GTBIF

rockum

Hump day. What is everybody's percent/gain on weedstocks? What is everybody's percent/gain on overall portfolio? GTBIF: -5% Overall: +32%

rockum

Holy fuck, my GTBIF position is only down 0.94%!!! LFG!

rockum

We are so nearly back! Close GTBIF price on 11/6: $8.94. It's funny how much people (including me) dumped GTBIF after the election: https://finance.yahoo.com/quote/GTBIF/history/?period1=1730419200&period2=1731369600

rockum

Imagine training an LLM on 5 years of Weedstock Daily Discussion comments and having it add a new comment every 20 - 30 minutes. LFG! Dusting off my moon boots. Dog shit sector. C'mon Anne! S3! Florida! GTBIF is cheap! SAFE! Gonna 4x!

rockum

1% on GTBIF. That's all I'm willing to gamble/lose.

Visual-Try-8081

GTBIF

Visual-Try-8081

I recommend buying the underlying stocks instead of MSOS. Do your own research (even with chatgpt) to analyze current financials. Start with GTBIF.

rockum

OMG GTBIF is *so* cheap! We're never going to see these prices again! Investment opportunity of a lifetime!

rockum

That sucks bro. As a sub, we really should make it more clear than MSOS is terrible and expensive. Just buy GTBIF.

Unaphotobomber

I wouldn’t mind restarting a position in GTBIF but this still feels too high for me.

rockum

The GTBIF component of MSOS isn't as large as it once was.

Turbul

$GTBIF

DesignerGreen4332

Hope bottom is in?? Soon things start to get better Thursday, December 18, President Trump announced that he would allow seniors on Medicare to receive medical marijuana (cannabis) if it's necessary -by reclassifying cannabis as a Schedule 3 drug. He will also allow Medicare to fully cover CBD (a chemical derived from the cannabis sativa, or hemp plant) products for patients if it's medically needed.  Trump had been quietly urging lawmakers to include cannabis banking legislation in a government funding bill. Up next in batter’s box SAFER Banking Act, S.2860. Earnings starts in weeks, CGC, TLRY and GTBIF all best last report.

rockum

GTBIF closed at $6.41 the day before the EO rumor. Sadly it looks like it may hit that price again.

randomusername0000

I think GTBIF is a solid set and forget play. Just don't look at the price everyday and you'll be happier. Set GTC trims to protect your sanity.

Visual-Try-8081

I thought things were going to change in this sector after the S3 EO. I think many of us thought that way. Just a few weeks ago, we were craving an S3 EO. MSOS pumped to over $6 simply because Trump posted a CBD video. But now that we actually have the S3 EO, MSOS dumps? Make it make sense. After Thursday’s blatant manipulation, I decided to trim my MSOS position and start buying the underlying stocks instead. Right now, I’m focused only on GTBIF, Tilray, and some HITI. See you next year when the next rumor hits.

randomusername0000

Tilray does have plant touching exposure in the US via CBD. **But I agree MSOs are front and center now.** CRLBF for bigger swings and GTBIF as a longevity bet through future M&A turbulence.

JonnyGBuckets

GTBIF

dahhb

Thanks for that GTBIF tax strategy info

Dew_Master_Flash

For anyone who wants investing/portfolio ideas, here is my split below. This is not a pump or dump, I do not care if you buy or sell, as I will be holding long term: NLCP: 43% In my view, the safest way to invest in the space with a 12% dividend, no debt, and a CEO who actually knows what he's talking about in regards to the space. It has traded sideways a long time as the market for some reason doesn't price for rescheduling even though it will allow for expansion of companies in the portfolio and more need for companies like NLCP to build infrastructure. GTBIF: 30% In my view, best NA MSO with reasonable debt to cash to market value ratio. Valuation has gone up 50% since the rescheduling news, and while I do think it has a lot of room to grow if news and action continues, the valuation has caught up making it not as cheap. Still feels like the only mso to own if you are investing long term and want a company to hold forever. HITI 22% Best canadian company cannabis wise. Again, reasonable debt with growth prospects abroad and within the context of Canada. Was undervalued for so long and the valuation has finally caught up. Worried if the European prospects don't work out and rescheduling stalls, that there growth will also stall. Team feels good and the valuation is still very low compared to the meme stocks of Canada VEXTF 5% Just started investing in this company, growth is better than the vast majority of the industry, and the valuation is still very reasonable so it deserves 5%.

