GTII

Cool_Ad_5101

Those that have uncertain tax liabilities will get them waived. GTII Thomas been paying will get cash refund, IF the fees all or some get refunded. 

Cool_Ad_5101

Would be nice to see trulieve hold 12 and GTII hold 8 per share as the new floor 

Canna-dian

>These shares should be worth 20$+ in the near future once volume picks up It's not volume keeping GTII down, it's revenue growth and EBITDA margins. They'll certainly massively benefit from reform, but volume is not the reason it's trading at the current price

mercurialdude

Bought 2k shares of GTII yesterday. Kinda crazy it’s still priced at 10cad and basically no volume. These shares should be worth 20$+ in the near future once volume picks up.

KAI5ER

At the expense of GTII.

Canna-dian

The question I have is, if an Aurora shareholder wanted out, why would they simply not sell their shares now for the exact price CURA is offering and purchase a better operator like GTII or TRLV instead? The false dichotomy here is pretty critical

Loose-Dream7901

The top operators are cash flow positive and add to their free cash flow. They don’t possess a lot of debt in GTII beyond none, Trulieve there’s a large UTP. Given IRS guidance is coming, a lot of this is going to be wiped out or granted retroactive. This point doesn’t make any sense. The tax rate at this point assuming uplisting means marginal tax rate goes from 70% > 30% with normal business write offs.

Loose-Dream7901

It’s already transparent for more of the companies. IPO wise most of the private operators can’t compete with large MSOS. Specifically TRLV / GTII cash hoards are massive. I’d expect this to grow on capital appreciation of share price or increased M&A

Loose-Dream7901

There’s a bit more of a process after the judges recommendation. The difference this stage is a judiciary review. Once the recommendation is reached, it falls into the hands of the DEA who are the ones pushing it forward. So yes, not immediately.. but Trulieve will absorb harvest back upon adult use S3 as they will meet regulatory body standards. This is why currently CURA / GTII remain on OTC.

Loose-Dream7901

Like beyond the ticker and it going full meme stock mode, I don’t really see anything differentiated about Tilray. They know how to burn money, money more than likely to flock more GTII way on a beverage deal.

StarMaker7

Yes, a combination of both, I believe... would like to see GTII run a little hard though. All in due time!

Loose-Dream7901

This is why the S3 for adult ruling incoming has implications on CURA / GTII listing on big exchanges. It’s why many of us are bullish despite being the space being a capital suck. Things are changing in plain sight.

Loose-Dream7901

Actually, a lot changes now from a balance sheet perspective for GTII with their ownership now over 49.99%, RYM can be consolidated on the balance sheet. This means the 16M licensing fee which GTII “pays” RYM was captured COGS trailing into FCF, OI and NI. Now, GTII is able to classify this as a instra company transfer and use RYM as a vehicle for their non-plant touching division (beverages etc)

KAI5ER

GTII was sniped at 3:59

Loose-Dream7901

Why the top MSOS (TRLV/GTII) are way more stable from a cash generation + cash standpoint with higher margins and inability to write anything off + 280e drag.

No_Cell6708

What's that? You weren't paying attention to Cronos cooking up an order of Spinach in the north? Too bad. But there's still hope. "But it's an LP" The LPs have been to war. Leaders have emerged. You really think GTII is experiencing price compression? MSOS have not seen real price compression yet. As regulation in the US develops, interstate commerce + real competition will be a very rude awakening for many current players. The risk is real. The LPs, on the other hand, know how to compete at mass scale. The big players are all rocking million+ sq ft, purpose built facilities that are highly automated and highly efficient. This is how cannabis will be produced at scale in the US eventually and certain LPs are writing the playbook for how to design and run these facilities. There is a ton of value in the lessons they've learned and it's become clear that some LPs are significantly more well run than others. That's right. It's time to learn more about Auxly Cannabis again and why you want to get in before Q2 earnings next Thursday. (Igbgmn) Growing revenue at 20%+ 55-56% Gross Margins (all domestic sales so no international tax advantage - best in the business - most others are very happy if they can hit 42-45%) 28% FCF margin (the highlight imo) I'm expecting $40-$50m FCF (at least $50m+ in operating cash flow - planned expansion capex of $10m that will increase production capacity) in 2026 against a $285m market cap. ($290 EV). That is a juicy FCF yield. Best selling brand in Back Forty, while showing the ability to continue to grow others (all their own) Fantastic CEO in Hugo Alves. The man is on point and does not mess around. Very restrained and focused. Can easily expand capacity by 50% plus on current footprint. Also has a lot more space on their owned land to continue to expand. It would cost more to build their facility now, than the market cap of the entire company. The value and growth propositions are both there. Auxly is writing the playbook for how to build the most efficient adult rec mega-facility in the world.

