Reddit Posts
MRMD -> Volume is over 600k before 2pm EST. (Medical Cannabis)
MRMD is the most undervalued cannabis stock.
GTBIF has 100 million for share buybacks but couldn't afford to give good employees a $2 raise...
I was fired from GTBIF in 2018... and now I own 150,000 shares of MRMD.
I got fired from Green Thumb Industries in 2018...
Federal CBD Health Insurance Plan Will Reportedly Allow THC Amount Far Exceeding Hemp Limit Signed By Trump - Marijuana Moment
MariMed Reports Fourth Quarter and Full Year 2025 Earnings
Who is excited for Federal Cannabis Licenses? 🌳 (MRMD, JSDA, VFF)
I gotta make money with this meme... it's just too good. MRMD 🌳
I gotta make money on this... it's just too good. (MRMD)
MariMed Reports Fourth Quarter and Full Year 2025 Earnings
Medical Cannabis Schedule III Regulatory Pathway (MRMD)
Medical Cannabis Research in Israel 🌳
Medical Cannabis Pathway to Pharmacies and Hospitals. MRMD 🌳
New Record: 70 shares volume on MRMD for a massive trade of $5.60
Pharmaceutical cannabis is undervalued... MRMD
Can someone please buy a couple shares of MRMD. The investors on the stocktwits board are miserable...
Pharmaceutical Cannabis: $MSOS $VFF $MRMD $JSDA
MRMD: From Dispensary to Doctor's Office 🌳
His tooth is probably worth $5,000 now...
Cannabis is likely moving toward rescheduling, which opens the door to FDA research, pharmacy distribution, hospital use, and insurance coverage, making medical cannabis more affordable.
The volume is so low on MRMD that it doesn't go down during bad macro news or world events.
U.S. Supreme Court To Discuss Case Challenging Federal Marijuana Prohibition December 15th. (MRMD)
"See's candy is the best candy" (MRMD)
Costco might allow "cannabis suppositories" 🍑
MRMD - Maryland Medical Cannabis Company (Management has strategic $40 million reserve)
Lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies.
"Indica Jones and the Temple of Stoned"
MRMD "Level 2" is very thin on the ask. 🚀 🌕
MRMD is a Maryland Medical Cannabis Company.
Medical cannabis license holders will be first in line to distrubute to pharmacies. #MRMD
“The Medical Cannabis & Global Market Pathway”
Citadel is buying and selling cannabis stocks. This is level 2 data from "MRMD".
Schedule III and the Chamber of Potions: The FDA Begins Advanced Herbology
MRMD: MariMed Inc (Pharmaceutical Cannabis) +8% 🌳 😶🌫️
MRMD: MariMed Inc (Pharmaceutical Cannabis) +8% 🌳 😶🌫️
MRMD: MariMed Inc. (Pharmaceutical Cannabis)
I worked for GTBIF as an Assistant Manager of one of their dispensaries for medical cannabis and bought 50,000 shares of MRMD.
The DEA is holding cannabis back from being on Schedule-3
Mentions
Recession proof. (MRMD)
MRMD https://preview.redd.it/wxzy57hgou7h1.jpeg?width=300&format=pjpg&auto=webp&s=37bb1bb04bd39af9e04fdb223318d3445bca7567
MRMD <-------- (Selling Rune Essence 10GP) \~\~\~\~\~\~\~\~\~
MRMD <-------- (Selling Rune Essence 10GP) \~\~\~\~\~\~\~\~\~
MRMD https://reddit.com/link/orrq68k/video/l5xvv7zaof7h1/player
This looks like a lounge topic... MRMD https://preview.redd.it/20y4rdobif7h1.jpeg?width=495&format=pjpg&auto=webp&s=48fe54f45a944bf67c1387f4387bc67638b7ec01 MRMD
News: MRMD will be down again today.
Lols im sitting back in May, i can wait for a better entry point. I did buy MRMD today at .0715
Thanks Mate, that's gotta be the most exciting news. Plus the reverse splits, in anticipation of uplist. Man is it tempting to buy in 100% right now. I loaded like 35% long this week with my capital, wish I took it to 50% yesterday. Was buying PLNH, VFF, and trying to wait for MRMD under .08. This morning, my fomo chase entries are HITI, CRON, CGC, and ACB. Saving cash for the OTC American names I need to square up positions on.
