Reddit Posts
Sell HZO, WMAR, MBUU, MCFT, BC, MPX – sanctions are coming
Trouble for HZO, WMAR, MBUU, MCFT, BC, MPX – sanctions are coming
$SIGA Strong as a leader in MPX treatment with TPOXX patent, WHO reconvening next week to finally declare #monkeypox a public health emergency & getting flooded with orders for TPOXX. $15 Breakout imminent with continuation into the $20 range as PT’s
$SIGA Strong as a leader in MPX treatment with TPOXX patent, WHO reconvening next week to finally declare #monkeypox a public health emergency & getting flooded with orders for TPOXX. $15 Breakout imminent with continuation into the $20 range as PT’s
$SIGA Strong as a leader in MPX treatment with TPOXX patent, WHO reconvening next week to finally declare #monkeypox a public health emergency & getting flooded with orders for TPOXX. $15 Breakout imminent with continuation into the $20 range as PT’s
$SIGA Strong as a leader in MPX treatment with TPOXX patent, WHO reconvening next week to finally declare #monkeypox a public health emergency & getting flooded with orders for TPOXX. $15 Breakout imminent with continuation into the $20 range as PT’s
MPX & iAnthus, NJ License Holder, in a Mess Due to Discrimination Lawsuit and Control Issues
VICTORY MARINE HOLDINGS ($VMHG). A potential x4++ ?
$MPXOF (MPX INTERNATIONAL)❗️❗️ DD & INFO CRAZY POTENTIAL🚀📈
Mentions
Want more? MPX, Columbia Care, CannTrust, Aphria. Anyone remember fucking “Origin House”? The first public company I ever owned. I can’t even remember what they turned into anymore.
Sony Ericsson K790 Cyber Shot with 3.2 MPX. The phone that gave the best camera feeling.
Marimed isn't a mainstream player. So, not sure how that question applies. That said, there were plenty of mainstream names. But this sector is fluid, and long. So they may no longer feel like it now. Maricann, CannTrust, iAnthus (and MPX for that matter), more recently AYR. That's just a quick list off the top of my head. It goes much, much deeper.
Sure but “laggard this” and “catch up trade” that. I’ve been in and out of pot stocks for 8 years. I’ve held all sorts of trash like ianthus and canopy and Tilray and MPX and FFNT… Does anyone remember Flower One? My point is what I’ve learned is that I’m only comfortable holding tier 1 MSOs. Personal choice because if I don’t mitigate my downside I have no one to blame but myself. And if we get reform, top companies will perform more favourably over time and likely acquire the smaller ones anyway.
Yeah, I think you're right. I seem to recall some merger happening and then getting shafted with IAN shares and MPX International. Ahh, the heady days of 2019.
Wasn't MPX the one with a prince selling off a bunch of shares for a while? I did okay with them until I didn't...
Lol, my MPX International moved today! I thought it was a dead ticker.
Just as with the first round of companies back in like 2014, and the second round in 2017-2019 (remember iAnthus? MPX? EVE? EVIO? Namaste? Cannaroyalty?), _every single one_ of these can go to zero, and many _will_ in the coming few years under the current admin. The market is either apathetic or outright hostile towards the sector, and there is zero help coming any time soon.
> Those will likely expire worthless unless there is some crazy surprise or stellar EC. ...which means you definitely don't think TLRY is going back above $2, or even $1.50? That sounds like you're just as bearish as I am. Also, gambling on calls is almost the same as gambling on actual stocks in this sector. Remember iAnthus? CannTrust? EVIO Labs? MPX Pharmaceuticals? Columbia Care? And too many other dead names to even mention, that all lost 99%+. ACB, CGC and TLRY are still twitching (barely), but buying those stocks in this environment is basically just buying YOLO lottery tickets at this point.
Interesting, I’ve really only been focused on Trulieve the last 4 years. Sold off everything after the Dec 2022 Safe disaster and went all back in August 2023. Before 2020 I was in all sorts of shit like MPX and LHS and HMMJ, FFNT, Origin House (real OGs remember). Anyone remember Flower One? Gos I’ve been doing this too long 🫤
> I don't even know what your motivation is? To help my fellow compatriots on this sub make wise investment decisions. To bring basic financial analysis into otherwise pumpy discussions. To help well intentioned retail investors see through the fog of value traps, sunk cost fallacies, and shills astelroturfing. > How does ripping down ANY MSO make the sector better? Because some of the companies in this sector are, in fact, dogshit? It doesn't hurt the sector to call that out. In fact, I'd argue that it would actually help if we were all better able to honestly separate the wheat from the chaff. > You're kinda obsessive/delusional or something. I must be, because I've heard this a lot over the years from folks like you. Investors in Maricann said the same thing. Same with MPX, then iAnthus. And TGIF/1933, Sunniva, MedMen, and so many others. This story isn't new. It will repeat. Cannabist just happens to be one of the latest examples imo.
