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Looking forward to seeing everyone at next week's RSSI show.
@SiemensMobility
DemoCast is a prelude to the conference. #partners #MCIOT #automation #railways
Looking forward to seeing everyone at next week's RSSI show. @SiemensMobility DemoCast is a prelude to the conference. #partners #MCIOT #automation #railways https://t.co/vRB6gh9onW
— Ondas Networks Inc. (@OndasNetworks) September 16, 2021
Nice!
Yeah, it's been brutal since the beginning of the summer.
Always brutal in the summer.
Expecting a flip of trend sometime this fall. Feels like we're getting closer.
GL
NAMASTE TECHNOLOGIES CONTINUES EVOLUTION TO WELLNESS AND CONFIRMS CORPORATE NAME CHANGE TO LIFEIST WELLNESS INC.
09/09/2021
Lifeist Wellness Inc. Expected to Commence Trading on the TSX Venture Exchange Under the Ticker Symbol “LFST” on or About September 15, 2021
UK Product Offering Expands to include Hemp Derived CBD Products
https://www.namastetechnologies.com/news/press-releases/press-releases-details/2021/Namaste-Technologies-Continues-Evolution-to-Wellness-and-Confirms-Corporate-Name-Change-to-Lifeist-Wellness-Inc/default.aspx
Agree, but I'm sticking to USA operating pubcos at this point.
Like Verano at these levels
🇺🇸 Canna Comp Sheet - Read Footnotes - Flag any issues $GNRS $GLDFF $CURLF $GTBIF $TCNNF $CRLBF $VRNOF $TRSSF $AYRWF $JUSHF $FFNTF $CCHWF $GRAMF $ACRDF $RWBYF $CNTMF $HBORF $MRMD $CXXIF $SHWZ $BMMJ $CPTR $GLASF $AAWH $CPTR $HRVSF $PLNHF $CERAF $GDNSF $LOWLF $INLB $MMNFF pic.twitter.com/hZ0hH2GPeK
— 🇺🇦 Free CashFlow (@cashflow_free) September 4, 2021
Suspect we'll see a solid rebound across the space this winter.
Tilt will outperform others in the space, imo.
Overall, agree.
Aug ends next Tues.
Sept/oct are good months for canna land upside, historically/high probability event speaking.
I'll be looking for a reversal of trends starting late next week & into the fall.
Tilt held well thru the summer, which tells me it might be one of the better runners into fall. So undervalued relative to peers.
Public 🇺🇸Cannabis Operators Peer Comp Table: Cash Flow from Ops.
— Sammy J (@sammyj_19) August 23, 2021
Updated Q2: $TRSSF $MRMD $AYRWF $FFNTF $SHWZ $LOWLF $CCHWF
MCs/EVs thru Aug. 20$VRNOF $GTBIF $TCNNF $CRLBF $CXXIF $TLLTF $CNTMF $VEXTF $JUSHF $PLNHF $HBORF $SLGWF $GAEGF $FLOOF $GDNSF $HRVSF $ACRHF $RWBYF $CURLF pic.twitter.com/OKnTyaJ834
Yep, yep...
GNLN
Incoming reversal attempt...
GNLN
Finally looking ready for a bounce.
Large short position too
https://finviz.com/quote.ashx?t=GNLN&ty=c&ta=1&p=d
qtr should be strong.
Suspect the last couple weeks of Aug to be weak (pps-wise).
Then volume + liquidity + pps to pick-up into the fall (sept/oct)
Holding up better than expected and better than most USA canna names.
Suspect it'll be one of the better runners into sept/oct.
Ayr wellness...
Sleeper ready to rage...
August 2021
Get ready for Sept/ Oct :)
Second best month of the year to buy, right behind late December :)
NXTTF
Agree....suspect they'll begin gaining traction into end of 2021 & beg. 2022.
Its been a long road w/ Namaste turnaround. Meni is playing long game w/ defensive strategy.
Overall, long term positive.
Debt free.
Sub-$50M cap w/ $25M cash & USA synergies in play.
Tech & "distribution" play....gaining strength.
Rebrand + time could produce outsized returns...
GLTA
GW
Namaste Technologies releases second quarter 2021 results and highlights five key growth initiatives
Meni Interview
https://ca.proactiveinvestors.com/companies/news/956432/namaste-technologies-releases-second-quarter-2021-results-and-highlights-five-key-growth-initiatives-956432.html
Looks like first couple SKUs are starting to rollout.
It'll probably take some time to rollout other high demand products...shatter, crumble, butter, etc
Nice to see overall.
Canadian Cannabis Sales Increased 68% in May to $313 Million
July 23, 2021
https://www.newcannabisventures.com/canadian-cannabis-sales-increased-68-in-may-to-313-million/
A potential summer catalyst..."tomorrow"...need to see what's in there, but most likely SAFE+ other positive catalysts
Schumer To Unveil Federal Marijuana Legalization Bill On Wednesday
July 13, 2021
https://www.marijuanamoment.net/schumer-to-unveil-federal-marijuana-legalization-bill-on-wednesday/
A potential summer catalyst..."tomorrow"...need to see what's in there, but most likely SAFE+ other positive catalysts
Schumer To Unveil Federal Marijuana Legalization Bill On Wednesday
July 13, 2021
https://www.marijuanamoment.net/schumer-to-unveil-federal-marijuana-legalization-bill-on-wednesday/
DMAN holding strong.
