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SunHydrogen (HYSR) — The overlooked penny stock sitting at the intersection of AI infrastructure’s two biggest unsolved problems
GTBIF has 100 million for share buybacks but couldn't afford to give good employees a $2 raise...
I got fired from Green Thumb Industries in 2018...
Higher Exchanges with Sammy J: Is Cannabis Finally Investable Again? Rescheduling, GTI, Vireo & C21 Breakdown
DD on the 10x Potential of Misunderstood company $RYM
THC Drinks Billboards going up across the US
Can $GTI and $RAYA go higher again?
$GTI Graphjet Technology Inc - A Malaysian Gem in the making from Graphite and Graphene
Tomorrow tickers 2nd opinion
DD: Graphjet Technologies, an Interesting Bull Case:
Huge announcement by Graphjet Technology (GTI) $GTI
📢 GTI Stock Update – Turning the Corner?
I did 4 Calls today... ZEO 32%, SGN 29%, IMNN 26%, (GTI -8%)
Few picks I saw on Squeezefinder AI 29MAY2025 $GTI, $ZEO, $SGN, $IMNN
Mentions
The GTI and Truleive comparison is pretty common for big MSOs. The simple differences (I am biased haha - only own GTI): GTI proactively paid all 280E over the years, has $34 4M cash on hand with total save at $289M I think it’s a massive risk if you assume the 280E will be forgiven. And in that scenario does GTI get a refund while others just get a liability waved? 3. GTI is the most consistently positive MSO on fundamentals, they’ve been in the green as long as I remember on GAAP net income…I think Tru has had a quarter or two there. 4. Leadership philosophy - Trulieve has spent a ton of money on lobbying for reforms. They’ve spent $200M+ on Florida recreational cannabis campaigns, it has not gone through (governor really fighting it). They’re also fairly aggressive - eg restructured to uplist. GTI is the opposite in many ways haha…CEO for awhile wouldn’t even speculate on reform, stopped doing earnings calls (they’re back now).
Good luck. I got screwed on ENCP-> GTI because warrants never got listed
I grabbing TRLV too, but GTI fundamentals are so good, I’m looking forward to them up listing
GTI has held up fairly well (compared to restvof tier 1 MSOS) these past few weeks of correction. I suspect any adhoc drops are being bought out quickly. Glta
1. The EO had pretty broad coverage - AP, ABC, NBC, Fox, Reuters . And that awesome pre EO from WSJ I think there will be a bigger media focus on final file as well 2. My GTI thesis is a lot better with 280E removal 😂…or rather a few things need to happen for share appreciation including S3 as a huge requirement S3 is a big deal, it’s hard to predict what it will do to stigma reduction and spur added reform
I’ve made this same exact trade 5 times and made money 4 out of 5 times. This will be the 6th time. I still believe Cresco is arguably top dog when it comes to brand power. It competes in the toughest states and holds it own, for example Michigan. They just loose top line due to compressing margins. Cresco will be acquired. GTI is a safe bet until they start competing in unlimited licsened states. Read their filings, they don’t compete that’s why have been able to protect top line. Could a trulieve Cresco happen? Maybe. Could a trulieve ascend happen? Maybe. Trulieve needs to expand out of FL. Curaleaf will be dead in the water soon. Verano I like just but they are poorly ran in the operation side. I know I have a good chance at loosing money with CL and GTI but I also put in stop losses 5 percent below my entry. I don’t blindly hold.
Not trolling I actually bought Cresco and GTI today
It’s pretty wild 😅…I’ve been in GTI since like 2021, bought in at varying prices over the years I’m also expecting S3 to happen but really not sure what that means for the share price and when Being close to all of it is very painful… 😣 Pretty wild close up to government to your point
The MSOS curse on GTI continues.
