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To 1.00+ before after the summer?
Buying market share.
Data driven.
Nxttf
We've seen strong reports from many canna pubcos over the past few weeks.
All strong, but flat/declining PPS.
It's a dislocation in the market. Take advantage & wait.
GLTA
GW
Yep, slowly coming out of the basement:)
Incremental improvements Q over Q, plus plant touching biz starting to participate.
Securing the MA rec license will be a nice growth driver too...coming soon.
Cannabis Extract Market Worth $28.5 Billion By 2027 | CAGR: 16.6%
March 2020 | Report Format: Electronic (PDF)
https://www.grandviewresearch.com/press-release/global-cannabis-extract-market
The global cannabis extract market size is expected to be valued at USD 28.5 billion by 2027, according to a new report published by Grand View Research, Inc. It is projected to expand at a CAGR of 16.6% over the forecast period. Growing legalization of cannabis in various countries, preference for cannabis oil and tinctures, and adoption of medical marijuana for treating chronic diseases like arthritis, anxiety, and Alzheimer’s are the major factors propelling the growth.
Cannabis extracts have gained wide recognition in recent years and are expected to provide impetus to cannabis market growth. Based on product type, cannabis extracts are classified into oils and tinctures. The oils segment is expected to dominate the market in 2019 with a revenue of USD 4.8 billion and is anticipated to witness the fastest CAGR of 17.5%, over the forecast period.
Based on extract type, the market is segmented into full spectrum cannabis extracts and cannabis isolates. The full spectrum cannabis extracts dominated the market in 2019, with a revenue of USD 4.3 billion, owing to the added advantage of the entourage effect. Various manufacturers prefer full spectrum cannabis products owing to their advantages over the isolates. Thus, the segment is expected to remain dominant over the forecast period.
To request a sample copy or view summary of this report, click the link below:
https://www.grandviewresearch.com/industry-analysis/cannabis-extract-market
Further key findings from the report suggest:
In 2019, oils held the largest revenue share of 66.5% owing to ease of availability and low price of the product
The full spectrum segment was valued at USD 4.3 billion in 2019, owing to its entourage effect-a synergistic relationship between cannabinoids and terpenes that exhibits an increase in the healing properties of each cannabinoid
Marijuana isolates is anticipated to emerge as the second largest type segment over the forecast period, owing to several advantages that have increased its adoption. For instance, the purest form of isolates, such as CBD oil, have no psychoactive effects as they have no THC content
In 2019, North America accounted for the largest share in the global cannabis concentrates market. This can be attributed to high utilization owing to government approvals
Key players operating in the cannabis extract market include Canopy Growth Corporation; Aphria Inc.; Aurora Cannabis; Maricann Inc.; Tilray; Organigram Holdings Inc.; Tikun Olam, Ltd.; and The Cronos Group
Grand View Research has segmented the global cannabis extract market on the basis of product, extract type, and country:
Cannabis Extract Product Type Outlook (Revenue, USD Million, 2016 - 2027)
Oils
Tinctures
Cannabis Extract Type Outlook (Revenue, USD Million, 2016 - 2027)
Full spectrum
Isolates
Cannabis Extract Regional Outlook (Revenue, USD Million, 2016 - 2027)
U.S.
Canada
Germany
Italy
Netherlands
Israel
Australia
Argentina
Colombia
Mexico
Croatia
Poland
Czech Republic
Switzerland
Uruguay
Chile
Haven't looked at sedar, but headlines look good at first glance.
The stabilization & turnaround of Tilt is beginning to take shape.
Love the low market cap.
Plenty of value not being recognized yet, imo...especially w/ Gary in the driver seat.
Is it ready to go now, will it take a few more qtrs or go after summer doldrums? I'm thinking after summer, but there's def a case to be made for now too?
Thoughts?
