PP
The Meet Kevin Pricing Power ETF
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Crazy i know NVAX is my black sheep pick for 2024
PayPal making a big announcement but who approved of this campaign? First look at PP !!
Feedback on my first Stocks and Shares ISA portfolio
Feedback on my first Stocks and Shares ISA portfolio
(CSE:AMQ) (OTC:AMQFF) Abitibi Metals Announces the Upsize of its Previously Announced PP to $4M; Financing Fully Allocated. No Warrant Private Placement with Strategic Investors
Why I am Bullish On Edison Lithium (TSXV: EDDY; OTCQB: EDDYF)
China Collapse, Mexico Resurgence—How to Invest
Why I am Bullish On Edison Lithium (TSXV: EDDY; OTCQB: EDDYF)
Frank Giustra Leads Investment in BWCG, Raising $3.26 Million, While Gold Prices Approach $2,000/Oz
Taking a break from degening. Small PP gain. Hiding in $SGOV for the next 6 months until I can get my head back in the game
All your PP are belong to the CCP. Calls on $SMG
When was the last time the Plunge Protection team used in the stock Market?
Why are y'all suddenly going balls deep on Paypal?
If Depreciation is MUCH higher than PP&E does it mean that the company will be incurring a big CAPEX spending very soon?
If Depreciation is MUCH higher than PP&E does it mean that the company will be incurring a big CAPEX spending very soon?
B&G Foods is a short selling opportunity.
Nvidia stock pops on HSBC upgrade: 'We're shocked by Nvidia's pricing power on AI'
Interesting Short-Seller Drama Playing Out on Twitter with SGML
Interesting Short-Seller Drama Playing Out on Twitter with SGML
$HUBC is starting to heat up after PR today..
Valuing Aduro Clean Technologies (OTC: ACTHF)
Mentions
Super Micro PP puts were +26 baggers holy fuk lol
Full port puts. PP smol. But balls big. Kinda like tic tac on bean bag chair.
$HIMS might got you covered for PP coverage
Stocks down, metals down, PP down. Nothing is safe
All of these because the Super Micro PP Co-Founder smuggled tech to Ghyna ? Lol
Good and very valid question; PP is a serious tracking app. The difference with TrackinV is, its a fully web-based and cloud-native - very easy to use: open a browser, add a transaction on your phone, see it instantly on desktop. No setup, no file management, no sync issues. And if you want to show someone your portfolio, you share a link. TrackinV is for investors who want to get started in minutes, work from any device, and not think about file management.
Why I’m not even surprised Super Micro PP is again in the middle of some scandal? Lol
**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.
**------. Liabilities "Under the Hood": The Forensic Reality** The $137.8M in GAAP total liabilities, plus $14.7M in Series B mezzanine equity sitting above that line, brings the full economic liability stack to approximately $152.6M against $202.6M in total assets — a leverage ratio that is the primary driver of MariMed's distressed valuation. But a line-by-line decomposition reveals that the composition of this stack matters as much as its size, and that significant portions carry either non-cash characteristics, long-dated maturities, or direct regulatory optionality. **280E Tax Payable ($26.98M — Highest Binary Optionality)** The single largest current liability on the balance sheet is $26.98M in income taxes payable, up from $21.9M at year-end 2024 — a $5.1M YoY increase that reflects continued 280E accrual under federal cannabis scheduling. At 3.04x cash on hand ($8.9M), this liability is the most acute overhang on the stock, but it is also the most asymmetric. Should cannabis be rescheduled to Schedule III, this accrual does not represent a cash payment owed for normal business activity — it represents a regulatory artifact that could be materially restructured. No other line item on MariMed's balance sheet carries this kind of event-driven resolution potential. **Debt Stack ($72.7M total notes — Quality Over Quantity)** Long-term mortgages and notes payable stand at $70.2M, with a current-portion of $2.6M — implying minimal near-term principal pressure. The 10-K confirms the debt is predominantly secured real estate mortgage debt across Illinois, Delaware, and Massachusetts properties, carrying rates in the 8–9% range. This is collateralized, asset-backed financing, not the predatory 14–18% unsecured working capital notes that have destroyed equity value across the sector. The current portion of just $2.6M represents a debt service coverage profile that is manageable relative to the company's $16.9M adjusted EBITDA. **Lease Liabilities ($12.6M total — Structural, Not Distress)** Under ASC 842, MariMed carries $8.6M in operating lease liabilities ($2.0M current / $6.6M long-term) and $4.0M in finance lease liabilities ($2.1M current / $2.0M long-term). Combined, these represent $12.6M in total lease obligations. These are non-debt, contractual obligations tied to operating facilities — they are a fixed cash drag, but they are also the cost of the physical infrastructure generating the revenue. There is no covenant risk, no acceleration risk, and no refinancing event associated with these obligations. **Series B Restructuring ($14.7M — Near-Term Risk Extinguished)** The $14.7M Series B Convertible Preferred Stock, classified in mezzanine equity, was the most acute near-term liquidity risk on the capital structure. The mandatory conversion deadline of February 28, 2026 had functioned as a hard clock on management's balance sheet flexibility. The March 2, 2026 restructuring agreement eliminated that deadline and replaced it with a package of long-dated instruments extending the weighted average maturity by 4.6 years. The result: no material debt or preferred equity maturity for the foreseeable future. As CFO Mario Pinho noted in the earnings release, MariMed now operates with "a clean balance sheet that contains no material debt maturities in the near-term." **Residual Current Liabilities ($25.5M — Operational, Not Structural)** The remaining current liability stack — $14.6M accounts payable, $9.5M accrued expenses, $1.4M deferred revenue — is ordinary operating accrual. Accounts payable of $14.6M against $159.8M in revenue implies a payable days ratio of roughly 33 days, which is tight and operationally healthy. The $9.5M jump in accrued expenses versus $4.4M at year-end 2024 warrants monitoring in Q1 2026 disclosures but does not indicate structural impairment. **Net Assessment** Strip out the 280E tax liability and the lease obligations — both non-debt items with specific resolution pathways — and MariMed's true financial debt load is approximately $72.7M against $89.4M in net PP&E alone. The liability stack is not clean, but it is not the existential threat the headline number implies. The risk is concentrated in one line item — the 280E accrual — and that risk is more a function of federal cannabis policy than of operational performance.