AmDazed

It's not about the IRS "erasing" what they already have; it's about the billions they haven't collected yet. The top MSOs like $TCNNF and $GTBIF are currently carrying massive "Uncertain Tax Positions" on their balance sheets—this is cash they’ve set aside but haven't actually paid to the IRS while they challenge 280E. Once Schedule III is final, those liabilities can be reversed, instantly padding the bottom line. Plus, Trulieve already proved it's possible—they actually got $113M in physical refund checks from the IRS for 2019-2021 by filing "protective claims." Rescheduling makes those claims 10x stronger. The IRS isn't being "nice"; they're being forced to follow a tax code that legally can't apply to Schedule III drugs.

AmDazed

It's not about the IRS "erasing" what they already have; it's about the billions they haven't collected yet. The top MSOs like $TCNNF and $GTBIF are currently carrying massive "Uncertain Tax Positions" on their balance sheets—this is cash they’ve set aside but haven't actually paid to the IRS while they challenge 280E. Once Schedule III is final, those liabilities can be reversed, instantly padding the bottom line. Plus, Trulieve already proved it's possible—they actually got $113M in physical refund checks from the IRS for 2019-2021 by filing "protective claims." Rescheduling makes those claims 10x stronger. The IRS isn't being "nice"; they're being forced to follow a tax code that legally can't apply to Schedule III drugs.

OorvanVanGogh

With 280E gone, GTBIF and TCNNF are trading at 7.0x forward earnings. Deep value territory. Lost a bunch on my FOMO buys today, but very positive about future prospects.

sdkiko

GTBIF is a long term hold. It will not be as volatile as its peers, but its valuation will be more stable over time.

Unaphotobomber

I’m so confused by GTBIF

oldschoolczar

I can’t wait to get out of MSOS (avg $12.50). Today or tomorrow could be the day. I’d like to cover inflation over the past 2 years so looking for $13.75. I’ll be holding only GTBIF moving forward. Target $40, that won’t happen in the short-term but will gauge how things are going and may sell as low as my average of $27 which also won’t happen today. I hope Trump doesn’t fuck this up. He needs to appease his Christo-nationalists, so I could easily see him throwing a wrench in this that would not be great for MSOs. I hope I’m just being paranoid. We’ll find out soon enough!

TroubledAcorn

CEO of scotts miracle probadly, howard kesler, and maybe even CEO of GTBIF after his segment on fox I think he might be in.

TroubledAcorn

Yes. $RYM success is directly tied to management’s execution. You would never invest in a setup like this if you don’t trust management. But management has shown time and time again that they look out for their shareholders. Also interests are aligned, since $GTBIF owns over %80 of $RYM, $RYM being stock doing well if a direct benefit to $GTBIF. So while it might sound weird, that $GTBIF is going to pay a royalty’s to $RYM, it actually makes sense. Say $GTBIF gives $RYM 50 million in royalties, that $50 million is $RYM makes is more valuable because as an IP company you trade at higher multiples than a retail company. So $RYM stocks benefits more from that $50 million income. $GTBIF owns majority of $RYM and actually makes even more from increasing stock price. Also there is tons of tax advantages with the setup

rickny0

Today is cannabis day as an executive order is finally signed to move it to schedule 3. GTBIF , MSOS, are still historically low, not even back to pre-November levels. I expect a moonshot today. I’m in MSOS, MSOX, TCNNF and GTBIF

ComprehensiveKiwi489

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

Tiaan

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

Unaphotobomber

Dumped is dramatic, but did GTBIF did end red.

Tiaan

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

heliumbox

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

heliumbox

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

CrimsonSkywalker725

if GTBIF hits $28 - I can see a leveraged ETF like MSOX hitting over $30. I'm on the trulieve train but I raise a glass to you acorn, may you go from 'troubled', to pristine diamond level museum quality case acorn.

