CURLF

jmu_alumni

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.

PeeToeLocs619

My largest position Cresco Labs. Got rid of Tilray. Adding GTBIF and CURLF.

nfisherzz

CRLBF 1,627 shares, CURLF 580, TCCNF 472. Got in with like 12K🤦‍♂️

Ok-Replacement9595

At least CURLF is having a moment.

SecondRateHack

CURLF’s one week chart looks great. One year not so much.

jaesolo

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. 😢

Visible_Bad_6635

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.

C_B_Doyle

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.

AverageNo130

Added modest CURLF

AverageNo130

Modest add CURLF, CRON

jaesolo

Same. I own so much CURLF. Huge losses. Bag holding.

Crypt1c_Sesh

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.

Crypt1c_Sesh

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..

Tiaan

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

Crypt1c_Sesh

I suspect ETF has been selling $7 and buying CURLF all day for "rEbAlAnCiNg"

Crypt1c_Sesh

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

Tiaan

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

RobinhoodsFuckingYou

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.

infinite_cura

because GTBIF, TCNNF, CURLF and VRNOF will b red by eod

Tiaan

Why is MSOS down almost 2% while GTBIF, TCNNF, CURLF and VRNOF are all green ?

manualCAD

>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

Tiaan

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

AverageNo130

Added a modest amount to CURLF last week.

Life-Form-6338

CURLF

cirque_plc

Should I average down CURLF at these levels? It’s tempting

hambone_83

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?

Tiaan

[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

AverageNo130

CURLF has not diluted. Boris said he will not dilute himself because he is the major shareholder. I'll go with that.

MidWestFineese

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.

AverageNo130

A post elsewhere...Morningstar has a $12 fair value estimate CURLF. Do not know if this is accurate...

PositionFearless8502

CURLF

manualCAD

CURLF dumped hard at 115pm today and MSOS didn't even flinch even while CURLF is the largest holding.....?

RandomGenerator_1

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.

No-Currency-624

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.

PositionFearless8502

CURLF

AverageNo130

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.

phatbob198

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.

0therSyde

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.

powderblock

\[Not financial advice\] 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.

Tonyfrose71

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

PositionFearless8502

CURLF

coconutjo

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).

jmu_alumni

Imagine CURLF and TCNNF with FL Rec and no 280e. Both quite possible to achieve in just a few months

PositionFearless8502

CURLF

PositionFearless8502

CURLF

PositionFearless8502

CURLF

AverageNo130

CURLF +10% on above avg vol.

Business_Knee6165

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.

Vegetable-Space6817

The only companies that will benefit from amendment 3 are TCNNF, VRNOF and CURLF, all OTC markets. Doubt it will affect TLRY.

Draphippo

Trulieve $TCNNF Green Thumb $GTBIF Curaleaf $CURLF

Adventurous_Gift6493

CURLF 

Draphippo

Trulieve TCNNF, Green Thumb GTBIF, Curaleaf CURLF

Tiaan

> 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

RogueJello

> 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.

Tiaan

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

goalpost21

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.

RogueJello

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.

WRONG_PREDICTION

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

Tiaan

$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

RogueJello

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.

RogueJello

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.

StockJockeyNYC

$CURLF off this $MSOS literally cant lose with Kamala and Trump both saying they will de-criminalize cannabis after electtion. Think $6 by election

Vegetaman916

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.

Forward-Advantage310

I am buying MSOS $CURLF & $TSNDF🍆

DancesWithTards

Well there goes my blackjack & hooker money budgeted for September. Another 898 shares CURLF at $2.79

oldschoolczar

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. 

jaesolo

CURLF - Federal marijuana reform will eventually happen in my lifetime....I hope.

Vegetaman916

$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.

manualCAD

The underlying share names. CURLF. VRNOF. CRLBF. TCNNF. GTBIF.

MarshivaDiva

Added to my positions today: CURLF, CRBLF, MSOS, TLRY, GTBIF. Good luck to all. Let's make some money

badgebruce

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.

Danadroid

Is this real finally? Deep in TCNNF CURLF CRLBF Let's goool!!! https://themarijuanaherald.com/2024/08/dea-official-marijuana-set-to-be-rescheduled-by-october-thousands-of-comments-already-analyzed/#google_vignette

manualCAD

2 days in a row MJUS is dumping CURLF and GTBIF??? Adding CRLBF and VRNOF isn't unusual, but why are they dropping so many T1 shares?

