CURLF

Tiaan

Today's price action was mostly caused by $CURLF falling off of a cliff. I guess MSOS dumping most of their inflows into $CURLF over the past year to artificially pump it wasn't the best idea

JoeyTaTsNyC

Hate to add a negative post but I’m so sick of this sector and CURLF!!! I should have dumped when we hit $5 a couple weeks ago and scooped $50k. How knows when we will start seeing some serious gains. Holding tight but extremely rattled.

personman_76

Everybody invest in Oklahoma right now, holy money maker. I know a few places that are great, but avoid investing in CURLF and TCNNF, they're not likely to get past state legislatures for a few years and start producing. Oklahoma has a moratorium on new growers until August, so the big players here are the ones that are likely to stay on top. Invest in towns like Noble, or Moore, or Norman. There's a lot of industrial professors here and growers a few miles away, we grow 32x the amount of weed needed for the state consumption and are absolutely going to explode when it's allowed between states

PlumDumbCumGetchySum

MSOS rebalancing away from CURLF.

ComprehensiveKiwi489

I've been waiting for this for a while - I bought my weed stocks mainly in May / June, earlier in the year. These stocks have been absolutely crushed, and weed stocks seem to go in God-mode rallies every number of years (i.e. 2018, end of 2020, beg of 2021), where the underlying stocks can sometimes 5-10X (perhaps life changing money), and I had a feeling that Trump would eventually reschedule. Also, the latest hemp ban is good for the industry, because companies have been selling hemp with tons of THC for years, so that was taking away business from regular cannabis co's. We still have banking reform that can happen (i.e. being able to use CC to buy weed, and allowing these companies to be able to do business / get loans from major banks), and then the really big one, uplisting onto NYSE / Nasdaq. A lot of people like to buy TLRY, but they don't even benefit from US federal reform. The beneficiaries are the US companies which can only be found on OTC (i.e. GTBIF, TCNNF, VRNO, CURLF, etc.). All in all, I'm roughly around 2-3X on my buys, and am holding longer for more.

Tiaan

MSOS has bought over 10x as much CURLF this year as they have GTBIF

Tiaan

Crazy how MSOS now nearly has twice as much CURLF holdings (28%) than they do GTBIF (18%). Dan must really despise GTBIF. At this point it may be better if they just exit GTBIF completely

heliumbox

https://www.reddit.com/r/weedstocks/comments/1potoc2/daily_discussion_thread_december_17_2025/nuiksxe/ Not that surprising when Dan spends 3x as much on CURLF and more than double on TCNNF than GTBIF.

MidWestFineese

Sold CURLF and kept TLRY. . Lol, you are hilarious.

heliumbox

Held up much better yes. but has lagged every single move. TCNNF is nearly the same MC and CURLF is 50% higher. There is no reason GTBIF shouldn't have a value premium SIGNIFICANTLY higher than CURLF and definitely much higher than TCNNF when their financials are in a complete league of their own. There is nothing fairly valued about a company trading at a 50% discount to a less than 10%? revenue deficit while having 40% less debt to assets.

srhogan1984

You need to invest in American Cannabis. GTIBF, CURLF, TCNNF, VRNO, CRBLF or the ETF MSOS

heliumbox

It might be bias but bouncing my ideas off chat GTBIF is MASSIVELY undervalued relative to peers. Even 100% run on the thumb would put it at a ***cheap*** valuation to peers. 280e would massively boost their already solid earnings while barely getting the rest to survive. If GTBIF rerates at some point the gains will be YUGE. CURLF's move to the TSX is clearly proving extremely well played.

Many_Easy

I also own Curaleaf, but their symbol is CURLF.

Outside_Mix_1131

I purchased Canopy (CGC) a few days ago based on the news regarding possible reclassification. Check out CURLF as well. The others I can think of (TCNNF, ACB) are not penny stocks but I'm sure there are more that are.

mi_so_funny

BHST & CURLF. My guess is king cheeto will "let" his Israeli overlords grow the THC molecules in their bioreactors while his Russian billionaire buddy, Boris Johnson, sells it thru Curaleaf.