GL
GW
TILT Holdings Reports Record First Quarter 2021 Financial Results
May 25, 2021
https://www.globenewswire.com/news-release/2021/05/25/2235926/0/en/TILT-Holdings-Reports-Record-First-Quarter-2021-Financial-Results.html
Record Q1 Revenue of $46.8 Million up 15% YoY and 11% QoQ
Record Adjusted EBITDA of $6.2 Million up 28% YoY and 36% QoQ
Reiterates 2021 Guidance of Revenue Between $205 - $210 Million and Adjusted EBITDA Between $30 -$32 Million
PHOENIX, May 25, 2021 (GLOBE NEWSWIRE) -- TILT Holdings Inc. (“TILT" or the “Company”) (CSE: TILT) (OTCQX: TLLTF), a global provider of cannabis business solutions that include inhalation technologies, cultivation, manufacturing, processing, brand development and retail, reported its financial and operating results for the three-months ended March 31, 2021. All financial information is provided in U.S. dollars unless otherwise indicated.
“Our first quarter results reflect another period of strong execution as we continue to build an integrated B2B cannabis company that partners with leading MSOs, LPs and cannabis brands,” said Gary Santo, President of TILT. “The results of that execution and our team’s hard work show up where it matters—in the numbers. We generated double-digit revenue growth and reduced cash operating costs on an absolute basis, all from the same asset base. We are more efficient operators today and we are just getting started. Over the coming quarters, we expect to benefit from our recently added cultivation capacity and secure additional brand partners as we expand our portfolio of products and services for our B2B partners and the industry at large.”
Q1 2021 Financial Summary (vs. Q1 2020, where applicable)
Revenue increased 15% to $46.8 million compared to $40.6 million driven by growth in both cannabis and inhalation and accessory revenue. Cannabis revenue increased 45% to $11.7 million and inhalation and accessory revenue increased 8% to $35.1 million.
Gross profit before fair value adjustments increased 7% to $13.5 million or 29% of revenue, compared to $12.6 million or 31% of revenue. Gross margins were impacted by timing of capacity expansions in Massachusetts.
Operating expenses less non-cash adjustments for stock compensation, depreciation/ amortization and one-time charges was $7.9 million, a 10% decrease from $8.8 million. As a percentage of revenue, operating expenses totaled 17% compared to 22%.
Adjusted EBITDA increased 28% to $6.2 million compared to $4.9 million. As a percentage of revenue, Adjusted EBITDA totaled 13.2% compared to 12%.
At March 31, 2021, cash and cash equivalents increased 21% to $9.0 million compared to $7.4 million at December 31, 2020.
Q1 2021 Operational Highlights
Generated record accessory orders during the quarter.
Generated record flower sales for March in Pennsylvania, where cultivation yields are up 16% over the last five months.
Launched three Her Highness NYC branded products in Massachusetts within 30 days of signing manufacturing and distribution contract.
Completed expansion of additional grow rooms in Massachusetts, which more than doubles cultivation capacity in the state to 56,500 ft2.
Taunton, MA medical dispensary reported record monthly revenue in March.
Increased footprint in the northeast with completed acquisition of Standard Farms Ohio LLC, which brings a 9,600 ft2 processing and CO2 extraction facility.
Operational Highlights Subsequent to Quarter End
President Gary Santo to succeed Mark Scatterday as CEO of TILT Holdings, effective June 1, 2021. Mark Scatterday to continue on as Chairman of the Board.
Approved for adult-use license in Brockton, Massachusetts; state license still pending.
Announced partnership with Airo Brands, a multi-state CPG company focused on proprietary inhalation products to launch products in Pennsylvania.
Earnings Call and Webcast
The Company will host a webcast at 5:00 PM ET today to discuss financial and operational results for the reported quarter.
The live webcast may be accessed from the Events and Presentations menu in the Investor Relations section of the Company’s website at http://public.viavid.com/index.php?id=144960 or to access the conference call via telephone, please dial, 1-877-705-6003. Please register at least 10 minutes prior to the scheduled start to download and install any necessary audio software.
A replay of the webcast will be available in the Past Events section of the Company’s Investor Relations website approximately 2 hours after the live event and will be archived for 30 days.
About TILT
TILT helps cannabis businesses build brands. Through a portfolio of companies providing technology, hardware, cultivation and production, TILT services brands and cannabis retailers across 36 states in the U.S., as well as Canada, Israel, Mexico, South America and the European Union. TILT’s core businesses include Jupiter Research LLC, a wholly-owned subsidiary and leader in the vaporization segment focused on hardware design, research, development and manufacturing; and cannabis operations, Commonwealth Alternative Care, Inc. in Massachusetts, Standard Farms LLC in Pennsylvania and Standard Farms Ohio, LLC in Ohio. TILT is headquartered in Phoenix, Arizona. For more information, visit www.tiltholdings.com.