Russticale

That's the problem with the ETF. It's split between 4 companies... what kind of ETF is that? Remember that huge debate earlier this year or late last year regarding if the ETF is bringing down the whole sector? I'm no ETF expert but never seen one that has 95% of it's holding in just 4 names (GTBIF, TCNNF, CURLF, VRNOF). [https://advisorshares.com/etfs/msos/](https://advisorshares.com/etfs/msos/)

numba1ruski

Tilray (TLRY) has no operations in the US.  The top US public companies are: 1. Curaleaf Holdings (CURLF) 2. Green Thumb Industries (GTBIF) 3. Trulieve (TCNNF) 4. Verano Holdings (VRNOF) 5. Cresco Labs (CRLBF) 6. TerrAscend (TSND) Top US public ETF: 1. AdvisorShares Pure US Cannabis ETF (MSOS)

manualCAD

Definitely not manipulating MSOS by shorting the two largest holdings CURLF and GTBIF!

numba1ruski

Let’s not forget about Curaleaf (CURLF) and Trulieve (TCNNF)

Russticale

MSOS underlyings (GTBIF, TCNNF, CURLF, VRNOF) all catching a bid here. We retraced 50% of the move up yesterday and I think buyers are stepping in.

badgebruce

During yesterday's CURLF conf call Boris said "The Farm Bill is not going to get voted on this year, it's going to be pushed into next year."

No-Currency-624

I agree. I had 4300 shares of CURLF was up $5500 dollars. Took me 2 days to close my position. By the time I got out. I only made about $2800

manualCAD

Almost like the ETF listed on the NYSE is manipulated down by targeted selling of the #1 holding CURLF...which is a stock that is off limits to the vast majority of the retail trading base due to it being listed on OTC only. The news of KG dropping $12M to block amendment 3 in Florida is so fucking telling....

manualCAD

When will the rest of the market realize cannabis is a vice product and vice products do well during recessions? MSOS MSOX GTBIF VRNOF TCNNF CURLF CRLBF

Extreme_Eye_3198

Marijuana stocks are volatile so I treat them as such. I don’t view them as long term investments though. But the weed boom in 2021 was very good to me because I had been stacking them up over time waiting for that. So I do have some of those piling up in hopes of a second boom. TLRY and CURLF guy. But there are others worth considering. Also worth considering how manufacturing companies will get involved if marijuana production increases through legalization.

MyVirtualMath

I’ve been bagholding$CURLF for years so…I approve this message. Still waiting

ridethecashwave

CURLF to the Moon

badgebruce

Over the fullness of time maybe some production efficiences will be found to justify lower pricing. Good on CURLF for being out of the gate early.

livefromheaven

CuraLeaf jumping into the hemp beverage market https://x.com/Boris_Jordan/status/1803832090565165265 "Great progress - we’re very excited about our new line of fully compliant, #hemp derived products – production line is in full swing! This means NATIONAL DISTRIBUTION for our Select brand. I’ve always believed beverages would play a big role in our industry and #Curaleaf is committed to being the biggest player! 👀 $CURA $CURLF"

weixou

Anyone want to share price targets? I'm looking for: $1 VRNOF $0.05 CBSTF $4.5 TCNNF $5 GTBIF $2 CURLF We may even bounce 100% from these levels! Better lock in profits this time!

bdnavalbuild

Honest question: Is MSOS even worth buying into? Like invidual stocks TLRY, CURLF, and GTBIF, seems to be a better option at the moment. Granted, if the DEA does, in fact, reschedule it to 3 and FL goes rec, would MSOS be worth holding as of now?

badgebruce

small add today, CRON, CURLF

andrewbiochem

(Part 4) Uplisting and Custody Issues Will Ultimately Be Resolved  Uplisting is an important ingredient to a rerate in valuation. It is even more likely impactful than S3, but the two may go hand in hand because if S3 becomes passed both fixing uplisting and custody (though unpredictable) could come swiftly after the most significant change in federal policy in decades (particularly if an AG memo is forthcoming). Green Thumb's  (GTBIF)  interest in merging with Boston Beer  (SAM)  might be a way around uplisting. More permutations and more creative uplisting techniques likely lie ahead. Curaleaf  (CURLF)  and TerrAscend  (TCNNF)  have been listed on the Canadian Stock Exchange — both companies are already getting some custody relief because of their moves. Without custody, industry share prices rely on inflows into MSOS. Custody resolution changes that reliance. Remember, with such a small company market capitalizations (the top-five companies have an aggregate market cap well under $10 billion) it will not take much of an embrace by potential institutional buyers to have a measurable impact on stock prices. 