[Beam Suntory](https://en.wikipedia.org/wiki/Suntory_Global_Spirits) (now Suntory Global) is the Japanese liquor company that bought Jim Beam. Jim Beam is often associated with GTI, because Ben Kovler's family made their money building Beam. Until a few years back Suntory had their US headquarters in Chicago. There were also rumors a couple years ago that [Suntory was going to acquire Boston Beer](https://www.reddit.com/r/weedstocks/comments/1d4piqr/comment/l6jfawi/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button). Boston Beer is one of the alcohol companies that really want hemp beverages to be regulated. They've been doing THC beverages in Canada for years. The Suntory/BBC talks were interesting to me because GTI was also publicly trying to merge with Boston Beer around that time. [Beam Suntory and Boston Beer already have a partnership](https://www.bostonbeer.com/news/2021/07/beam-suntory-and-the-bbc-partner-to-expand-iconic-brands) where they support each others brands, such as Truly. Beam Suntory just posted their first 2026Q2 lobbying disclosure. This marked [Suntory's first ever mention of cannabis/hemp](https://lda.senate.gov/filings/public/filing/612e8e67-77bc-4034-ad2e-5cae47326667/print/): >Issues related to taxation of hemp-derived beverages.
>Your bias is that you think it is a better investment Do you think that I only invest in hemp/CBD opportunities??? I think you may only notice those comments because they stand out against all the MSO talk. I think there are great investments all over the place, which I often talk about. I just don't like the largest public MSOs because they have too much debt and no path to serious profitability. I thought I had been pretty vocal that people were sleeping on Glass House. They had been my biggest MSO investment for a while (technically not an "MSO"). After the raid I argued it was a buying opportunity, which was correct. Recently I brought up LEEF as a micro cap that should be considered due to the importance of extracted products in the upcoming CPG cannabinoid landscape. I am up about 60% on my LEEF investment from the time I brought them up. I often talk about InterCure, which is an Israeli medical cannabis company I have followed for years. Been able to trade my way to a little profit and a really good average. I have long discussed them as a company nobody talks about, with an abnormally high level of both risk and reward. I have also talked for years about Miracle Gro moving on the US THC market, by doing a roll up of smaller operators. This is exactly what Miracle Gro is now doing with Vireo. Because of cannabis I am a long time investor in Miracle Gro, and more recently in Vireo. Though I am trying to invest in Vireo via Fluent. Something I also discussed here. Idk why that deal hasn't closed yet. I could go on with more examples. Pretty much the **only** part of the hemp/cannabis market I am not heavily invested in are the largest MSOs. My only exception to that was GTI.
Is today the day I start my Trul position on NYSE? Tired of the OTC markets. Lets get GTI on the NYSE.
I really like Cresco and its brands, but it would be hard to argue that they are a superior company than GTI and Trulieve. I'd love to see Trulieve acquire Cresco! Those are my 3 main holdings, with a sprinkle of Verano and Curaleaf.
This was my half baked thesis as well. So I bought GTI... apparently the market thinks I wrong.
The problem is... its Trul... if GTI uplisted at least there would be an attractive company for real "investors" (not degen gamblers) to look at. Not saying GTI is the savior... but at least they're not embarrassing. Also very likely GTI would drastically out perform due to getting out from under the thumb of Dan fucking them in MSOS. Unlike Trul or Cura that have been propped up artificially by Dan's outsized positions. But of course we got this half assed, confusing legislation that bifurcates the "drug" into Schrodinger's medical value.
I hear what you are saying. They will have the harvest side to deal with. IRS to deal with. Lots of uncertainty. GTI is a fully known
If rec fails, the mso industry is toast, except GTI. Even Trulieve has an issue to figure out
GTI is the safest bet. It will live if S3 fails.
Added a little GTI today. I still believe best comps is the way to go. When there’s blood in the streets… follow the trail, it’ll lead you to potstocks!
