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Agreed. AYR and Cannabist are good examples of the garbage that attracted so many here. I had them too at one point. I do think Ascend has a better balance sheet and cash flow production though. But yes, the strongest will be the winners. I think GTI is hands down the best, with Trulieve and Cresco behind.
Agreed on GTI but I think Ascend is a diamond in the rough. They have a large revenue base and they have positive cash flow. Their valuation is super cheap too. I think they are a winner.
Tilray has much further reach and brand recognition across alcohol industry. It amazes people don’t see this. The best companies will be consumer package goods ones. Nobody knows GTI products
Perhaps you’re right, I might be mixing them up with Ascend who I used to own a few years ago but wasn’t too impressed with management. This industry is really a bet on the main person in charge, hence why I’m heavily invested in GTI.
My take is GTI knows it's operational structure is trash and won't ever be acquirable or scalable so they are moving their more future-proof assets (brands) to a new vessel which can have a fresh start and more potential for scale/M&A than the current patchwork of growops and dispensaries under GTII. I think GTII, and all MSOs become uninvestable after interstate commerce begins.
I’m only in MSOS but it’s GTI for me
lol GTI is the only company buying back its own shares. I’m not making a wager that a penny stock will outperform over the next week, that’s absurd. We’ll see who’s still around in five years….
GTI also has a disgusting amount of shares outstanding. I’ll buy Marimed shares for 0.21 CAD over GTI shares for 11.92 CAD… any day
lol you don’t think I’ve looked into it, with 10k longterm shares in GTI alone? You can invest in the nothing companies, I’m trying to pick the apples and amazons of this sector.
I have an insane amount in GTI, and others. I have ACB as my trading vehicle (collecting premiums), so ya I get what you’re saying. The problem is people are (and a ton of new meme guys have joined recently) confuse the meme companies with the solid operators.
This isn’t how weedstocks work. Banking on the best fundamental company isn’t the way to get the best return. If a reschedule happens it will take a couple quarters again to see if any of these companies are worth parking money in. Sure GTI will continue to make money after rescheduling but who cares at that point? We’re all gambling on rescheduling news rn. GTI and Cron are prob the best bets not to run into another raise, like canopy just did, diluting your shares. I suspect if Canopy takes the gap down on Monday it will take others with it. The less cash reserves the more correlated it will be. Point being, IMO, have money in low float, high volatile pieces of shit gambling on regulatory news, but if you’re gonna keep your money in over the weekend, stay away from companies that need money and are running into mad gains on a Friday.
I think when institutional capital comes in it will help separate the good MSOs from the others. I thought AYR wellness was a great example of what’s to come from others in the sector. At least half of the big MSOs will die. GTI, Tru, and Cresco seem the safest (and big differences between them haha).
Yeah, I think all investors should assume 280E owes will be collected even with rescheduling. GTI owes nothing and is sitting on a massive pile of cash with little debt. Add in their profitability, and they’re well primed to invest quickly for growth.
The valuation. Compare it to all other msos. They are also only mso besides GTI that pays 280E… balance sheet is pretty good for an mso. They are top mso in Delaware which just went rec last week.
Nailed that GTI dip with buys every 5 cents down from 8.75-8.50 usd. A close above 9 would be nice going into the long weekend lol
Recaro Package Fiesta ST or MK7 GTI? Where my car ppl at I got a decision to make
Totally agree but there is good stuff to get amongst the twitter ramblings. Just from memory he said on twitter that Senorita will be launching 25mg drinks soon along with variety 4 packs, that GTI would start participating in federal lobbying efforts, and gave a heads up when Ranch water would launch. So its not all cryptic. Is it ideal, no - but its something. To me, its not a big enough deal breaker to sell and move on. It is for others, and that's fine. I also think people blow out of proportion how much is actually shared in earnings calls. Ben isn't going to deep dive the Agrify strategy on a call. He will just share what is public knowledge
They've been executing this brand licensing strategy [since May](https://www.reddit.com/r/weedstocks/comments/1kske8u/comment/mtq4zak/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button). Ben was actually getting pushback during his ETF arguments about how he currently has two competing shareholder bases in two different markets. It's a red flag to me that instead of having a clear strategy that he could communicate to his shareholders, he instead acts like investor calls are worthless. I'm an investor in both GTI and Agrify, but I still think the way Ben is acting is pretty ridiculous for the CEO of a multi billion dollar company.
