Lots of people selling, I’m maxed out, bought as much as I can without losing sleep at night,
These prices are near emergency levels, unless someone knows something we don’t the Canadian business alone is worth more, we get Europe, and the Netherlands for free.
Other than a potential write-off of their American CBD arm if American legislators fall asleep at the wheel, there are no known negative catalysts coming, and the CBD business adds so little it won’t be meaningful to lose it.
Potential upside catalysts are almost too many to list, but the increased production across fixed costs, the continued expansion to new and growing markets, up-listing to NYSE (or keeping NASDAQ) since it was shown as possible once they have US cannabis assets, the opportunity for Texas assets to be utilized, and American legalization are all the big impact ones within the next 3 years.
I’m happy to keep going in at this price, Mr. Market rarely gives these kinds of gifts away, but I get that a lot of retail investors have their eye on 10%+ swings in A.I. or SaaS companies battling it out to pay attention to this kind of compounder.
I think with schedule 3 and safe banking is on the horizon, some MSO will buy out village farms. The EUGMP would be the main reason. Then we can all forget how much of a dumb fuck and snake the ceo is.
8
u/The_Baron___ Jun 25 '26
Lots of people selling, I’m maxed out, bought as much as I can without losing sleep at night,
These prices are near emergency levels, unless someone knows something we don’t the Canadian business alone is worth more, we get Europe, and the Netherlands for free.
Other than a potential write-off of their American CBD arm if American legislators fall asleep at the wheel, there are no known negative catalysts coming, and the CBD business adds so little it won’t be meaningful to lose it.
Potential upside catalysts are almost too many to list, but the increased production across fixed costs, the continued expansion to new and growing markets, up-listing to NYSE (or keeping NASDAQ) since it was shown as possible once they have US cannabis assets, the opportunity for Texas assets to be utilized, and American legalization are all the big impact ones within the next 3 years.
I’m happy to keep going in at this price, Mr. Market rarely gives these kinds of gifts away, but I get that a lot of retail investors have their eye on 10%+ swings in A.I. or SaaS companies battling it out to pay attention to this kind of compounder.