Weird play before the hearing. Weird play before SAFE Banking. Weird play before Fat Joe. Weird play before Farm Bill. Weird play before Anne Milgram. Weird play before Cole Memo. Weird play before Dems take the Senate. Weird play before Repubs take the Senate. Weird play before Biden. Weird play before Trump. Weird play before Fat Joe. Weird play before Mike Tyson. Weird play before HHS recommendation. Weird play before interstate commerce. Weird play before exports to EU. Weird play before hemp carve outs. Weird play before institutional investors. Weird play before THCa. Weird play before $5B investment. Weird play before fake walls. Weird play before Aphria. Weird play before Booker throws himself down. Weird play before 280e relief. Weird play before GTI / Circle K. Weird play before TLRY buys the alcohol brands. Weird play before Schumer's tweet about decriminalizing marijuana at the federal level. Weird play before Doug Kass. Weird play before Shardi B. Weird play before bread in the oven. Weird play before cresco bestco. Weird play before GTI has no tax liability. Weird play before Amendment 3. Weird play before MSOS. Weird play before the barbarians arrive at the gates.
7 Days straight red on GTI. This sector really is just trash.
From what I am seeing, it looks like THC Drinks are getting a carve out at the before Nov ban. Thats just my opinion of what is happening politically. If we get certainty on THC drinks RYM will be a no brainer. I think its has potential regardless of the drinks as IP holder for GTI, but with Drinks on the table it has massive upside.
How lmao I have made money in this sector the only thing rubs me wrong is some of the delusion in the sub. But I’ve very open minded and hear every perspective out, then if I feel like it’s a solid take I might take risk on or off the table. Again I am going to buy Cresco GTI verano and possibly glass house. I think there is another trade to be made in the sector which is why I keep up on it. It’s just a matter of when
Will be interesting to see if they can get MSOS to $4 or even below by Thursday. Sold all my cura at 14.15 this morning to buy back at a lower price friday. Sold most of my GTI position last week at $11.43 for the same reason.
Yup. Everyone here is probably close to 100% GTI without being able to explain where the growth is going to come from, or why the existing moats are defensible. Their market share in competitive states like Florida are in he single digits. Minnesota can't be a duopoloy forever. Border dispensaries stop being cash cows when prohibition states open up. Can you respond to any of these concerns, GTI pumper?
You’re buying Cresco and Verano and thinking GTI will disappoint? Huh?
If SAM wins, GTI will have a massive opportunity to deploy that cash, not in buybacks
You do you - this is not a support group for investors struggling with exposure and allocation. In saying that…right size your bets, reduce doubt by sorting out what you’re actually buying and know why you are convicted. Most would disagree with me but I just hold MSOS/MSOX and fluent for USA exposure. I hold HMMJ and OGI for cad exposure. It’s your money - buy a happy meal or a couple more shares of GTI - whatever makes you…happy
As a GTI holder, I’ve wondered many similar things. But - at the same time 😅…he’s earned our trust, what other people MSO exec has? 1. Balance sheet speaks for itself - all that cash and no debt 280E 2. They’re going to benefit from VA, similar footprint size as MN 3. They’ve always managed to grow and continue to be profitable each quarter 4. Been healthy enough to do buybacks for awhile 5. Nothing he can do will materially influence how S3 timeline plays out Ben has always been very tight lipped….but this is by far the best choice for institutions when barriers are removed. They made the right call going back to earnings calls, I didn’t like they paused them but think the rationale was they were better served spending the internal resourcing on other things.
Wtf is Big Ben doing. Basically zero out of him since medical rescheduling. We've not heard any sort of guidance, is doing nothing with fat stacks of cash, hardly making any moves with RYM. Most disrespected valuation in the industry with the best financials and Ben basically is just head down and fading into the background. Plenty of opportunities to add some fresh hype and eyes to the sector with the news cycle and GTI has done nothing with the potential momentum. Its like Ben has straight up given up and is completely apathetic to whatever happens. Ever since the Boston Beer and him saying they weren't going to do earnings calls anymore since no one cared it seems he has checked out and just letting it ride.