Honestly, when you anchor the comparison around fundamental powerhouses like Green Thumb (GTBIF) and Trulieve (TCNNF), the valuation premium on GLASF looks completely disconnected from reality. GTBIF and TCNNF represent the absolute gold standard of real, multi-state operational cash flow, yet the market prices them like boring value stocks while treating GLASF like a tech darling. On a Price-to-Sales (P/S) basis, GTBIF and TCNNF trade with strict institutional discipline at around **1.5x and 1.8x** revenue, while GLASF demands an eye-watering **3.0x to 4.7x** multiple—meaning you are paying double or triple for every dollar of revenue. The gap gets even stupider when you look at EV/EBITDA, where GTBIF sits at a crazy conservative **3.7x** and Trulieve is compactly priced around **5.4x**, while Glass House sits in the clouds at **18x to 19x**. It culminates in Price-to-Book (P/B), where GTBIF is literally trading below its book equity at **0.88x**, while GLASF stretches past **10x**. Investors are clearly discounting the retail-heavy, state-by-state models of GTBIF and TCNNF **to pay a massive premium on GLASF’s California greenhouse scaling, gambling that interstate commerce will unlock before its priced-for-perfection multiple snaps back to earth.** Also when you look at price action from past 6 months you see a clear disconnect from sector and imo is artificially propped up from lack of interest or lack of heavy short selling + other things, Glasf is up 82% while Gtbif is up 27% & Tcnnf is up 56%////// On march 30th you saw Gtbif & Tcnnf hit negative returns on the past 6 months from today, while Glasf was still up 23% on the 6 month chart. **There is no reason for a single state operator in the most saturated state in the USA to command such a premium over the best in breed operators of the whole sector.** On top of that, **GLASF First-quarter gross margins fell sharply to 25% from 45% a year ago, missing internal targets. Consequently, the company lowered its 2026 adjusted EBITDA guidance to the high $30 million range, down from previous estimates in the high $40 millions**, due to higher production costs and labor inefficiencies. The company issued a notice to redeem over 30 million outstanding warrants on May 28, 2026. Dilution for existing holders. I am bullish the whole sector but in no way will pay a premium for Glass house...... I am bullish tiers 1s & some smaller operators like MRMD, VEXTF, CXXIF, JUSHF, VREOF, TSNDF, AAHW
Just weedstocks... MRMD
Weedstocks -> MRMD
I wish MRMD would go on streroids.
glad I put all my money in MRMD and not Micron.
I get fucked by MRMD everyday.
you have just enough time to lose -50% on MRMD
https://preview.redd.it/i3u7l2cnyo2h1.jpeg?width=517&format=pjpg&auto=webp&s=18a2375752d097c931f8ec4115e32552b6172c5a MRMD
MRMD : Medical Cannabis
MRMD https://preview.redd.it/ffcmyj79o22h1.png?width=1024&format=png&auto=webp&s=e3edfc72a0b6c63c59001f4dea2eaea3dd51e841
Stocks are still gonna stock... I'm not in love with the opening this morning. Cut 90% of my weeklies at a 10% loss, was able to wiggle out and take the small hit. Went a little crazy buying that friday dip; plenty of shares in GTBIF and MRMD at the lows, so cutting my leverage that is going to get theta wiped.
I bought a ton of leverage for next week and in September 26 in the last 5 minutes. Puts all week, hopefully flipping to calls works out. I see MSOS's low reached $4.345 today which was the prior high of 02/04/26. Hopefully that acts as support now. Might have some more bleeding to do, but going for the turn around trade over the weekend here. Today's market was complete 'risk off' imo, but those long weekends give that time to turn around. Cheers and good luck dawgy. Also bought GTBIF and MRMD today, but shoulda waited till EOD obviously.
“Should” being a key word. This decision about retro and forward 280e implications is going to be huge. Options i see: 1) credit for past 280e payments 2) refund of last payments 3) no refund or credit retroactive Thats why i like MRMD and GTBIF, they are safe regardless of the turn out. Companies that stopped paying might still owe…
MRMD Strong Bull today & on 2x avg volume
you are a bear that tries to equate MRMD to CBSTF, if you know absolutely 0% about the company then maybe you could fall into your false impressions/ negative false rhetoric. the rest will see through your comments. GL to the bulls, bears can kick rocks without shoes on
MRMD market cap has so much room to grow
Sorry to hear that, I hope your MRMD shares moon so you no longer have to work for anyone
Notice how they didn't mention anything about MRMD's employees lol Whether because of buybacks or because the company is losing millions of dollars, none of these companies are paying people more than the absolute minimum they can get away with. Welcome to corporate America. MRMD pumpers getting desperate. Picking the most popular stock, hoping to get some GTI people to rotate into MRMD to bail them out of their position.