King_Chron

**📊 280E Tax Relief – Cannabis MSO Estimates (Rescheduling → Schedule III)** Rescheduling could remove 280E, letting companies deduct normal expenses. Analyst research (Zuanic, Water Tower, Whitney) shows potential annual savings: |Company|2025 Revenue|Est. 280E Savings| |:-|:-|:-| |Curaleaf (CURLF)|$1.3–1.5B|$150–200M| |Trulieve (TCNNF)|$1.1–1.3B|$120–180M| |Green Thumb (GTBIF)|$1.0–1.2B|$100–150M| |Verano (VRNOF)|$900–1,000M|$80–120M| |Cresco (CRLBF)|$800–900M|$70–100M| |Jushi (JUSHF)|$250–500M|Up to \~$514M| |Cannabist / Columbia Care|$300–360M|$35–50M| |Planet 13 (PLNHF)|$95–110M|$9–15M| |MariMed (MRMD)|$150–180M|$15–25M| **Takeaways:** * Total U.S. MSO tax savings could reach **$2–3B+ annually**. * Largest absolute beneficiaries: Curaleaf, Trulieve, Green Thumb. * High % upside: Jushi, Planet 13, MariMed. * Retroactive refunds are speculative; cash depends on DEA/HHS action & IRS guidance.

C_B_Doyle

Lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS provided by existing multi-state operators such as MRMD (Marimed Inc.), CURLF (Curaleaf), TCNNF (Trulieve) and many other multi-state operators.

BoJo_Nose6969

There are credible and well-reasoned legal arguments asserting that Section 280E does not apply to purely intrastate, state-licensed cannabis operations. If the issue is fully litigated, I believe companies like Trulieve (TRUL) and Curaleaf (CURLF), along with other operators taking similar positions, would either prevail outright or at minimum see their 280E-related tax liabilities significantly reduced or eliminated.

C_B_Doyle

Lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS provided by existing multi-state operators such as MRMD (Marimed Inc.), CURLF (Curaleaf), TCNNF (Trulieve) and many other multi-state operators.

C_B_Doyle

Congress can pass a simple statutory directive ordering the DEA to remove cannabis from Schedule I within a fixed window, and because scheduling authority ultimately comes from the Controlled Substances Act, lawmakers can override the agency with a single amendment that bypasses the slow administrative process. Once removed from Schedule I, the FDA immediately gains freedom to run full clinical evaluations, allowing cannabis to enter the same medical review pipeline used for any other therapeutic, which reshapes how investors view long-term regulatory clarity. A congressional mandate would also trigger automatic coordination between the DEA, FDA, and HHS, because descheduling forces these agencies into a compliance posture rather than a discretionary one, eliminating the political bottleneck that normally stalls progress. That fast alignment is exactly what markets tend to reward, since it takes the uncertainty premium off U.S. cannabis operators and opens the door for mainstream institutions that have been waiting for a clear federal rule. Once the FDA enters the picture with formal pathways, insurers can legally reimburse cannabis-based treatments through standard medical benefit structures, and hospitals or major retail pharmacies can dispense products sourced from established operators. That shift converts cannabis from a fragmented state-only model into a federal healthcare product, positioning companies like MRMD, CURLF, and TCNNF to plug directly into the national distribution chains they’ve been structurally built for. Congress can also attach descheduling to a broader health or appropriations bill, a tactic used constantly to move policy changes without relying on standalone votes. That approach makes passage much easier, because it folds cannabis into routine legislative cycles, sidestepping headline political fights and letting the reform ride through on a must-pass vehicle—something markets interpret as near-guaranteed execution once language is included. All of this creates a straightforward pathway: congressional directive → DEA compliance → FDA evaluation → insurance coverage → mainstream pharmacy distribution → national scale for operators. For lawmakers, it’s one of the cleanest federal reforms available; for the sector, it’s a regulatory unlock that allows U.S. cannabis stocks to function like normal consumer-health companies instead of siloed state-restricted plays.

