The GreenWave

"We read between the lines, connect the dots & ask the probing questions ".
Bear Stearns (II "All America" ranked team) , Cowen, First Union Sec

[The GreenWave @GreenWaveMJ]

@WeedStreet420 @JDerevyanny I don’t think the IRS will be able to differentiate med vs rec when issuing a refund .

[The GreenWave @GreenWaveMJ]

@WeedStreet420 Curious how they will allocate the UTP.

[The GreenWave @GreenWaveMJ]

makes the accounting alot easier...

[Todd Harrison @todd_harrison]

👀

"We need to read more into this but early look here is Trulieve is getting set up to list on the NYSE. Moving rec operations to another company and holding non-voting rights on it, while keep operating the medical portion." ATB sales trader

https://t.co/pSpGMOIrwB

/position $TRUL.NE

[The GreenWave @GreenWaveMJ]

Definitely worth the read IMHO.

https://t.co/GEgScUzg8z

[The GreenWave @GreenWaveMJ]

Anyone care to make a bet on Kalshi? $MSOS

[The GreenWave @GreenWaveMJ]

@matrixtrade @vedadi @srg444 My view is that med and rec will be treated the same so I didn’t break it out ..

[The GreenWave @GreenWaveMJ]

Thanks to @JavierHasse and @Forbes for featuring my recent analysis on the elimination of 280E due to the rescheduling of Cannabis.

“The elimination of Section 280E should serve as a meaningful catalyst for increased M&A activity across the cannabis sector,” GreenWave’s founder Matthew A. Karnes wrote in the report, “as improved after-tax cash flows, reduced tax uncertainty, and enhanced access to capital markets are likely to support higher transaction volumes and more aggressive consolidation strategies.”

$MSOS $GTBIF $CURLF $CRLBF $JUSHF $AAWH $TRSSF $VRNOF $TCNNF #msogang

https://t.co/KIBjYgHNXZ

[The GreenWave @GreenWaveMJ]

@timothy_dexter_ I wonder what the implication is for $TSNNF - they received $113M in what appears to be an erroneous refund.

[The GreenWave @GreenWaveMJ]

@WeedStreet420 https://t.co/PEZWJGs8z2 l0.22 is when they start the talk on UTPs and expirations (3 years).

[The GreenWave @GreenWaveMJ]

@TheDankInformer MAHA!!

[The GreenWave @GreenWaveMJ]

@WeedStreet420 Cohn Reznick hosted a webinar on the topic - take a listen . They discussed the 3 year window .

[The GreenWave @GreenWaveMJ]

Correction: Sept 15 not Oct 15

[The GreenWave @GreenWaveMJ]

Just as a reminder -- the IRS generally has 3 years to audit from the date filed. So, for those 2023 UTP accruals -- assuming return filed on Oct 15th (extension); the UTP essentially goes away on Oct 15th 2027 (or March 15th if filed on time).

[The GreenWave @GreenWaveMJ]

@srg444 Great listen -- very informative.

[The GreenWave @GreenWaveMJ]

Priority: Make America Healthy Again.

Ongoing efforts to get dangerous products off the street = regulated market revenue growth = multiple expansion.

$MSOS
$GTBIF $CURLF $CRLBF $JUSHF $AAWH $TRSSF $VRNOF $TCNNF #msogang

[Tom Angell 🌳📰ⓥ @tomangell]

The House Appropriations Committee released a draft report calling on DEA/FDA to crack down on the "proliferation of Federally unregulated ingestible, inhalable, and topical products that contain intoxicating cannabinoids" & that "threaten consumer safety"
https://t.co/3siy6iCI5f

[Todd Harrison @todd_harrison]

It's Time to Exhale
Tax drag to end, earnings will expand.

#CannabisConfidential 🤝@GreenWaveMJ

https://t.co/SqzBNSMMCb

[The GreenWave @GreenWaveMJ]

@WeedStreet420 I hear what you’re saying but why would they include the language in the order if it was certain that they don’t have the authority … makes no sense to me.

[The GreenWave @GreenWaveMJ]

$MSOS
$GTBIF $CURLF $CRLBF $JUSHF $AAWH $TRSSF $VRNOF $TCNNF #msogang

[The GreenWave @GreenWaveMJ]

Viriginia State Senator Louise Lucas didn't get the memo that Government Accountability (as it relates to Cannabis) fits within the Trump Agenda....
$MSOS $GTBIF $CURLF $CRLBF $JUSHF $AAWH $TRSSF $VRNOF $TCNNF #msogang

[The GreenWave @GreenWaveMJ]

Cannabis reform fits within the Trump agenda..
$MSOS