CWEB
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I've only traded options twice, Covid(-$16K) and now on track do it again
Charlotte's Web - Some research into the newly proposed board members
Why I Believe Charlotte's Web CBD Is About To Be Acquired by British American Tobacco or Organigram (DD inside)
Good morning! 🌞 #premarket #watchlist 03/16 $DIDI - volatility in china, $ZH - volatility in china, $FUTU -volatility in china, $PDD - volatility in china, $IQ - volatility in china, $BILI - volatility in china, $CWEB - china ... Also check afterhours runners and low float stocks in my app!
Anyone still holding on to CWEB?
Why Investors Are Excited About Sundial Growers Repurchase Of $100 Million Shares - CWEB.com - Trending News, Business , Sports, Technology, Celebrity, Cooking Recipes
Calls on a levered China ETF CWEB up 100%+ in less than 5 days.
Tokyo Catalyst? 3 CBD Stocks Expanding Horizons to Sports Medicine
Will Marijuana Stocks Be the Next Meme Stocks & See Exponential Gains?
Buy Rating Initiated on $SNDL with $6 to $8 PT.
CBD legislation in 2021 to overrule FDA
SNDL will be $6 or $8 this year by CWEB
CWEB Analyst’s have initiated a BUY Rating for Sundial Growers Inc. (NASDAQ: SNDL) and potential upside of $6-$8 in 2021
Mentions
Trump is fairly strongly connected to the lobbying firm Ballard Partners. Both Trulieve and BAT have used Ballard Partners for years. This is one reason people would say that Trulieve was close to Trump. * Trulieve added a new lobbyist to their disclosure last quarter, named [Rich Haselwood](https://lda.gov/filings/public/filing/fe2fde70-1246-4bbc-85a5-bd2561e5ad2e/print/). * Rich Haselwood came to Ballard earlier this year, after [working for almost a decade for BAT](https://ballardpartners.com/team-member/rich-haselwood/). So Trulieve and BAT have used Ballard for years. Then BAT's lobbyist joins Ballard and begins lobbying for both Trulieve and BAT. Remember that both Trulieve and BAT (via OGI) are selling beverages, and BAT has major hemp interests with CWEB as well. [Suntory Global Spirits](https://en.wikipedia.org/wiki/Suntory_Global_Spirits) (most known for Jim Beam) added hemp their disclosures at a different firm in 2026Q2. This is the same quarter that BAT and Trulieve started using Haselwood at Ballard. * In their entire history, no company has mentioned the word "hemp" when lobbying with Ballard Partners, until Suntory just now. [Suntory just registered with Ballard Partners](https://lda.gov/filings/public/filing/68a405c8-a9a0-4a52-a1df-633a383f2460/print/). They are using Rich Haselwood as their lobbyist, and only lobbying for hemp beverages.
BAT has deep pockets they can easily scoop up OGI then ACB then CWEB
I’d prolly do CWEB myself, also down a nice 98% or something over the last few years Idk if their market looks strong enough to sit in a 3x eating the volatility decay though
Regarding CWEB, look at the volume and share price. Most likely just a retail trader who did a market buy. If they bought 10k worth, they move the market. Sad eh ? As for the industry as a whole, I think it will develop more like the wine industry. There will be some big players but I don’t see any one company being dominant. BC and Cali weed have their own reputations. Same as Afghan or Moroccan hash.
CWEB is currently in phase 2 trials for their CBD drug. They are going through the botanical drug development program. One of the people working with CWEB was the lead investigator that developed Epidiolex (Jazz Pharma).
Some were just spotting what I thought was value and sniping a long position. That's VFF, Auxly, Decibel, MAPS, ACB, LEEF. The more recent ones are MAPS/LEEF. I have mostly just taken profits on these companies. Not as much actively trading these. RYM, TLRY, Jones Soda are hemp beverage plays, but I trade them more actively. Vireo is because I've talked for a long time about how effective a small company roll-up strategy would be. That's why I've also had Miracle Gro for years. They were talking about that sort of strategy years ago. Green Thumb for obvious reasons. They were the only true MSO until Vireo that I was comfortable with in recent years, due to their financials. Glass House has long been my other top US cannabis pick. They're the only US company who would actually want interstate commerce. InterCure is an Israel/International play I've talked about for years. Fortunate to have traded them pretty well with all the war stuff. OGI/CRON were my favorite LPs because of big tobacco, no debt, and good cash/financials (OGI at the time). OGI also because I follow BAT very closely because of my CWEB investment. CWEB was my biggest position by far for the last few years. It still is my biggest position, but I took a bunch of profits on its huge runup recently. Main thesis for starting an investment in them was in [2023 with the Farm Bill](https://www.reddit.com/r/weedstocks/comments/13jxax4/comment/jkiuaxc/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) discussion starting up again. [I was expecting hemp/CBD regulations to come back into focus](https://www.reddit.com/r/weedstocks/comments/125j0xo/comment/je5a70c/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button), which paid off nicely. I spend quite a bit of time researching this sector, so I'm pretty comfortable managing this many companies. Definitely would like to pare it down some though.
I have tons of holdings, including VFF. In no particular order: US cannabis: Glass House, Vireo, Green Thumb, LEEF US non-cannabis: CWEB, RYM, Jones Soda, MAPS, Miracle Gro Canada/Global: OGI, CRON, InterCure, TLRY, Auxly, VFF, ACB, Decibel The size of these positions vary a decent bit, and I'm always actively trading on pumps/dumps.
I literally quoted the press release. They had worse margins this quarter without material from their ranch. I'm not saying it's a problem with the company long term. Just that it's funny to highlight margins in your headline while also saying margins were a problem this particular quarter. **I'm an investor in LEEF lol** I'm also an investor in Vireo, Glass House, and Green Thumb. If you count non-MSOs I'm also in CWEB, RYM, MAPS, Jones Soda, Miracle Gro....I talk about these companies quite a bit. You people really just see whatever you want online to find reasons to be angry.
u/geologic23 - How do you see the correction currently at play in CWEB. Has there been any change in your initial thesis on this esp with chatter on hemp ban extension into 2027.