If you just want a number go ask Grok. I saw grok answer this question a few days ago. It just did GTI and Trulieve. GTI 18$ a share and Truileve 30$ a share without 280e tax and trading as a normal CPG company
At the time of the conference call it still wasn’t announced about what would happen with AGFY, I think they didn’t want to say yet. The earnings calls could be a AGFY because its the on the NasDaQ and more accessible way for retail investors to invest in GTI. Like I don’t know I’m just speculating but I think a major reason for this whole thing is Ben trying to have a real presence on the US exchanges.
The more I think about it the more ridiculous it is that Ben is stopping investor calls while GTI is simultaneously executing a strategy that is clearly confusing their investors. I bet a lot of people would be very interested in hearing him discuss their Agrify strategy, and how he thinks it will benefit the shareholders of GTI.
Trulieve, Cresco then GTI imo. But don’t do it.
GTI. I didn't use my house as leverage, but I'm in for about 20% of my worth.
And he’s petty. He would be willing to sacrifice fund performance, like dumping GTI for Curaleaf for vindictiveness in getting back at Ben. He doesn’t care, he gets his MER regardless.
Yep. Sold that pig MSOS and rolled it into GTI
MSOS selling GTI again. Can’t wait for uplisting, they are going to fly
>there will now be a way to invest in GTI on NasDaq with out having to rely on MSOS There's always been a way. If your broker doesn't offer OTC just switch brokers...
Don’t worry about GTI MSOS probably selling as usual. Thats one of the reasons they are using AGFY. AGFY is up 45% today. On Tuesday it will be rebranded to RYM, there will now be a way to invest in GTI on NasDaq with out having to rely on MSOS
GTI price action is just comical right now
If these traded on real exchanges, GTI would be worth so much more than Cura. Cura’s balance sheet is abysmal- absolutely terrible operators
MSOS fund managers are children who hate the GTI CEO, so they sell off the stock at every opportunity, while they fawn over CURLF and pump it as high as possible
Cura up 12%, GTI up 1%. Makes so much sense
Fuck it I’m buying GTI with my kidney right now
Decided to toss some $$ in today. Went with the safer bet in GTI. I chose wrong lol.
$MSOS managers hate GTI and it's CEO. They will do whatever they can to prevent it from running purely out of spite
Meanwhile, GTI is not doing much..
Today was my day to turn green on GTI
100% of my portfolio is in GTI with 60k shares. Been in this position since January, its been a wild ride
I think I broke the risk management part of my brain is broken….100% of portfolio is in weed stocks. TCNNF,GTI,MSOS, and MSOX I’ve been averaging down and pulling $ out of everything else since I got into this in 2021. Still 23% to break even overall. I’m VERY optimistic.
Oh boy AGFY taking off rn 🚀Also good for GTI
Agrify nice move. Thus could be GTI on the big Boards.
I've seen speculation that the agrify association could lead to a swift "uplisting" of GTI with some regulatory progress. Basically agrify merging with GTI in some fashion since it's already on nasdaq.
That is The thing. I was wondering whether the listing on Nasdaq of Agrify was more important than GTI itself, even if Agrify was partly owned by GTI. Thank you very much for your answer
Just hold GTI, GTI owns a stake in AGFY which is realized as an asset in GTI’s balance sheet. If you own GTI shares you now own part of AGFY too. If AGFY stock goes up , that increases GTI’s value. It’s a little confusing but it’s all a good thing. GTI knows what they are doing. Its honestly a brilliant move to split the legal complaint side of the business to AGFY thats listed on NasDaq. This thing might take off soon
leadership at GTI should for sure explain this, i also have no idea what this means for gtbif shares either
This thing between Agrify and GTI has me a bit confused, since I don’t seem to discern which stock is potentially “more important” in the long and in the short term. If you had to choose between Agrify and GTI to buy today, which one would you choose and why?
If there actually will be issues for rec sales after S3 (I don't think there will be, because states rights), why wouldn't GTI just make the argument that all sales are medical? "We're a holistic company providing alternative medicine to big pharma blah blah". Seems like they could make a good argument for that. Then, every single product is fully compliant with S3 (pending issues with recreational sales).
I disagree.....Cannainvestments broke down a a number of positives. What if GTI effectively funnels all their sales through Agrify to skirt around 280e? Ben Kover is no idiot - he's doing this for a reason.
Also fwiw, the potential concern I was flagging above was the potential dilution risk to AGFY common shareholders, not to GTI shareholders. That said, this is some complex structuring that I do not have my head wrapped around at all yet.
