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scooby72 Reposted

Getting ripped requires discipline, dedication and planning. You can grab my basic 6 month fat shredding plan for free! Just do the following: - Retweet this tweet - Follow - Comment 'done' I'll send a DM. P.S. The plan involves minimal training, maximum attention to diet.

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Why can’t the senate pass it on the final week (only senate in session)prior to the holiday if the bill has already passed the house?

You aren’t wrong on the the necessity for both chambers



Mistake on the part of GDNS

You aren’t wrong on the the necessity for both chambers



The GDNS cancelation will be a regret for Verano in the longer term.

As a $VRNOF shareholder, I'm pleased the company canceled the $GDNSF deal (get me out of NY!) and pushed their debt maturity by 4 years with an additional $270 million option for growth. NJ has just started, CT should flip rec soon and MD voters should approve rec in 2 weeks.



It’s obvious that Verano is having issues restructuring its maturing debt. Aaron Myles said doesn’t lose sleep over the debt. Consistently said how good the GDNS deal was. Extremely disappointed @Verano for misleading investors. Thought were best in bread turns out 🤡show.

I think it hastens legalization in the state and I expect regulatory clarity in the new legislative session. In a weird way, I think it is bullish. The purplish nature of the state is positive in that you won’t get a mess like NY when it goes rec.



Seems to make Minnesota very valuable…Florida not so much. Not sure #Verano planned for this before pulling plug on GDNS

.@GTIGrows to Launch “RISE Express” Dispensaries in Florida "Plans to expand its medical retail footprint in #Florida through a lease agreement with Circle K, the global convenience store retailer." $GTBIF $GTII mjstocktrader.com/green-thumb-to…



This is the only way I can see this working

Aren’t they just leasing RE to GTI?



What about new mexico, and Maryland? Verano is out of cash. And financing botched so now they want a discount cause their cost of capital has increased. This was a stock deal Verano stock down more than gdns since deal announcement. Gdns haircut already taken. Boris?Kim?

You Nancies sold $GDNSF down to a $60m equity stub. NY may not be worth anything close to $CNPOF but is it worth $60m? What about MN? Gotta be worth at least $40m, right?



Verano needs to refi its debt…that is the main reason for the break. Aaron Myles said this deal was so good just a few days ago. He also said that the refi is no big deal. They know gdns inside out. They have been all over this company for 8 months. Claiming breach is crap

$VRNOF $GDNSF break up thoughts: - Market conditions have devalued the assets - Makes sense if you are a VRNO shareholder - NY is a short term liability, not an asset - $VRNO shareholders sold to buy the GDNS arb - will that reverse? - $CRLBF and $CCHWF deal now in question



scooby72 Reposted

Tier 1/2 MSO Balance Sheet & Fundamentals Review $MSOS $CURLF $CURA $TCNNF $TRUL $GTII $GTBIF $CRLBF $CL $VRNOF $VRNO $AYRWF $CCHWF $CCHW twitter.com/i/broadcasts/1…


Unless we get legalization ….some real estate may become much less useful and value reduced

Don’t know who needs to hear this, but it will be very hard for $GTBIF $VRNOF $TCNNF $CURLF and other $MSOS to beat $NLCP from here. It yields 9% with 15%-30% projected growth. That’s MSO-like growth with less risk and while getting paid generously.



scooby72 Reposted

🔥📈📲 MKT Call with @GuyAdami & @CarterBWorth is coming up at 1pm. On the docket: - Market's next move $SPY - The $VIX predicting another leg lower? - Oil slick $XLE $OIH - $CAT $AMD $SBUX earnings preview Sponsored by @FactSet Powered by @OpenExchangeTV twitter.com/i/broadcasts/1…


That’s what they bought 60k total. My position is way too big.

Ascend Wellness Holdings Announces Share Purchase Made by Every Independent Director on the Board of Directors $AAWH @AscendHoldings mjstocktrader.com/ascend-wellnes…



Disgusting

Ascend Wellness Holdings Announces Share Purchase Made by Every Independent Director on the Board of Directors $AAWH @AscendHoldings mjstocktrader.com/ascend-wellnes…



Boys for the record I’m long…but can’t just extend warrants to the detriment of other shareholders.

@rivers_kim says she stands with her long term shareholders, if she really does, she would have no issues in extending the trulieve warrants it's a no brainer for the company and her long term loyal shareholders... and kim ALWAYS said 'I have your back' Disclosure: I own none



Likewise for me but absent legislation leading to easing custody or uplist not crazy to think this drifts to 1 x sales.😩

$VRNOF is now valued at $2.8 billion FD market cap. That's 2x 2023 sales (Est: $1.4 billion) or 4.5x 2023 EBITDA (Est: $622 million) - likely conservative numbers that do not include $GDNSF acquisition (Key NY, NM, MD and MN additions). This is one it's now my #1 holding. $VRNO



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