Would be a real shame if someone tracked you down JP Morgan and Blackrock, would be a real shame if they caught you driving in your Mercedes license plate 6748MPX down i95 at 4:37pm today. Would be a real shame 
There are dozens--literally dozens--of high risk laggard lottery tickets that people chased during past upwaves that are now worthless. For example, a couple years ago lots of people gambled on MPX, iAnthus or MedMen rather than GTI. I had countless conversations encouraging folks against those high risk options but was written off as a chicken shit that didn't get the laggard trade potential. Same goes with companies like WeedMD north if the border. This sector is volatile as hell and even the safest picks come with a healthy dose of risk. There's no reason to amplify the risk more than necessary. There's usually good reason for discount to peers. Even if there's a shirt term trade that works, is it worth the gamble? Will you have the discipline to cash out and rebalance risk? Or will you respond yo unexpected downside with "diamond hands" by trying to ride it out, steuggle thriugh sunk cost fallacy, maybe even dca a bit further into a loser, and ultimateñy eat the opportunity cost at best or lose your capital altogether at worst. Not trying to fud ya. I've just watched this story play out too many damn times. There aren't many people around here with stories of gems that made them rich while others were fearful.
Another MPX old dog reporting in, further I owned a ton of ianthus at one time and bank with TD. Nothing on my end to share (so far)
Anyone else get a letter about the ianthus lawsuit from TD lol think I’m eligible when my MPX shares converted but I sold them almost immediately
Wayy back when it was MPX we knew this was scam but I got caught into in because they seemed to have their shit together. I remember looking out for that major holder (from Emirates or something like that) selling MPX shares by millions trying to offload secretely. He surely made that money back and the business kept going for a while
Aphria/tilray is still doing fine fundamentally. They will likely hit close to 1b in revenue this year. Still waiting on German legislation and US reform. In hindsight (since 2016), majority of us Redditors were lucky to pick aphria as our horse. Most of the other LPs got wiped. Remember all the BS like EMH, TGIF, MPX, Cantrust list goes on.
Bought into various LPs in 2018, transitioned everything into MPX after Canadian legalization. MPX turned into IAN shares. Lost pretty much everything in IAN in early 2020. Doubled down during the summer of 2020..putting more cash into various MSOS and Ancill names. Made everything back by Feb 2021. Transitioned everything into MSOS ETF at that point "set it and forget it"..watched it go down to below $5 adding here and there.
My MPX shares just converted into ITHUF
Do I really have to explain the downvoters that a couple hundred moons ago my precious MPX shares got converted in IAN and MPXI (I think..) shares??
Ha, yeah yeah.. should have some MPX toilet paper deep down in my folio
I don't see the employees having enough firepower for this type of dump... I also think the MLB doesn't give a damn about 2M CAD... and it's not a loss if they've been awarded those shares on the initial agreement... right? Maybe i'm wrong here but the scenario and timing makes sense. As mentionned, I see this as an opportunity just like MPX back in the days when you know someone is keeping it low by selling high stakes on low volume.
Pretty sure the MLB is dumping everything they have ( 6.1M shares) of CWEB right in the big for last couple of weeks, they don't give a fuck about it now that they can legally sell.. Went from .50 to .26 on 4.5m shares last month, it's not even 2 million CAD. Oldies will remember it kinda feels like MPX back in the days when the Arab insider kept selling shares until it exploded with the rest.
i'm still waiting for my MPX shares to convert to IAnthus
I was in the market for a new MPX 
They are boat-related stocks. It is unclear why they would be affected by oil-related sanctions. West Marine, for example, is a chain of retail stores located exclusively in the USA and Canada. They are not dependent on billionaire Russian oligarchs. MarineMax, Inc (HZO). Small-cap. Malibu Boats (MBUU). Small-cap. Marine Products Corp (MPX). Small-cap. Mastercraft Boat Holdings Inc (MCFT). Small-cap. Brunswick Corporation. (BC) Mid-cap. West Marine (WMAR). Unclear if traded. Small cap at most.