In 2026, **MariMed Inc. (MRMD)** maintains a dominant medical position, with its flagship brand [**Betty’s Eddies**](https://www.bettyseddies.com/) ranking as a **top 3 edible brand** in **four key states**: [](https://ir.marimedinc.com/news-events/press-releases/detail/296/marimed-reports-fourth-quarter-and-full-year-2025-earnings) [](https://ir.marimedinc.com/news-events/press-releases/detail/296/marimed-reports-fourth-quarter-and-full-year-2025-earnings)[Massachusetts](https://www.google.com/search?q=massachusetts&kgmid=/m/05k7sb&sa=X&ved=2ahUKEwiq74WggoeUAxWkIEQIHQG5DKAQ3egRegYIAQgCEAQ), [Maryland](https://www.google.com/search?q=maryland&kgmid=/m/04rrd&sa=X&ved=2ahUKEwiq74WggoeUAxWkIEQIHQG5DKAQ3egRegYIAQgCEAY), [Delaware](https://www.google.com/search?q=delaware&kgmid=/m/026mj&sa=X&ved=2ahUKEwiq74WggoeUAxWkIEQIHQG5DKAQ3egRegYIAQgCEAg), [Illinois](https://www.google.com/search?q=illinois&kgmid=/m/03v0t&sa=X&ved=2ahUKEwiq74WggoeUAxWkIEQIHQG5DKAQ3egRegYIAQgCEAo) While many competitors focus on high-potency recreational gummies, Betty's Eddies was founded by patients specifically for [therapeutic wellness](https://www.bettyseddies.com/products/ache-away-eddies). Its medical popularity is driven by **targeted formulations** that combine full-spectrum cannabis with specific herbal supplements to treat core ailments: * **Pain & Inflammation**: **"Ache Away"** chews use a blend of THC, **CBC** (specifically for nerve pain), and **CBD**, supplemented with organic [turmeric and piperine](https://www.gpwellness.com/blog/featured-product-bettys-eddies) for maximum absorption. * **Sleep/Insomnia**: **"Bedtime Betty’s"** feature a ratio of THC, CBD, and CBN, often including melatonin or valerian root to help patients fall and stay asleep. * **Stress & Anxiety**: **"Take It Easy"** chews use [L-theanine and passionflower](https://www.terpenejourney.com/cannabis-brand/bettys-eddies) to provide a "meditative" effect without heavy sedation. * **Energy/Fatigue**: The **Watermelon** formula includes THCV and natural caffeine to aid focus and suppress appetite. Betty's Eddies +3 **2026 Medical Market Performance** * [**Maryland**](https://www.google.com/search?q=maryland&kgmid=/m/04rrd&sa=X&ved=2ahUKEwiq74WggoeUAxWkIEQIHQG5DKAQ3egRegYIAQgIEAI) : Betty's Eddies was the **#1 overall brand** in late 2025 and held the **#2 spot** through March 2026. It remains a top choice at specialized medical-leaning dispensaries like [Peake ReLeaf](https://peakereleaf.com/best-edibles-maryland/). * **Maine Expansion**: In July 2025, MariMed signed a new agreement with The Stoned Moose specifically to enter the Maine **medical market**, where medical sales previously accounted for over 50% of the state's revenue. * **Awards**: The brand has been named **"Best-Selling Medical Product"** by LeafLink and "Edible of the Year" by *Explore Maryland*. Headset data +3
Based on its [Full Year 2025 financial results](https://ir.marimedinc.com/news-events/press-releases/detail/296/marimed-reports-fourth-quarter-and-full-year-2025-earnings) (released March 11, 2026) and current 2026 analyst projections, the removal of Section 280E following the federal shift to Schedule III is expected to save **MariMed Inc. (MRMD)** approximately **$15 million annually**. This saving represents **9.4% of its total revenue** ($159.8M). **MariMed Post-280E Breakdown** * **Profitability Flip**: In 2025, MariMed reported a **GAAP net loss of $14.5 million**. Under a standard 21% corporate tax regime, analysts project this loss will flip to a **net profit of $5 million to $10 million** in 2026, **even without revenue growth.** * **Operating Expense Deductions**: MariMed will finally be able to deduct its **$56.9 million in annual operating expenses**—including rent, payroll, and marketing—against its federal taxes. * **Effective Tax Rate**: The company’s effective tax rate is expected to drop from a staggering **70%–90%** of gross profit to a normalized **\~21%** of net income. * **Free Cash Flow (FCF)**: Analysts at [Matrix BCG](https://matrixbcg.com/blogs/growth-strategy/marimedinc) project a **$3 million to $10 million FCF upside** from 280E removal, which the company intends to use to fund expansion in Maryland, Ohio, and Illinois. * **Valuation Rerating**: Beyond immediate cash, the removal of the tax "overhang" is estimated to add **$0.34 to $0.55 per share** in value, potentially raising the company's price target toward **$0.90 – $0.95 USD**. [MatrixBCG.com](http://MatrixBCG.com) \+8 Dont let the nay sayers steer you away from this one.
that being said, Ill be buying the dip!!!!!! and watch for the smaller players tier players like MRMD that will be profitable post 280E removal. The gap was shorts covering, do not fall into their games! more squeeze to come
$MRMD is exploding! Fuck yes!
im 150,000 shares on MRMD. Going to load JSDA if it drops below 0.15.
https://preview.redd.it/gvaxnc6qfqwg1.jpeg?width=768&format=pjpg&auto=webp&s=c6a6357585024758a491f244a893ec8bfdd8ec0c Slap the ask... MRMD
S3 play on $MRMD. The company's evaluation is less than their assets alone. The removal of 280E will be an instantaneous switch in profits. Their wholesale model will be able to ship products over state lines and won't require having kitchens in every state. They got some decent brand names. At the very least, they're an acquisition target.