andrewbiochem

Part 2: To begin with, most of the above ongoing concerns I have had over the last several years have finally been acknowledged and, arguably, have been materially discounted by market participants. Here are some additional reasons (and catalysts) for my short and intermediate-term optimism:  Legislative Reform Lies Ahead The ramifications of reform are multi-faceted and dynamic — and will, in the fullness of time, unlock the most cannabis industry value. The likely rescheduling process from Schedule 1 to Schedule 3 (whether a 2024 or 2025 event) has major and positive implications for cannabis businesses, capital markets reform (AG memo at the minimum) and share prices. There is little question that we are now closer than ever to the most important legislative reforms ever seen for the industry. That path, as I have mentioned in the past (see below), will no doubt be bumpy but the reform inroads are now inevitable and, for the first time, lie within a reasonable investing timeframe. This inevitability is not, in any way, being discounted in the market. In fact, MSOS is trading at a price below before the rescheduling announcement. Rescheduling reform will also provide relief from overly indebted balance sheets. Moreover, a revision of Section 280E (which prevents cannabis companies from claiming tax credits and deductions for expenses they incur in operating their businesses) will be a cash flow, debt repayment and profit boon for the space — making the Tier One companies even more dominant operationally and financially. Uplisting and Custody Issues Will Ultimately Be Resolved  Uplisting is an important ingredient to a rerate in valuation. It is even more likely impactful than S3, but the two may go hand in hand because if S3 becomes passed both fixing uplisting and custody (though unpredictable) could come swiftly after the most significant change in federal policy in decades (particularly if an AG memo is forthcoming). Green Thumb's  (GTBIF)  interest in merging with Boston Beer  (SAM)  might be a way around uplisting. More permutations and more creative uplisting techniques likely lie ahead. Curaleaf  (CURLF)  and TerrAscend  (TCNNF)  have been listed on the Canadian Stock Exchange — both companies are already getting some custody relief because of their moves. Without custody, industry share prices rely on inflows into MSOS. Custody resolution changes that reliance. Remember, with such a small company market capitalizations (the top-five companies have an aggregate market cap well under $10 billion) it will not take much of an embrace by potential institutional buyers to have a measurable impact on stock prices.  November's Recreational Vote In Florida Will Be an Important Fundamental Industry Catalyst  Only four months away, this will help the return of the industry's growth story. My baseline expectation is passage. (This is particularly bullish for Truelieve)

andrewbiochem

1. CAGR higher than 25% my estimates are even higher 2. Lots of catalysts this month and building on S3, only volume is needed for it to jump to S3 announcement levels. 3. Today Manager DK moving to very large position and calls. Successfully held the rising floor around 7.70 4. I like the stocks 5. I like weed 6. Today is the med to rec switch in Ohio which is going smoother than analysts predicted. 7. The S3 process is going smoother than expected. 8.today from "reformed cannabis industry skeptic and hf manager" ... " cannabis stocks may be embraced in the same speculative way meme stocks have been. After all, if rescheduling and 280E reform is adopted, uplisting is resolved, institutions can buy and the state silo situation is resolved — this is an admittedly low probability but not entirely unrealistic scenario that cannabis becomes a meme. Trump and Cannabis What if, as Hedgeye's Howard Penney mentioned yesterday on Twitter, former President Trump said on the campaign trail...."I will decriminalize cannabis?" Answer: The stocks would rip higher! That said, I am increasing less concerned about resistance to rescheduling. Bottom Line: Reward vs. Risk We are at a likely sentiment extreme as optimism has been thoroughly beaten out of the sector. With MSOS and many individual stock prices at or near all-time lows (in absolute terms and relative to current and prospective cash flows) and given the likely regulatory reforms, the share prices' upside dwarfs the downside (perhaps more so than any time in history). Tactical Strategy Most industry observers (and the consensus) expect cannabis stocks to be lackluster this summer as we are in the "comments period" for rescheduling. But those were the same industry observers (analysts, paid advisors, etc.) have been consistently bullish (and wrong) over the last several years. Now, with the share prices ar such lowly levels they have grown "objective" (tongue in cheek!). It has paid not to listen to them in the last five years and it might not pay to listen to them now. Burned by their past opinions they have become consensus for the first time and I am not sure they will prove correct as markets tend to anticipate and discount the future. I am using the current "comments" window (for rescheduling) to accumulate a large position in cannabis equities. I am almost fearless at these levels — the lower the share prices fall, the more aggressive I will be. The following compilation of recent columns tracks a lot of my recent views and trading/investing activity: I'm Getting Close to Going Back hard into the Cannabis Pool Position: Long MSOS common (M) and calls (S), CURLF (S), VRNOF (S), GTBIF (S), TSNDF (S), TCNNF"