TroubledAcorn

I’m not invested in MSOX, but you should have a price target in mind. I don’t know rapidly things will move but MSOS is definitely going to at least $20 in the first 6 months of S3. MSOX hitting $30 should be easy and truthfully can probably go much higher. Especially if we up big movements quickly. I’m holding $GTBIF with a minimum price target $28 before I take any profits

TroubledAcorn

You aren’t biased, it’s just reality. The way the market treats GTBIF gaslights all of us into thinking we are insane. It’s so obvious the GTBIF is superior and undervalued compared to peers but never trades like it. Our day will come and our capital is safe while we wait.

heliumbox

Most other names make me nervous about a rug pull when they go up, GTBIF I just hold. The downside is always limited, along with the up. I personally don't believe in holding basically any other name in the sector long (other than maybe CRON since they have so much cash). As far as I can tell they're the only "investment" in the sector for non gamblers. The last few years have been horribly disappointing, being dragged down with the rest of the garbage, but I still believe at some point financials will beat out the memes. Being frugal and risk adverse (in an extremely risky sector) has its own opportunity costs though.

heliumbox

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

TroubledAcorn

This always happens with GTBIF, we are trailing TCNNF, should be telling. The price correction will happen but not until we get reform and real money entering the sector. Be patient we know the truth

Veganlightbody

avoid. buy CRLBF and GTBIF or just MSOS

Stfucarl12

TLRY always pumps super hard because liquidity and name recognition but theyre losing money nonstop and are Canadian. GTBIF is bae. SMG seem to follow weedstocks a little and theyre a real company.

oldschoolczar

Well i would welcome your prediction with my $12.50 average. I can escape my 2nd biggest position! Still got a way to go to get out of GTBIF at $27.00/share average.

TroubledAcorn

GTBIF is the least volatile stock. Most sold financials too

ToddStonks

Big Dong Ben Ring the GONG #GTBIF TO THE MOON!$! 🚀🌕

Temporary-Equal-774

If you are looking for weed play, consider GTBIF or TCNNF, or just MSOS. Don't fall for trash like TLRY. Monday could be sell the news tho, unless something unexpected in the EO

jmu_alumni

100% agree with all your points and this is where my head is at, except for one. If you believe there will be a hype spike, at somepoint that will subside. Wouldn’t it be prudent to liquidate some if not a majority of even GTBIF as these things will take months and as you mentioned retail investors get tired easily with months more until S3 fully materialized? I have call options. My plan (as of now) will be to sell into the hype spike, and just keep that cash for a period of time until things settle down again.

dave64112

$MSOS, $GTBIF will be the best performing in 2026 🚀🚀

TroubledAcorn

Everything changes. This isn’t hype , this is reality. The Second you you sign that you immediately give a company like $GTBIF an extra $100m free cash flow a year. It applies to all companies. De Risks the sector substantially, the multiples we trade at will go up. This would mark the beginning of reform, everyone expects more reform to follow. Reality easily justifies like 400% run from current prices. Now back to your point about hype. This could actually spark hype in a big way. We could see massive run ups based solely on hype that actually ignore fundamentals. The way the market is these days , with volatility and retail traders chasing hype, I think there is a real scenario where we get stupid prices that don’t even make sense. Anyways to this is a big deal and reality supports 400% run ways legitimately.

Veganlightbody

avoid. stick with MSOS or CRLBF and GTBIF

TroubledAcorn

Too soon to congratulate, I’m still holding. I don’t know if it will be a winner short term, but long term I am very confident. It’s still a great buy now. Price action was insane Yesterday, but the biggest takeaway to me is the volume. Over 3 million shares traded on $RYM is insane. The entire shares outstanding is 2 million and GTBIF owns 700k of those. Because of this is on the NasDaq that could be hot on stock for S3 news just based on accessibility, kinda like TLRY. I don’t know if it will outperform its peers immediately on S3 news but it’s definitely something to watch and a good buy as it’s still cheap now.

sdkiko

I've been in the sector for 8 years. Please do not put your money into cash furnaces like CGC and TLRY. You will be diluted into oblivion. Look into GTBIF and VFF.

Muchruckus

I’d go TLRY (just did a reverse split, has short squeeze play potential), GTBIF (overall outstanding financials and healthy balance sheet), and CRON (sits on almost $1 billion in cash and is owned/backed by Altria who owns big name commercial brands Marlboro & Anheuser-Busch).