This is why I can't even see GTI going back above 30 usd without a CPG buyout in play. They're probably going to be the first target with their financials and Ben's connections, but having the ticker flip at 15-25 would be a bummer. I'm hoping that we get some room to run as more uplistings hit the market and MSOS loses control of the price action. I think that a lot of that action will depend on retail awareness though. TRLV didn't do much compared to the APHA>TLRY and CGC events.
To get MSOS past max pain. That is the simple answer. I don't even wanna look at what happened to my boy GTI today.
Has Kim started selling her shares? Can't imagine what the impact of that would be given the current prices. Basically at this point TRLV is the price leader. If it does well, GTI and CURA will do well. If it doesn't, I can't see the others do well. If you're already on the NYSE, have pretty good economics save the UTP and still perform like this.. what hope is there for others? It seems like all hope is on the rescheduling hearings beginning EOM. And then the only thing that could help would be a big company investing into Trulieve or acquiring it, but I can't imagine anyone in the space now would be happy to cede ownership at this SP. At least 3x would be the starting point.
GTI, Jushi and Verano are medical operators here and can pay $5m to have dual medical/recreational. The last time the deal was mentioned, there were 100 licenses to issue to micro operators. Possibly plenty of space for the other MSOs to enter.
Rescheduling hearings will generate a lot more mainstream press. Should result in more MSO air time on the big networks. At the end of the day though institutions are aware of the space, challenges, and upside. So the air time can expand retail enthusiasm. I do think GTI and Truleive will get the largest institutional interest once their investment requirements are met. With the caveat I only own GTI and didn’t look into how the med and rec separation changes things for Truleive.
Patience x2. I am waiting for full S3, GTI uplisting and retroactive 280E guidance. Those are the real catalysts for me. Those who sell here will regret it, for sure.
I bought GTI because I drive GTIs. It's since been removed from the NASDAQ and I'm fairly certain has gone out of business.
Yeah no one in the industry should be doing buybacks right now except for GTI, which has a clean balance sheet and high FCF. Not the worst for Trulieve as they also have decent FCF and their debt to cash ratio including UTP is not too bad. But I wonder if this is moreso exit liquidity for insiders. Will see if Trulieve prudently manages the buybacks and get value from them like GTI buying back shares at like $5.80 apiece.
Day traders will day trade. Nothing new in cannaland. Long GTI, HITI, MSOS, TLRY, and recently on the lows VFF (from bigger to smaller position)
I sold all my Trul at 13.50 and bought 1700 GTI at 10.15 cdn I hope I didn’t screw up and sell too fast
GTI should just lump there medical in with Rythm. Boom instant uplist. Still probably not that easy though.
They would need to split the business to achieve uplisting prior to the hearings, while Trul is 75% medical, GTI is 50% so it would be a nightmare to split the company up particularly since the hearings concolude in circa 7 weeks
The question to ask is why hasn’t GTI followed suit or glasshouse. Trulieve has always been the type to “dive in and learn to swim later”, harvest deal fucked them, then they burnt 250mill on a failed rec campaign, but I do think Kim has huge balls. I think this is good overall for the industry, Kim takes chances, I love it, but I think most will wait to get a feeling for the rec regulatory structure later this month. I am going to buy Cresco, verano, GTI and some Msos calls. I will mostly likely buy glasshouse on a pull back. I think the big gain day for truelieve will be the day they uplist, but I also think they trigger their shelf offering shortly after , and Kim is already scheduled to sell shares this month so that could be a reason for jumping the gun to the big exchange as well.
It just needs to come true. The S3 medical thing didn't launch MSOs into the stratosphere. Barely moved it 20-30%. Lower than Dec 2025. At latest, the outcome of Trulieve's uplifting + the July hearing will decide what GTI and Cura will do. But possible Ben and Boris have already decided regardless.