That's what I like!
back into cannabis...lol
Clockwork.
Agree.
These types of products will bring more attention to all their channels B2B, B2C & D2C.
CannMart CAD & USA building up nicely.
TILT Holdings Resets With A Unique B2B Cannabis Business Model
May 24, 2021
https://www.newcannabisventures.com/tilt-holdings-resets-with-a-unique-b2b-cannabis-business-model/
TILT Holdings (CSE: TILT) (OTCQB: TLLTF) has been through a few different iterations since its inception. Now, President Gary Santo is preparing to step into the CEO role, effective June 1, and guide the company through a growth phase. Santo spoke with New Cannabis Ventures about TILT’s leadership change, the current business model and how the company will grow with federal legalization in mind. The audio of the entire conversation is available at the end of this written summary.
The New CEO
Santo has worked in finance for more than two decades. Every company he has worked with undergone some kind of significant transformation, whether in the form of going public or M&A followed by a delisting and relisting. When he looked at cannabis, Santo saw the need for that kind of transformational experience. He saw TILT getting back to basics to find a business model that works. With a stabilized foundation, the company is ready for growth, and Santo is prepared to help.
He joined the company as SVP of IR and Capital Markets. Current CEO Mark Scatterday helped to bring the company where it is today, while former COO and President Tim Conder stabilized the company’s foundation, according to Santo. Now, TILT is ready to start talking about growth, and that is where Santo wants to focus.
TILT has been funding itself with cash flow from operations for the past two years, but its stock is trading at a discount compared to other operators in the space, according to Santo. He recognizes that a change in strategy and management is going to affect market perception, and he wants to demonstrate the company’s ability to execute on its strategy and deliver shareholder value.
While Santo will be assuming the CEO role, he won’t be alone in helping TILT to grow. Scatterday will be staying on as Chairman of the Board, as well as lending a hand in R&D efforts. Joel Milton serves as SVP of Business Development, leading growth and sales initiatives. Foster Boone is leading the company’s plant-touching business. Roseann Valencia-Fernandez recently started as Head of Marketing, while Cristina De Tomasi, who worked with Santo at Columbia Care, serves as Head of Corporate Development.
The Plant-Touching Business
TILT has plant-touching operations in Massachusetts, Pennsylvania and Ohio. The company is largely focused on the B2B play in this business segment, as it is through the technology side of its business. It is vertically integrated in Massachusetts out of necessity. TILT has a 100,000-square-foot facility with cultivation, processing and manufacturing. It has a dispensary, as well as two additional fully built-out stores, and sells into 50 percent of the dispensaries in the state, according to Santo.
The wholesale market in Massachusetts allows the company to sell cannabis at a premium price of $3,500 to $4,000 per pound, according to Santo. The TILT team is aware this won’t last forever, but it is taking advantage of the current market dynamics.
In Pennsylvania, TILT has a 35,000-square-foot cultivation and manufacturing facility. The company sells into 95 percent of the dispensaries in the state.
Ohio is TILT’s newest market. The company took ownership of a 10,000-square-foot manufacturing facility earlier this year and has the ability to sell into about 52 dispensaries in this market.
TILT’s plant-touching business has gross margins of 50 to 60 percent and EBITDA margins of 30 to 40 percent, according to Santo.
The Technology Business
Jupiter, TILT’s B2B inhalation technology side of the business, sells products to approximately 700 different brands, MSOs and LPs. This business segment represents about 60 percent of the company’s top-line revenue and 50 percent of its bottom-line profit. Jupiter partners with the company that manufactures the CCELL brand of vaporization technology in China. Through this partnership, Jupiter does R&D, warranty work and distributes CCELL technology.
Jupiter has 25 percent gross margins and EBITDA margins in the low to mid-teens, according to Santo.