TroubledAcorn

I know the interstate trade is how they operate currently. Would absolutely wipe out most hemp bussiness. However I think $RYM is in a unique position being tied to GTBIF , that they would be able to vertically integrate in the states GTBIF is in. The part will be figured out, 280e was the real issue. With 280e gone, the beverage game is definitely going to continue with state carve outs. Yeah, I know it seems weird about the lack of communication. But its because Ben knows it doesn’t matter the best company and the game and it actually just trades with the others and performs the worst. Honestly though it makes me like them even more, what other company would do that? Ben doesn’t need to convince us to invest in his company, the results speak for themselves. When reform happens and real money enters, and GTBIF actually trades based on its performance, they will be back I’m not saying don’t trade it, if you can thats great. Just don’t overlook, that there really might be so big price movements here. This might be another TLRY case when S3 happens because its on NasDaq I have a job, I literally can’t day trade. I could do some trades but I can’t catch intra day price swings.

sdkiko

My holdings are GTBIF, VFF, CRON & HITI

RogueJello

It's okay to say GTBIF outloud, the powers that be don't smite people for using tickers. :)

Healthy_Equipment523

Bids for GTBIF are massive

heliumbox

GTBIF and TCNNF trading in lockstep share price is just so odd. Seen it to many times that they're kept to the penny of each other.

rockum

Wow! GTBIF is about where it was a year ago before the election! Don't be greedy folks. Now is the time to get out. Monday will be a red day.

King_Chron

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

C_B_Doyle

Ive been telling people to sell VFF and buy MRMD for over a year. I used to work for GTBIF as an assistant manager.

Unaphotobomber

Let’s get GTBIF back around 9 and Cresco back around 1.40 and then I’ll relax. Or higher. I’d take higher.

C_B_Doyle

I worked for GTBIF as an assistant manager.

C_B_Doyle

Keep buying GTBIF, boss.

C_B_Doyle

You should buy more GTBIF. They would love your money. I hope MRMD goes lower so I get more.

oldschoolczar

Why didn’t you invest in green thumb. They’re the best operator in the business. Also this has been going on for a long time. Lawmakers also could NOT do anything about cannabis being on Schedule 1. Source: GTBIF investor since 2019.

CaptAmericaCaveman

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

Tiaan

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

rockum

> With all of this being said, things aren't looking so bad for us now that we finally a good long-term catalyst to look forward to(hemp ban/regulations) That seems overly optimistic to me partly because some weed companies like GTBIF have so much income that they don't know what to do with it and their stock is still near ATLs. I don't see how adding more profit will change that. How big is the hemp market compared to the weed market?

Russticale

Market reacting to the bloody friday 11/14 price action yesterday then stabilized today, tuesday.  I think the week is starting to show signs of a turn around base on the tight range today; lets break the high set at $3.28 usd and get some bullish movement. My purchases on this dip are MariMed and went in on MSOX and GTBIF as well.  How much lower can we go, right?   In seriousness, a great lesson is that over sold can always become more oversold, but I accept the risk here at these low valuations.

TroubledAcorn

Cannabis stocks don’t trade flat, so they are going to go somewhere. Some of these stocks would be insane if they went down more, I can’t imagine GTBIF being sub $5. I mean I could but I would have to rob a bank or re mortgage my house to buy more

OorvanVanGogh

I am not loving CRLBF. 2.6x net leverage and trades at 14x P/E adjusted for 280E. By comparison GTBIF has 8x adjusted P/E and only 0.2x net leverage. Where is the value?

Healthy_Equipment523

Good bounce, happy with my purchase of GTBIF this morning, great opportunity imo

TroubledAcorn

Tell him to delete that now. He gunna crush us. He said sell GTBIF at 5$ in April, then changed to buy at 8.5$ in October.

C_B_Doyle

I worked for GTBIF as an assistant manager. I bought 57,500 shares of MRMD and will continue.

C_B_Doyle

People talk about VFF bc of net debt. I worked for GTBIF as an assistant manager. I bought 57,500 shares of MRMD.

Healthy_Equipment523

Everything seems to point to Trump setting himself as savior for the hemp industry. I'm comfortable holding long term and I'm taking the opportunity to average with all my dry powder tomorrow morning (GTBIF). This was never a get rich schemed expect if you believe baiters, but with all the positive going on (end of shutdown, end of loophole, elections coming up) the current prices are really attractive

jamminstein

I don't feel like typing out a ton of text, but here are a few clues and things to dig into and take a look at with Greenthumb beyond their solid balance sheet and their lack of tax debt that will contribute to growth. 1) Ben's relationship to the Alcohol industry. 2) Relationships already established with Circle K, Target, other retail. 3) Greenthumb store locations in Florida are primed to far out compete Trulieve if and when Florida goes recreational. Even though Trulieve has double the amount of shops in FL, Trulieve's locations are geared toward medical. Pull up a map and compare prime locations and tourist areas between GTBIF and Trulieve if/when rec happens. 4) The longer this sector goes without reform = the more companies that will fail. Greenthumb's balance sheet will allow them to pick apart the bones for pennies on the dollar left by failed competitors.