Loose-Dream7901

People also don’t under that GTII did 50M in buybacks and are sitting on 200M more in cash waiting for the right opportunity. The consolidation of RYM on August 10 will boost GM back to 48-50% range as that licensing fee came out of COGS.

UsedState7381

Amazing, earnings finally mattered for once, but it was just because GTII was somehow not good as expected? Fucking ridiculous.

martyd94

Guess I'm buying more GTII today. So close to 1200 shares.

Loose-Dream7901

There’s a bit more to this story. I agree there is a bit of price compression going on. Keep in mind that they paid a 17M licensing fee this quarter to RYM. If you look at their earnings report today they realized 23M in revenue, 17M in which was via GTII. The 17M on GTII balance sheet is captured via cost of goods sold. It would decrease gross margins, income from ops, ebidta etc. This doesn’t explain it all, however, people have to realize that RYM now has 42M in cash and is building out their beverage brand roughly 5M/per Q and growing. GTII can use RYM to build out a brand via the hemp derived market which is open via the 2018 farm bill. GTII owns the brand + option to take over. Why is this important? If hemp derived beverage market continues they can remain status quo use cash from GTII can leverage this as a growth mechanism in a very important space. If hemp ban takes effect, the brand that RYM is building out (senorita) they can essentially use cannabis instead of hemp and continue the brand. This story isn’t told well. However, it is very strategic and gives a head start.

Loose-Dream7901

The strategy is pretty clear, RYM is the hemp derived market play to get started on beverages as this sorts itself out. There has to be a couple regulatory hurdles to be cleared for it to either be rolled up into GTII or continue to exist as a standalone venture. There’s balance sheet rules when it comes to ownership percentage. Each threshold has different reporting requirements. It’s a pretty smart strategy imo to play in hemp land while also maintaining current cannabis operations for GTII.

Loose-Dream7901

The reduced gross margin can be explained. They pay RYM 16.5M in licensing fees which is basically their hemp derived shell that regardless roll into GTII. This is captured in cost of goods sold. The GM are around 48-50% normalized then you have the ability for RYM to continue growing the senorita brand. If hemp gets banned and there’s no carve out.. Gtii takes control of RYM + the 42M cash balance.

Cool_Ad_5101

Decent quarter GTII. There needs to be some bankruptcies in this industry 

martyd94

Awesome quarter. Besides the numbers... I'm happy they are working on retention efforts and making their team feel appreciated. That being saidbi hope the employees at all levels are buying shares. They are working for an industry leader. Good job GTII 👏

Loose-Dream7901

RYM is just a hemp drived vehicle for GTII to take over. While relevant it’s not entirely.

Turbul

Adding some GTII here at 9.55 CAD. Lol, here comes sub 9, prolly.

martyd94

Got more HITI today..... GTII closed 4 cents too high for my limit order. 🙃

martyd94

Nibbled on more HITi and GTII today.

quikie26

maybe TD got the GTII merger news ahead of everyone else /s

Investomatic-

For anyone who's been around here a while, this was 100% expected... this is cannabis right now... trading. I took a very tidy profit (40% plus gain) on this Trulieve announcement. Now I'm waiting for the Trulieve panic to shake GTII down just a bit lower... then Ill add a bit there for the ride up in 2 weeks...

Aromatic_King_4100

Trulieve down about as much as GTII. Uplisting was a bust

Loose-Dream7901

The top companies in the space are well run. CURA, GTII, TRUL. Glasshouse is a tier 2 operator

UsedState7381

Why not just buy TCNNF and leave your GTII position untouched?

No-Government-195

I like this A LOT! I was down $1 MM at end of 25 and am almost back even after today. $MSOX if you really have conviction. I would rotate Trulieve into GTII in about 2 weeks. Let Kim cook on NYSE then scalp her for what Ben has planned. Never seen an easier 3x in my entire lifetime. 

OHto30

Somebody just parked a massive $207,000 bid on [GTII.CN](http://GTII.CN) at $11.50 CAD

Loose-Dream7901

I’m 60/40 in GTII/TRUL. Totally agree, GTII has mores appeal for alcohol companies due to beverage platform which Trulieve doesn’t have currently

UsedState7381

Green Thumb is up 4% and so far it hasn't done nor announced anything in regards to uplisting, so I don't know what you guys are expecting. Also, when was the last time MSOS sold GTII?

OHto30

GTII premarket collapsing gonna open up +1.6%

Wild-Resist-8527

GTII having a nice day but not getting my hopes up

martyd94

Bought 100 more GTII at 10.70 today. 50 more away from 1k shares...

