Like most states they need the money bad.

This woman is one serious CEO. That many square feet is four times the size of their nearest competitor. Talk about putting a marker down. In two years Tru’s market share will be significant and profitable

No wonder 80% of the executives in this industry don’t like her. She’s smarter than they are.

Onward

Nothing wrong with a solid four percent rise in one day. I’ll take that anytime

Up 3% today so far.

Very interesting interview.

Legislation now is not happening until next year.

And, truthfully, it really doesn’t change much for the top four MSOs. Their size now will slowly make the Feds to act before the banking system forces Congressional action.

No rain. Harvest has significant grow and dispensaries. Location, location, location

I don’t thin the numbers will change much. But the SKU opportunities are fantastic

With Harvest we now have 65% of the flower market, and over 50% of both high and low THC in Florida.

Let the good times roll

Patience.

We are the Apple of the Cannabis industry. Allow time to be your friend, and accumulate now.

I believe it will come soon. You cannot have multi- billion dollar businesses running around like the mafia flush with cash. Bad things happen

To a point. West palm, for example, will probably consolidate locations. Harvest has a much better location. I expect probably three to four consolidations over the next quarter, but Tru will add ten of the fourteen to their total in FL.

The big deal will be the focus on the Southwest and New England. Those numbers could be barn burners in two more quarters. Kim does not rest on her laurels.

The rumor has it Tru supplied Harvest stores last week as a location test by filling their dispensaries with product.

I’d say it was quite successful.

Running some numbers today. In Florida alone the Harvest acquisition brings them to 56% of the entire market. Need more info for the other states, but where ever Trulieve has a foothold they have measurable market share.

This deal is a game changer.

It will be an interesting five days for sure. Wonder how many Harvest holders will sell after next Monday. If most hold on to their 50-million plus shares, the stock could easily gain ten points by next Friday.

Good move. Retire debt anywhere from 12-13.37%. Saves a couple of bucks. Early payout to the acquisitions. Consolidate with Harvest. Own AZ in two years. MA grow boost. WV lock up.

And still have over $100-million left.

New York is a waste of time for Trulieve. If you like that market May I suggest Columbia Care.

Tru’s focus is the southern half of the US.

In any case enjoy the next four years as the good MSOs grow and consolidate with purchasing the smaller fish. The Feds have no choice but to help the industry now because it’s just getting too damn big. Over 300,000 employees industry-wide, and growing at better than 20% annually

This is a steal at under $4/share.

Why don’t I feel guilty?

And it doesn’t dilute the outstanding shares. Which is even better.

If they get a good rate, say less than six percent, it’s a no brainer.

They can build out their footprint in the East and have funds to add to the Harvest acquisition to dominate AZ like FL.

It takes money.

Eleven fifteen on a Sunday. Trulieve in Stuart is packed.

Onward

Additionally I’d like to share why Trulieve dominates Florida, and why the dwarfs will continue to lose money here.

Two million square feet of grow.

And the best CMO in the business.

In virtually every local market in Florida Tru focuses it’s efforts with quality and aggressive pricing to bring the clients in the door. Competitors have to deal with their own business issues of price and quality to match Tru. When you are always playing catch-up any mistake can doom your efforts.

Because of Tru’s enormous cultivation assets, they can supply their dispensaries readily with many SKUs, nobody else comes close. Couple that with a pricing strategy that drives customers to your door, and the rest is tears.

I look at it this way.

Harvest isn’t making money, but it’s revenues are almost $100million a quarter. Trulieve is approaching $225 million a quarter, and making good profits. The deal is done between stockholders, it’s only the “permission” now from state regulators of which they’re many. FL and AZ being the biggest.

Once the deal is consummated Trulieve becomes the number one MSO. Integration of the two organizations is the key metric. With a good beginning this stock goes bananas regardless.

So what does that mean? All analysis shows Tru at $60/share by end of 2022 first quarter. After that it’s profits that will drive the stock towards the magic $100 mark.

On Jushi:

- Lowest shares outstanding of all MSOs
- Annual growth rate of 77% (won’t last of course but it should for another two years
- management has basically their life savings invested in the company
- dispensaries get very high marks in virtually every measured category.
- they have the funds to build more, and MA and VA could be a big winners by the third quarter of 22

Market seems to like it.

Serious buy at these levels. Added more today.

Everyone seems to forget that all their recent additions will have a good impact on the 3rd quarter numbers, and the fourth quarter should be very, very nice.

PA will be very good along with IL.

Exactly.

You were just fine. I’m up on the Treasure Coast with four great dispensaries to choose from. Tru kicks everybody’s ass. Go anywhere else, no waiting. Tru keep your butt in your seat until you are called. It’s always busy. And their quality of product is why.

Maybe you should read my previous posts. You seem to be slightly intellectually challenged.

Huh?

MUV sold 127 ounces of flower per dispensary last week.

Trulieve sold 401 ounces per dispensary last week.

But nice try.

One week and they are losing dominance. Come on man !!!!

Lol

Today certainly was a kick in the butt.

Not worried. Time is on our side

Trulieve had 48% of the total flower, 31% of the total CDB, and 35% of the total THC oils for the week ending Sept 16.

Screaming buy at these levels

This is no big deal. By all measures Kim is the lowest paid CEO of any of the big five MSOs.

And considering that the company she leads is the most profitable -

This is just catch up.

Good for her

Another good reason to vote out all repukes in 22. They could care less about what the people want, their focus is on how much money they can put in their pockets

Of course. West palm and Port st Lucie for sure with Tallahassee close behind. Some overlap in Miami and the Orlando area but not dramatic.

Overlap is basically in four areas where locations are reasonably close.

I believe the two firms are working together on new locations right up to the close of their combination. No big deal

They aren’t.

This is a slight bear market with lots of bounces. Intelligent investors are picking at the cooling meat of the fastest growing industry in America

Expect an interesting four months. But by Christmas presents will abound

Jushi is the real deal. Added significantly today. Love it.