C_B_Doyle

Lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS provided by existing multi-state operators such as MRMD (Marimed Inc.), CURLF (Curaleaf), TCNNF (Trulieve) and many other multi-state operators.

C_B_Doyle

Congress could require the DEA to move cannabis out of Schedule I within 90 days, instantly opening the door for a full scientific review. Once it’s descheduled, the FDA would run a complete evaluation—clinical data, therapeutic applications, dosing ranges, safety profiles, manufacturing standards, purity requirements, and how cannabis fits into existing classes of regulated medicines. HHS would take those findings and issue a formal medical determination, creating a nationally recognized foundation for regulated therapeutic use. That shift unlocks insurance coverage because FDA and HHS recognition allows CMS and private insurers to treat cannabis like any other approved treatment. Hospitals, integrated health networks, and major pharmacy chains could then stock and dispense standardized, FDA-compliant formulations. Operators like MRMD, CURLF, and TCNNF—already functioning in tightly regulated state systems—could transition into federally compliant production, scaling supply across state lines and eventually into international medical markets under unified standards. The sequence becomes: Congress directs DEA → DEA deschedules → FDA defines medical standards → HHS certifies medical use → insurers reimburse → pharmacies and hospitals dispense → regulated producers supply a national and global market.

CaptAmericaCaveman

Any thoughts on the hemp-derived ban and the impact on cannabis stocks, industry....billions of revenue, taxes, and jobs/businesses, all crushed? Does anyone own any MSOs, or product-based stocks like $CURLF, $TLRY, $JUSHI, $GTBIF, $RYM, or $CRLBF...etc....? So 1 year before the ban is live... Might see some merging, acquisitions for consolidation. Not sure if they csn lobby and join forces to try to change the ban to taxes, regulations, with more well-defined standards, clear rules? Be great if the lawmakers would get off its ass and change the cannabis classification from a Schedule 1 to a Schedule 3...cannabis should become just like alcohol, why not...why would they not want the taxes, the small businesses, and the jobs needed??

Tiaan

It's largely due to MSOS bias. The ETF has way too much power over how flows into the sector are divvied up. To give you an idea, YTD through Sept 30th, MSOS bought the following ($ cost is rough estimate based on avg price, but share count is real): 27,763,839 shares of $CURLF: ~$58,000,000 USD 6,664,172 shares of $TCNNF: ~$36,000,000 USD 20,667,716 shares of $TSNDF: ~$16,000,000 USD 2,308,623 shares of $GLASF: ~$14,000,000 USD 15,286,863 shares of $CRLBF: ~$15,000,000 USD 13,150,626 shares of $VRNOF: ~$13,000,000 USD And finally, 1,160,328 shares of $GTBIF: ~$5,800,000 USD Dan, $MSOS ETF manager, despises Ben Kovler and GTI, and prefers to buy just about any other weed stock other than GTI for that reason. Fundamentals be damned

C_B_Doyle

Lawmakers could order the DEA to take cannabis off Schedule I within 90 days, clearing the way for FDA review and opening the door for insurance-covered access through hospitals and major pharmacies like Walgreens, Costco, and CVS, supplied by existing MSOs such as MRMD, CURLF, TCNNF, and others.

infinite_cura

$CURLF Officially SUB $2. You know what that means... IF MSOS can't save it by the EOD, then...

C_B_Doyle

MRMD could push higher with volume and news about Medical Cannabis. Lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS provided by existing multi-state operators such as MRMD (Marimed Inc.), CURLF (Curaleaf), TCNNF (Trulieve) and many other multi-state operators.

C_B_Doyle

Lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS provided by existing multi-state operators such as MRMD (Marimed Inc.), CURLF (Curaleaf), TCNNF (Trulieve) and many other multi-state operators.

C_B_Doyle

I bought 50,000 of MRMD bc lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS provided by existing multi-state operators such as MRMD (Marimed Inc.), CURLF (Curaleaf), TCNNF (Trulieve) and many other multi-state operators.