Brands and Federal Legalization
TILT is betting on brands as the future of the cannabis industry. The company has its own brands, but it is focusing on partnering with leading brands. For example, the company partnered with Her Highness in Massachusetts, opening the door to half of the state’s dispensaries.
The company will look to partner with leading CPG brands coming out of markets like California. As it does this, the company will also have the opportunity to leverage the 700 relationships it has built on the Jupiter side of its business. This focus will create a more balanced business model, according to Santo.
This model will work for TILT in the current market without federal legalization, and Santo sees it still working whenever legalization does come to pass.
There is plenty of speculation that federal legalization will commoditize cannabis cultivation, and Santo agrees to some extent. He sees common strains and high-yield plants becoming commoditized, leaving room for specialty, craft grows like TILT’s.
When it comes to retail, the COVID-19 pandemic has driven a major shift in consumer behavior. People are now used to online shopping and curbside pickup. With legalization, Santo expects to see more online shopping and big-box stores in the cannabis industry.
TILT will be focused on owning the specialty supply chain: specialty grow, high-end manufacturing and distribution. Regardless of how the product is sold, whether in a big box store, online or in a dispensary, TILT aims to have a place in the industry.
Expanding to New Markets
The U.S. is TILT’s main focus for expansion, but it will not be looking to spread its footprint too thin. Rather, the company will look to add states close to its current footprint, looking at markets like New York, New Jersey, Connecticut and Rhode Island. Creating that kind of footprint could appeal to California brands looking to come to the East Coast.
TILT is also considering other states further from its current footprint, like Texas and Michigan, but any expansion will be intentional and focused on wholesale and distribution.
M&A is also on the company’s radar, but any potential deals will need to be the right fit. TILT does not want to do any M&A that would turn it into a competitor with its own customers. On the vape side, the company could find deals to support further innovation, different form factors and other price points.
Partnerships will be TILT’s main path for international expansion. For example, the company has a partnership with Kanabo, a company based in Israel. The company received medical certification to sell one of TILT’s proprietary inhalation devices in Israel, and it is working on obtaining medical certification to sell the device through its network in the EU.
Balance Sheet Insight
TILT has a fairly clean balance sheet, according to Santo. The company has approximately $75 million in debt split between a junior and a senior note. The first note comes due in November of next year, and both are at 8 percent.
As a company with positive cash flow, Santo sees some potentially interesting opportunities in the capital markets. TILT could potentially refinance its current stack or set up some kind of asset-backed line, according to Santo.
From its third to fourth quarters, TILT nearly doubled its cash position, despite the fourth quarter being its most capital consumptive. The company does a significant amount of preordering of vape hardware in preparation for Chinese New Year. The growth in cash position demonstrates the strength of the company’s business lines, according to Santo.
TILT is fully funded for its 2021 guidance. It does not need to complete any major CapEx, unless there was a compelling reason to come out to the market, according to Santo.
2021 Outlook
The company is projecting $205 to $210 million in revenue for 2021,with adjusted EBITDA of $30-32 million. On the Jupiter side of the business, those numbers are being driven by a return to normal buying patterns. In 2019 and 2020, the industry experienced the vaping crisis. Just as that was beginning to resolve, the COVID-19 pandemic began. The company expects vaporization to grow in 2021.
On the plant-touching side of the business, TILT has doubled its canopy size in Massachusetts, and it expects its retail stores to open in the second half of the year. The company has also become more efficient. When TILT was focused on staying afloat rather than growing, it was producing more biomass in Pennsylvania that it could process. Now, it has more extraction capability than what it can produce in biomass, according to Santo.
Efficiency is a big theme for the company’s plant-touching business. TILT tracks harvest efficiency, margins and yields. Its Pennsylvania operation just had record flower last month. The company approaches its cultivation intentionally: preselling its rooms and planting, harvesting and shipping product on a schedule.
While the company does operate as an MSO, it also has the steady support of its Jupiter business. Jupiter, a predictable and profitable operation, gives the company $130 to $150 million in top-line revenue.
TILT has created a strategy and a story that is easier for people to understand, and now, the company has to execute on that strategy, according to Santo.