For all those that think they lost the opportunity to jump into CWEB -30% means there might be a chance! Wow the draw down is real on this one.
When ingestible CBD products are sold at regular retail stores, whose products to you think are going to be stocked at Walmart? Also one of their most important sources of value is their genetics, which they own and have **utility patents** on. Their drug is being put through the botanical drug development pathway, which is only possible because they own very stable and well-known genetics. When Florida first started their low-THC medical market, it was started explicitly by approving the Charlotte's Web genetics. There is a history of CWEB having first mover advantage in medical CBD products under GOP influence. The same family is still running the company. CWEB was originally pushed by close Trump associate Matt Gaetz, and now they have BAT's lobbying to get their products approved as well. We've had reports recently (flavored vapes) of [BAT potentially directly influencing policy in this administration](https://www.reuters.com/legal/litigation/big-tobacco-comes-out-top-after-us-fda-shake-up-2026-05-26/). >In the days before the May meeting, Reynolds American, a unit of British American Tobacco, donated $5 million to Trump-aligned super PAC Maga Inc, campaign finance filings show. [Florida Senate Approves Charlotte's Web Medical Marijuana](https://www.cbsnews.com/miami/news/florida-senate-approves-charlottes-web-medical-marijuana-bill/) >"The bill puts some restrictions on the use of the marijuana strain known as Charlotte's Web. It can have no more than 0.8 percent THC, the chemical that makes users feel high. On average, marijuana has about 15 percent THC, according to the National Institute on Drug Abuse. The strain has normal levels of cannabidiol, or CBD, which is used to treat seizures." >"Support for the bill, sponsored by Republican Rep. Matt Gaetz..." So it's not necessarily about their brand. Though that will be important when marketing is really allowed, because can you even name another CBD brand the general public would ever have heard of? But it's really more about the hemp genetics and political influence that are behind the brand.
I don't think it's that complicated. There's a split because we've had over a decade of states making state-legal recreational markets for cannabis. Having an accepted medical use is only one of many factors that are considered. Acceptable medical use only means that is not Schedule 1, not that it is Schedule 3. That's why fentanyl is Schedule 2 as a medical product. Extremely dangerous, but has a very widely accepted medical use. They literally just delineated between "recreational" fentanyl and "medical" fentanyl very recently, in regards to how it is treated by the federal government. The only difference in that case is that "recreational" fentanyl doesn't have a state legal framework, so there's no debate about it. What if California made a state legal fentanyl market? Would the federal government keep their hands off and treat them as selling a Schedule 2 substance? Or treat them as illegally selling a Schedule 1 substance and try to stop them? That's not even getting into the arguments that could be made about how most drugs are specific compounds, not a smokeable plant that can have a wide variety/potency of compounds simply depending on how it is grown. That's why CWEB is putting their drug through the botanical drug development pathway. The federal government can argue that without DEA oversight, they have no idea what cannabinoids are actually present in recreational cannabis. I don't know how it'll all shake out. But there are absolutely ways they could delineate between the two markets. Anyone acting like it's a done deal already is not assessing their risks properly.
I am looking at [CWEB.TO](http://CWEB.TO) showing 389,673 volume today vs average volume of 139,647. Market cap is showing 93.34M with a 52 week range of .11 and 1.33.
Well our favorite CWEB showed the way..
hes probably trading Canadian listings which is [CWEB.TO](http://CWEB.TO)
Funny how the weedstocks mind works...watching my weedstock shares go down 4-6%, but thinking well, it could be worse, at least I don't own CWEB going down 18% with four times the average daily volume. I sold all my CWEB shares last week at .72CAD and was feeling a bit put out that I "only" made 5 cents a share (average price was .67). The primary reason I sold was the low volume (not today). It took awhile to get rid of 40,000 shares.
YINN, CWEB, XPP doing interesting stuff.
BAT now owns 40% of CWEB after the their conversation that received shareholder approval. I am just hoping that they let CWEB run on its own and not make it into another OGI.
Bat will buy CWEB and OGI
CWEB adding a [new director](https://www.newsfilecorp.com/release/299722/Charlottes-Web-Appoints-Jeff-Raborn-to-Board-of-Directors) in conjunction with BAT's recent investment. >"Mr. Raborn has served since March 2018 as Executive Vice President, Law & External Affairs and General Counsel of Reynolds American, Inc., a subsidiary of British American Tobacco p.l.c., where he oversees the company's legal, regulatory, and external affairs functions. He joined Reynolds American in 2004..." >Prior to joining Reynolds, Mr. Raborn practiced law in New Orleans and Baton Rouge, representing clients including Ford, Hyundai, Toyota, Kia, Black & Decker, Exxon, and Shell in product and premises liability matters. He also represented Exxon, Texaco, Shell, and Chevron before the Louisiana Public Service Commission.
