Regulated Hemp Drinks Boost Access, Cut Youth Use
Low-dose hemp beverages have been available everywhere in liquor stores and even grocery stores since 2023. Legalization and proper regulation has led to youth cannabis usage to fall.
LEEEF's Margins Double, Cash Flow Soars via SCR Cost Cut
$LEEEF just reported their strongest quarter ever with gross margins more than doubling, cash flow surging while prices were compressing in CA. This is the power of Salisbury Canyon Ranch. $25-$50 per pound COGS, become $8 per pound. Now they...
Senator Lummis Softens Stance After MS Patients Benefit
“I have friends that have multiple sclerosis and they can get some relief from medical marijuana,” she said. “Because of that, my personal feelings about it have softened a little bit.” Sen. Cynthia Lummis (R-WY). https://t.co/WK8CtFhecG
Vireo’s Fluent Buy Crowns It #4 Global Cannabis Leader
With the purchase of Fluent, $VREOF is the #4 largest cannabis company in the world by revenue and has clear sights on being the largest. One of the most fascinating stories in cannabis is how Vireo keeps rolling up distressed...
GRUSF’s $361/Lb Breakeven Fuels Bullish Outlook
$VEXTF on their call said that cultivation costs "once you bake everything in for ROIC its $800-900/lb range." They are exiting Arizona because the price is below that cost. $GRUSF has reported $361 a pound four wall costs (EBITDA breakeven...
Cannabis Offers Low Competition, High Long‑Term Gains
I have never been so bullish on the opportunity in cannabis. Do the work, do your own due diligence. There are so few eyeballs on the space. It's amazing what you will find and the long-term opportunities available. You will...
Target Lobbying Congress on Hemp Food and Beverage Policies
Target $TGT disclosure that they are lobbying Congress on hemp, specifically on "Policies regarding hemp in food and beverages" https://t.co/EifO7Xmsiu
ETF Dump, but I Stay Bullish on GRUSF
Thank god $TOKE is now done selling $GRUSF. The ETF sold 4 million shares in 30 days into a brutal drawdown right as the company's growth trajectory is taking off. As the largest shareholder in $GRUSF, I remain very bullish...
TOKE Liquidation Mistimed, Now Finally Concluding
The timing of the $TOKE liquidation could not have been worse. Selling illiquid cannabis stocks at the lows when we are on the cusp of federal reform was something I was against, but it wasn't my decision. At least the...
Minnesota Dispensary Launch Signals Huge Market for GTBIF VREOF GRUSF
I heard that there were lines out the door for this new MN dispensary when it opened yesterday. MN is going to be a massive market for $GTBIF $VREOF and $GRUSF. https://t.co/9K8hUGrcZk
LEEEF Scales up Pesticide‑free Cannabis Concentrate Production
The scale of $LEEEF is incredible, watch to the end and it almost looks fake. I was just there on Tuesday and the scale of what they are building to is so exciting. $LEEEF is building a platform that can...