To learn more, visit the TILT Holdings website. Listen to the entire interview:
TILT Holdings Inc. Announces Exclusive Contract to Manufacture and Distribute Airo Brands in Pennsylvania Through its Subsidiary, Standard Farms MAY 24, 2021
https://www.tiltholdings.com/investors/news-events/press-releases/detail/126/tilt-holdings-inc-announces-exclusive-contract-to
ILT Continues to Execute on its Brand and Cross-Selling Strategy, Partnering with One of Jupiter’s First and Largest Clients to Launch AiroPro, AiroX and AiroPod Cartridges in Pennsylvania Market in Early Summer
Partnership Will Help Meet the State’s Demand for Quality Vape Products, Which is the Second-Largest Product Category in the State with 35% Market Share
PHOENIX, May 24, 2021 (GLOBE NEWSWIRE) -- TILT Holdings Inc. (“TILT" or the “Company”) (CSE: TILT) (OTCQX: TLLTF), a global provider of cannabis business solutions that include inhalation technologies, cultivation, manufacturing, processing, brand development and retail, announced the expansion of its partnership with Airo Brands (“Airo”), a multi-state CPG company focused on proprietary inhalation products. Airo is one of Jupiter Research LLC’s (“Jupiter”) earliest customers, licensing exclusive Jupiter products since 2016 and collaborating on proprietary inhalation technologies. Through this broader partnership with TILT and its subsidiary Standard Farms PA, LLC (“Standard Farms”), Airo will look to enter the Pennsylvania market by early summer.
Airo is a leading cannabis inhalation brand, available in more than 1,250 dispensaries across the U.S. and Puerto Rico. According to Headset, Airo is the largest inhalation brand in Nevada and has been the monthly sales leader over the past year. Airo is also one of the top selling brands in several other markets, including Illinois, Colorado, Washington and Maryland. Jupiter will continue to provide its proprietary hardware for Airo’s AiroPro and AiroX devices, as well as AiroPod cartridges, while Standard Farms will produce and fill high-quality cannabis oil for Airo’s AiroPod cartridges to be sold at retailers across Pennsylvania, pending regulatory product approval.
“We are thrilled to bring a forward-thinking brand such as Airo to the Pennsylvania market,” said Gary Santo, president of TILT. “This partnership not only delivers on TILT’s brand strategy, but also demonstrates our ability to cross-sell existing customers of our plant touching and non-plant touching businesses by leveraging Jupiter’s long-term inhalation technology license agreement with Airo to bring differentiated cannabis products to retailers in the state. As we continue to transition from a holding company to an operating company, we plan to engage all aspects of our organization to provide a collaborative B2B experience for multi-state operators, licensed producers and cannabis retailers.”
“We are excited to announce our expanded partnership with TILT in Pennsylvania, which provides a great opportunity to broaden the synergies between Airo and TILT beyond our successful and ongoing relationship with the Jupiter team,” added Airo CEO, Richard Yost. “To ensure Airo’s high quality standards are met at scale, we select one exclusive partner in each market we enter. Standard Farms’ production capabilities and distribution reach, coupled with our close relationship with Jupiter, made the partnership an easy decision.”
About TILT
TILT helps cannabis businesses build brands. Through a portfolio of companies providing technology, hardware, cultivation and production, TILT services brands and cannabis retailers across 36 states in the U.S., as well as Canada, Israel, Mexico, South America and the European Union. TILT’s core businesses include Jupiter, a wholly-owned subsidiary and leader in the vaporization segment focused on hardware design, research, development and manufacturing; and cannabis operations, Commonwealth Alternative Care, Inc. in Massachusetts, Standard Farms in Pennsylvania and Standard Farms in Ohio. TILT is headquartered in Phoenix, Arizona. For more information, visit www.tiltholdings.com.
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And a few more adds today.
Storj
I own around the same price before adding a little on these dips.