MRMD is the buy under .07 usd. Just got some at .067
The best Easter egg to find this weekend is MRMD at .07 usd. It lags MSOS and is ready to bounce this week.
I have looked at $PAYS but went with $MRMD
**2025 Highlights** * Revenue of $159.8 million * Sixth consecutive year of positive Adjusted EBITDA * Wholesale revenue increased 11% * Distribution expanded to 85% of dispensaries in core markets * Betty’s Eddies ranked #1 edible across four states * Completed restructuring of Series B obligation, extending maturity 4.6 years **MariMed (MRMD): The Wholesale Powerhouse & Deep Value Analysis** **------. The Operational Engine: "Wholesale Beast" Dominance** MariMed has successfully pivoted from a simple retailer to the **essential infrastructure layer** of the East Coast and Midwest cannabis markets. * **Record Revenue**: FY2025 hit an all-time high of **$159.8M**. * **Wholesale Surge**: Wholesale revenue grew **11% to $69.6M** (now **44%** of the business). * **The "85% Club"**: They have reached **85% dispensary penetration** in core markets. * **Maryland**: Distribution in **108 of 109** dispensaries (near 100% saturation). * **Illinois**: Wholesale revenue skyrocketed **39%**, hitting **82%** of all shops. * **Category Captains**: *Betty’s Eddies* remains the **#1 ranked edible** in 4 states. This creates "inelastic demand"—third-party retailers *must* stock MariMed to keep their customers, giving MRMD massive leverage over their **$19.7M in high-quality Accounts Receivable**. **------. The "Harvest Phase": A 90% Capex Collapse** The most bullish "hidden" metric is the pivot from "Builder" to "Earner." The heavy lifting of construction is over. * **Capex Cliff**: Capital spending dropped from **$10.9M in 2024 to just $1.2M in 2025**. * **Unlocking Cash**: Almost every dollar of their **$16.9M Adjusted EBITDA** (6th consecutive positive year) is now "free." They are no longer pouring cash into concrete; they are using it to service the balance sheet. * **Efficiency**: With **$110.5M in net PP&E**, MariMed generates significantly more revenue per dollar of equipment than its "Tier 1" peers. **-----. Deep Value: Buying Assets at a 65% Discount** The market is currently pricing MariMed as if its facilities are worthless, creating a "liquidation-floor" opportunity. * **The PP&E Gap**: MariMed holds **$110.5M in net Property, Plant, and Equipment**. With a market cap near **$35M**, you are buying the physical "bricks and mortar" for **\~$0.32 on the dollar**. * **Tangible Book Value (TBV)**: After stripping out $32M in goodwill/intangibles, the stock trades near its **liquidation floor**. You are essentially getting the licenses, the #1 brands, and the 85% distribution network **for free**. **------. Margin Compression: The "Kitchen Sink" Quarter** The Q4 GAAP gross margin of **25.2%** looks like a red flag, but it was an intentional "clearing of the decks." * **Inventory Purge**: They took a **$5.6M inventory revaluation hit** in Q4 to flush old stock and optimize for the high-margin **2026 Ohio launch**. * **Adjusted Stability**: Excluding one-time hits and Missouri exit costs, **Non-GAAP Gross Margin remained healthy at 40%**. **------. 2026 Growth Catalysts** * **The Ohio Gold Mine**: The upcoming **Columbus, Ohio** dispensary opening is a major high-margin catalyst. * **Delaware Adult-Use**: Saw **37% sequential growth** in wholesale; MariMed's early-mover status is poised to dominate as the market matures. * **Missouri Exit**: By cutting underperforming MO assets in October 2025, they’ve optimized for **pure profitability** in 2026. **The Verdict**: MariMed is a **distribution beast** trading at a **fire-sale valuation**. They have neutralized their biggest debt threat (Series B) and slashed spending by 90%. If you believe in **Federal tax reform**, you are buying a $110M asset base for $35M.