Cheers! Fwiw, I'm not yet overly concerned by this. But it's something I need to better understand if I'm going to continue to hold a sizable long position in GTI.
My main takeaways: 1) maximizes value of the brands by being listed on the Nasdaq vs CSE which in turns helps GTI as the majority owner of AGFY when you factor in the convertible notes 2) increased hemp-derived optionality so that AGFY can use all GTI brands in the hemp-derived space 3) offers future uplisting vehicle for GTI 4) potential better tax efficiencies for GTI as some revenue goes through non-280e Nasdaq listing while licensing fees on the GTI side can be deducted Still need to see how it all plays out but I'm not seeing a ton of negatives for GTI shareholders. The exisitng GTI business largely still looks the exact same outside of now paying the licensing fee, and now value is enhanced through their majority ownership of Agrify/RYM
My main takeaways: 1) maximizes value of the brands by being listed on the Nasdaq vs CSE which in turns helps GTI as the majority owner of AGFY when you factor in the convertible notes 2) increased hemp-derived optionality so that AGFY can use all GTI brands in the hemp-derived space 3) offers future uplisting vehicle for GTI 4) potential better tax efficiencies for GTI as some revenue goes through non-280e Nasdaq listing while licensing fees on the GTI side can be deducted
How does the impact GTI shareholders. I’m clueless on this one…
Man I wish someone would break this down for me. I have no clue what this means and I have a lot of dough in GTI. If this is a negative for shareholders then it couldn’t come at worse time than right before potential rescheduling. Hate to wait 5 fucking years and take it up the ass a few weeks before weedstocks finally see some upside.
Ha, I personally prefer MO + CRON + GTI. That marriage might produce Octomom multiples.
GTI + VFF = everyone in this sub (male & female) is now pregnant On a serious note, GTI's strength has always been early investments in markets that produced outsized returns in time. No reason there wouldn't be an opportunity to replicate that outside US.
Kinda like Altria / Phillip Morris International. I could see that. Though I would need to hear a convincing case re the global opportunity in order to support GTI diminishing it's book value to fund such an endeavor.
>That said...this would make for a good RTO shell for a big corp partner coming in with massive capital? Would also make a good arms length entity for GTI to acquire an LP with strong international (European) exposure and run until GTI and uplist and absorb
It doesn't have to be one or the other, it can be both. I agree the advertising partnership is an option that opens up and Ben has talked about reducing margins to getting advertising ramped up. But its also an uplisting play now. I can argue them changing Incredibles into hemp and selling it to Agrify to license back to GTI technically makes a portion of GTI able to get on the Nasdaq now. Too coincidental with this being announced with a potential s3 announcement. Maybe s3 allows more of the business to get shipped over? I might be too optimistic hoping all of GTI goes up but I'm fairly confident there is more to the story then what has been presented
I'll repeat the same sentiment I just answered Geo with. Think of all the effort GTI has put into Agrify. If the end goal was just a licensing deal with a hemp beverage play they didn't need to do any of that (Curaleaf opened a Hemp company and started a beverage product without doing any of what GTI did). So there must be something more to the story. My original point was companies that deal with scheduled drugs can be on big boards, something to be aware of. >In other words, I don't see how any of GTI's plant touching operations will meet the fed legality test. And I assume that is what the exchanges will ultimately base their decision on. Respectfully, just because you or I or others on here don't see how, doesn't mean there isn't a path forward. I might be jumping the gun with a full uplist of GTI post s3, but maybe more doors open that we don't see. I'm not telling people this is a lock and to make it your entire investing thesis. But the actions don't make sense along with the timing that its an extension of the licensing deal and name change only
You asked how pharma can sell Schedule 3 drugs and be on the NASDAQ. It's not a mystery. That doesn't help answer the questions about cannabis, which is in a different situation. Why would they need to preemptively buy a hemp company to uplist? Couldn't they just merge with a SPAC just as easily? All this effort just to uplist a little quicker than others? Yes they could create a hemp company within themselves. But that wouldn't be a company that is on the NASDAQ and exclusively selling federally legal products. **I'm saying the point is to form a CPG partnership.** A company like Boston Beer can't get involved with GTI. But they could easily partner with Agrify. Then they not only get the CPG partnership Ben has actively talked about, but they also get a CPG company pushing their brands throughout the entire country. GTI can't advertise their marijuana brands, but a separate hemp company could.