Lol same. Down 97.97% on my MPX shares.
MPX is barely alive. IAN scooped them up and the company and stock has been in free fall.
Oh wow. Haven't seen a khiron post in a long time. Good news. Wonder if MPX is stil alive.
You should probably add MPX - Marine products corporation. We all know that once the war between Russia and Ukraine subsides the average lobster price is going…. O who the fuck am I kidding, I used a random stock picker. The worst part about it is that I would probably still pick it over the ones you’re deciding between.
Inverse Tesla TSLQ, MPX, GNRC, WEAT
Any news on MPX's operations in NJ these days? I wonder what Beth is up to these days... Her twitter was active but dead silent since resigning 2 years ago.
XYL CORN MPX and RIG all doing well on the Hurricane Plays.
I'm a small time operator. 29 RIG and 8 MPX, when I sell the rest of my BBBY I'll pick up some Generac again.
62 confirmed MPX cases in Michigan. Was 20 a few days ago 🙃🙃🙃🙃
If you want a quick dollar maybe. However, as a scientist myself. They put in for a validation for monkeypox testing. If that gets pushed through it will explode up. We currently have no real tests in place. Hell we're just going off of covid protocols for sequencing it. MPX will be the determining factor along with their validation. It's probably more of a long play.
The vaccine for MPX is called "don't put that dick in your ass".
So you're saying the time to buy MPX is right now? Got it. Follow me apes--this is fate!
[Pets and monkey Pox](https://www.cdc.gov/poxvirus/monkeypox/specific-settings/pets-in-homes.html). Was also reading articles about how they are worried about MPX and our food supply ..cows. Hopefully NO. I want this shit done quick.
The news from FDA is nothing new. TPOXX is already being used for MPX under EUA
This is going to be the new "it's just like flu" MPX stays on surfaces for a lllloooonnnggg time. It's also not a homesexual only virus. It just happend to get a foot hold in that community first. If I have it and touch you you're getting it most likely.
From what I understand MPX can remain on surfaces for longer durations than covid. I was listening to the radio where the guests were discussing two patients who were under observation in quarantine at hospital. Apparently the guests were part of the team monitoring the patients. Anyway, they were discussing how viral loads were found everywhere the patient had touched with the heaviest viral load on door knobs and in the bathroom. Considering there's a large subset of Americans who resist hygiene and public health measures as an assault on their freedom to be dirty and ignorant, it's reasonable to imagine monkey pox becoming a greater health challenge than covid - very quickly.
Willing to bet a pizza $MPX tanks tomorrow morning.
Coronaviruses have a comparatively small genome. Pox viruses are massive DNA viruses, MPX is 190 kb. I haven’t read enough to know the details of where exactly the ~50 mutations in the new strain are. I think virologists are still sorting it out
I agree it’s nothing like covid, which is why I’m not worried. Monkeypox is much less transmissible than pretty much any primary respiratory pathogen, definitely way less transmissible than covid. The aerosol transmission is based on thin evidence that is being blown out of proportion and people are just citing WHO/CDC being late to the party on airborne covid, which tbh was obvious by March 20202. Brief casual contact is not enough to do it. A recent study found pox virus DNA in semen from 91% of patients they tested, so my guess is the many mutations have made it easier to transmit as an STD than prior strains. Source: New England Journal of Medicine study this week: https://www.nejm.org/doi/full/10.1056/NEJMoa2207323 Furthermore, there have only been a tiny handful of deaths (5 is last I read) among the tens of thousands of 2022 outbreak MPX cases. This could mean one of two things. Either the many mutations documented in this new strain have made it less severe, or that this is the true case fatality rate when people in high resource countries with strong healthcare infrastructure get it. (Also possible a mix of A and B). Finally, unlike a novel pathogen like covid, we already have effective vaccines and antivirals. QED: MPX is very unlikely to be a big deal
Look, you are clearly very concerned about MPX. That’s fine, you do you. Covid has traumatized a lot of people, and it’s understandable that the next immediate viral outbreak will produce reflexive panic. However, there’s a lot of of reasons from epidemiology to basic virology that MPX =/= a novel coronavirus pathogen, and I am quite confident this is not going to impact society on the same magnitude. If you’re so confident, short the market and make other plays based on MPX, then post your positions and we’ll track the outcome. My money is where my mouth is: exclusive long-positions in my own company’s stock (animal biomedical diagnostics company) and broadly-diversified index funds
There is also a huge difference between “we used a rotating cylinder to aerosolize these particles and measured how long they stuck around” and “MPX is found in high concentrations in naturally infected patient respiratory aerosols and these have been shown to infect others.” Not all viruses can enter the body and reproduce the same way, they’re not like radiation and merely encountering them causes disease
Maybe a little, but not like March 2020. MPX is nothing like COVID.