https://preview.redd.it/hq0twtnnuzpg1.png?width=768&format=png&auto=webp&s=a6cc32fa7ecc1f5901424e3edc161343ec2bcedf Go all in on MRMD 🌳
Federal cannabis licensing will probably mirror alcohol—states keep retail control and tax authority, feds set floor standards (testing, security, interstate commerce rules). The real play isn't individual operator licensing, it's whether state-licensed operators inherit first-mover advantage in their regions when feds open interstate commerce. If legacy state operators can supply across state lines without needing a separate federal cultivation license, that's structural power. If feds require everyone to get a new federal license and pull from a national pool, you compete on scale and capital. Most people assume federal legalization kills state structure. More likely it layers on top. State license holders win if feds keep them in the supply chain. Marimed is a holding of MSOS. It is medical cannabis company in Maryland and surrounding states. Medical licenses = moat. $160M revenue. $27M deferred taxes (280E). Rescheduling removes that overnight. Betty's Eddies: #1 edible in four states. Six years positive EBITDA. CapEx down 90%. Debt through 2030. 85% dispensary distribution. Wholesale up 11%. Verify: - 85% own stores or independent retail? - Debt vs. EBITDA? Timeline: 2028–2030. Catalysts: rescheduling signal, major retailer, debt <2x EBITDA, rec license. MRMD 🌳 https://pmc.ncbi.nlm.nih.gov/articles/PMC7150944/
Good question. Federal legalization risk is real but timing matters. Schedule III rescheduling (2–4 years) keeps cannabis in state hands. DEA doesn't create bulk federal licenses overnight. State licenses stay the moat through the 280E removal window. Full federal legalization with DEA consolidation is a different endstate and takes longer. By then MRMD either converts to federal holder (likely given track record), sells to larger operator, or operates as legacy state player in hybrid system. Canadian hedge makes sense if you think DEA moves fast and crushes regional players. But federal legalization after Schedule III lets MRMD capitalize on 280E tailwind first, then deal with federal licensing from position of strength—profitable, debt-light, established brands. Near term catalyst (280E) works regardless. Time to see how federal licensing plays out.
Federal cannabis licensing will probably mirror alcohol—states keep retail control and tax authority, feds set floor standards (testing, security, interstate commerce rules). MRMD's state licenses become distribution rights within that federal framework. The real play isn't "will MRMD get a federal license," it's "do state-licensed operators inherit first-mover advantage in their regions when feds open interstate commerce." If Maryland medical operators can supply rec retailers across the Mid-Atlantic without needing a separate federal cultivator license, that's a moat. If feds require everyone to get a new federal cultivation license and pull from a national pool, MRMD competes on scale. Most people assume federal legalization kills state structure. More likely it layers on top of it. State license holders win if the feds keep them in the supply chain.
# ✅ Accurate: * Revenue * EBITDA streak * Wholesale growth * Brand strength * Distribution reach # ⚠️ Misleading / overstated: * “85% distribution = moat” * “Debt handled / low risk” * “280E removal = instant upside” * CapEx claim # ❌ Missing: * Leverage reality * Competitive positioning vs top MSOs * 🧠 My blunt take 👉 MRMD is: * A **solid Tier 2 MSO** * With **strong brands + profitability** BUT: 👉 Not a “hidden gem ready to explode overnight”
https://preview.redd.it/z3p18gv8ctpg1.png?width=1024&format=png&auto=webp&s=a4a1ed6fed11156942d27cf82109f4060d94d2e7 Marimed is a holding of MSOS. It is medical cannabis company in Maryland and surrounding states. Medical licenses = moat. $160M revenue. $27M deferred taxes (280E). Rescheduling removes that overnight. Betty's Eddies: #1 edible in four states. Six years positive EBITDA. CapEx down 90%. Debt through 2030. 85% dispensary distribution. Wholesale up 11%. Verify: * 85% own stores or independent retail? * Debt vs. EBITDA? Timeline: 2028–2030. Catalysts: rescheduling signal, major retailer, debt <2x EBITDA, rec license. MRMD 🌳 [https://pmc.ncbi.nlm.nih.gov/articles/PMC7150944/](https://pmc.ncbi.nlm.nih.gov/articles/PMC7150944/)
I researched TLRY but MRMD also has a great product line that is easy to get on shelves or wholesale. I just don't see much value in Tilray. I want to own the companies that own the brands.
Good question. Federal legalization risk is real but timing matters. Schedule III rescheduling (2–4 years) keeps cannabis in state hands. DEA doesn't create bulk federal licenses overnight. State licenses stay the moat through the 280E removal window. Full federal legalization with DEA consolidation is a different endstate and takes longer. By then MRMD either converts to federal holder (likely given track record), sells to larger operator, or operates as legacy state player in hybrid system. Canadian hedge makes sense if you think DEA moves fast and crushes regional players. But federal legalization after Schedule III lets MRMD capitalize on 280E tailwind first, then deal with federal licensing from position of strength profitable, debt-light, established brands. Near term catalyst (280E) works regardless. Time to see how federal licensing plays out.
Gas station weed brands won't be behind the Walgreens pharmacy counter. Licensed medical operators will. $MRMD is already built for the world the law is moving toward. Do your own research. I'm long.