Realistically, if ~~AGFY~~ RYM continues to build out it's business through optionally dilutive deals to acquire GTI's ip...then common shareholders will lose out through the process? I guess if you believe the acquired ip is substantially accretive, then commons may be fine. But that dilutive effect is a primary risk. Am I thinking about this correctly?
I wouldn't rush to that conclusion. It seems entirely possible, maybe even plausible, that this is currently nothing more than a licensing deal. The optional uplist kicker might be a sweetener, but not the primary rationale. I don't know. Would be great if GTI was a bit more forthcoming regarding the strategy at play. As for ketamine, it is an FDA approved scheduled drug that can be legally sold by registered/licensed companies. In other words, pharma companies are selling it through federally regulated legal channels. Cannabis is not an FDA approved drug, so it cannot be legally sold through regulated channels. Even medically post S3. Perhaps there's an FDA approved and DEA licensed market at some point, but that's a way off at best. And even that wouldn't address the rec side of things. In other words, I don't see how any of GTI's plant touching operations will meet the fed legality test. And I assume that is what the exchanges will ultimately base their decision on.
Just want point out, you guys are just seeing the SEC form now. GTI did this well before the Trump S3 leak on 8/11/25. Draw your own conclusions, I’m just saying everyones looking at this like Ben just did this today with today’s information.
I'm not seeing the visibility. How does GTI address the illegal fed trafficking?
It changes nothing about recreational cannabis, which is a much higher risk market for the exchanges than medical. You could make a case that a medical-only company could potentially uplist. I don't think there's any way to think that a company selling recreational cannabis would be able to uplist with S3 alone. S3 changes absolutely nothing about the risks of selling a Scheduled drug as a recreational product. Idk why people are making this into some complicated strategy. There are two distinct markets. The low dose hemp market that is federally legal, and the high dose marijuana market that is federally illegal. GTI is putting the brands in the hands of the federally legal company. You can easily get a CPG partnership to expand your beverage brands (Boston Beer?) because you are only dealing with federally legal products. So you allow the hemp/CPG side to expand your brand awareness. Say you have a Boston Beer partner selling Rythm drinks all over the country. They are actually allowed to advertise. They bring in new customers to the THC market. Then when some of those new THC users graduate to the dispensary from low dose hemp, they'll gravitate to the brands they are already aware of through the hemp market. They will be much more likely to buy a Rythm flower product if they started with a Rythm beverage product. It's essentially just a back door way to advertise your marijuana brands, and allow for a CPG partnership. I really don't think it's much more complicated than that.
Here’s where I interpreted that - GTI gave Agrify brand as one of the transactions: “The assets of VCP consist primarily of intellectual property rights to several brands (the “Brands”), including RYTHM, Beboe, Dogwalkers, Doctor Solomon’s, &Shine, and Good Green. The purchase price for the equity interests in VCP under the Purchase Agreement consisted of cash consideration of US$50 million”
GTI gave money to Agrify. Not the other way around. GTI is a massively larger company than Agrify.
S3 also doesn’t not lead to uplisting. Maybe GTI believes the exchanges will be ok with uplisting companies selling recreational after s3. Honestly, nobody actually knows
Yeah, I’m also confused. So GTI got $50M in cash from Agrify…and then they made Agrify a $45M loan at 10% interest, and the loan is convertible to Agrify stock. While it’s possible the exchanges could consider uplisting for S3; seems more likely they’ll wait for SAFER before considering it. Trump could ask or push the exchanges to uplist following S3, but I don’t think he’ll do that. Some institutions can still get in when it’s S3 on OTC, but imagine OTC will still block many of them from doing so.
He may be wrong, not a bad time to buy if you’ve got cash and it’s in the right MSOs though 😁 I would be thrilled to have an average at current prices (im not too far off, at $10.70 for GTI).
I have a feeling that if S3 goes through, there will be a quick merger to uplist GTI 🤞🏽 (I think Hambone was talking about this yesterday)
If you're actively trading, then you might be missing out. But if you're holding long, then it probably doesn't matter because GTI will likely give back less than its peers on the backside of the rally. I see way too many people around here jump ship from the less volatile names on the way up, and then fail to correct back on the way down. Leaves you holding more volatile stock in a weaker long term company.
Cgc buy GTI with shares no Problem 😂
Mods please give me the flair GTI will buy CXXI
No man. GTI is more likely to buy a smaller mso. Even more likely Cresco buys a smaller mso before those 2 merge….