Strange_Calendar_698

So you’re loading up on cresco and GTII and options when your target price is met meaning it’s going to drop? Wait for a sell off and then buy?

eyegi99

Which positions are you holding as better operators? I’m betting big on GH but also have large positions in LEEF and Trulieve, moderate sized in GTII, and a smallish position in Verano/C21/Grown Rogue. How do you feel GH is being artificially propped up and by whom?

four_twenty_4_20

Would you look at that? GTII SP sucking yet again. Uplisting can't come soon enough.

No_Love_Gained

RYM is no longer just a hemp drinks play based on this NR. It now has guaranteed rev's based on this branding deal with GTII. Also on a side note there's good chance that the proposed hemp ban is resolved either through an extension or other excuetive means before Nov ( just based on the amount of lobbying dollars spent on this over the last 6 months). Glta

Loose-Dream7901

Would rather GTII or TRUL at valuation and share counts. They have slightly more sales with x2.5 the share count

the_mammynun

You guys need to get over yourselves. This user posted a press release about a cannabis company that is frankly dominating in Canada and in Germany. That's what this sub is for. Not sure why investors always get accused of pumping HITI when I've seen way worse for TLRY, GTII, TRUL, CURA, etc.. this is a top company and it should be on your radar.

KAI5ER

This is what Im interested in today. GTII can start taking on some risk. Give us some tempered razzle dazzle.

the_mammynun

Glad to offer a new perspective. Consider HITI for low cost exposure to Canadian retail and cannabis exports to Europe. You've doubled up on the US market which I don't think is necessary. Personally I would swap TLRY before GTII but I understand if you want exposure to a meme stock. Last rally TLRY went up 300%. Apparently, fundamentals don't matter at all. 

UsedState7381

The CEO was dutifully giving conference calls up until near the end of last year, and he stopped because there was barely any relevant audience, to the point where he saw no value in doing them. Also he's doing a conference call on the earnings today, after the bell. Interstate commerce is still a few years away and it will take federal legalization/descheduling to do it, the white house itself issue another disclaimer today that rescheduling isn't legalization, that says enough about what they think of the matter. They, just like all the other MSOs, struggled to find growth all of these years mainly because the hemp industry took A LOT of their market share nation-wide and never had to deal with the limitations MSOs have to do...I mean, fucking Trulieve is insanely concentrated in Florida to make up for the fact that it barely had any growth in the other 7 states it operates and lights up millions of dollars on fire every 4 years just so they can have a shot at getting MJ recreational use on the ballot, Curaleaf also has similar problems(minus needing to concentrate so much in a state and needing to play the state-politics game) and is now showing great signs of growth because of the hemp ban(as Boris said it himself). I'd much rather avoid LPs than avoiding GTII as an investment...And this is coming from someone that also thinks it's cringe all of the cult-like behavior of it's investors.

the_mammynun

Their CEO is perpetually too stoned to give interviews or even conference calls. They have small stakes in several markets and dominate nowhere. Their brands are too expensive and not popular, and now they have to pay RYM to use them. GTII managed their books well, buy have had virtually no growth in 5 years. They commited too aggressively to a fragmented market model. Once interstate commerce begins their financial profile will evaporate. Their inability to grow sales in the meantime makes me uninterested to wait and see. 

StarMaker7

Skip GTII, you must be joking, right?

the_mammynun

Skip GTII, they really aren't as well built as people think, despite profitability. Too many fragmented markets, too vulnerable for disruption. HITI and TRUL dominate their respective markets. 

_viixxx

Looking to put some cash in today - I work in the medical cannabis industry in Australia but this is my first time investing. I’m thinking 50% HITI, 25% GTII and 25% TRUL. Any advice much appreciated :)

Professional_Risk937

Glass House GLASF and GTII. Gtii IMO best balance sheet, business strength and branding. glass house because it’s the largest lowest cost producer in California, - some great diligence on GLASF by WAWD guys Vincent Daniel and Porter Collins

CannaGuy85

I sold my GTII 6 figure position for a 40% loss and then made back way more on Palantir. Sold Palantir at $170 and bought AMD and now riding the AMD gain train. Up over 100% on AMD in 6 months.

KAI5ER

From what I can gather it will be a race for who can uplist first and preference will be for "*MSO’s like GTI with better balance sheets"* I think the top three to up list will be GTII, TRUL, CURA. I'm betting on GTII to be first.. but what do I know.