For once I’m actually looking forward to the market opening on a Monday for r/weedsrocks. After the bloodbath on Friday, I was able to salvage some profits out of my AI stocks and added to my positions in GTI and TCNNF soon to be TRVL. I still can’t believe Trulieve is uplisting to the NYSE. Hopefully GTI will uplist soon and better times are ahead for this sector. God knows the longs deserve to be rewarded for the pain, misery and opportunity cost.
I was just discussing pot stocks with someone the other day and I had kind of a wild take. I always used to say weed stocks were a risky investment and that has been the case. With incoming reform I think this might actually be one the safer places to park your money for the next few years. The entire market is trading at extreme valuations that aren’t sustainable. I think we all know there is a bubble but no one knows when its going to pop. With weed stocks trading at such low multiples and the rest of the market is extremely high PE ratios it feels less like a gamble and more like a safety net now that reform is coming and uncertainty is fading. Honestly if reform does come, I think at these valuations its less risky to buy some GTI or Trulieve then it is to buy the S&P 500. Just my thought
Agreed GTI is not easy like tcnnf.
I think it's only this easy for Trulieve because they are so heavily concentrated in one medical-only market. They didn't separate medical from recreational, they separated medical from "mixed use". Other companies like GTI have far more of their business in the "mixed use" category compared to Trulieve.
MSOS is a shitty ETF that has been more of bane for this sector. Ben called them (and rightly so) and so they are taking it out on its stock. In time there will be other ETFs coming into play and they'll find it hard to exclude/ignore GTI..
I see the RS. I don’t see their path with medical only. GTI has a lever to pull with RYM, but it’s still messier than TCNNF.
I don't think it's as clean as % med vs % rec. Can GTI really fully firewall the rec aspects of their Illinois ops from the med aspects? Doubtful. Even if theoretically possible, that sounds expensive (and likely risky). Trulieve has the benefit of operating primarily in Florida, which is a large, exclusively medical market. That's an easy bright line to navigate. As geo put it earlier, they are likely splitting the business into Trulieve Florida and Trulieve non-Florida. The other MSOs don't have the benefit of such clean segmentation, nor is it a majority of their business.
Yeah, I meant uplisting post-hearings. This bifurcation might have been their chance to front run gti. That said, I'm not convinced RYM will be GTI's uplist path. That may remain the long term segregated BrandCo regardless.
How do you see GTI and Ben using RYM as their uplisting vehicle? Or would he just wait until the hearings to see what happens?
Grats MSOs holders. Especially TRUL. Regretting selling it for GTI. And as a mostly TLRY holder, I’m going back into my hole. Love you guys, this is brutal
Wont it make sense for GTI to splitt off its med business to RYM?
When was the last time MSOS bought or sold GTI at an appropriate weighting. MSOS buys 20% Curaleaf and Trulieve and buys 5% GTI. When MSOS sells they sell GTI at a bigger weighting. The fact the GTI is the most price resilient says something despite MSOS always applying downward pressure. If MSOS bought GTI like Curaleaf I would already be rich lol
Most mso’s are still down month over month with the exception of glasshouse. Trulieve is back to where it was 5 days ago. Same with MSOS. Let’s not jump the gun. I did buy Cresco and GTI today, though and I will add verano.
MSOS is my smallest holding by a wide margin. GTI and IIPR are 90%+
I bought some yesterday too and just sold the lot all 900 shares Will hold for a dip or add to my GTI ht
I was flipping both GTI and trul for a while, just capturing shares for months now. The game is real, boyz
Mods, can you please change my flair from Greenthumb will make me rich, to "Trulieve Is The Way" I am completely out of GTI and now into Turlieve as of yesterday. The Trulieve dip yesterday was just too compelling
GTI's share structure isn't unique or particularly concerning. Most growth companies have similar structures. Google, Meta, Snap, and many others trade at premium valuations despite multi-class shares. Investors generally accept founder control when it produces good results.