Working in the public health field, I wouldn't expect anything like covid. Most agencies are very well stocked with PPE, to the point of most agencies being panicking about the equiptment reaching expiration dates before use. If you had to pick something though, take a look at Bavarian Nordic. They are the manufacture of the prophylaxis vaccine. I expect a large number of close contacts will need to receive this and there will be a run on the supply in the next few weeks. It's true that there is still some mystery in MPX, but as a general rule, dont put your dick in anything that has lesions on it, and you should be fine.
Monkeybros! We've crossed the big #🥳 10 - K 🥳 That's right, [10,346 _laboratory confirmed_ cases of monkeypox in non-endemic countries](https://en.wikipedia.org/wiki/2022_monkeypox_outbreak#Cases_per_country_and_territory), with cases in pretty much every major city anyone cares about! WHO is to meet sometime next week (week of July 18th) to decide if this is an 'emerging health crisis of pandemic importance' (whatever that means - no, seriously: 'There’s no official process for the WHO to declare a pandemic under its emergency regulations, which means the term is loosely defined.' i.e. a disease is a pandemic when the WHO decides it's a pandemic). I don't expect this to have a _direct_ material effect on anything, but I _do_ expect certain countries to cowtow the WHO line and overreact with their initial responses. More govt attention = more people's attention = more news = big boon for the only approved Monkeypox-specific treatment, TPOXX by SIGA. --- But you say: > But what about all those existing smallpox vaccines? I've been told those work! lol doesn't seem so, check out the [initial data from Spain \(here\)](https://www.sanidad.gob.es/profesionales/saludPublica/ccayes/alertasActual/alertaMonkeypox/docs/Informe_de_situacion_MPX_20220610.pdf) - > Spain is seeing that the Smallpox vaccine (JYNNEOS [the one the CDC has stockpiled and is now releasing as a 'response' to monkeypox] and ACAM2000 being the main two available nowadays) are failing to prevent the spread of monkeypox > >De los 78 casos de los que se tiene información vacunal, 21 habían recibido alguna dosis de la vacuna frente a la viruela. > or > > Of the 78 cases for which vaccination information is available, 21 had received some dose of the vaccine against smallpox So we'll see if a monkeypox specific vaccine prevents the spread - they're also reporting that there are 6-12x the expected naturally occurring number of mutations on the currently spreading variant https://www.cidrap.umn.edu/news-perspective/2022/06/virus-causing-monkeypox-outbreak-has-mutated-spread-easier - so either this is a bioweapon (or gain of function or whatever) or there's something inherently unstable about this specific strain that is causing it to mutate way more than other poxviridae viruses. Even more sus, look how the currently spreading strain isn't present _at all_ in the typically endemic countries https://nextstrain.org/monkeypox/hmpxv1 Especially sus - play with the date slider, and recall that the first cases outside endemic countries occurred in Feb/March. Not saying this confirms or rejects any hypothesis on its own, but it does wiggle eyebrows suggestively and say 'hey go check that out some more it's weird'. --- Add on top of this extra visibility the fact that the CDC has contracted Labcorp (and others) to perform Monkeypox testing and we're about to see a huge swell in confirmed cases (recall: they only add a case to that total-case-number count if it's been confirmed by lab tests). Up until end of last week, we had severely limited testing capacity in the States (well, globally, too), and the tests take 2-3 days to run. Now, we still have slow testing, but we have _more_ slow testing - so the total testing throughput will be higher. IIRC there were only like 60 tests available in New York per day before this, and 55 were coming back positive? I'd need to go find that story again and I don't really feel like it right now. Either way, this next wee will be interesting as we see how those numbers run up. TL;DR: #SIGA
$SIGA is a monster on down days- MPX going nowhere but up. prepare to see 1000+ new cases reported daily
Good DD, but… Why not just go into GOVX? SIGA? End of pride month, MPX numbers exponential, customers growing exponential, governments got money for now. Retail near the start of a recession? Why not WEAT riding near it’s pre war price? Why the guess-guess in a beat down stock that has to squish to pay out when you’ve got high demand coming in disease and food? If you want crazy 5x long shots why not GWH (utility iron batteries), TEVA (generic meds), AUVI (hard UV-C sterilization)? Why not try something different?