No ties to the industry whatsoever. I couldn't be more of a nobody. Just a regular dude with too much time on my hands. I believe as much as anybody that this is a once in a generation market that is opening up though. It's a very unique opportunity, but I am also very aware that we are not the only ones who know this opportunity exists. Cannabis is one of those things that really does transcend class and culture. Me and the billionaires smoke pretty much the same product. But the billionaires are also smoking with some of the richest and most brilliant and least ethical financial minds in the world. There is no chance there aren't plans for cannabis going on in the background. People like Peter Thiel and Roman Abramovich haven't been investing in the cannabis industry for a decade without having some sort of guiding hand on policy. These people play a totally different game than us. With totally different timeframes and goals. To achieve those goals, I think the Jack Abramoff style lobbying schemes are going stronger than ever, with those sort of deals being extremely common in our industry. Jack Abramoff himself got charged with undisclosed lobbying for a cannabis firm from 2017. Not only do I find it fascinating to dig into insider connections, but it has been lucrative for me trying to get ahead of their moves. Taking a more macro-oriented view of the space led me to have a very large portion of my investments in CWEB prior to Trump's move on CBD. Following the sketchy insiders led me to an amazing trade opportunity with penny stock Stem Holdings where I turned like $500 into $15,000 in a week. Stem Holdings later turning out to be a direct investment by Jeffrey Epstein (fascinating stuff!). My research has led me to companies I'd never have heard of otherwise, and given me confidence to take risks in precarious situations. Like when everyone said not to average down on Glass House when they crashed after the immigration raid. Or to go hard into OGI after they reverse split last time, because I knew BAT was lurking waiting to make more moves. I certainly wouldn't claim to have always made winning investments, but I am very confident I'm doing better than the vast majority of people here. And I attribute a lot of that to learning about the sector independently, while avoiding social media and trusting in myself, rather than what an influencer is trying to get me to do.
Charlotte's Web shareholders [approved the BAT conversion](https://investors.charlottesweb.com/press-releases/press-release-details/2026/Charlottes-Web-Reports-Shareholder-Meeting-Voting-Results/default.aspx). According to the press release they will now own about 40% of outstanding shares. While normally I hate dilution, I think BAT getting rid of a lot of debt (and interest) is good for Charlotte's Web long term. The fact BAT willing to take such a stake shows me they have conviction in CWEB's future. What's the bear case for this transaction?
I bought a bit during eoy drop and in early Jan (thanks to my CWEB gains) and my avg is around 90 cents..I was planning on trimming this around 1.20. Sp has consolidated quite a bit in the last 4-5 months and hence this move up now (albeit fairly sharp rise). I am just not sure if there is any other fundamental change though and that's what has me thinking.
Can't find a better link atm, but CWEB financials are out. [https://investors.charlottesweb.com/financials/quarterly-earnings/default.aspx](https://investors.charlottesweb.com/financials/quarterly-earnings/default.aspx) Also Jones Soda expanding regular drinks through Circle K in Canada. [https://www.prnewswire.com/news-releases/jones-soda-expands-canadian-distribution-through-700-circle-k-across-eastern-canada-302770216.html](https://www.prnewswire.com/news-releases/jones-soda-expands-canadian-distribution-through-700-circle-k-across-eastern-canada-302770216.html)
My thoughts exactly! Why would a tobacco company value CWEB shares at .94 and yet they are trading at .63? I would be voting "yes" as a shareholder.
I sold a bunch of my Tilray shares two weeks ago for just under 8USD once it became clear the DOJ medical S3 ruling was another STN (sell the news) event. I held on too long after the EO on 18 Dec and did not want to repeat that mistake. Intent was to buy it all back at some point and right now under 6USD is enticing...BUT I think I have finally come to realize Tilray is not going to turnaround, or at least to the level I see some of the MSOs potentially achieving. I have come to the conclusion that Irwin Simon has diluted one too many times and there is just too much negative sentiment after that ill-timed reverse split on Thanksgiving (quite the turkey). Thinking it is time to buy some MSOs beyond CL. Tempted on Trulieve, but am cautious about Florida; will there be competition and price compression? Also thinking about buying some GTI. I listened to the conference call; impressive. Has Charlotte's Web run its course? I regret not jumping into it earlier when GeoLogic suggested .13CAD was a bargain. I note BAT exchanged debt for shares at .94CAD but CWEB is presently trading at .63 (it experienced some significant recent declines off of mid .80s). I am disappointed in Tilray, and perhaps more in myself for falling in love with a company and not letting go of the denial aspects of admitting (to myself) I made a mistake. I've been in and out of Tilray since it was Aphria. Now looking to recoup some major losses in other weedstocks. Recommendations?
Greenthumb and Trulieve are the obvious choices. I also like CWEB and TerrAscend for up-and-coming plays.
CWEB likely going to test 50s before the next leg up.
The catalyst here is for the U.S. market. Hiti is a Canadian retail chain, with an online presence in a very crowded space. Pretty sick of hearing these pumped for 10 years. America is very much about bringing the cash to American companies these days. I’ve got Green Thumb, Trulieve, and a longer shot with CWEB for the hemp/cbd/medical play.
Yah. I'm on the Canadian side TSE: CWEB
I really don't think this is related, but CWEB just announced they are graduating to the [OTCQX market](https://www.globenewswire.com/news-release/2026/04/30/3284662/0/en/otc-markets-group-welcomes-charlotte-s-web-holdings-inc-to-otcqx.html) from the OTCQB market. This is just days after [WeedMaps delisted to the OTCQX](https://www.globenewswire.com/news-release/2026/04/27/3281458/0/en/otc-markets-group-welcomes-wm-technology-inc-to-otcqx.html). Again absolutely zero real reason to think this is related. Just a curious timing I noticed, as I'm trying to guess what WeedMaps next move is. I still think WeedMaps are going to do something in Florida, with AYR's assets my most recent guess. CWEB does have an active [option to purchase their founder's THC business](https://www.prnewswire.com/news-releases/charlottes-web-positions-to-enter-us-cannabis-wellness-market-301239203.html) though, which I know operates in Florida. >"....provides Charlotte's Web the optionality to acquire Stanley Brothers USA on the earlier of three years from the effective date of the Option and federal legalization of cannabis in the United States, or such earlier time as Stanley Brothers USA and Charlotte's Web may agree (the "Triggering Event") potentially including when otherwise permitted by the policies of the stock exchange on which the Company's securities are listed for trading."
They are talking about Charlotte's Web. You'd see it as CWBHF probably, not CWEB. Not sure if OP really read your comment lol
I'm pretty sure he means Charlotte's web stock ($CWEB in canada, $CWBHF on otc) and not the Chinese etf with a similar ticker
Decided to buy 1500 of the lotto ticket called CWEB. I'm guessing that S3 has stolen the spotlight of which my trulieve shares are happier AF. Anyone else think CWEB will have it's day soon or is it a 2027 story
If you bought CWEB last November you'd have almost the same outcome in just 5 months.