Does anybody else consider the use of financial metrics like EBITDA to be little more than reading the corporate tea leaves? Aside from the cannabis REITs, Green thumb is fundamentally the only “investment” grade cannabis stock because it’s the only company in the sector that is profitable, and by some pretty handsome margins. I would also make a case that the near-profitable companies like Curaleaf and Trulieve are compelling investments, but not at these enterprise values relative to GTI. Everything else, with mind numbing amounts of debt and backed taxes, is essentially a speculation. Long: IIPR, GTBIF, MSOS
Don’t get down on ya self, past choices are past choices, a couple bad trade doesn’t make or break you that’s the beauty of the market. Always another opportunity out there just have to find it. It’s all about perspective, and being able to take emotions out of things. Truthfully nobody knows everything, a lot of people just learn as they go and try to not make the same mistake twice. The very first cannabis stock I bought was red white and bloom. They went bankrupt, and I lost 7k. I went back and looked at everything and realized emotion clouded my judgement. The signs were there I just ignored them. I understand filings and financials so for me to ignore them was crazy to me. I will say I’m waiting for a few more percentage points to drop and I’ll buy Cresco. & GTI, and potentially msos calls. I think Cresco will be merged/aquired. Charlie is too connected and Cresco competes in tough states and has good brand power. Trulieve could acquire them. State lay out would fit perfectly and Kim and Charlie spoke about it in the past before the harvest merger. I find it hard to justify msos going crazy because Dan has said numerous times the fund was created because the mso’s where on an otc and he wanted to help with liquidity, well if they uplist then what’s the point of the ETF? What restructuring happens? As far as Tilray goes, idk your reasons but last I check less then half rev came from cannabis, and they acquired brands and then those same brands loss market share. That’s a managerial/operational problem. In my opinion so I’ll never touch them. Blue chips are good, I have some reits that pay monthly. And then traditional blue chips. I don’t think you’ve missed your oil play, depending on what you owned. I think LNG will become massive. And I think we are in arguably one of the most transitional energy & infrastructure phases of my life time. companies like DUK, NEE etc will continue to grow via infrastructure upgrades and rising utility cost due to data centers. They charge to use electricity in the regions while technically having a monopoly for 4-5 years and guaranteed ROI on the build outs/upgrades. And then companies like ormat technologies will be very impactful to traditional oil drilling. Ormat isn’t as known but 67 to 144-148 in less than a year. I think AI is the gold but I think energy/infrastructure/utilities are the shovels. I’d rather be the one selling the shovels. Without the latter AI will stall. You hit load capacity on the grid amongst other things. So these trillion dollar companies or multi billion dollar companies will write a blank check to those infrastructure companies because without them the AI bubble will pop.
Oh I agree on that, but what about management? To be fair, my criticism of management is more targeted toward Curaleaf. I may begin building out a GTI position, but it's hard to justify when NLCP is paying so much with such little debt.
Yes. GTI absolutely. Look at the financials.
Your triggered. I don’t have a bear thesis, and that’s actually not true at all in regards to shelf offerings. The only bear point of view I have is none of these companies have any chance at growth until interstate commerce happens, and uplisting isn’t the end all be all. I’ve commented that I am buying Cresco, GTI and some MSOS calls I just haven’t yet. I trade the sector based off all of your and everyone else’s delusions and misunderstanding of market dynamics. When I buy I hold until 8-10 percent above my buy then I sell.
Trulieve already has a shelf offering on the table. Go look at the filings. GTI doesn’t tho that’s why I said 99 percent, that’s the only company who won’t.
Truly I've announced theirs already.GTI has been doing buy backs to reach the same end, imo
>but they all will rise when there is a rally so >why not hold the most efficient MSO with the least downside? Because GTI has had the least upside of the top companies so far? I agree they have the best fundamentals but the spat between Ben and Dan has led to less buying pressure since they've gone from #1 to #3 MSOS holding, translating to poor SP performance compared to its peers.
I can confirm - I’m not buying but I do see buy button on GTI, Cura and Trulieve as well! Neato burrito!!