Ertaiiii

The NET Income and EPS don't get worse after 280e adjustment, on the contrary. Look at Figure 4. They were expecting a EPS of 0.01 in 2026 before and now they are expecting a EPS of 0.10. It's just that overall, ATB note expect flat revenue in 2026 and decreasing margins - which seems to align with price compression in GTII main operating states.

EntropyAccount

The current projections: EPS est Company 2025 2026e 2027e GTII 0.49 0.10 0.10 TRUL (0.57) 0.12 0.27 Are GTI's numbers wrong here

Den923

HITI - High Tide and Green Thumb GTII

KAI5ER

What's excited me is when Dan's no longer the main driver. I've loaded up on GTII in anticipation.

No_Love_Gained

RYM has always been on the menu but at the right price. I think Hambone's explanation on the potential setup and how GTII is positioning it as branding vehicle (and not just a hemp beverage play) has given its new perspective, there is more to be seen/heard from Ben/GTII mgmnt on how they actually plan to position this incl if it's just a potential uplisting play etc

Cool_Ad_5101

We agree cash is better. But it further illustrates that GTII is the best run MSO. Less debts are always better , I think it helps cresco a lot tools curaleaf as well but they are a bloated pig like tilray and need to clean up their operations 

jgooody

Started a position with GTII today. GLTA

Twist_of_Fate_44

... same mid-May/June buy zones just with much stronger conviction .. MSOS -- $2.74 to 2.89 MSOX -- $1.10 to 1.38 GTII- $6.90 to 7.25 (CAD) TRUL -- $6.34 to 6.48 (CAD)

No_Love_Gained

Gap closed on GTII, Truly and most other names. If you have the appetite then this is time to start buying names that will come out as winners. Gkta

martyd94

Welp, par for the course I guess. If GTII hits 9cad between now and june 29th. Im buying more shares to get to my 1k share goal of GTII.

four_twenty_4_20

I only see it as a big advantage for TRUL if rec isn't rescheduled this year. If it is then everyone gets the same tax result. Those with bigger tax liabilities will benefit more. Hopefully if they go with retroactive tax treatment, GTII can get a refund on all those taxes they diligently paid.

Visual-Try-8081

Did some charting yesterday, plotted some mid-May/June buy zones .. MSOS -- $7.74 to 8.89 MSOX -- $10.10 to 11.38 GTII- $13.90 to 14.25 (CAD) TRUL -- $12.34 to 13.48 (CAD) ps .. $4.19 on MSOS was the entry for today Source: Trust me bro

Twist_of_Fate_44

Did some charting yesterday, plotted some mid-May/June buy zones .. MSOS -- $2.74 to 2.89 MSOX -- $1.10 to 1.38 GTII- $6.90 to 7.25 (CAD) TRUL -- $6.34 to 6.48 (CAD)

UsedState7381

Up 420% in a single trading day. Insanity, that's higher than the AGFY pump from the merger with GTII right?

Twist_of_Fate_44

Hype Rally = \~60-70% at best on the bigger names like GTII and TRUL Small players like CL, VRNO, TSND might see higher % gains just based on a lower perceived cost per share. They will garner more Robin Hooder's looking to gamble on a few hundred $1-2 shares MSOS, it tops at maybe $6.50-6.75, but even that will be a flash in the pan price before it really dumps back into the $2-3 range and eventually has to do a rev split

AgentBlackwell

some cannabis names holding up oddly well, kind of sus. Looking at you GTII

UsedState7381

Just so you know, GTII also has a UTP now.

the_mammynun

Nearly twice as many stores as GTII and only ~14 behind trulieve.  100% operating in a mature rec market except for the Berlin location. This company would trade at 2-3x the multiple if it were perceived as a US operator. Undervalued. Bullish.

four_twenty_4_20

>someone help me understand the hype with RYM in general. I remember a while back there was speculation RYM could be a shortcut to uplisting for GTII, should uplisting become a thing.

Twist_of_Fate_44

Another week and a half to kill here, just ran some numbers First number is an alert to watch, second one is a buy zone MSOS: $3.37 - $2.99 USD GTII: $8.10 - $7.40 CAD TRUL: $7.40 - $6.61 CAD CURA: $2.41 - $1.96 CAD CL: $1.25 - $0.99 CAD VRNO: $1.28 - $1.10 *\*all data is speculative and not to be taken as real trade ideas ;)*

Twist_of_Fate_44

Don't see it at all, all I see is a false floor Expecting a close of <$8.50 on GTII, $8-8.25 on TRUL

martyd94

What's crazy to me is TRUL has more than double the amount of stores that GTII has and they make roughly the same revenue! 113 stores for GTII and 233 for TRUL

UsedState7381

GTII routinely delivers good earnings, but it never mattered for the stock price. I never even saw it getting a little pump.