There are, they just all have a PP
Super Micro PP always in the middle of some crazy drama lol
this market ain't black also it has a tiny PP
When the MA is this close, gravity takes over and you have to touch/test it. It's like a big PP dangling in front of your face, you can't help yourself... you have to touch it.
Only if u got big PP vids
All you need is PP in one hand, phone in the other
market mad because PP too big and hot :( oops, Freudian slip. PPI
Nvm I was wrong, I googled it and it stands for PP Infection or Producer Price Index
ATTENTION. CRITICAL ALERT. IT IS WITH DEEP REGRET THAT I MUST INFORM YOU THAT u/31andnotdone HAS BEEN BANNED (FOR THREE DAYS) FOR INCITING VIOLENCE SHE SAYS SHE DISLIKES ALL OF YOU. SHE SAYS TO STOP DMING HER SHE CANT REPLY. SHE ALSO SAYS I HAVE A BIG PP (I ADDED THE LAST PART.) THIS HAS BEEN A 31ANDNOTDONE UPDATE
could have had pfizer at good price with good divvy , if you wanted PP pill company
Your job all day is to come up with ways to fuck over retail traders. You are a MM and your PP is smol
When she says go deeper but you ran out of PP
Quick Little Excursion is what I call your PP.
My PP goes up & down too 🍆
I see you there. PP in one hand, phone in the other... watching a chart go up and down 👀
2/3s of murica drives gas guzzler pickups to compensate for their small PP and below average wives and lives
Daily reminder that my PP is smaller than yours. 🍆🔬
Jim Cramer: “ I’m going long on PP”
I wish I could give a clear road map, but it simply take time, effort, and study. I'd recommend looking less for set-ups and more towards understanding the how and why all market participants might take positions. For instance what role Market Makers play and how they shape the landscape. We have all been dumbass' at one point lol and any Trader who doesn't admit they have more to learn remains a dumb ass imo. From PP to Burry. Spend as much time learning something you don't know or bettering your understanding as you put towards looking for your next set up and you'll improve.
just because I have a 12" PP doesn't mean I'm getting all the bussy 😔
"$PP has soften due to immense pressure from competition"
I hate working out but if I don’t work out no one will want to touch my PP 👉🥹👈
“PP red today, too much volume”
PP is down 15% from its all time high
Is the ticker PP taken? Are we going to see articles like “PP showing strong growth”
Doesn't sound so good for shareholders, dilution It's an old school PP in disguise, really
"And a hypocrite, what was that you were saying about deflection?"......Ring a bell?. Get a life dude. Stop harassing me weirdo.... commenting and deleting =dirty delete... small PP boyyyy..... No friends. No gf. Just a Know It All on reddit that can't admit he is wrong.
I was gonna be nice to bulls but yall were total pieces of shit today. SUCK MY PP LOSERS
Aww dirty delete huh? Pathetic PP boy..
Iran has a tiny PP and cant get it up to plug their hole. all bluster. The oil shall flow!
Who wants to do DD on my PP?
PPT is going to lose their PP this week
I wonder if they call the new leader the Broken PP Prince.
Did your PP fit through the gap?
Negative..PP looks like it’s done through a paper shredder 😫 Godspeed to you Sir 🙏
WSB been way too bearish. Of course it’s shrek PP
Happy birthday market give you Shrek PP
So if my PP stops working when im older do I cut that off too 🤔
But you got a big PP at least
ChatGPT why is my PP an eenie? Is this normal?
What stereotype? That US has large PP?
SLV and GLD over the weeekend should be good. I think SLV will pop back over $90 given the recent climate and PP numbers
Not surprised off this pump, Americans like to inverse and fuck over europoors PP should've bought this to 670s
I'll show you a HOT PP you cuckminster
My core PP has risen 0.5% guys
My PP and I will be taking our business elsewhere
She said my PP index too big 😢
Stay strong metal bros, we may dive back down if PP is good.
This may be the breakout we finally need GLD/SLV bros. Hope the PP sucks ass 🤞
PP has never let I down before. Trust the PP
GLD pumping, some one got the PP leaks?
TLT telling the bols to run for the hills. That PP better be good