Yes I think Cresco will fall to 80 cents usd, and I think GTI will go back down to $7.20-$7.30, I think msos goes back down to 4.85. Idrc about msos target price, I just need a pull back to get the options cheaper. It’s really a gamble and I’ll loose some money due to the spread of the bid and ask on the call option. I’m not buying options on Cresco or gti. I’ll own those out right. I’m buying options on MSOS.
History tells me tomorrow spike up then closes below 5 or 4.5 to kill options on expiry. I own MSOS (slightly green) as my trading vessel. I will sell if we gap up open. Added Trulieve recently, man it’s already 15% up wow. Holding GTI and Cron calls (2028) regardless.
I think GTI will get there eventually but their volume was atrocious compared to some of the other names today and I think there is more money to be made on most other names in the short term. Once fundamentals actually start to matter (i.e. uplisting) thing should pick up for them.
Do what? If you mean the RS, GTI & TRUL share prices are already compliant so there's no need. They could actually get uplisted before CURA if the only requirement is 90 consecutive days above $4. I'm sure there's more to it than that, just sayin'.
Yeah, he mentioned there's still risk and this is a gamble he wants to take early as the biggest company. He knows Trulieve and GTI don't need to RS so he needs to catch up ASAP if he wants to be first.
Nice spike GTI and TRUL
Everyone besides GTI. That’s the very first thing all these companies will do the second they uplist.
I don't expect TRUL or GTI but who knows.
Chat tells me What do you think will happen ? That Green Thumb is the only one that has been paying taxes You’re talking about the IRS 280E issue. A lot of U.S. cannabis MSOs either delayed paying full federal taxes or challenged the taxes in court because cannabis was federally Schedule I. That created massive “uncertain tax liabilities.” The biggest names people usually point to are: • Trulieve Cannabis — widely discussed as having very large unpaid/disputed 280E liabilities. Recent reports and filings discussions put it in the hundreds of millions.  • Curaleaf Holdings — reported around $531 million in disputed/unpaid federal tax liabilities tied to 280E.  • Cresco Labs — also has large liabilities, reported around $171 million.  • Verano Holdings — another one with very large tax exposure, reported around $378 million.  But Green Thumb Industries is generally viewed differently by investors. GTI has repeatedly said it continued paying its 280E taxes instead of aggressively withholding them. That’s one reason many investors see GTI as the “cleanest” large MSO financially. 
But they dont move by the same %. Cresco swings much more violently up and down that GTI for example.
Uplisting isn’t the knight and armor everyone thinks. These companies will immediately dilute like curaleaf or really tbh most of them besides GTI. Hell curaleaf as a 1 billion dollar shelf offering. They will be offering shares at some point when the market is favorable. $1 billion all at once prolly not, but then again they did $317 million equity offering with cancord in 2021 when the share price was 14-15 dollars. Being on a major exchange will put everything under more scrutiny. The stocks will be more heavily traded if more liquidity comes in. Management will likely shift and a lot of companies will indeed go bankrupt or get rolled up. I think we are far away from uplisting, will there be talks and hype driven headlines, prolly. Have some companies changed domiciles? Yes, it good? Yes but until you see management movements, or an S-3 filings, or anything of that sorts all those headlines are just headlines. My point being is smart money isnt going to move into a house that needs work. Theyll see the new foundation get put up, maybe a porch being built then they’ll see new paint and siding and then they might come see the inside at the open house. The outside being state / federal regulatory structure and the inside of the house being company financials. But you guys need to realize smart money comes in diff strategies- family funds, pensions, hedge funds, VCs and Institutional/ are all playing different games. Not all are good for a company.