I like MRMD because its rea, manageable, and familiar. Marimed is a holding of MSOS. It is medical cannabis company in Maryland and surrounding states. Medical licenses = moat. $160M revenue. $27M deferred taxes (280E). Rescheduling removes that overnight. Betty's Eddies: #1 edible in four states. Six years positive EBITDA. CapEx down 90%. Debt through 2030. 85% dispensary distribution. Wholesale up 11%. Verify: - 85% own stores or independent retail? - Debt vs. EBITDA? Timeline: 2028–2030. Catalysts: rescheduling signal, major retailer, debt <2x EBITDA, rec license. MRMD 🌳 https://pmc.ncbi.nlm.nih.gov/articles/PMC7150944/
https://preview.redd.it/z2luhmi17fpg1.png?width=768&format=png&auto=webp&s=c17481661cf791c7b435c98a6a38bba22ea2a60a MRMD 🌳
Medical licenses in closed lotteries = real moat. $160M revenue, $27M deferred taxes from 280E. Rescheduling to Schedule III removes that overnight. Betty's Eddies: #1 edible in four states. Six straight years positive EBITDA. CapEx down 90%. Debt restructured through 2030. 85% dispensary distribution in core markets. Wholesale up 11%. Questions: - Is 85% distribution their own stores or independent retail? - Debt load vs. EBITDA? - Is EBITDA reported or adjusted? Timeline: 2028–2030 for rescheduling payout. Near-term catalysts: formal rescheduling signal, major retailer anchor, debt below 2x EBITDA, rec license in major state. MRMD
Medical licenses in closed lotteries = moat. $160M revenue. $27M deferred taxes (280E). Rescheduling removes that overnight. Betty's Eddies: #1 edible in four states. Six years positive EBITDA. CapEx down 90%. Debt through 2030. 85% dispensary distribution. Wholesale up 11%. Verify: - 85% own stores or independent retail? - Debt vs. EBITDA? Timeline: 2028–2030. Catalysts: rescheduling signal, major retailer, debt <2x EBITDA, rec license. MRMD
MRMD is a fake company... no seriously. Its fake af.
HOW DID A 32M MCAP stock make it onto the earnings calendar? Who the fuck is MRMD??
Please review the rules if you want to participate on this sub. This is a low effort post, which we don't allow. Feel free to share it as a comment in the Daily Discussion. Or in the other MRMD post that was submitted earlier today. Also, no crossposting please.
Is there something to look forward to as far as MRMD earnings?
I'm heavily invested in MRMD, earnings are in 7 days. I'm terrified, yet excited. 2025Q4 or 2026Q1 will be our upswing.
Ok and why does MRMD benefit more than literally any other company? You've been pumping them for months and claim your average is just off the all time low? Almost mathematically impossible lol Fact is you are constantly posting AI garbage that has nothing to do with MRMD and you know it. I hope you feel guilty about what you are doing.
Oh is MRMD the only cannabis company with a license? Dude you aren't even trying. I realize you are probably down a ton on this investment, but spamming AI slop in the hopes of tricking people into buying your bags is gross.
Wow so concise without AI. What does this have to do with MRMD in particular, as opposed to every cannabis company?
https://preview.redd.it/nt22r2aldpmg1.jpeg?width=1080&format=pjpg&auto=webp&s=ac6784754cd910e02aaa72947cd3e4c90b31b33e MRMD
Tbh, the May earnings will be much better because app the dispensaries were sold out during the snow storms. Im using now as an opportunity to load a long position. I have 136,000 shares. I used to work for GTBIF. MRMD just got a new growing manager. The products have improved dramatically. The stock chart doesn't reflect the current improvements. It is currently undervalued.
Is this the guy that always pists about MRMD?
Ok, sounds good. Ive worked in the medical cannabis industry and bought a lot of MRMD. Cannabis Works as Medicine — The Case Is Closed 1. FDA already approved it Epidiolex, a purified cannabis drug, was FDA-approved in 2018 for seizures, proving safety, dosing control, and medical value. 2. Strong clinical evidence Major U.S. reviews and peer-reviewed studies show cannabis reduces chronic pain, neuropathy, and chemotherapy side effects better than placebo. 3. Clear biological mechanism Cannabis acts on the endocannabinoid system, a core human system that regulates pain, inflammation, immunity, and brain signaling. 4. Real-world results at scale Millions of patients use medical cannabis across 30+ states, and medical states show lower opioid overdose deaths. 5. Modern delivery Measured oils and drops provide consistent dosing and high absorption without smoking. Bottom line FDA approval exists, evidence is strong, biology makes sense, patients already benefit — Schedule III isn’t a question of science, just paperwork.