C_B_Doyle

Lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS provided by existing multi-state operators such as MRMD (Marimed Inc.), CURLF (Curaleaf), TCNNF (Trulieve) and many other multi-state operators.

C_B_Doyle

CURLF just invested in a hemp thca store. Ouch.

Fearless_fx

Apple stocks app on CURLF. Not sure why the number would be so different.

Tiaan

I'd say so, yes. GTBIF was generally outperforming the ETF up until Kovler started his public spat with Dan the ETF manager on twitter, and basically ever since then GTBIF has been underperforming the ETF. It's not even difficult to see why this has been the case. The ETF has immense control over how flows into the sector get divvied up, as its the major source of volume into the OTC names. Looking at how the flows have been used this year, they've been mostly going into Dan's most beloved holding CURLF (which is why it's up over 300%+ this year) while he's been primarily selling GTBIF, and any in-kind GTBIF flows have been largely sold to get cash instead of shares. That alone is enough to create the performance discrepancy you noted given how little volume exists in the OTC names

Draphippo

Happy I stuck to my guns, sold profit last week predicating price suppression for massive OPEX today. Added 5 min before the close to [$GTBIF](https://x.com/search?q=%24GTBIF&src=cashtag_click) [$TCNNF](https://x.com/search?q=%24TCNNF&src=cashtag_click). New position in [$CURLF](https://x.com/search?q=%24CURLF&src=cashtag_click). [$MSOS](https://x.com/search?q=%24MSOS&src=cashtag_click) and the underlying continue to be predictable. Hoping for news soon, low options volume moving into Nov. I think there's room to run. Happy Friday.

OkBroccoli6524

Doing some buying today, MSOS and CURLF so far. The Fox News article is bullish to me. Holding until a decision comes out. The article mentions a decision is likely before year end.

UsedState7381

GTII and CURLF have to be following next up or otherwise this is grade A bullshit.

TipTopTrader

CURLF has locations in multiple European nations.

Tiaan

let me guess, 3 million shares of CURLF and a few thousand shares, if any, of GTI

Tiaan

Lol I completely forgot about CURLF being added to the TSX/SP index yesterday. Being added to the index doesn't seem to have really done much for price action so far

AverageNo130

Not familiar with this case. Your timing, right before CURLF is uplisted in Canada is noted.

UsedState7381

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.

AverageNo130

CRON is now about 42 % avg daily vol. CURLF about 62 %. They seem to be on track to avg trading vol end of day.

AverageNo130

Modest add on the dip...CURLF

muchm001

CURLF

Sippypooh

CURLF and CRLBF are my MSO play. I just like their long term strategies and positions over the long hall. My opinion

JTakaMakaveli

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.

th3_d13_is_c4st

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…

Siks10

CURLF

Tiaan

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

ToastedDizguise

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

SampleHomeSapiens

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

AverageNo130

CURLF spiked to $3.25 at 3:23. You know what that means, now $3.17.

HazelKittenDude

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!!

BoJo_Nose6969

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. 

Tiaan

$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

Healthy_Equipment523

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.

AverageNo130

CURLF just popped to 107% daily vol. Will see if the usual last minute sell-off repeats today.

Meko1972

GTBIF TCNNF CURLF JAZZ a pharmaceutical company that has several marijuana based drugs.

boravuth

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.

jaesolo

And I sold half my CURLF when it was at .80. Ugh. It’s rebounded quite a bit.

AverageNo130

Added some CURLF on the dip today.

Starkiller32

I’m up 68.7% in CURLF. I’m holding this to the end.

tiorteD_snotsiP

CURLF thank me later.

PocketAces93

CURLF is almost +200%

AverageNo130

CURLF ER today. Call at 5:00 pm ET.

LandStander420

Dang! CURLF 2 million + traded GTBIF 1 million + traded TCNNF 1 million + traded

AverageNo130

Boris is the big holder of CURLF and he has said he does not want to dilute himself.

DotAccording8872

CURLF has been moving up well over the last few weeks - is the bottom behind us?

DancesWithTards

CURLF just spiked 30%. What up with that?

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