I never thought refunds were in the cards (was pleasantly surprised by DOJ rec given that) but I also think a lot of detail is needed There’s many years prior to 2026 with accumulated 280E. I think if you’re investing you should still assume no refunds for prior years to be safe (hello GTI) but this is a specific instance to let’s wait and see
Imo there are many variables at play and Nov deadline is just one of them, also I don't see RYM as just pure hemp drinks play (GTI may lijely use it as vehicle uplist as well). To me RYM in low 20s is not a bad price to make an initial entry ( if I were starting now) and scale in if it goes lower, however since I am already in at a much lower avg I would prefer to only add to my current position if it goes below 18. It all depends on your risk appetite plus RYM is high beta and has wild swings, so be ready for it if you wish out put your money here.. glta
Yeah, holding out for a delay or regulation on the November 2026, but it will be here soon. Love the GTI $70M, however RYM's stock price is stuck here or lower with the ban lingering, would you agree??
Could be facilitating GTI's share buy backs. He likely did the same back in November last year when a GTI went out a bought a whole bunch as per their last ER
Scary thing is MSOS can easily close at 4.50$ or 5.00 or 5.50$ tomorrow. My bet is 5$. Would be ideal if CURA gets a major correction and GTI and TRUL make up the ground, but with the OTC nonsense we may be in for punishment until mid June. We will see….
Because curaleaf trades on a real exchange. GTI and Trul are caught in OTC hell
I think GTI should trade, at least at 2x p/s prior to any reform. Once 280e goes away, even if it's just for medical, I think it should quickly rerate to 2.5-3x p/s. MO is at around 5x, BTI is around 3.5x, PM is around 6x and STZ is around 3x. I am loading up on GTI.
FWIW, I’m not trying to compare sectors directly, but the disparity is insane. Is even a 2x TTM sales multiple too much to ask for GTI?
I'd be happy with enough volume (and options chains) to at least set up "regular" sup/res on the top MSOs. These things have been manipulated to shit on the low volume, no news weeks for a decade+. Flip the sector interest from TLRY/CGC to GTI/Trulieve and we'll see some real price discovery south of the border. Institutional investors have been waiting for a legal way to invest in the big US companies for years. I've talked with a handful of managers/analysts about this since 2017. They won't touch it until all the red tape is gone.
You believe its not wild that Curaleaf is worth as much as GTI and Trulieve combined?
No it’s not wild, s3 hit the register curaleaf is the most impacted by it. Not trulieve. Not GTI. It goes curaleaf Cresco verano than trulieve.
I'm so sick of GTI SP underperforming so I sold 440 shares. Expect it to rocket up now.
Wow! Trulieve and GTI are so oversold right now, it's crazy. Thinking about buying more in the morning before it rebounds hard. Watching closely, boys
GTI would need a correction to $14 to reach curlf’s market cap.
We're more or less on the same page for all but 5. I'm sure we could find a point of contention on *how* important those specific issues are, but at that point I think we'd be arguing just to argue lol. Here's my reasoning for where we disagree: MSOs are built for their current environment which means each state needs its own grow, distribution, and store fronts. When interstate commerce opens up, that's a lot of redundant assets and inefficiency. Streamlined businesses that emerge will eat their lunch. A lot of the success also comes from a lack of competition. For example, GTI has great financials, but it has less to do with having a uniquely efficient business and more to do with where they've done business. Its also why GTI doesn't really grow. To your point on margins: MSOs have such a large margin entirely because of being unable to deduct almost anything due to weed being S1. When those costs can be deducted, there will be downward pressure on prices as businesses fight for market share. A lot of people seem to think those 280e saving will go directly to the bottom line going forward, but there will absolutely be price compression that follows in response. So you are correct that efficient operators will succeed over the less efficient, but margins of MSOs are not apples to apples of other fully legal businesses at this point.
Their brand deal through GTI sets a bit of a floor for where they can go. [https://ir.rythminc.com/news-releases/news-release-details/rythm-inc-announces-amendments-license-agreements-green-thumb/](https://ir.rythminc.com/news-releases/news-release-details/rythm-inc-announces-amendments-license-agreements-green-thumb/) >Effective April 1, 2026, Green Thumb will pay RYTHM an aggregate fixed annual cash fee of $70 million, subject to an annual increase equal to two times a Consumer Price Index-based escalator.