MRMD is at a bottom... https://preview.redd.it/k5x74pylzvlg1.jpeg?width=552&format=pjpg&auto=webp&s=a21f6d1b13a2db39df761e5f9a609b09f54123e2
What are your thoughts on $MRMD?
Cannabis may soon be moved to a safer legal category by the government. If that happens, doctors can study it more, pharmacies can sell it, hospitals can use it, and insurance can help pay for it. That means medical cannabis becomes cheaper, safer, and easier for patients to get. This is the pathway from weed shop to real medicine. If this change happens, not every cannabis company wins. The ones that already act like medical companies have better odds. MariMed makes products patients already use like gummies, RSO, flower, and concentrates. They operate in many states, keep debt low, and focus on medical users instead of hype. What are the odds. Rescheduling is more likely than not because the DEA, FDA, and politicians are already moving in that direction. If it happens, companies built for medicine benefit first. MariMed is already there, waiting. #MRMD
https://preview.redd.it/u3toa49u2pkg1.jpeg?width=552&format=pjpg&auto=webp&s=1471ae060b335abba9ec74ce9d1bb3149cd1f655 MRMD 🌳 <---------
MariMed (MRMD) is ready for the next big shift in medical cannabis. They offer patient focused products like gummies, RSO, flower, and concentrates, operate across multiple states with low debt, and focus on medical applications. With cannabis likely being rescheduled, pharmacies, hospitals, and insurance could make it easier and cheaper for patients to access, putting MariMed in a strong position to grow fast.
https://preview.redd.it/s2p82ac7rfkg1.jpeg?width=495&format=pjpg&auto=webp&s=605a6ac6307cf0899d44e437974a3d12290a5ac1 MRMD 🌳 Cannabis is likely moving toward rescheduling, which opens the door to FDA research, pharmacy distribution, hospital use, and insurance coverage, making medical cannabis cheaper and easier to access. MariMed (MRMD) stands out because it already focuses on medical products, runs with low debt, operates across multiple states, and offers real patient-ready items like gummies, RSO, flower, and concentrates. If cannabis starts being treated more like medicine, MariMed looks well positioned to plug directly into that system and scale fast.
With the anticipated rescheduling of cannabis by the DEA and subsequent FDA research into its medical value, I believe we are on the brink of a significant shift. This change could pave the way for cannabis to be distributed through pharmacies like Walgreens and integrated into hospital treatment plans. Insurance companies, through co-pay systems, could further reduce patient costs, making medical cannabis as accessible as traditional medications. Among the companies poised to benefit from this shift is MariMed Inc. (MRMD). MariMed stands out due to its: Diverse Product Portfolio: Gummies, RSO, ice cream, flower, live resin, and other medical-grade products. Efficient Licensing Strategy: Operating across multiple states with minimal debt, positioning it for scalable growth. Focus on Medical Applications: Their emphasis on innovation and patient-focused solutions aligns with the projected medical cannabis market. Given the convergence of regulatory changes and market potential, MariMed is uniquely positioned to integrate efficiently into the pharmaceutical and medical sectors. I’d love to hear your thoughts on this opportunity and how it aligns with your investment strategy. Please feel free to contact me at your convenience.
I bought MRMD... still holding.
Fack it. Im buying more MRMD. With an R. Not and M. Most people confuse it with MNMD. Its not. Its MRMD. The second letter is different because its an R and not an M.
Tbh, that's whynI loaded MRMD and medical weed stocks. Thats M R M D. Most people confuse it with MNMD.
MariMed (MRMD) is ready for the next big shift in medical cannabis. They offer patient focused products like gummies, RSO, flower, and concentrates, operate across multiple states with low debt, and focus on medical applications. With cannabis likely being rescheduled, pharmacies, hospitals, and insurance could make it easier and cheaper for patients to access, putting MariMed in a strong position to grow fast.
I used to work for GTBIF but bought MRMD.
Cannabis is likely moving toward rescheduling, which opens the door to FDA research, pharmacy distribution, hospital use, and insurance coverage, making medical cannabis cheaper and easier to access. MariMed (MRMD) stands out because it already focuses on medical products, runs with low debt, operates across multiple states, and offers real patient-ready items like gummies, RSO, flower, and concentrates. If cannabis starts being treated more like medicine, MariMed looks well positioned to plug directly into that system and scale fast.
#MRMD 🌳 With the anticipated rescheduling of cannabis by the DEA and subsequent FDA research into its medical value, I believe we are on the brink of a significant shift. This change could pave the way for cannabis to be distributed through pharmacies like Walgreens and integrated into hospital treatment plans. Insurance companies, through co-pay systems, could further reduce patient costs, making medical cannabis as accessible as traditional medications. Among the companies poised to benefit from this shift is MariMed Inc. (MRMD). MariMed stands out due to its: Diverse Product Portfolio: Gummies, RSO, ice cream, flower, live resin, and other medical-grade products. Efficient Licensing Strategy: Operating across multiple states with minimal debt, positioning it for scalable growth. Focus on Medical Applications: Their emphasis on innovation and patient-focused solutions aligns with the projected medical cannabis market. Given the convergence of regulatory changes and market potential, MariMed is uniquely positioned to integrate efficiently into the pharmaceutical and medical sectors. I’d love to hear your thoughts on this opportunity and how it aligns with your investment strategy. Please feel free to contact me at your convenience.
