CWEB
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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
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.
Right now, taking profits on CWEB might be premature. Gains have been solid, but the major catalysts, like clearer federal guidance on CBD and broader market adoption.....haven’t hit yet....... Institutional money is mostly on the sidelines, aside from BAT’s significant stake, so it’s worth watching who’s following their lead. also unless the MLB dumped their shares, they still own like 4% of them as well.
Anyone taking profits on their CWEB position here?
I disagree, it's people taking the path of least resistance Meme stock trading 101 stuff -- and not saying CWEB is a meme stock but pull the 5yr chart, it's easy pickings
CWEB is saving me. Everything else is deep deep red.
This is the trick to play the underlyings as MSOS swap structure is almost a bane to this sector and helps keep most tickers undrcheck. One of many reasons why CWEB hasnt been affected is because of little to no overhang by MSOS and its shenanigans. Glta
> CBD acquisitions This was for all CBD players (incl the likes of CWEB) and may change fairly quickly with new CBD legislations in the pipeline HITI needs to strat showcasing their US and UK cbd brands more cos that's going to be the next big cpg play. Glta
OGI will have its CWEB day sometime soon. It's just a matter of time. Glta
Good rational points greenbelieve and Kbarbs. My primary regret is not selling all my weedstocks the day before 18 Dec. I obviously did not realize how much of a STN event this actually would be. I am now left with waiting for the next bit of good news...the trick is now determining when STN kicks in next time (as in 12:50 pm on 18 Dec). Tilray's 8 Jan Q Report was pretty much what I expected (as I said "meh"). I have come to not expect much from any weedstock and am banking on S3 clarity news to provide a boost and hopefully an exit. FWIW, I am no longer a Tilray fan...tough to come to that conclusion after believing there would be some sort of Cinderella story here. I do believe it will benefit from any S3 clarity, but long term? Not sure how they will live down Simon's proven track record of share dilution for questionable acquisitions. Rest assured, when I finally sell my remaining shares of Tilray I won't be coming on here to trash the company...it is not my "duty" to warn others about this (or any other company). This subreddit has become such a buzz kill in this regard. There is the occasional enlightened post (most recently geologic's synopsis of CWEB) but mostly just trash talk. The sad truth is I actually strongly believe in CBD from a medical perspective (it changed my life as far as pain management of arthritis)...and this belief has interfered with making sound investment decisions in this sector. I do believe Tilray's medical distribution system in Germany is the best model. I am completely taken aback by the lack of understanding of the US government. The outright misinformation and lies about CBD and THC is hard to comprehend.But then, the concept of Greenland being invaded was inconceivable up to about a year ago. Canada becoming the 51st state is no longer an absurd thought (assuming Greenland becomes something like another Puerto Rico). The state of the world is the worst I have seen. I did not mean to slip into politics, but regardless of the movement on S3 by this government, I worry about what's to come in a way I have never worried before.
Nothing burger to me. First half is the origin story of CWEB we've all heard a million times. How more people need to be educated about CBD, etc. Then vague S3 speculation, hyping up Defloria/Ajna clinical trials, exactly nothing on if BAT is helping them concretely in any way, and absolutely no discussion on financials.
fyi The Dime, 5 hrs ago, podcast guest was CEO of CWEB.
CWEB with the Medicare pilot program news and Defloria association
Right. You were trying to find what I had previously posted about CWEB. That's why I was directing you to my profile, because you said you couldn't find anything from me that wasn't 2+ years old. Idk what you're even saying here anymore. Good luck out there.
You mentioned you’d posted consistently on CWEB and that you liked them. I was curious why. I haven’t seriously considered them for a number of years now and wanted to know what changed. You commonly do deep dives exploring connections. I take it for granted you post them knowing that’s how they’ll be used.
>Tilray has a position of some sort in CWEB They have no position/ownership but a partnership.
Given his comments I decided to search on CWEB in this sub. Geo's most recent posts on them, sorted by new, start at two years ago.
**CBD/hemp opportunities internationally.** Markets that aren't going to be opening up to intoxicating THC anytime soon could open for hemp/CBD. Think of larger more conservative markets like India, where BAT has a major presence. Or even if they open up for medical cannabis, CWEB has a history of being a first mover in new low-THC medical markets. I assume a reason CWEB partnered with Tilray years ago was because at that time Tilray had the certifications/manufacturing capability CWEB would need to export CBD internationally. I know CWEB has had a deal for years with InterCure in Israel, where they will distribute CWEB products once Israel changes CBD laws. This was supposed to happen years ago. And Tilray used to export to InterCure themselves, so Tilray being the middleman for CWEB/InterCure makes sense. Tilray and CWEB were also both partnered with Southern Glazers for CBD distribution in the US in 2022, which never materialized. Since then Tilray has obtained more beverage assets, along with the distribution that comes with it. This is another area their partnership could benefit each other. **Hemp incorporated into the industrial market and carbon credit market.** Increasing your CBD margins by selling the byproducts of CBD production to fiber, food, fuel, and carbon markets. Lots of ex-Canopy people including Bruce Linton left Canopy to go pursue opportunities in this area. The best thing would be if hemp was part of our biofuel ecosystem imo. It's so much better than corn. Bruce Linton used to say that by the time you got to the point of extracting CBD, you should already have a profit from the other parts of the plant being upcycled into fiber and fuel. CWEB appointed Jessica Saxton as CFO right after BAT's investment. She came directly from AB InBev, where she was the CFO for their subsidiary that upcycled their spent grains from producing alcohol. If this sort of industrial hemp market is developed and supported, CBD really could be an incredible gold mine for major corporations. A highly regulated product so they can control it, but one that could cost almost nothing to produce and still demand a high price markup in a huge variety of CPG products.