https://www.sanidad.gob.es/profesionales/saludPublica/ccayes/alertasActual/alertaMonkeypox/docs/Informe_de_situacion_MPX_20220610.pdf Spain is seeing that the Smallpox vaccine (JYNNEOS [the one the CDC has stockpiled and is now releasing as a 'response' to monkeypox] and ACAM2000 being the main two available nowadays) are failing to prevent the spread of monkeypox > De los 78 casos de los que se tiene información vacunal, 21 habían recibido alguna dosis de la vacuna frente a la viruela. or > Of the 78 cases for which vaccination information is available, 21 had received some dose of the vaccine against smallpox So we'll see if a monkeypox specific vaccine prevents the spread - they're also reporting that there are 6-12x the expected naturally occurring number of mutations on the currently spreading variant https://www.cidrap.umn.edu/news-perspective/2022/06/virus-causing-monkeypox-outbreak-has-mutated-spread-easier - so either this is a bioweapon (or gain of function or whatever) or there's something inherently unstable about this specific strain that is causing it to mutate way more than other poxviridae viruses
6/15 The talk was about HAL, GNRC, NOV, MPX, MBUU based on hurricane season…
Dash Puts LI puts VTNR calls GGR calls CRM calls MPX calls
*steady poxin’ update:*. Monkeypox now in Florida, Oregon. When fuckin’ someone with monkeypox [please follow Federal guidelines.](https://cdc.gov/poxvirus/monkeypox/pdf/MPX_Social_Gatherings_Safer_Sex-508.pdf)
*steady poxin':* [How to F*ck with Monkeypox, by The CDC](https://www.cdc.gov/poxvirus/monkeypox/pdf/MPX_Social_Gatherings_Safer_Sex-508.pdf)
I am a bot. You submitted a picture of a banned ticker, MPX. The market cap of MPX is **791058676** This check will fire if you included unnecessary pictures that have bad phrases or a bad crop with news about cryptocoins, for example. Repost with the useless pictures omitted if you did that. Yell at /u/zjz if it's above 1 billion-ish market cap and not related to crypto/pennies/OTC.
Boating stocks and related $GRMN $MCFT $HZO $BC in addition to your MPX from yesteray and MBUU today
https://www.wsj.com/articles/smallpox-vaccine-enters-wider-production-amid-monkeypox-outbreak-11653329895 MPX vax production increased
Source? Chickenpox is a herpes virus. MPX is a pox virus. Literally the first google result
Out of curiosity, what were some of the worst investments you all made in this sector? For me - iAnthus and MPX. Maybe Khiron as well.
Found these online: HZO, MBUU, MCFT, BC, MPX
I remember once upon a time when I was just an innocent MPX holder.. back before The Fuckening.
As disclosed in the Company's news release dated December 9, 2021, regulatory approvals in Massachusetts, New York, Maryland and Florida necessary to close the Company's previously announced recapitalization transaction ("Recapitalization Transaction") remain outstanding. Subsequent to the Company's acquisition of MPX NJ, prior regulatory approval from the CRC for the change of beneficial ownership of MPX NJ that would result from the Recapitalization Transaction is now required in New Jersey as a condition to closing under the Restructuring Support Agreement dated July 10, 2020, as amended.
what kind of self serving fuckery is this? The NJ license holder was MPX..
TLRY and WEED I’m still holding for the long run. Got in early. Took small positions in about 6-7 others that went straight to shit: MPX, MARI, HEXO, To name a few
If you want to wait 3+years and bet on your company not being acquired by someone on a shit raw deal that leaves the shareholders fucked [like MPX](https://www.prnewswire.com/news-releases/ianthus-and-mpx-bioceutical-announce-closing-of-transformational-1-6-billion-business-combination-300790408.html) where they left only a small % of ianthus for the public float after the Merger. So your company got bought out and you get almost nothing in return.
You have real estate as a category but no holdings there. Any specific reason you haven't looked into REITS? They are solid income producers and net lease players like O/STOR should be considered as part of the retirement portfolio imo. Have you also considered pipeline companies like MPX and EPD? Very well capitalized with a decent runway to go. Oil/nat gas is not going away fully in the next 2 decade; even if the US achieves 100% electrification by 2030, the rest of the world still has a way to go.