Tbf that's exactly what everyone here was mentioning about CWEB last November. Not saying they are same company (and or have the same potential), but just pointing out that it's not the only thing to look at.
Yea that could definitely make sense. I really don't see them pursuing the exact same business model as MSOs. LPs have previously been connected to those sort of huge grow companies (Sunniva, Copperstate, etc.) that'd make sense for interstate. I think Copperstate still seems like a good acquisition target if interstate happens, and I think Glass House is prime target due to their low cost growing. If interstate happens, a company like Trulieve better partner with Glass House or someone similar immediately. Or if LPs do just go for the MSO model, there's lots of ways for LPs to do stuff in the US that isn't even in direct competition with the current MSOs. Plenty of states they aren't even in. I think the idea that anything besides a "tier 1" isn't valuable is ridiculous. Most of the companies with decent financials are probably smaller companies that didn't take on massive debt loads to expand into markets, only to pull out of half of them. Everyone here is so often focused on who has the most revenue. I'd have to look for them, but there were surveys not super long ago where there was a decent percentage of cannabis companies that claimed they turned a profit. I can't remember but like 25%+. We know practically zero of those were publicly listed MSOs. And not only that, but there are probably tons of distressed assets to pick up right now. Including some recent MSOs lol Obviously this is at least part of the strategy, considering that's exactly what SNDL and Cronos (via Gotham Green) are doing. A few smaller operators that are pieced together could have plenty of revenue, while not having massive debt to pay off. Or as you say, maybe they don't want to be in retail whatsoever. Why wouldn't a company like Tilray/CGC not leverage their beverage retail connections to focus on federally legal hemp products? Several LPs already sell low dose hemp edibles. Tilray is already partnered with CWEB. LPs could focus on getting their low dose hemp products in a store like Walmart, where they could sell recreational beverages, hemp supplements over the counter, and also pharmaceutical hemp products via in-store pharmacies. That fits their current business trajectories way better than acquiring themselves into what MSOs are currently doing. Or how about just doing a RYM/GTI type setup. What is Tilray doing with MedMen right now? How about licensing that brand to an MSO, while also launching MedMen hemp products through Tilray? Could be just waiting for the hemp situation to resolve, which of course people have questions about. I'm personally extremely confident low dose products are going to continue to be sold in regular retail. Or how about LPs just acquire brands? MSOs could have just done a great job helping expand plenty of outside cannabis brands over the years, which are then just going to get bought by other companies. Insiders like Jason Wild, the Aphria guys, Michael Auerbach, etc have all made investments in brands in recent years. I feel like we could be creative with these sort of discussions if people weren't so desperate to shoot down any idea that the current largest revenue MSOs might not be the only viable way to make money in the US cannabis market.
CWEB moving again on decent volumes today. U/geologic23 - are you seeing anything that causing this to move. Glta
Which of those knowledgeable influencers was telling their followers that Splash Beverage buying MedTerra was going to make them rocket like CWEB?
I finally bought some CWEB. So if it drops hard. Sorry
BAT now owns big chunks of OGI-CWEB and VFF Big time ex-BAT executives populate top positions at 2 of the 3 firms BAT is a 126B firm
This PR from cornbread hemp would be interesting to CWEB shareholders. Looks like you've got some competition. https://www.cannabisbusinesstimes.com/hemp/news/15820727/cornbread-hemp-enters-medicare-hemp-pilot-as-exclusive-supplier-to-gpo-serving-68000-provider-locations
Yea whenever people were saying they were getting low on cash I was never worried because this kind of investment is like coins in your couch cushions for BAT. They had their first investment, then a follow on for their CBD drug joint venture, plus all the money they were dumping into OGI. No reason for them to just sit by and let CWEB run out of money. From financials press release: >*Following completion of the Transaction, BAT will hold approximately 40% of the Company's then-issued and outstanding common shares on a non-diluted basis.*
This was on the cards for a while. I would like to know what their total holding would be with this transaction. I understand they already owned 20% of CWEB from their prior investment at over 2 bucks a piece.
As of March 30, 2026, Charlotte's Web Holdings, Inc. (CWBHF/CWEB) has entered a significant growth phase driven by its partnership with the Center for Medicare and Medicaid Innovation (CMMI) to supply CBD products to senior cancer patients. While the company recently welcomed new CMS guidance that expands access to its full-spectrum hemp products, the stock has experienced mixed trading and high volatility.
>Because of purity, biosynthesis is the only way cannabinoids will be used in the medical field or for science - you need a pure active ingredient produced cost effectively. You should look into the botanical drug development pathway. This is what Charlotte's Web is using to pursue their CBD medication that is currently in Phase 2 trials. The botanical drug pathway allows for complex plant-derived medications, such as a full spectrum CBD extract. From CWEB: >AJA001 employs Charlotte's Web proprietary full-spectrum cannabidiol (CBD) hemp extract derived from one of its patented cultivars. This is why having utility patents on their genetics is very important. Their hemp has proven stability and known properties. So they are able to demonstrate it has enough consistency to be developed as a botanical drug. [https://www.fda.gov/about-fda/cder-offices-and-divisions/what-botanical-drug](https://www.fda.gov/about-fda/cder-offices-and-divisions/what-botanical-drug) * A botanical drug product consists of vegetable materials, which may include plant materials, algae, macroscopic fungi, or combinations thereof. * A botanical drug product may be available as (but not limited to) a solution (e.g., tea), powder, tablet, capsule, elixir, topical, or injection. * Botanical drug products often have unique features, for example, complex mixtures, lack of a distinct active ingredient, and substantial prior human use. Fermentation products and highly purified or chemically modified botanical substances are not considered botanical drug products. So you could use fermentation to produce a pure drug and go through the normal pathway. Or you could use typical extraction to product a full spectrum drug and go through the botanical drug pathway.