Correct, which [I was also sure to point out](https://www.reddit.com/r/weedstocks/comments/1nte2kg/comment/ngt9uxj/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) after the CBD video. With BAT involved, it seems like the most obvious thing would be for OGI to give them some Jupiter money or for BAT to invest more themselves. OGI has already followed up on investments that BAT had previously made, such as Open Book Extracts and Sanity Group. The amount of money CWEB would need to last a few quarters could be found in BAT's couch cushions. And right now BAT is actively investing into OGI to get to 50%, while they only have 20% of CWEB locked down. But regardless you would still need a path to profitability. Here are some options for CWEB: **CBD incorporated into the medical system.** This is being discussed with Medicare now. CWEB was a pioneer early CBD acceptance, as well as being the main driver behind Florida's initial medical cannabis program. Besides their history, they have their current joint venture with BAT that is in Phase 2 of FDA trials for CBD to treat autism. They have strains with a long history and strong patent protection. Lots of reasons to think they will be a winner in medical CBD. **CBD allowed as a dietary supplement.** This was a specific part of BAT's initial investment. I am pretty confident that hemp beverages are going to be regulated, so if that happens that means CBD is allowed in ingestible products by the FDA. CWEB has some of the best partnerships in the CBD industry such as BAT, Walmart, MLB, etc.. so they will be sure to get shelf space in key places. Right now major retail like Walmart don't sell ingestible CBD, which is where the big money is. Topicals aren't big sellers. Similar to how hemp beverages didn't sell until they were actually on shelves in retail, ingestible CBD should see large sales increases if they are in regular retail. **CBD supply partnerships in CPG/beverage.** If CBD is allowed in food/beverages, then besides CWEB selling their own CBD as a dietary supplement, this opens up the market for them to supply CBD to a major CPG company looking to expand into CBD. Or to supply CBD to new products being pushed by BAT. Besides the potential for CBD to be incorporated into tobacco/vape products, BAT has been expanding into several wellness/functional drink brands through their venture capital arm ([Btomorrow Ventures](https://www.btomorrowv.com/)). And CWEB was supposed to be releasing a CBD seltzer in late 2022, but never did. Instead they got their BAT investment. Makes more sense to supply CBD to another BAT brand than to try to launch a new CWEB drink brand. I definitely see a possibility that beverage brands like Celsius will have a CBD energy drink in the near future. Pepsi had a hemp oil Rockstar they were testing out in 2022. And back when Coke was rumored to be getting into CBD, one thing that was discussed was that very few (if any) companies could possibly supply CBD at scale and consistency that a company like Coke would need. Besides scale issues, there were also CBD emulsion issues in 2020. Idk I just feel like the big beverage/alcohol brands needed a few years, but they are now ready to make a serious move. THC beverages are mostly similar to one market segment (alcohol), but CBD beverages can cover a much wider range of actual market segments such as water, coffee, sports drinks, energy drinks, tea, etc.. CBD has a much larger addressable market than THC.
This is why I've always preferred OGI. I could just never see anything good in CWEB. Since they're both under the BAT umbrella, it's a fair chance OGI will be the vehicle for uplisting of their US investments.
afaik Tilray has a position of some sort in CWEB
I'm saying that I did not wait for the news. I had already built my position in CWEB by the day of the EO. I have been averaging into CWEB for about 2.5 years, and have [talked about it plenty](https://www.reddit.com/r/weedstocks/comments/15n82nd/comment/jvktvj3/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button). Essentially once I expected Farm Bill discussions to start in 2023 I began averaging into what I considered the best CBD play, because the CBD market was the only market I was extremely confident would be taking a step forward whenever the next Farm Bill actually got done.
>On the day of the S3 Executive Order my largest position by far was in [CWEB Has this now changedged to INCR now, cos I moved a bit of my CWEB gains into it. Glta
On the day of the S3 Executive Order my largest position by far was in [CWEB](https://www.reddit.com/r/weedstocks/comments/1nv46j2/comment/nh6w2ud/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button).
Could BAT be considered big AG? BAT is the money and driving force behind the Phylos move by OGI. Especially the THCV strains. BAT is also a very big investor in CWEB. I say this in a very good way as BAT was without a doubt the most ethical, and best marketers in the tabacco business that I ever worked with.