It is a super coincidence and I wouldn't think that a book release was scheduled to coincide with S3 announcement. My comments is more around the author and the actions of GTI/Agfy. My hope is Ben is tipping his hand not on the day S3 gets announced but his strategy to get GTI to somehow uplist via AGFY once S3 is done
Said it late last night but to add - the author of the "book" release is John Malone. They guy who trademarked pulling out brands/light assets from big corporations and spinning them out. This is the exact same structure Ben did with GTI via Agrify. Just a coincidence?
I want to see GTI make a bid on their Florida assets
I’m not familiar with this strategy, is that a good thing for GTI shareholders?
$20m inflow on MSOS and they bought 500k of GTI I’d say the plumbing has been cleared
Yeah i hear you but it could potentially continue because they were beaten down so much more. GTI loses more on the way down and gains less on the way up. I do think if rescheduling to 3 happens, Green thumb will fly. But Tilray is a wildcard. I would hate to miss a meme run to 5-10 dollars. I just bought some calls today as lotto tickets. But I do think this a great exit opportunity for long term holders who have moved into the black.
If you add up all 280E owed and unpaid from the big players, it’s not more than $2.5B. It’s also not getting paid right now with 280E with exceptions like GTI, so the government doesn’t been really have the money. And they can still (likely will) collect any unpaid and owed 280E. The legal industry is $33B. The tax break is huge for the industry, really pennies as far as federal is concerned.
I’d give my left nut for a 10-15 percent retracement so I can buy my last batch of cresco and GTI,
Graphene? Naaah thanks - saw the same post for GTI 6 mo's and got burned badly. Graphene just ain't ready and IMHO, the risk outweighs the rewards. NFA, similar to your post...
Sold some GTI at 8.95 today. Reloaded a few hours later at 8.65 because I'm a degenerate.
Yeah I’m fairly emotionless these days. I’ve been through it all in the space.Aphria Short reports for days, double diamond this Friday, mergers, GTI selling weed outta gas stations in Florida, Cann trust fake walls, Hadley Ford debacle, so much BS. I’d say it depends on your strategy. If someone want a moonshot on a headline I’m sure there’s a penny co that will deliver that. But if something changes, I would never wanna be holding those bags.
I mean would it not be considered one of the better msos? When you look at there reports you have to consider that they are the only mso besides GTI that pays 280E so that means you can just compare it to Trulieve for examples numbers when they don’t pay 280…..
GTI did a 60:1 reverse split. New float is tiny. Contracts incoming I expect some running this week.
No clue what exactly is true in this story. And obviously GTI has become so much more than this guy probably ever dreamed of. But the story has stuck with me for many, many years now. I think because it's whiffs of fraud since the very beginning, which is unsettling as a lowly retail investor. GTI is my largest sector holding, fwiw, so I have no ulterior motive in sharing this: https://www.montereycountynow.com/news/cover/an-accusation-of-betrayal-mars-the-rising-star-of-cannabis-giant-green-thumb-industries/article_ae298484-f2e5-11ea-90a0-475c9acaaead.html
Agree with the sentiment (both sides) 😬 I forgive Ben as a GTI holder 🤣…but really wish he wouldn’t do this (including saying on last earnings call they wouldn’t do earnings calls anymore). Perhaps, they’re more stressed than we are from the multi year beating. May everyone be kinder we as get rich together 😊
Assume he’s saying they won’t buy GTI moving forward 😂 Don’t have X so can only see his one post.
One important addition is their net profit margin is -90% (from last quarter). They’re losing a ton of money. In the context of cash and what they owe, not pretty. Seems like a very likely restructuring risk. What’s the case for investing in them even if there’s rescheduling? Money is way better allocated to GTI, Truleive, Cresco (safe).
Lolz. Objectively GTI is the best co
Thanks, that's going to be hard to plan for since current adjustments would theoretically revert at an unknown future date - not dumping GTI, Trulieve, etc. and not buying up Curaleaf, Terrascend, and the LPs. Looks like another example of MSOS gross incompetence and not being able to plan ahead.
MSOS has had some swap provider capacity issues recently. If no new swap providers added (or current ones fixed), this issue will grow IMO with more inflows coming in, especially if S3 news hits and A LOT of inflows come in. Note which companies they were NOT buying during major inflows. GTI, one of this subs most loved stock was one of them. Plan accordingly if the news hits and MSOS gets a lot of inflows. There are some names they might not buy and others (like curaleaf due to being on the TSX) that has a much bigger chance that this large buyers which will see tons of institutional money flow onto it will buy.