Regard2Riches

GTBIF???? Get The Bud Its Friday??

TroubledAcorn

I absolutely bought more RYM. I had set a 20$ strike price at beginning of week. I am extremely happy I got it filed at the end of the day. I am a huge RYM bull. and I know no one will understand why. Time will tell. I think people, think RYM is just a hemp beverage company, I am under the impression its much more than that. But there is nothing wrong with buying GTBIF, thats great buy too. Especially at these prices. It’s criminal how undervalued GTBIF is.

C_B_Doyle

I worked for GTBIF as an assistant manager. I bought 50,000 of MRMD.

C_B_Doyle

Yea HITI is ok. TSNDF has decent weed. I used to work for GTBIF. MRMD is the most undervalued. Shhh 🤫

C_B_Doyle

I worked for GTBIF as an assistant manager. I bought 50,000 of MRMD. 🤫 shhh

OorvanVanGogh

So am I, but to see one's portfolio collapse by 30% within a week makes one feel bad about choosing a poor entry point, even for the long term. I am in the camp of GTBIF fans, at least one can argue that a 10x P/E (assuming a future removal of 280E) is decent value. But I have been struggling with a few other names, who do not look like value plays even under a normalized tax regime. I wonder what I am missing.

JATLLC

Nah man GTBIF is probably the most solid of the bunch. Im in on TCNNF only because they are massive. Kim Rivers kissed the ring its gunna happen. Good luck!

heliumbox

The TCNNF and GTBIF charts are basically identical, share price and movements for the last 3 months. It means nothing, but its just really strange to see.

TroubledAcorn

The possibilities for what RYM does now are endless. But they are fine. The have a royalty which will bring in alot of revenue. They have plenty of cash. We have a whole year to see how this plays out. Unlike the business’s that strictly sell Hemp products, the are going to be in a much different situation, with having to immediately figure out how wind down business. RYM can sell drinks the whole time. If no federal Beverage carve comes, expect certain states to carve out beverages. RYM would probably just sell Senorita back to GTBIF and royalty it too if it’s illegal in a year. Bigger picture, beverages will be back at some point. The consumer demand is there and this market is honestly so much more exciting the Cannabis Retail.

RealEstateWindsor

CRLBF GTBIF TILRIEVE...  Many_Easy chime in brother let's hear yours But seriously these questions are stupid. Your just going to get people's biased holdings. Do your own due diligence

TroubledAcorn

1. GTBIF 2. GTBIF 3. GTBIF Those would be my picks personally

TroubledAcorn

Nothing. See I don’t see it that way. S3 or legalization will happen. The real question isn’t IF, its when. Would a much further delay suck. Absolutely. There difference with my holdings and why I was invested in GTBIF before we even had Trump mentioning Cannabis, is that while GTBIF stock might not look good short term, they actually would benefit from delayed reform. They are making money right now, taxes paid in full, they can withstand the delay. It’s competition is hanging on for dear life. Companies aren’t profitable, not paying their taxes running up massive debt. Look at Trulieve for example owes 616m in 280e tax. The IRS is not someone you want to owe money, when they decide to come after you. So if the reform truly does stall out for years, companies are going to fail. GTBIF will gain more market share, could even see the opposite of price compression. The other companies need reform to save them very soon. GTBIF will actually benefit longterm if reform is delayed. Unless the Fed switches a flip and comes after and shuts down all Cannabis companies cause its federally illegal. Which I don’t think anyone thinks that is happening. Thats my opinion, what do you think?

Kbarbs4421

Congrats. Always tough to make that sort of move. But risk management is critical in this sector. I've made some moves today as well. Sold some smallish portions of MSOS and GTBIF into this strength. Also wrote a handful of calls against a portion of my remaining MSOS, dated a few weeks out. Protecting against that downside, inch by inch.

TroubledAcorn

Someone’s accumulating a big position in GTBIF, the bid and asks are tight 1 cent difference. They trying to accumulate without driving the price up

TroubledAcorn

GTBIF is getting abnormally high volume, especially weird given the market today

TroubledAcorn

To expand on this I think alot of people look at current share price to base their emotions. When I am down 250k on GTBIF at 5$ a share I don’t panic or care at all. I see a realistic 28$ price target easily when we get S3. So do I wish I bought at 5$, of course that would be great. But long term it will be a blip on the screen. Have your price targets , have your convictions, otherwise you are running blind and will lead to financial disaster

TroubledAcorn

RYM is big enough to compete with GTBIF backing. They could come out with some successful brands for sure, but theres enough market share for many companies to have a slice. RYM would make a killing with only 10% market share.