Exited the remainder of my position in LEEF today, had to register a win given how bad the rest of the portfolio (except CWEB) looks atm. Hoping I won't regret my decision to sell in the near future. Wishing everyone a peaceful weekend..glta
[Cornbread Hemp enters the Medicare Hemp Pilot as Exclusive Supplier to GPO Serving 68000 Provider Locations](https://www.businesswire.com/news/home/20260325265315/en/Cornbread-Hemp-Enters-the-Medicare-Hemp-Pilot-as-Exclusive-Supplier-to-GPO-Serving-68000-Provider-Locations) >"Cornbread Hemp....today announced that it has secured an exclusive contract with Alliant Purchasing, a national Group Purchasing Organization (GPO) whose member network includes Accountable Care Organizations (ACOs) designated to participate in the landmark Substance Access Beneficiary Engagement Incentive (BEI) administered by the Center for Medicare and Medicaid Innovation (CMMI). The contract names Cornbread Hemp as the exclusive hemp product supplier within that network, creating a purchasing and distribution infrastructure that serves 68,000 healthcare provider locations nationwide — before the program's April 2026 launch for ACO REACH and EOM participants." >Cornbread Hemp enters this system not as a vendor seeking access, but as the designated exclusive supplier within a GPO network already serving 68,000 healthcare provider locations nationwide >Alliant Purchasing....leverages more than $82 billion in collective buying power on behalf of its membership. Its decision to name Cornbread Hemp as a first-of-its-kind exclusive hemp provider reflects the institutional due diligence — product quality review, compliance assessment, and supply chain reliability evaluation — that the healthcare system requires before recommending any vendor to its member facilities. Alliant members can now access Cornbread Hemp products through the same institutional supply chain they use for medical supplies and services Cornbread Hemp has established a preferred partnership with Realm of Caring...As the CMMI pilot generates patient data on CBD use among Medicare beneficiaries, Realm of Caring will provide the evidence infrastructure that will define best practices for CBD use within the Medicare system for years to come. Realm of Caring has long been associated with Charlotte's Web, after the Stanley's and Charlotte Figi's mother helped found it. From CWEB's release about the CBD pilot. >Under the Medicare pilot framework, enrolled patients will be connected with Realm of Caring's support services as part of their program participation. I'm excited to see if CWEB announces some similar deal as Cornbread.
The CBD program is going to include hemp derived THC products up to 3mg per dose. The federal government is essentially starting a medical cannabis program partially covered by medicare. If this goes down like Germany or Canada, online telemedicine clinics will help people get enrolled, and hemp derived THC products will be shipped legally across state lines to a local pharmacy or direct to door. MSOs will have plenty of time to adjust their strategy to take part in this program but the immediate publicly traded winners are CWEB and potentially HITI.
Where were the guidelines submitted? I'm starting to hear mixed information. At first it was only CWEB who had immediate and exclusive access to the pilot program, with other CBD companies following post-pilot. Now I'm hearing that the pilot will be open to any CBD company who meets the regulatory criteria. Trying to gauge whether High Tide's NuLeaf Naturals will be able to participate right away since they are known for lab-tested organically grown products.
CWEB CEO stated he does not expect an explosion of demand initially. So he is not part of that hype.
> I may have been mistaken, but I had an impression that there were going to be select suppliers approved by CMS to participate in the program (such as CWEB), but that doesn't seem to be the case either based on their most recent guidance, which seems to extend eligibility to any federally compliant hemp derived product I was under this impression as well. A defined number of companies were going to be picked to supply a small number of clinics to start and see how she goes. The first guidance out from CMS makes it seem like anybody with CBD that meets standards is allowed to participate and its going to be who makes relationships with these clinics. If this is the case, then I'm not as optimistic about what numbers will look like. However I also believe there will be more guidance given as this is very ambiguous. So there could definitely be a list of companies that are only allowed to participate. Also you are correct as there are lots of competition in the CBD space so unless there is some moat with being short listed this will be very competitive.
Making patients and doctors jump through a bunch of hoops doesn’t sound like it’s going to be very effective. Many will just say screw it and buy the same way they always have. Could be part of the reason why CWEB dropped 15% on Friday.
> Clinics/Doctors have to form partnerships with suppliers and its the clinics that get they $500 rebate to buy product to give to their patients. CWEB is involved in way more associations and trials than anybody else but VFF is doing work in that space with clinical trials, having people on their board and such. I don't think many people who were hyping up this program realized that this is how the rebates were going to work. I saw many people specifically hyping CWEB with messaging like "they're going to be the sole supplier for the pilot that will eventually result in millions of seniors being reimbursed for their CBD and a run rate for CWEB of over $1b in sales." But the reality, like you said, is that it will be limited healthcare facilities being able to offer CBD products to their patients and possibly be reimbursed up to $500/patient if they can demonstrate that these products reduced their overall cost of healthcare and improved outcomes under strict CMS oversight. There's many companies selling federally compliant hemp derived products today. My parents regularly order CBD products from two of them and neither of them are CWEB, VFF or even a publicly traded company. I may have been mistaken, but I had an impression that there were going to be select suppliers approved by CMS to participate in the program (such as CWEB), but that doesn't seem to be the case either based on their most recent guidance, which seems to extend eligibility to any federally compliant hemp derived product
CWEB can deliver on all demand according to their CEO. As the program evolves so will CWEB. Good post.