Geo with a swing and a miss on MRMD, called me a pumper for making 1 comment pointing out the severe pricing dislocation what a fucking tool like hes some sort of investing messiah in here. Ill pick apart any bear narrative you have thats unsubstantiated. you pointed out their debt without even doing dd into their maturities LOL they are not like the rest and are being severely mispriced by the factors we find ourselves with being on OTC NOTHING ELSE. **Debt Profile and Long-Term Maturity** As of late **2025**, MariMed's total debt stands at approximately **$86.40 million**. * **Major Debt Due:** The cornerstone of their debt is a **$58.7 million** secured credit facility closed in late **2023**. * **Maturity Timeline:** This loan has a **10-year term**, meaning it does not come due until **November 2033**—nearly a decade away. * **Near-Term Obligations:** For **2026**, the company faces minimal debt pressure. The current portion of mortgages and notes payable is roughly **$4.37 million**, which is easily covered by their operations. **Levered Free Cash Flow and Coverage** * **Levered Free Cash Flow (LFCF):** The trailing twelve-month (TTM) LFCF is **$15.04 million** as of late **2025**. * **Quarterly Growth:** Quarterly LFCF saw a peak of **$3.93 million** in early **2025**, demonstrating the company's ability to generate cash even while expanding. * **Cash on Hand:** MariMed maintains a cash balance of **$6.6 million** as of recent reports. * **Coverage Ratios:** With an adjusted EBITDA of **$4.9 million** in Q2 2025 alone, the company generates sufficient earnings to cover its annual debt service, which was reduced by approximately **$3.5 million annually** through their refinancing. **Key Insights for 2026** * **Refinancing Success:** The **$58.7 million** loan carries an industry-low fixed rate of **8.4%** for the first five years, significantly lowering interest expenses. * **Asset Support:** The major loan is secured by real estate in Maryland and Massachusetts, leaving other key brands unencumbered and available for future strategic use. * **Growth Outlook:** Revenue for **2026** is estimated to rise to **$185.7 million**, further strengthening the company's ability to service its long-term debt.
cool here you go * **Glass House Brands (GLASF)**: Trades at a massive **9.9x** tangible book value. While expensive, it reflects high growth expectations for its massive greenhouse expansion in California. * **Green Thumb Industries (GTBIF)**: Holds a stable **2.10x** PTBV. It is the only "Big Five" MSO with a consistently positive tangible equity base. * **MariMed Inc. (MRMD)**: Trades at **1.29x**, supported by its transition to positive operating cash flow and lower reliance on intangible "goodwill".
GTI and Glass House don't have significant tax or debt issues. I'm just pointing out a couple red flags in MRMD to counter king's pump. Usually a comment like that is purposefully leaving out relevant information. MRMD could also take on some debt if they needed. I am not very confident in them long term though. Imo they waited way too long to pivot to hemp considering they had pretty good edible brands. Hopefully they can pull it out, but they seem too risky to me.
MariMed**(MRMD)** is trading at a "distressed" valuation (**\~$35.7M market cap**) despite holding a massive physical footprint of cultivation and retail assets (**\~$103.8M in PP&E**). The market is effectively pricing the company as if its physical assets are worth **less than 40 cents on the dollar.** Total assets are **$205.6 million**, with a net book value (equity) of **$69 million**.
VERY, and MRMD has already been USA domiciled
MRMD my goat, carrying my port to reaching +100% yrs
Best details: The commission's framework rolls out three new license types: Supplemental, for existing cannabis businesses to add on site consumption into their operations. Hospitality, for non-cannabis businesses to host consumption activities with qualifying marijuana establishments. Event organizer, for cannabis businesses to host consumption events. Good for MariMed MRMD who has 3 dispensaries, the max for the state. It’s a free opportunity to a new revenue stream.
It is, been waiting since the last run up in 2021 for this type of catalyst. High Tide I like as well, made money but sold the position, I miss it. Their retail presence and strong balance sheet make them shine. MariMed MRMD is my choice for this major rally (assuming it happens), becuase they will be a growth stock withen the sector. Higher risk, but I want a company I can really have a lot of equity in since we are at such early stages. MariMed pays their 280e Tax, unlike 90% of other operators. Prudent capital expansion and targeting a few states without going too large. Innovative drink powder product. Humble management. Obviously, I like the stock.