GL
🇺🇸 Canna Comp Sheet updated-Read the Footnotes - Flag any issues$GNRS $GLDFF $CURLF $GTBIF $TCNNF $CRLBF $VRNOF $TRSSF $AYRWF $JUSHF $FFNTF $CCHWF $GRAMF $PLNHF $ACRHF $HVRSF $RWBYF $CNTMF $PLPRF $HBORF $MRMD $CXXIF $VEXTF $SHWZ $VREOF $BMMJ $CERAF $CPTR $INLB $MRCQF $AAWH pic.twitter.com/mHPu4kyZZL
— 🇺🇦 Free CashFlow (@cashflow_free) May 22, 2021
Canna Comp Sheet updated-Read the Footnotes - Flag any issues
🇺🇸 Canna Comp Sheet updated-Read the Footnotes - Flag any issues$GNRS $GLDFF $CURLF $GTBIF $TCNNF $CRLBF $VRNOF $TRSSF $AYRWF $JUSHF $FFNTF $CCHWF $GRAMF $PLNHF $ACRHF $HVRSF $RWBYF $CNTMF $PLPRF $HBORF $MRMD $CXXIF $VEXTF $SHWZ $VREOF $BMMJ $CERAF $CPTR $INLB $MRCQF $AAWH pic.twitter.com/mHPu4kyZZL
— 🇺🇦 Free CashFlow (@cashflow_free) May 22, 2021
Small cap w/ Big cap potential.
BAND
Loaded all week.
STORJ
Agree, looking forward to it.
Kbev
picking up
getting interesting
I bet we'll continue to see some good improvements and on par w/ previous qtr.
Same view as last qtr.
I suspect the move higher comes q3/q4, or 1Q2022.
Great qtrs in USA canna space haven't been rewarded this earnings season.
Even if Tilt delivers solid results, I'm doubtful on pps moving much.
Look at all USA Leaders...why would it be any different for tilt?
GLTA
GW
Fit Soda seems to be catching on better than their nootropic beverages.
Koios Beverage Corp.: Fit Soda(TM) to be Carried in Over 100 Southwestern U.S. Locations of a National Convenience Chain with Over 3,800 Stores, Starting in June 2021 5/20/21
https://stockhouse.com/news/press-releases/2021/05/20/koios-beverage-corp-fit-soda-tm-to-be-carried-in-over-100-southwestern-u-s
I loved how all the platforms went down as btc took it's dump.
Not surprised there:)
I hope so, but I'm still skeptical as we move into the summer.
I'm convinced this summer w/ be like the past several. Only thing potentially bucking trend is legalization.
We're already seeing sweet Q's being completely ignored on USA canna leaders.
Personally, I don't think the Dems move on anything until late 2021 or early 2022. Before recess is doubtful, imo ...but i'd love to be surprised
Doesn't change my holdings, but I'm willing to wait for deep summer before adding to my large stack here.
GLTA
GW
A healthcare tech company serving radiology practices, imaging centers & medical facilities worldwide -
@monitorsdotcom
knows good tech.
Which is what brought the merchant, which runs on the
@ShopifyPlus
platform, to Findify.
Read more here: https://findify.io/client-announcements/us-healthcare-technology-store-monitorscom-installs-findify-on-shopify-plus
Nothing I know of, other than it's a little known company.
They seem to be expanding distribution fairly well.
It had a nice run from. 03 to .14 and now consolidating in mid/high single digits.
Could go any day/week/month.
I just didn't see all the volume & bid stacking every post was indicating.
The ticker could use some attn & promotion.
Thought it was a bit premature, but im all for the next leg.
GLTA
GW
Lots of babble for 15k shares traded:)
Must be hitting it hard guys...lol
15k shares traded today.
hmmmm...lol
It's got potential.
45k hold? Currently 30% off high
If not, 38k-42k ...approximately 40% off the 64.8 high.
Interesting to note, -40% was about the Max drawdown in 2016 to 2018 bull run.
-30% to -40% drawdowns occurred 6 times in the 2 year run
Some calling for 30k, I don't think so...but anything possible?
BTC versus Elon, maybe good for Alt. coins?
I like this ETH dip over BTC.
ADA seems to be a beneficiary too.
Interesting take down on Friday.
Wasn't watching to sneak a buy in.
Maybe Monday/next week. I'm up for good pre-summer sale.
Like seeing Gary take the lead role here.
TLLTF
Does the Banker have a dip buy target on coin?
It's tested the 250ish level a couple of times w/ decent support.
Valuation is rich, but why not $500+ per share?
$100B+ cap seems doable:)
I like the spot.
GL