Stumbled across a free 12 hr BTC course.
https://learn.saylor.org/course/view.php?id=468
Custodianships (updated 7/6)
https://docs.google.com/spreadsheets/d/14HPYLDV5vg6Bssp_YMHuz-cGdTWRaQ6wuY1ENTZ5x1Q/htmlview
Trading custodianships is about details and patience. I can’t help you with the latter, but I’m pretty good at the details. I’ve made my Google sheet available for viewing so you can stay up to date with real time changes. Let’s keep crushing it!https://t.co/U1Eq8gajU0
— Suits & Stocks (@Suits_n_stocks) January 13, 2021
I'd rather play BABA at multi month lows, if I wanted to mess w/ China stocks. Still have some exposure to didi too. Doesn't BABA own a good portion of DIDI?
As suspected.
@choombrand
Mgmt choosing to recap during the weakest time of the year says one of two things.
A) Mgmt is incompetent & doesn't understand the marketplace
B) It's intentional, & Mgmt is looking out for everyone's best interests, except retail shareholders $CHOO $CHOOF
https://twitter.com/Greenwillowfan/status/1413516754815442951
Slow, boring & low/no liquidity OTC is a gift for Namaste accumulators this summer.
It's happening across the entire canna space w/ the exception of big board listed names. CSE/OTC listed canna goes thru this every summer/every year.
It's not company specific.
Possibly the last year you'll be able to buy in at a sub-$65M USD valuation/market cap. IMO
GLTA
GW
Summer doldrums.
Could catch a little bounce, but expect this action thru Aug...unless major catalyst with federal movement.
Almost time to start nibbling on some USA canna names over the next couple of months.
Late Aug (final days) is usually the deepest discount days, but could be some sort of federal legalization/SAFE banking bill to spark some attn earlier? I'm doubtful, but hopeful.
Either way, a lot of these top players are putting up some amazing growth/fundamental #'s.
🇺🇸 Canna Comp Sheet updated - Read Footnotes - Flag any issues$GNRS $GLDFF $CURLF $GTBIF $TCNNF $CRLBF $VRNOF $TRSSF $AYRWF $JUSHF $FFNTF $CCHWF $GRAMF $ACRHF $RWBYF $CNTMF $HBORF $MRMD $CXXIF $SHWZ $BMMJ $CPTR $MRCQF $AAWH $CPTR $HRVSF $PLNHF $CERAF $MRCQF $GDNSF $LOWLF $INLB pic.twitter.com/cuuTH1BZAB
— 🇺🇦 Free CashFlow (@cashflow_free) July 6, 2021
Grass is greener :)
Love the new avatar pics.
Long BTC, but indifferent at this point.
It's had good support at 30K but not too much excitement above 34/35k. I don't think it goes below 30K-ish, but...
I wouldn't mind 15k-20k-ish, I'd do some adding at those levels.
What are you thinking?
lol, possibly:)
Looks they're actually getting something going...ha
1933 Industries releases latest financial numbers showing a 32% increase in revenue
Jul 2, 2021
1933 Industries (CSE: TGIF – OTCQB: TGIFF) CEO Paul Rosen joined Steve Darling from Proactive to bring news the company has made a sharp turnaround that is shown in their Q3 financial numbers.
I only sold about 35%/40% of my TILT position in feb/march/april. I'll ride the rest of my shares thru the summer drawdowns.
I wasn't gonna ride thru another summer w/o raising cash levels. I finally smartened up:) Took me a couple of years to finally take advantage the re-occurring summer trend.
I'm hoping to buy a few back later this summer if I can get em cheap .30-.35 or lower. Still think we'll see $1.00++ here in the back half of the year or in 2022.
Otherwise I'll try to pick off other top holdings in the MSOS etf...GTI, TRUL, CURA, TER, CL at summer discounts.
I'm flexible & there's a ton of opportunity throughout the space. Plenty of horses to ride w/ 10X+ opportunities, imo.
GL
GW
"That assumes that every single stock in this sector will trade in lock-step regardless of whether the financials are worse or superior."
Pretty darn close, unless there's a "MAJOR" catalyst one way or another(rare)...otherwise they're ALL higly correlated on a daily basis, regardless of individual fundamentals.
No Volume / No Liquidity thru the summer.
I don't make the rules or create the seasonal trends.
Just take what's given and do the best I can to navigate the space.
I'm happy to hold my position here, especially into the back half of 2021 & into 2022.
Not for "no apparent reason"...
The seasonal trend is strong.
I warned of this many times over.
It's playing out exactly as "expected" for now.
Summers are terrible in the canna space for cse/otc listed names.
Every.Single.Year.
I think Gary is working towards that direction.