Intercure's price action has been crazy. They've hit ATL today, and it was my last trade for 2025. Good luck to all weedstockers .Remember, this time last year, everyone had given up on this sector and see how far this has progressed. Just hang in there, make the moves that seem right to you. Cheers and HNY 2026.. A few of my notable trades this year for reference. loss of 30k lcad on my AYR position Over 3X on CWEB (more than making up for AyR loss) Cycling out of my CBST position of over 100k cad w/o taking a loss. Repositioning most of my canna holdings held since the election cycle in 2024. Overall, way hetter year trading this sector than the last few. Cheers
Phylos is based in the US, and have been collecting genetic data from the US for years. This deal doesn't give OGI exclusive US rights, but could in the future. >Organigram receives five-year exclusivity on its chosen autoflower cultivars across international markets, including Canada, Australia, the UK, Germany, and Israel, with **the ability to add new exclusive territories as it expands globally**. Phylos was the company that got into hot water when they were recorded saying they were [going to sell out to Big Ag](https://www.reddit.com/r/weedstocks/comments/1f0qh0k/comment/ljvqxgy/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button). I've been watching genetics closely, because historically that's how agricultural products have been dominated by the big corps. It's interesting that OGI is acquiring genetics, while CWEB has also been one of the companies [patenting their own genetics](https://www.newcannabisventures.com/charlottes-web-secures-u-s-utility-patents-for-two-new-hemp-varietals-with-superior-cannabinoid-expression/). >‘Lindorea’ and ‘Kirsche’ are the world’s first two allowed U.S. Utility Patents reading on feminized hybrid hemp plants.
Nearly 15x of normal daily avg ( 3 months) , so that's definitely something. >InterCure is already connected to OGI and CWEB, so it would fill out BAT's global footprint nicely. I was aware of their (INCR) supply agreement with OGI, but I didn't think it was anything strategic.
Yea that volume today was interesting. I was buying more, so hopefully it's not big volume due to something bad. I'm kind of hoping OGI uses this opportunity to throw some of their Jupiter money at them. InterCure is already connected to OGI and CWEB, so it would fill out BAT's global footprint nicely.
Higher than avg vol today on this ticker btw..I hope its not you buying out everything on the open market with your CWEB gains..lol Cheers and GL
One of the companies they work with is going under, so I think they might lose some money that they are owed by them. This filing was posted on 12/18, which seems to be when the decline started. [https://www.sec.gov/Archives/edgar/data/1857030/000149315225028382/form6-k.htm](https://www.sec.gov/Archives/edgar/data/1857030/000149315225028382/form6-k.htm) >On December 15, 2025, InterCure...became aware that the Bazelet group of companies....has initiated restructuring proceedings before the Israeli District Court, including an application for a temporary stay of proceedings. >Bazelet is a service provider of the Company for production, EU-GMP-certified export, and distribution services in the Israeli market. In addition, Bazelet purchases raw materials and products from the Company from time to time. >The Company holds checks issued by Bazelet in an aggregate amount of **approximately NIS 27 million**, **which remain outstanding during the stay of proceedings**. I've been buying some more on this dip with my CWEB profits. It's always a little extra risky because it's much harder to know what's going on in Israel, but this doesn't appear to be anything directly related to InterCure's operations. They did say they work with this company for EU-GMP exports though, so idk if that puts any damper on them wanting to expand into the EU or US.
Being finally up on my CWEB position after so many years feel good 😅
CWEB also has an autism drug in Phase 2 trial.
wildly overinflated solely for name recognition, but yes it may spike even bigger with actual S3 news, speculative trading. It's an easily farmable plant ("green corn"). CWEB's only meaningful asset is their name brand. Genetic breeding work they did illegally pre-2018 is nothing special. Kentucky has warehouses of comparable seed stock that'll be sold to interested farmers (after the 2025 hemp growing ban is resolved). CBD's price drive to the bottom will be brutal. $500 will be a lifetime supply soon enough. Dry hemp flower is already $100/pound... a pound of CBD isolate is more than most seniors will ever consume. Which corn brand name would you invest into ?
Charlottes Web ( CWEB) seems to finally have woken up. I’m assuming because is pretty much a pour cbd play.
With the Medicare news I will avg up a bit once I have some play money. Or maybe sell some bank stocks and take a little gamble with more CWEB. https://www.newswire.ca/news-releases/charlotte-s-web-serves-as-a-premier-cbd-partner-for-landmark-medicare-and-medicaid-pilot-program-863812850.html
I hold some CWEB in my TFSA (avg is .255) so no.
CWEB setting new highs every day :)
Perhaps the craziest day I’ve ever seen for OGI and I’ve been following for a long time. Down like 16%, then to -5%, finishing at -9%. All this on 6.571 milly volume which is certainly not normal for OGI. Could be many reasons but I find it interesting that CWEB has been pumping. With the EO what prevents BAT bringing their two horses together? 59 mill left in the Jupiter fund. Do you think this makes strategic sense? Genuinely curious for those that follow closer than I. Anyhow, because no one else did it that I saw…o, g, I lost all my money!
My CWEB bags from the last two years are starting to feel light again as i missed taking profits inbtheblast run up. Just looking at the charts, it looks like a double top. I am hoping it bucks the trend and keeps chugging. Glta