Twist_of_Fate_44

GTII -- Tonight, Feb 25th after close VRNO -- Feb 26th before open TRUL -- Feb 26th before open, CC at 8:30AM CURA -- Feb 26th after close, CC at 5PM \------------------ Have a feel that VRNO is going to be the standout this round. All followed closely by CURA, then GTII, and with TRUL taking up the rear :)

dooosayn

GTII underperforming as usual. *sigh*

dooosayn

Yep. Unfortunately this is a meme sector not a fundamentals sector. And double unfortunately I hold GTII as well.

Twist_of_Fate_44

My modeling shows a solid 30% downside risk on GTII and I would see no logical point buying here The problem with your theory is that they AREN'T operating in "any other sector", hence their problems with ever becoming successful

Twist_of_Fate_44

Wed Feb 25th -- GTII Thurs Feb 26th -- TRUL, CURA, VRNO

Fearless_fx

Ready for the sector to give up some gains tomorrow. OPEX pressure will be heavy and market makers will want to burn as many calls as they can. Usual shenanigans. That said, long term I’m still accumulating shares of VFF, GTII and TSND.

UsedState7381

Yes to GTII. The others, not so much.

Visual-Try-8081

If you are not already over-invested in the sector, this is the time where you should be buying IMO. From those 3, I prefer GTII. It's the only one that has fully paid 280E and is profitable. Also, not impacted by Florida REC if it does not go through.

Twist_of_Fate_44

On track for fills MSOS .. $3.76 GTII .. $8.81 TRUL .. $8.27 \------------- Possible but will naturally be harder to hit due to the lower SPs and the old 'penny stock effect' CL .. $1.05 VRNO .. $1.28 \-------------- Long shot, but it's still sitting there waiting CURA .. $2.41 (from Aug/25)

King_Chron

Yes this is great news! As well as GTII/ GTBIF buying $25mil worth in q2-3 of 25(will get more recent numbers on the 25th of feb)

Cool_Ad_5101

I think GTII is the buy and hold of cannabis. I am more concerned about trulieve now that rec has failed. I hope they can win their challenge on FEB 8 

workphlo

why did GTII just shoot over $10

No_Love_Gained

In which case Cura, Trul or GTII are just as good esp if the intent is to sell on the news. Just saying . Glta

No_Love_Gained

>I like seeing negative and positive- to me debt is going to continue to balloon, and tax’s will continue to accumulate. How can you pay back tax’s when you have shrinking metrics? Fair point. Based on those, almost all the MSOs are univestible. The only outlier is GTII and based on your other theory of price compression, even they won't make the cut. So why waste time trading or investing in a sector that is set up to fail from the get go. Glta

Twist_of_Fate_44

Sorry, canuck here and deal in CAD for GTII

Wide_Gur_9963

Can you please give me a brief summary on why you like RYM? $14 looks interesting but I've been also looking at HITI more recently. Have the obvious GTII already fully loaded

No_Love_Gained

I have quite a bit of GTII already, RYM provides the wild swings with the comfort of GTII.

the_mammynun

I don't care about EBITDA, I care about free cash flow, which HITI has remained positive for 3 straight years. The US isolationist model is **not sustainable**. Eventually MSOs will have the face the reality that HITI has been facing for years. It's not a question of which model is "better" for operators, its a question of which is realistic long term. US companies are not ready for the real world of competition because they've been sheltered. I admitted that GTII is well run despite an unsustainable model. Though GTII does not represent all MSOs.

the_mammynun

Frankly why even invest in an industry that exists in an artificial bubble? This is why High Tide deserves more appreciation. They operate in a fully legal framework that mimics other industries. It significantly derisks the investment in the long term because there's no cataclysmic event looming over them that would completely change their fundamentals.  Most MSOs have not even been paying their 280e taxes so the argument that they will suddenly have a windfall of profits is not accurate. GTII is the only company that has truly managed to profit despite this god-awful and outdated operating model.

Twist_of_Fate_44

Like a magnet attracts the iron, so do the gaps in this sector TLRY finally got the fill at $11.59 CAD Any major signs of weakness or dilution and $9.00 CAD comes back into play \------------ Other notable gaps to put on your Spring/Summer dance cards MSOS .. $3.76 TRUL .. $8.27 CAD GTII .. $8.81 CAD CL .. $1.05 CAD CURA .. $3.04 CAD VRNO .. $1.28 CAD TSND .. $ .69 CAD

No_Love_Gained

I bought 550 of those in my rrsp ;) for $11.15 cad..lol Back to buying GTII now with my gains from other plays.. glta