TroubledAcorn

They have been extremely successful with their brands. GTBIF has the Incredibles brand for gummies and its Number 2 in market share right now , just behind Wyld. It’s beating Wana. GTBIF Rythm brand is recognized nationwide and a top performer consistently Nearly all of GTBIF revenue is from their brands, thats a starch difference when you look at its competitors. GTBIF is more brand focused then any other MSO

TroubledAcorn

For anyone following RYM, new sec form. 10m convertible note to GTBIF that expired tomorrow. Had potential to dilute 3.2 million shares. GTBIF instead just converted into warrants. So no immediate dilution dump.

Draphippo

1. What Schedule III Reclassification Actually Does If cannabis moves from Schedule I → Schedule III, it means: • The U.S. government formally recognizes medical use. • Cannabis is no longer in the same class as heroin or LSD, but with drugs like Tylenol with codeine, testosterone, and ketamine. • The DEA and FDA can regulate it as a controlled, but prescribable substance. That change has massive secondary effects on financial and regulatory systems — especially custody and uplisting. ⸻ 💰 2. Why Cannabis Stocks Are Currently Locked Out of Major Exchanges Right now, U.S. cannabis companies like Trulieve (TCNNF) and Green Thumb (GTBIF) can’t list on the NYSE or NASDAQ because: • Those exchanges are regulated by the SEC and must comply with federal law. • Since cannabis is federally illegal (Schedule I), listing them would mean a federal crime is being facilitated (distribution of a controlled substance). • Similarly, U.S. banks and custodians (like JPMorgan or Goldman) can’t hold or clear trades in cannabis-touching companies, since that’s aiding an illegal enterprise under federal law. That’s why U.S. multi-state operators (MSOs) trade only on Canadian exchanges (CSE) or OTC markets under “F” tickers — and that’s why liquidity is so poor. ⸻ 🏛️ 3. How Schedule III Fixes That Problem If cannabis becomes Schedule III, then: • It is no longer federally illegal for companies to manufacture, distribute, or sell it under DEA/FDA oversight. • The Controlled Substances Act (CSA) would no longer prohibit these companies’ core business. • Therefore, U.S. cannabis companies would no longer be “trafficking in a Schedule I substance.” That legal distinction allows: • NYSE and NASDAQ to legally uplist U.S. cannabis stocks (since their business is no longer federally illegal). • Prime brokers, custodians, and clearing firms (like Pershing, Fidelity, JPMorgan) to hold, clear, and custody cannabis securities safely. • Institutional investors (mutual funds, ETFs, pensions) to finally participate. Essentially, the federal legal barrier disappears. ⸻ 📈 4. Key Consequences Once That Happens If Schedule III becomes official: 1. MSOs can uplist — TCNNF → TLVF (or similar) on NASDAQ. 2. Custody opens up — brokers like Fidelity or TD can hold shares directly rather than via foreign intermediaries. 3. Liquidity soars — volume increases, bid/ask spreads tighten. 4. Institutional money enters — funds and ETFs that currently can’t touch these names flood in. 5. Valuations normalize — MSOs rerate closer to mainstream consumer/healthcare stocks (think 5–10× EBITDA instead of 3×). ⸻ ⚠️ 5. Important Caveats • Schedule III doesn’t automatically mean dispensaries can sell Schedule III products overnight — DEA and FDA will set frameworks. • Adult-use (recreational) cannabis may still operate in a gray zone until Congress or DOJ guidance clarifies it. • Uplisting won’t happen immediately — exchanges will likely wait for formal DEA final rule + DOJ guidance confirming that cannabis businesses are federally compliant. • The SAFE Banking Act could still accelerate financial normalization in the meantime.

TroubledAcorn

I just found something interesting. I had no idea about this, I wasn’t on the scene in 2021. But apparently GTI made an investment partnership with CANN, of one the big players in todays beverage market. The interesting thing is GTBIF is the one that manufactured and distributed the drinks at their facilities in certain states. So it may be a possibility and not off the table for them produce and distribute Seniorita https://www.nasdaq.com/articles/green-thumb-inks-partnership-for-cannabis-infused-drinks-street-is-bullish-2021-03-04