 = 2% 3M - 1338/11877 = 11% XOM - 933/34406 = 2.7% MSFT - 2983/42688 = 6.8% Pot Stocks GTBIF - 25.9/82.5 = 31.4% TCNNF - 71.6/478.3 = 15% CURLF - 102.9/460.3 = 22.4% VRNOF - 59.2/391.7 = 15% So going from ~30% to ~10% is huge for GTBIF and should save them ~$20 millon on the $150 millon, AND the $22.5 million on the $75 million that's being retired. This is all just napkin math, since I'm not sure what the actual rate was on the debt being retired. It also appears to be variable, based on the SOFR, so expect it to go down. I'm also not sure how to look at up, so if anybody has some pointers I'd been keen to know.
I was wondering what was "normal" for these sorts of deals, so I did some digging. You can see how much a company is paying in percentage wise by checking their Interest Expense by their long term debt. Just a few examples- **Normal Companies** INTC - 1023/48334 = 2% 3M - 1338/11877 = 11% XOM - 933/34406 = 2.7% MSFT - 2983/42688 = 6.8% **Pot Stocks** GTBIF - 25.9/82.5 = 31.4% TCNNF - 71.6/478.3 = 15% CURLF - 102.9/460.3 = 22.4% VRNOF - 59.2/391.7 = 15% So going from ~30% to ~10% is huge for GTBIF and should save them ~$20 millon on the $150 millon, AND the $22.5 million on the $75 million that's being retired. This is all just napkin math, since I'm not sure what the actual rate was on the debt being retired. It also appears to be variable, based on the SOFR, so expect it to go down. I'm also not sure how to look at up, so if anybody has some pointers I'd been keen to know.
$CURLF off this $MSOS literally cant lose with Kamala and Trump both saying they will de-criminalize cannabis after electtion. Think $6 by election
Trump will always do what is financially best for Trump. And this is a smart move. Plus, I do have some inside friends in corporate with Curaleaf, and I know that Boris Jordan was one of the "unnamed" cannabis CEOs Trump recently met with in Florida. While I do not know the outcome of that meeting, I know that Jordan is happy about it, and Jordan is only happy about money. I also know there is still just enough shady character left in this industry to hand out some campaign cash. Tie in the Russian money angle Jordan is always trying to keep buried, and I see $CURLF for the win. And, while I am a Harris voter for other reasons, if you actually look at the polling averages compared to 2020 and 2016 results... it is pretty easy to see what is about to happen. Just my opinion, I have no connection to any of this personally, and this is not financial advice.
I am buying MSOS $CURLF & $TSNDF🍆
Well there goes my blackjack & hooker money budgeted for September. Another 898 shares CURLF at $2.79
Any experts here know if selling CURLF at a heavy loss (70%) and buying MSOS ETF would trigger a wash sale? Since MSOS holds a significant amount of Curaleaf I’m worried about a wash sale on this one. But would love to capture my losses if not.
CURLF - Federal marijuana reform will eventually happen in my lifetime....I hope.
$CURLF Curaleaf is one of the biggest international cannabis companies by revenue and has its hand in almost every legal state in the US. I haven't had much in the way of cannabis holdings since cashing out from the Tilray merger fiasco while that was still grossly inflated by online pamp, lol. 2021 was great! But, I did recently grab up a pile of Curaleaf after the CEO switch. Caught it at 3.44... I am pretty sure this will be one that will show good growth. They stand to be able to dominate the market, or at least make a good run at it.
The underlying share names. CURLF. VRNOF. CRLBF. TCNNF. GTBIF.
Added to my positions today: CURLF, CRBLF, MSOS, TLRY, GTBIF. Good luck to all. Let's make some money
Charlottes Web for me. 10mg Sleep gummie hour before bed with 5mg CURLF thc gummie. CBD seems to help my circulation too. At times my toes would appear blueish. Now they are pinkish and normal. Blood pressure fine. You don't want to take too much CBD though as with any medication.