Had some time to kill this morning so decided to educate myself as best as possible on this pilot program. Also wanted to do more research to see how my investment pick for playing this opportunity (VFF) is aligned vs competitors. This is my research so do your own due diligence: * Charlottes Web seems the best situated to win early on. They have a federal partnership with CMS and have the most robust turn key solution for clinics/doctors. Basically a doctor fills out a form and setups a portal and they are given information and product recommendations to start right away with little effort on their part. They are also the biggest player in the space (grow capacity) * VFF (CBDistillery) has its own turn key setup for clinics but its not as robust as CWEB. This makes sense as VFF has many irons in the fire (Canada, Europe, now this) while this program is a big deal for CWEB so they would put more effort here. VFF also only has a 25K facility which is on the smaller end * Clinics/Doctors have to form partnerships with suppliers and its the clinics that get they $500 rebate to buy product to give to their patients. CWEB is involved in way more associations and trials than anybody else but VFF is doing work in that space with clinical trials, having people on their board and such. * CWEB products are priced at the higher end of the market and VFF products come in around 20-40% cheaper from what I could find. For example comparing CBD capsules the $500 threshold would but 4 bottles of CWEB but 10 bottles of VFF (same amount of CBD in each bottle - different dosage per capsule) * Of note, there are a number smaller private players around the US that are even cheaper than VFF - which also have the same GMP & hemp certifications and go through the proper testing requirements. My opinion, CWEB should have the biggest boost right away as they are the most well known, have the strongest partnerships plus can deliver the most supply. But will be interesting to see how the landscape evolves. Since its the clinics purchasing the products for clients, I would assume they would eventually migrate to cheaper products to give more medicine for the $500 (not caring about what brand they are using). As long as they feel confident the product is safe, tested and works. Interesting to learn, don't make this a key driver to your investing choices and not financial advice
[America First Agriculture](https://www.americafa.org/) is a recently formed coalition trying to unify the hemp/cannabis regulations. They even have Trump praise videos on their front page. America First Agriculture just registered to lobby with Checkmate. BAMCO is a recently formed coalition lobbying for only hemp beverages. They have also registered with Checkmate. [Checkmate is a lobbying firm with ties to Trump and RFK](https://www.reddit.com/r/weedstocks/comments/1r1ubcu/comment/o4vwrji/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button). Some excerpts from America First Agriculture's mission statement (bold is me): * Position cannabis as a cornerstone of the new American economy - driving innovation in industrial materials, **clean energy, and carbon capture**.... * Our mission is to facilitate safe consumer access, equitable market conditions, and the development of robust financial instruments - **including carbon credits** \- under a single standard agricultural commodity framework. * By modernizing policy, AFA envisions Cannabis as a sustainable feedstock that can **compliment petroleum in industrial applications, from bioplastics to renewable energy** America First Agriculture's chairman is [AJ Fabrizio](https://www.americafa.org/leadership). He is the son of major Trump pollster and close associate [Tony Fabrizio](https://en.wikipedia.org/wiki/Tony_Fabrizio). They are based out of Florida. * AJ Fabrizio's specialty in the cannabis industry is extraction of cannabinoids AJ Fabrizio has been involved with the Florida cannabis/hemp industry since its inception. He was most associated with the original licensing of Parallel Brands aka Surterra Wellness. Later on in 2019 he was part of Florida Ag Commissioner Nikki Fried's hemp advisory board * Nikki Fried was previously married to the founder of Surterra Wellness. Surterra's founder names lots of his companies "Iconoclast". One of the most recent versions of these companies is Iconoclast LLC. As recently as 2024 this company was lobbying for one single topic. * Biomass/hemp for energy Several prominent cannabis insiders (**and Jeffrey Epstein**) were involved with a Florida cannabis company called Stem Holdings. The largest shareholders of Stem Holdings started the company after [trying and failing to start a Florida biofuel project called Ag-Oil](https://advancedbiofuelsusa.info/ag-oil-plans-oilseed-biodiesel-production-with-univ-of-florida-agronne-national-lab-univ-of-southern-illinois). * John Boehner's National Cannabis Roundtable used very few lobbyists. One came right from being deputy chief of staff to Florida's Nikki Fried. The National Cannabis Roundtable was created as John Boehner was working with Privateer Holdings on a cannabis legalization strategy. This started at least in early 2018. In the middle of this planning, one of the people working with them (Boehner ex chief of staff Mike Sommers) took over running **The American Petroleum Institute**. * This was happening in 2018, right as the GOP was legalizing hemp. Hemp being introduced into our biofuel economy would be so perfect for all the special interests involved with hemp/cannabis. Alcohol companies already do stuff like recycle the barley they brew beer with to make other beverage additives. **Hemp biofuel would turn already cheap hemp CBD/THC into a free product that can be upsold for premium prices.** Right after BAT invested in them, Charlotte's Web appointed a CFO who came from AB InBev's subsidiary that recycles their barley, called Evergrain Ingredients. The previous year CWEB appointed Tim Saunders, who was working with ex-Canopy head Bruce Linton. They had a SPAC that was specifically focused on the hemp supply chain. Linton saying that by the time you get to extracting CBD, you should already have made a profit off the rest of the plant. Texas company Honeywell has even been working with a big hemp biofuel project since 2024 to research hemp as a substitute for petroleum products. This biofuel company has a program to partner with hemp growers for feedstock and utilize carbon credits. This is happening as Texas and Florida are the two key states for hemp beverages.
Not really, just because it is so much assumptions and guess work that would be involved. And my focus for CBD was primarily on CWEB, who didn't need much of a piece of this sort of market to drastically turn around their valuation. Just waiting to see the official announcement at this point to maybe think about those sort of numbers. Very curious how many companies will get to participate.
What's up with CWEB spiked eod?
HITI earnings today after market. We're hoping for C$170m revenue and positive net income. $5m+ FCF would be ideal however due to higher capex relating to Remexian I'm not counting on it. It's exciting. Hopefully those who missed out on CWEB will come to see that HITI is in a strong position to benefit from the executive order as it pertains to CBD. They offer some of the highest quality products at the best prices.