I am a bot. You submitted a picture of a banned ticker, MPX. This check will fire if you included unnecessary pictures that have bad phrases or a bad crop with news about cryptocoins, for example. Repost with the useless pictures omitted if you did that. Yell at /u/zjz if it's above 1.5 billion-ish market cap and not related to crypto/pennies/OTC/SPACs.
It’s says clearly that the so called investors (vultures including Alder) suppose to close the recapitalization on a set day or the deal supposed to expire. They couldn’t close so they managed to get an extension via court. Again, for the second time the extension and the set date by the court expired without any closing. Judge Penny intervened with another extension of 30 days which didn’t happen to help Alder and Co. Finally Judge Penny gave them a long extension - practically until they close or the deal is canceled. As I mentioned before the court is still in place and can go either way. This time the case will be heard in a different and superior court, the appeal court. They are going to have a different judge, hopefully an impartial one. This is what happens with this case. In parallel their is another case between Hi-Med and Ianthus where Hi-Med is accusing Ford and Alder for conspiring against the company by failing to make some payments even so Ianthus had sufficient money at that time. Oassis, another lender wanted to renegotiate the terms of the loan and for that reason Ford and Alder decided to not satisfy the payment which of course triggered the default to other lenders - aka Alder. I believe Alder wanted to put Ianthus in this default to be able to “recapitalize” the company and to eliminate the other big shareholders. Hi-Med who was the biggest MPX shareholder, had practically half of Ianthus and they lost the most from the merger of MPX & Ianthus. Hi-Med is accusing Ianthus and all the previous Directors individually for a number of things (too many to enumerate here). Anyway I am briefly summarizing this because many people doesn’t have any idea what happened or what is happening right now. This is not an investment advise nor that I want to suggest to someone to buy or to sell, none of that. Everything remains in limbo until the final court decision will be made public and this is something that no one can speculate or anticipate. For that reason whatever opinion we have, means nothing. To discuss facts, it is something else.
Hi-Med, practicality the biggest shareholder of former MPX is still fighting for what is about to be stolen forever from them. They are suing Ianthus and all of the past and current director. Their main argument which is almost unnoticed here and generally in the media is that Ianthus could easily make the payment who triggered the whole scandal. If Ford and Alder did this in purpose, we never know. Hi-Med argument is that Ianthus could use the available money from their account and the money from the escrow account and easily made the payment and avoid the current tragedy. They are accusing Ford, Alder and the past directors for conspiring to eliminate from the company Hi-Med and other big investors. Behind Hi-Med it is the wealthy owner of a nuclear company. Lots of uncertainty ahead. No investment advise here. I don’t recommend buying nor selling.
Oh, fuck yes! Lol haven't heard from these guys in a while.... Like suddenly hearing from MPX doing something good or that crazy cousin everyone thinks is out to lunch but you might secretly believe is crazy like a fox.. lol just me?
Cannimed for a billion. Or Cronos picking up Lord Jones for 300 million (incl. 250 million in cash). Or Aphria and Latam. Or IAN and MPX. There are so many in the sector but I would put MedReleaf toward the bottom because that deal "saved" ACB.
Get a Sig MPX Copperhead
I am not saying that it is good to buy nor to sell, I am not giving recommendations and I am not promoting this stock. We are talking about it and having an opinion doesn’t mean that I am right nor wrong. The only thing that can change the situation is the court outcome and nobody knows how this will be, so at this point it is a lottery. Everyone involved in this company lost money. Stavola and Hi-Med who controlled MPX lost the most, practically everything. I lost money too so at this point our opinions about what we could do are worthless but can be a good “investment” lesson.
Not only that the everyone here thought that GGP are partners, “good partners” but all the order big investors and investment funds thought the same. Today, the company and everyone else are after GGP trying to get them out. I truly believe that GGP could do anything without Ford who also took a number of undisclosed personal loans from GGP… Below the list of big investors who lost money because of Ford & GGP: IANTHUS CAPITAL HOLDINGS, INC., IANTHUS CAPITAL MANAGEMENT, LLC, OASIS INVESTMENTS II MASTER FUND LTD., HADRON HEALTHCARE AND CONSUMER SPECIAL OPPORTUNITIES MASTER FUND, SENVEST GLOBAL (KY), LP and SENVEST MASTER FUND, LP Besides the above names “HI-Med” lost the most, they were the biggest shareholders in MPX… they sued the company and everyone in charge but they lost in NY Court. The only chance is to win the appeal, if not then it will be 2.75 for everyone else and 97.25 to GGP. What a disgrace this whole thing is!!!