No-Currency-624

Sold all my CURLF. Was up about $5700 on 5400 shares. By the time I was able to get out. Had to keep lowering my exit price. Not enough volume. I ended up only making $2300. To hard to trade these low volume stocks on the OTC. If I didn’t sell I’d be down around $7000. Done with OTC stocks unless there is a catalyst. Dumped it all into TLRY

andrewbiochem

MSOS bulls revving up. Manager Dougie accumulating all week now going in large. A volume spike is the only catalyst needed after this buildup all year. "Coming Up Friday Tomorrow morning I will start out with my opening missive which will explain the case for accumulating an INVESTMENT position in cannabis stocks in June and July  —during which the comments period for rescheduling of cannabis to Schedule 3 takes place. Position: Long MSOS common (L) and calls, GTBIF (S), TCNNF (S), CURLF (S), VRNOF (S) BY DOUG KASSJUN 6, 2024 2:10 PM EDT "

andrewbiochem

"Coming Up Friday Tomorrow morning I will start out with my opening missive which will explain the case for accumulating an INVESTMENT position in cannabis stocks in June and July —during which the comments period for rescheduling of cannabis to Schedule 3 takes place. Position: Long MSOS common (L) and calls, GTBIF (S), TCNNF (S), CURLF (S), VRNOF (S) BY DOUG KASSJUN 6, 2024 2:10 PM EDT"

phatbob198

Oh, I just found it: >I have reestablished longs in individual cannabis equities — Trulieve Cannabis (TCNNF) , Curaleaf Holdings (CURLF) , and Green Thumb Industries (GTBIF) . >Position: Long TCNNF (S), CURLF (S) GTBIF (S) BY DOUG KASSJUN 3, 2024 2:06 PM EDT

andrewbiochem

Doug Kass is the GOAT, and is buying Cannabis again. " >*Working with a $7.70 limit. >As suggested in my most recent cannabis column (last week) I am reloading in (MSOS) - with a much improved upside reward vs. downside risk (having declined from nearly $12/share recently). >More to come in the next day or so. >Position: Long MSOS common (M) and calls BY DOUG KASS JUN 3, 2024 12:30 PM EDT" Time to play the game "what calls did Koss buy today?" The winner gets a free ticket to ride. Based on change in call volume and the selection of individual equities, I would not rule out 6/7, 6/21, and 7/19. What helps support a possible 6/7 call... "I have reestablished longs in individual cannabis equities — Trulieve Cannabis  (TCNNF) , Curaleaf Holdings  (CURLF) , and Green Thumb Industries  (GTBIF) ." All of these have dispensaries in Ohio. Ohio applications are this Friday. Big Ohio buyers this week? Almost gonna run as things go from med to rec?

andrewbiochem

World renowned GOAT Doug Kass "I have reestablished longs in individual cannabis equities — Trulieve Cannabis  (TCNNF) , Curaleaf Holdings  (CURLF) , and Green Thumb Industries  (GTBIF) ." Also he is acquiring more MSOS today and in the coming days. Going long on MSOS

badgebruce

afaik an MSO license to convert from med to rec is cost prohibitve at this time. But CURLF did open one rec dispo around Albany, NY. afaik the NY regs allow much more square footage for MSOs to grow inside, than other inside NY growers. afaik CURLF is active in wholesaling and leads MSO sales in NY at this time. Licensed NY rec cannabis remains an evolving issue at this time, as we know.