VFF dropped fast I was mulling over it at 3.21 cdn but thought twice about selling Cura or Cresco because they’ve bottomed out already and I can see myself losing more with VFF or CWEB
VFF is up over 300% in less than a year... People keep claiming this whole sector is broken, but VFF is one of the easiest to point to examples of the fact that financials matter. They are one of the most solid LPs, and their stock price has clearly shown that. So it's down 10% today? Just zoom out and compare them to any other company in our sector not named CWEB.
yes FDA regulation was always going to be great for CWEB, as they have legitimate protocols in their processes
If you were MedTerra, and you thought you were about to enter the CBD program, why would you merge with a tiny beverage company that was barely staying afloat? You are likely seeing chatter because they are going to need to pump it a bit to make another acquisition or raise money. Brady Cobb isn't someone you want to trust. The only reason to have merged with Splash is to pursue hemp beverages and/or simply utilize the market to raise money. The only thing Splash provides as a company are whatever beverage assets they have. Anything can happen though. I've mentioned a lot how Cobb is connected to Elon Musk's lawyer. He's got good connections. But same deal, idk why bring Splash into it. Cobb could've just joined MedTerra? I have no idea how many companies are going to be in the program. But for medicine it's more than just having a CBD line. I was confident in CWEB because they have well known strains with utility patent protection, that they've used for many years. They're already in the FDA pipeline. Major retail partnerships. And they had big tobacco influence, which I think is worth more than Brady Cobb's.
Hey @GeoLogic23 I know you were in early on CWEB. It seems like $sbev is getting a lot of chatter on X now because of the recent Brady Cobbs news. Any thoughts here on another CBD company for the Medicare pilot program potentially?
This should move like CWEB? lol Anyone telling anybody that a stock is going to go up 100s of percent just based on a move like this shouldn't be taken seriously. All these guys are in it together to pump and dump this sector continuously. Oh this is going to rocket like CWEB, yet MedTerra decided to sell out? Why merge with the sketchy company with barely any operations if your CBD products are about to make you rich? Doesn't make any sense to me. That being said i wouldn't be surprised if Splash did do well. This whole sector is just insider connections. However they are just as likely to give insiders exits through acquisitions, and then quietly go bankrupt.
Because it adds an arbitrary barrier of entry that is super easy to monopolize. There aren't going to be that many cannabis genetics that are stabilized below 0.3% THC. It wouldn't be hard for corporations to own them all. As they shift away from forcing hemp companies to test their plants (very inconsistent and easily manipulated), they could go with a sort of "approved strain" type of system. Like if you are using a hemp strain the government knows is good, then you don't have to bother testing your hemp for THC as it grows. Just the final product. Aggressively defending seed patents was how Monsanto took control of agriculture. I don't see why it would be any different for cannabis. That was one reason I'd often point out that CWEB has a differentiating factor compared to other CBD companies. They have been growing and stabilizing their strains for years, and have utility patent protection on their genetics. They were specifically chosen as the first strain to be used in the beginning of Florida's market. They called it the Charlotte's Web bill.
The lead principal investigator for Epidiolex is currently the chief medical advisor for BAT/CWEB's joint venture for a CBD drug. [https://defloria.bio/home/#jump-leadership](https://defloria.bio/home/#jump-leadership)
I really don’t understand why people thought equity prices would explode. Everyone was saying this was the start to the bull run, even some claiming a cannabis bubble was building (crazy), but all these companies ran so much leading up to the announcement I truly don’t sell on a double triple instead of trying to hit a home run. Even with CWEB , it ran 400 percent and people were so surprised it dropped and claimed it was being manipulated. Are people thinking these stocks will go to 60-70 when s3 is finalized? Do they not realize these companies are not paying 280e so rev already reflects that in the filings?
It was up 10x from the lows without having had any meaningful pullbacks on news that has been publicly known since mid-December. My X feed is spammed with people "claiming that this 10x was just the beginning, and how the Medicare program will guarantee $30b in sales directly to CWEB over the coming years as the sole partner in the program." I'm cautious about this one. I think a lot of the move has already been priced in and this stock will retrace hard when the official news comes out. The people pumping his stock are either trying to dump on new buyers or are expecting absolutely the best case scenario to play out over the next coming years
Any idea why CWEB dropped so much in the last few days? Didn't see any news about anything.
The play is that one of these CBD companies, likely CWEB, but not 100%, will likely be selected to essentially become Big Pharma.
started my journey with CWEB today
Good time to buy CWEB right folks? Or wait for another -20% to go heavy size?
Thanks GeoLogic. BTW, I am SEVERELY regretting not following up on your CWEB recommendation a few weeks back. That was a thoughtful read, and I did consider buying...but had never really paid much attention to that company. Guys like you and banana are giving out some pretty good advice here. The point I was trying to make with my (apparently long winded) diatribe was how my strategies for trading in this sector have evolved over the years. I am not so sure buy and hold for the long term is the right way to go here.
google is usually wrong on market cap but it does put CWEB at 206 million CAD
That's not exactly true CWEB is by far the winner CRON and VFF are holding their own and at the same (or better) level as CGC
Do you know why CWEB plummeted in TSX but CWBHF was stable still in the US?
I started investing in them in early to mid-2023 and am significantly green on my average. I didn't just buy once. I DCA over years and swing trade around my core on big pumps, which has made me significant money in the interim. The downside is significantly less with a company backed by BAT that doesn't have to worry about getting wiped out by creditors. Want me to flex? My largest position by far going into Trump's executive order was CWEB. I've been talking in great detail about my investments for years, so you don't have to make assumptions about how my investments are doing.
Umm umm...a tid bit Umm....a [smidgen](https://youtu.be/1QWEPdgS3As?si=tAH5-ptjbN4YcuL6&t=43) You on point Kbarbs? lol sorry that word just reminds me of this classic song. Some good vibes to start the day. And thanks, I hope we all see some similar success with other stocks soon. CWEB has been the best investment of my life thus far.