My worst investment loss... all because I liked what MPX was up to. Fucking brutal.
MPX to IAN to ??? I’d be fine with that at this point over the 6 billion shares added to the float as proposed by GGP. I’d be fine with an asset sale too to pay off the defaulted debt and IAN just takes a hit to the ego losing the AZ and NV markets. Should do just fine up and down the east coast MA to FL. We may have to wait 48 from halt this morning to find out.
I sold pretty much right after the MPX conversion right around $6.25usd lol
lol I always wonder what MPX would be worth if they never closed the deal with IAN.
Yeah with my luck I’ll buy some and it’ll take lower than ever, but if this thing can go back to MPX merger levels and get back on the trajectory we were hoping for, I’m cool with that!
Last real big jump (in my memory) was ages ago when CURA jumped 30% overnight when they announced… get this.. entry into the CBD market! Not sure if you were around those days, but that was fun. Managed to grab $4k minutes before close only to see it surge the next day. Other than that, CL had some good earnings and a nice boost. Problem is the price gets baked in ahead of time most of the time. Someone was arguing with me saying that’s not true. Yeah right. The most obvious one was always MPX. People expected killer earnings only to see -8% the next day.
Idk if MPX ever was going to go anywhere, but iAnthus didn't help the situation.
This time 3 years ago I believed MPX would eventually become the worlds largest cannabis company. Yikes
Hey what's going on my man. LOL a fellow veteran from the weed stock wars. Yeah I played a little bit of the Canadian and the American stuff. I was all up on cgc's nuts for a while.. I played MPX into ianthus.. but that one ultimately hurt more than it helped. As far as gamestop.. back when WSB was pre-planet of the apes I listened to dfv talk about GameStop and it made me laugh because I thought he was a fool... But the truth of it was I just could not see his vision nor follow the math he was pointing to. Then something just kind of clicked eventually and I kind of took his research a little more serious and dug into it myself and realized he was right. So I bet the farm it was either going to be food stamps or Ferraris... There were a couple of people I used to talk to on WSB before I had to delete my account due to apes being pissed that I sold at 375 LOL I tried to explain to them they didn't know what they were talking about selling at 375 is not paper-handing shit when you've been holding it sub 13.... But since they wanted to follow me around and harass me on non Wall Street bet subs I just deleted the account and started a new one..... Anyhow the people I used to talk with on-aps WSB kicking the ball around we all put a price Target of around $200 USD in the next 5 years if Ryan Cohen was able to actually pull off what we thought he was going to pull off. So once we started getting the hype train rolling because Kramer started shouting us out as a bunch of moronic traders who don't know what we're doing and the whole world started paying attention I realized we had something very special about to happen. Then the first wave went to four something as the world started buying in because I realized how stupid Gabe had been and over leveraged himself and then bragged about his position and so everybody wanted to burn his shorts. But then the craziest thing happened and people started claiming they were doing this for some reason other than profit and greed and I realized that this was going to go bad. The next day the fuckery started and they froze everyone's ability to trade. I think it was around the third day it bounced back up to around 375 and I just decided this can't go any higher the powers that be won't let it and so I went ahead and sold my position knowing that I had already hit my 5-year plan in a matter of a couple of months. I have one GameStop stock certificate framed just because this is now the origin story that my grandchildren will look back and realize that their lives are different because their grandfather was a retard from WSB LOL. Anyway as to have the reason I held through all that stuff I guess I follow the old mantra of you have to risk it... to get the biscuit. Anyway thanks for reading my wall of text much love and peace to you brother, and I hope you have a wonderful journey.
>solid growth Solid growth from acquisitions, but what happens once they complete and growth flattens? I guess there’s an ongoing pump right now… kind of reminds me of when Ianthus closed on MPX. Once MPX revenue came online the party was over and SP was constantly in decline. Last ER was mediocre. SBC quite high 😕 https://www.reddit.com/r/weedstocks/comments/nlq7ar/ayr_wellness_reports_first_quarter_2021_results/?utm_source=share&utm_medium=mweb
I've haven't been keeping up with Weed stocks lately. Is Curaleaf the big winner I. AZ still? (And MPX...teehee)
I get some right and I get some wrong. Ian (MPX) was a f**k up.
