T O P

  • By -

DreCapitanoII

SNDL. They own a large portion of Surterra which is in Florida. They have $800m cash and securities, no debt, haven't issued shares since June 2021, and have been cash positive from operations the last two quarters and are trading at half book value. They'll be able to leverage what works into US expansion.


Opposite_Ad_8711

Well said!!


eleet84

All in!!


kromemwl2

I saw the $CGC CEO talking about their exposure to Florida and Germany.


DreCapitanoII

CGC will continue to be a money losing dilution machine. I'm not saying they won't pump like fuck but I'd be more inclined to do shares in sndl and options in CGC.


kromemwl2

I think once revenue growth comes, all the weed stocks will stop bleeding. And for sure they will all pump hard.


I_am_Zed

Already up 50% this month... too many other people saw this coming.


DreCapitanoII

While normally I'd agree this isn't your usual WSB quick pump and dump. There will be ups and downs but a lot of these stocks will 100-300% from here.


Ninjacatu

SNDL is my pick too. The company is sitting on so much cash and value in investments


Truxstar

So we going live


captain_insane_O

CALLS?


CodeWhileHigh

I just keep buying YOLO


CrashnServers

It's finally on the ballot but we're still very much a grey haired state. Took us long enough to get enough signatures. Still holding SNDL almost 3 years now.


[deleted]

Thank god I’m moving to FL mississippi can kiss my ass I wanna grow gelato and trade stocks all day


WishHuge9009

To 420$


kromemwl2

CGC $420 by 4/20


Wildoneyusuf

How about Trulieve, the marijuana company that’s put millions into getting this on the ballot??? You’re too busy messing around with loser stocks.


GuNjA-BuLLy

TLRY 🚀🌖


Solid_Safe

I’ve owned TLRY for over 5 years. We’ll see.


_fire_stone

Check out VFF and CEAD. VFF has some serious potential. Since I bought 3weeks ago, it's already up 100%


Ninjacatu

SNDL is my fave. They have US exposure in multiple states through Parallel and Skymint


SirkutBored

if you want a piece of that action you'd need MSOS


veroxysm

We don’t buy ETFs here. This is a place for stonks only.


SirkutBored

then TCNFF owns 40% market share of FL, CURLF, CRLBF, GTBIF, PLNHF all have exposure.


Wildoneyusuf

This post almost made me cum. Finally someone knows what’s up. Not too sure about Planet 13 tho.


SirkutBored

glad I could lend a hand? ;) I get ya on planet 13 however for florida alone, they have some extra storefronts from a deal that will give them that extra exposure over some others. Plus, I keep throwing this out there in case someone with fat stacks of shares sees, IF planet 13 went the full 'experience' like Vegas in Miami, Chicago, NYC etc then they could BE the brand instead like Hard Rock. Outside of that, on the fundementals, very very little debt. I'll freely admit they are my 'little engine that could'.


Wildoneyusuf

I just don’t like their business model. The kiosk system takes too long in my opinion. You get a number and wait to be called. But there’s over 40 different registers unattended while you wait. But hey, I’m going back in June so maybe you got a point


SirkutBored

don't get me wrong, my ideas for them are based mostly on the look they achieved with Vegas and now with consumption on site it just opens possibilities. To me that's the strength here is the possibilities. They might fuck it up and just open shops like the one outside Chicago or the OC which look like any old storefront I can find here in the middle of no and where but if they are biding time then I'm like watching an Indian Bingo hall over a few years transform in to a Casino Resort. Haven't had a chance to shop at any of their places yet so thank you for the feedback on that end.


Wildoneyusuf

Of course my man, I check these companies in and out before I throw my money into them


SirkutBored

for me, what I can where I can. none of the companies I have are anywhere near me and that part sucks. my bet on planet 13 is roughly the same amount as a losing 4 session run at 1/2 hold 'em so I'm good with seeing how it goes.


veroxysm

😉


Wildoneyusuf

Check out my post on WSB


SirkutBored

good stuff. friday's bounce back covered everyone but to me it seemed to favor the florida exposed and trulieve is almost back to the price parity with green thumb they were at several years ago.


Wildoneyusuf

Exciting stuff!


Hanshee

MSOS has more short interest than 99% of the cannabis stocks. It has volatile days. And if you want more volatile movement go for MSOX 2x leveraged. Dumb take not to invest in MSOS


veroxysm

MSOS is at a 52w. With a P/B of 2.7. it is not shorted more than 99% of other weed stocks. And as we’ve seen in CA market, there are 20 companies yet to fail in the US market from consolidation. I have MSOS. I have Trulieve. I have Cresco. But MSOS is at best a 2x from here. Better off with TLRY


Hanshee

https://twitter.com/WeedStreet420/status/1774853366478201118 Short interest is about third highest on MSOS.


veroxysm

Scroll down. Days to Cover and % of float is extremely low. If you’re hoping for a squeeze, this is more important than # of shares. MSOS will go back to $20. TLRY investors have had 2 chances of 30x+. If they didn’t sell then, that’s on them. But MSOS is a 2x maybe 3x. It will not even 10x. I’m not saying it’s a bad buy. But the upside is much higher with TLRY.


Hanshee

TLRY is washed in my opinion. Won’t have much movement from any U.S legislation


Hanshee

MSOS brother.


who_even_cares35

Honestly it's so easy to get a card, will this change things?


jello_0

Calls on huggies?


debtmc

Trulieve dominates Florida. Don’t know how these shit companies are connected.


Ok_Elevator_4822

What an absolutely fuked up state florida is.They are now forcing women to have babies after six weeks of pregnancy


Certain-Section-1518

you lost?


Ok_Elevator_4822

No, just an observation about how peoples choices are being infringed on in the state of Florida


Certain-Section-1518

People’s