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Absolutely. With luck could be the deal of the year.
25 operating dispensaries. Good grow resources, solid in PA and VA with an excellent presence in IL. And worth only $600-million?
I want more stock. Lots more.
Picking up more. Three bucks is the floor
Good plan. It’s like a Chinese restaurant. I’ll take some of this, some of that, a couple of these, and several of those.
I’m sad for those who brought high, but look at this as a wonderful time of average down.
March 24 will be fiscal year 2021 and 4th Quarter results.
Should be excellent. Excited a nice catch at 3.02 today. Thank you Russia
Bay County is far west on the Panhandle
It’s big on water sports. Panama City is a pretty cool place.
This is like playing whack-a-mole. Where did this guy? Come from?
Asking for a friend.
I just got another 1,000 shares of Jushi and 500 more Trulieve. The prices are ridiculous. Still have another cache of cash if they get lower. This is a great deal.
Ignore intraday trading. It closed at 3.72
Have a great weekend.
Trulieve.com
Agreed with you both. But if we drop anywhere near $20 I’m so all over it. Probably an all-in.
This is getting ridiculous.
Possible but unlikely if they want to go NYSE. Would appear to be some self dealing which could create a real problem if his percentage of ownership is high
Harvest of Ohio is a company with no relation to the Harvest that was acquired by Trulieve.
They are a small company with three dispensaries in Ohio and that is all.
One of the several reasons I love this company - their honesty and transparency
That’s $214 a square foot. Probably an excellent price considering that a brand new 64,000 sf is running about $265/sf
My curiosity would be what mix of Cannabis were they growing.
Good for them. That’s an excellent start
And I like that thinking. My bet on the M&A front for Jushi is the acquisition of another slightly smaller than them with a footprint that works for them.
Red White and Bloom fits pretty well. And is really cheap.
No. It’s in play.
You are right about it won’t be around come 2023. RWB will most likely be acquired this year. The trick will be for how much, and by whom.
They simply do not have enough financial muscle to avoid being acquired
Go to Seeking Alpha, read the transcript of a podcast with Kim Rivers, go buy more stock. This woman is right on, focused, and truly understands how to build Teams to execute plans.
And she reveals some amazing reasons why Trulieve is the real big dog in this industry, and will remain so probably forever.
Her ability to bring people together with her on this ride is a part and parcel of her being.
Best interview with a CEO ever.
Good plan
Congratulations
It really doesn’t matter anymore. Trulieve will keep opening new dispensaries and supplying them with excellent products that customers will buy.
Eventually their growth and profitability will be recognized and rewarded.
If they go after RWB, I’m going to be a very happy camper.
Probably. Not a good day emotionally for me. I apologize to all.
You have no proof and neither do the Feds that Trulieve did anything illegal. Leave the QAnon stuff to the repukes.
Competition is good. Enjoy the show. Would be nice if GTI could actually make real profits with accounting games. But GAAP discipline is not good for them. If they focused on being a big dog in just one state they would be a lot better off. But Ben thinks he’s a genius and everyone should kiss his butt
Just what they need - another professional board member with no practical experience in sales or marketing.
How about it’s up over 20% in the past two trading days
Kim could buy Columbia Care, or Jushi. CC gives them NY. Jushi locks up PA
Buyout perhaps.
Great article. Much thanks.
49.5% of flower in FL, 36.4% of Med THC for week ending today.
Figuring that the average dispensary needs to move about 250 ounces a week to break even, thus making the Mthc your profit hounds. Right now only Tru is anywhere near that number and they are running at 340+ ounces per dispensary.
Their gross profitability is going to be off the charts in Florida.
MuV has an eight percent market share. That’s not exactly killing it.
It’s the ability to marry short term financial requirements to your long term business goals. Trulieve is always looking ahead. Kim’s signature memo line has always been “ onward”
That says it all.
This is how McDonalds became a giant. Wherever you go, for all intents and purposes, every one is the same. It creates a comfort zone for the consumer. And delightful profits for the business.
Now that would be too interesting considering that the two of them have nearly 60% of all the PA dispensaries currently in operation.
I just wish all states had weekly reporting like Florida. Hell, I’d settle for monthly by license holder.
This business is getting more fun daily.
Nailed it.
Now let’s all sit back, take a deep breath, and know we are invested in the best, and smartest, Cannibis company in the US.
Going to be a fun year
And I think Columbia Care maybe our next target.
Maybe. A merger of the Tru-Harvest size has lots of ancillary expenses. You can take them quarter by quarter for four, or you can take the whole thing at once and be finished with it. If you have a gang busters quarter, consensus is you take the hit. The issue here is does this qualify as a legitimate expense for tax purposes.
You don’t know how much I hate that 280E scam on this industry.
Nice day. Rumors are the fourth quarter earnings are going to surprise. If we could get rid of the 280E “illegal” tax, Tru would be a $50 stock on earnings alone.
Patience.
Onward.
The shorts are bailing out today. Going to be an interesting week.
Interesting the Jim C just purchased 68,800 shares of Jushi, and then does a ten million dollar deal with a privately held investment group for two million plus shares.
Something’s up.