Genuinely serious question: what does CCare's capital structure look like pro forma, assuming all acquisitions are completed and capital raises are closed? I'm guessing (could be wrong) that they're inheriting debt from others, that there's a notable amount of earnouts and convertibles, possibly a good deal of cheap warrants. But honestly I'm not familiar with their capital structure, especially the equity overhang resulting from Columbia Care's recent acquisitions and financing. I assume there is (will be) a lot of cheap paper out there; possibly enough that there's already some hedge games at play. If true, the cap structure concern is worth de-risking a bit. The integration and expansion needed to deliver on strategy is also very difficult and expensive. Top tier peers have already passed that test. Columbia Care is just hitting that point--also a reason to de-risk. Finally, CCare wasn't an operationally efficient company before all these acquisitions. The latest Q demonstrated a bit of fundamental progress, but not all that much. A company that struggled with efficiency ***before*** going on a shopping spree? Again, reason to de-risk. In other words, a CCare investment is a high risk bet on latecomer, dark horse success. In a sector bear cycle, it makes sense that a company with this much risk will sell off more substantially than the lead horses that have already proven themselves. That's my operating theory as to what is happening. Also...the capital raise last week might have underscored that risk. The terms of the deal are solid on the surface (2025 expiry, 6% annual rate, convertible priced 25% above recent closed). I like the deal on the surface. But there's also a bit of subtext at play. First, they need the cash. Otherwise, why raise into the current sector climate? Not a great time to leverage equity value. Also, this was a private placement underwritten by Cannacord. The MSO sector leaders have increasingly found structured deals with large and/or institutional holders. In doing so, they've raised cash while also increasing shareholder stablility. This CCare deal is the exact opposite. Finally, this raise wasn't all that big. Don't get me wrong, $75M is a lot of cash. But it doesn't offer much runway given all the integration, scaling and execution in front of them. Again, sector leaders are raising in the multi-hundred million range. This deal felt modest in comparison. Because they're biding their time waiting for an equity rebound, SAFE, etc? Or because this is all they could get? A market $75M convertible offering? It's good...but it ain't spectacular. As I've disclosed many times over, I am a Columbia Care investor. And it's a decent sized position relative to my other holdings. That said, I'm...increasingly skeptical. This story reminds me of iAnthus circa MPX acquisition. IAN-MPX needed to grow substantially to keep pace with sector leaders, so they took leaps of acquisition faith out of desperation, failed to integrate those acquisitions well, inherited some tough skeletons, scaled/executed slowly due to operational incompetence and (more importantly) capital constraints, forced into a series of shitty finance deals as they failed to ramp national footprint...from there it was a downward spiral. Obviously this story has not (yet?) played out for Columbia Care. They're still in the acquisition and integration phase, meaning their story still has the "what if....!" sheen. But underneath that sheen of promise is a lot of concern. Will they about face on their fundamental operations? Will they integrate their acquisitions on time, cost effectively and accretively? Or will those acquisitions bring troublesome operational inefficiencies, staffing struggles, regulatory/ethical landmines? Can they finance the substantial integration, construction and scaling expense before their cash runs out? Or will they need to finance further? If so, at what terms? These are questions sector leaders have already answered. As the tide washes out on this sector cycle, I think we're seeing CCHW price reflect the realities of the challenges they face. I hate knowing that this is going to get downvoted because there are so many CCare bulls ready to put of earmuffs in the face of critical analysis. This isn't an attack on your company. It's a light shined on the uglier corners of my own investment. It's also a free flow rant on a Monday morning before jetting off to work. So, it's just thoughts. Read, digest, respond rather than silently downvote.
Who is next in the list guys? Most shorted stock!!! Who's next in the list guys!!! [https://www.marketwatch.com/tools/screener/short-interest?fbclid=IwAR1yu4rlQxvbAiL2sSgFutRDUxnA4n3Xg-MPX7TQH9KUsWgh54\_PcghOa2Q](https://www.marketwatch.com/tools/screener/short-interest?fbclid=IwAR1yu4rlQxvbAiL2sSgFutRDUxnA4n3Xg-MPX7TQH9KUsWgh54_PcghOa2Q)
I sold all my shares after the MPX merger buyout whatever thing years ago. I stopped paying attention after that but always wondered how things were going. From the sound of it, not good. A shame. That MPX King Louie wax was fucking amazing product.
MPX was great, had great potential till this garbage team bought it. Went from a nice small play in the US market , to an Asset for a company that is a liability. I'll 2nd that "worst stock ever" and in my rookie days I've held some bags of shit. Ianthus For the Loss