> CWEB is up a little bit. Ha, just a smidgen. Can't believe I didn't take a flyer on this. It was an obvious pick back in Dec but my lack of knowledge on the company kept me on the sidelines. Sucks to watch it run, the run some more, and the some more. Congrats!
No real CWEB news yet. However one of the CWEB founders (also on their board) was recently quoted as saying that the final rule for CBD medicare coverage was internally finalized weeks ago. >“This pilot will help the FDA move from uncertainty into a practical framework with clear dosing, risk mitigation and clear manufacturing label expectations that end up rewarding the responsible companies and, in the end, protect and serve the consumer,” he said. >Stanley specifically said regulations for the CBD pilot program “were finalized two weeks ago, and we’re hoping and expecting an announcement from the regulatory authorities at some time coming if it’s launching in April.” >“As far as the population, it was important to note that it was stated in the briefing that this is starting in a pilot, but expecting to expand beyond just the pilot,” he said. “So that’s multiple indications that we expect to see. And we’re very excited. It has amazing potential.”
Damn missed the CWEB run up what you guys think is it still worth a dabble
CWEB is up a little bit. Jones Soda and Miracle Gro too, if you count them. Cronos is flat if not slightly green.
CWEB is the gift that just keeps on giving. Sadly, I rotated over that position a few months before the giant run started :( congrats to all the people making money off that. As for the other names, it’s pretty much business as usual, pure pain.
So just to understand, the article title states this: **Federal Agency Finalized Rule For CBD Medicare Coverage Pilot Program Weeks Ago, Key Hemp Stakeholder Says** And then goes on to say further: *Jared Stanley, co-founder of the cannabis company Charlotte’s Web, said on a webinar with other group of cannabis industry stakeholders this week that the rulemaking for CBD coverage that’s being spearheaded by the CMS Innovation Center* ***was internally finalized about two weeks ago****.* Pure coincidence I'm sure, but look back when the CWEB chart really started pumping. Jan 28th, so about two weeks ago!! lol
The executive was one of the CWEB founders Jared Stanley
I have sold about half of what I had of CWEB by this point. I have like 425k shares left, and I'll continue to trim if it continues to rise. Depending on any other news of course. Might trim more tomorrow regardless, just because it's such a good return it's hard to resist. OGI's earnings weren't that good, but I'm not worried about them long term. I was buying today and plan to add some more if it keeps dipping. All the real money making opportunities are international, and BAT gives them a huge leg up in that area. They aren't making money yet, but it's not like they have any debt threatening their company or anything. Also, similar to how you think there will be something for everyone in S3, I think even Canada will get something. By that I mean I think they'll finally change the tax laws once the US does something. At the end of the day it's the multi-national corporations that run everything, so I think there's more coordination than people think. Like how in 2018 we had both Canada legalize cannabis and the US "accidentally" legalize cannabis.
We can never be sure about anything until it's actually done, and even after that, there's going to be lawsuits etc etc, so nothing is a done deal. The context of my comment was just on regurgitating narratives. Let's see how this plays out. I have a feeling there's going to be something for everyone, including prohibisionisnts (except for any social equity), depending on whoever willing yo pay for play. On another note, I sold a little more of CWEB after it hit my target price earlier this week. Are you still holding bulk of it, or did you trim down a bit as well. And I'd be happy to hear your take on OGI's recent numbers and the correction that followed. Glta
So CWEB hit my sell price today again, and I sold another 25% of my remaining position. Will hold the remaining for however long it takes to 3-4x from here. Glta
Thanks, CWEB has been my best investment ever. Still holding quite a lot. But I'm just cautious about advising anyone looking to jump in to a company after 100's of percent run up. I'm very confident in the company long term, but my focus is more on long term strategy and stuff, not specific times to invest. I've been averaging in since mid-2023. I just don't want to feel responsible for someone going over their risk tolerance on such a potentially risky stock after such a big run up. And I'm also taking profits myself, so I'd also feel like I was just taking their money if I told them to buy CWEB lol
OGI Today - Back in November last year, when CWEB results were published, the stock dropped by over 30% and hit 10 cents cdn. A lot of folks here (esp the ones that claim to read financials) were extremely bearish and called out bankruptcy. Tbf, CWEB was definitely low on cash, but they had a lot of other things going, esp with BAT partnership and looming/impending cbd legislation. I had held on cweb since it 25-30 cents and doubled down during this drop, bringing my total position up to 200k commons, and this investment has been one of my best so far. I normally sell out on canna stick pops, but this time around, I held on and sold half my position in the 70s. So back OGI's results today, whilst they are not stellar on some of the bottomline metrics, but they are ok, and the key is to look at them from the lens, same as CWEB. They have BAT backing them all along with investment and as well bringing all the industry connections. They've also ventured into hemp drinks and gummies in q4 last year. So I doubled down down on my OGI position today and will buy more if it drops further. Let's see how this plays out. Glta
What a roller coaster for CWEB owners
The runup in CWEB is a preview of what happens when there approval for these products at the federal level, and makes me optimistic that we'll see a similar run in the MSOs when rescheduling is finalized
They had mentioned they wanted to combine Hawthorne Gardening with an MSO, so it's not a huge surprise. Should've maybe seen it coming with Vireo being one of the few super active buyers lately. I think this might also make sense of why SMG transferred the Hawthorne Collective to a third party, while simultaneously still saying we were getting Schedule 3. Hawthorne Collective contains an investment in Fluent, which has New York operations. Unless I'm misremembering, Vireo is also in New York. So maybe there were license overlap issues. I commented briefly about Payne below. It is intriguing considering Heineken just started lobbying for hemp, and then gets involved with one of the companies with strong hemp ambitions. I already have my Glass House investment, but I did take a smaller flyer on LEEF today, since they are Glass House's extraction partner. Any move into beverages or CPG would theoretically need lots of extraction. But I haven't dug deep enough into LEEF at this point. Just playing around with some CWEB winnings.