ATE08

Mentored by head NBF trader, ex first marathoner. Focused on momo longs, shorting opportunities & #thetadecay

[ATE08 @ATE_Trader]

Been quiet on here for years. But if you're deep in this space, you know who I am and what I've done

I am a 1% owner of the common, and a large buyer of the Jan 2028 leaps

Full thesis on why I went all-in, leveraged on $VFF

https://t.co/qrMVWV2HwS

@todd_harrison @CB1Cap $MSOS

[ATE08 @ATE_Trader]

Cannabis earnings season is exposing huge multiple gaps. $VFF trades ~4.5x ‘27 EBITDA while $OGI pays 11.3x for $ACB, largely for its EU GMP moat.

$VFF has one of the biggest EU GMP footprints anywhere. With strong optionality in Texas.

$CRON posting another strong quarter says fundamentals are back in focus.

To me, $VFF $7 looks very reasonable; Texas progress could open $10+

[ATE08 @ATE_Trader]

Great to see my dear friend Freddy chatting further on Village and the EU GMP moat. Curaleaf's recent move on $ACB, driven largely by the EU GMP landscape, shows just how well positioned $VFF is when we get positive reform in cannabis $MSOS

https://t.co/oMAovkhhXO

[ATE08 @ATE_Trader]

@LALC_Capital @LALC_Capital I’ve appreciated your recent commentary on $VFF . I’m a very large holder of the common and the Jan 28’ leaps. Also very well acquainted with management. Reaching out, Happy to chat over DM.

[ATE08 @ATE_Trader]

@squash1289 @maxwellhouse99 While value is certainly there with $VFF , no one will pay up until we see significant legislative changes around S3 (just my opinion) I’m a believer that S3 will come relatively soon and that should hopefully start bringing back momentum and institutional interest in the space

[ATE08 @ATE_Trader]

Of all the chatter on the rescheduling delay, this is arguably the best-written summary of where things actually stand, and the positives that come with it. $MSOS

cc @realpristinecap @todd_harrison

[Nina Rosella Strange @RosellaStrang]

$MSOS
The stay was triggered because anti-rescheduling groups want to introduce a recent Government Accountability Office (GAO) report into the record. While a delay is frustrating, addressing this evidence right now is highly positive for the market:
Building an Unassailable Record: The biggest threat to cannabis stocks isn’t the DEA process itself—it is the inevitable wave of federal lawsuits from prohibitionist groups after a final Schedule III decision is made.
Bulletproofing the Decision: If the judge allows the GAO report in now and the DEA successfully addresses it, that legal vulnerability is completely neutralized. It prevents opponents from suing later and claiming the DEA "ignored" vital government data.
Protecting Investor Capital: For cannabis investors, a brief two-week procedural delay today is vastly superior to a federal appeals court freezing Schedule III implementation a year from now due to a rushed administrative record.
The Financial Protections Remain Actively in Place
It is critical for investors to separate the hearing process from the current legal status of the industry:
Medical Cannabis is Already Protected: This hearing pause does absolutely nothing to roll back the historic Schedule III status already granted to state-licensed medical marijuana earlier this year.
Tax Relief (Section 280E) is Secure: The core financial catalyst for cannabis stocks—the elimination of the crippling IRS 280E tax penalty for medical operators—remains actively protected by federal appeals court rulings. This stay does not pause those financial benefits.
The Bottom Line
This isn't a ruling on the merits of cannabis; it is routine administrative housekeeping. By ensuring every piece of data is properly litigated now, the court is clearing a cleaner, legally safer path for the final rollout. For cannabis stocks, this delay isn't a stop sign—it is just the legal system making sure the foundation is solid before building the future of the industry.

FYI $MSOS we got the bot response to "tom's" article fed into their API - and stocks dumped after close. We will see how it goes tomorrow

[ATE08 @ATE_Trader]

One Month Later: An Update to My $VFF Thesis

I believe the next 12-18 months will be monumental not just for Village, but for the cannabis industry as a whole

https://t.co/Gn5rsw9S8S

@todd_harrison @CB1Cap $MSOS

[ATE08 @ATE_Trader]

Shoutout to @todd_harrison for joining @HammanShares on today’s Alphanooner to talk through the $VFF thesis.

Todd is one of the few truly no-BS voices in this space. We talk at least once a week, and half the time it isn’t even about the numbers. It’s about the mental and emotional side of having the conviction to hold through the hard days.

I’m just a regular guy who believes $VFF is a $15+ stock. My partner, my two stepkids, and my family have all trusted me with this thesis. My cost basis is higher than where the stock trades today, but I genuinely believe the next 18 months could be monumental for Village Farms.

I spent over a decade on the buy-side in a previous life before switching careers entirely into tech. Seeing Surveyor and other leading funds take an interest in Village is genuinely reassuring. It reinforces the thesis and, frankly, proves I’ve still got a few lightbulbs working.

Having someone like Todd to talk through the hard days has meant more to me than he probably realizes.

Brother, I appreciate you. 🤝

https://t.co/UCAPzQZZ67

$VFF $MSOS

[ATE08 @ATE_Trader]

Been quiet on here for years. But if you're deep in this space, you know who I am and what I've done

I am a 1% owner of the common, and a large buyer of the Jan 2028 leaps

Full thesis on why I went all-in, leveraged on $VFF

https://t.co/qrMVWV2HwS

@todd_harrison @CB1Cap $MSOS

[ATE08 @ATE_Trader]

@DittoInvest @DittoInvest mine is unlocked, this is what I see when trying to DM you.

[ATE08 @ATE_Trader]

@DittoInvest Been involved in the name since 2018, on and off. With the recent developments on US legislative changes, its gathered a lot more of my attention. Especially with disconnect on multiple. My acb is substantially higher then current levels. Bulk interest took place post spin off

[ATE08 @ATE_Trader]

@BlkDiamondCap @realpristinecap @JoeAnon999 $VFF there’s multiple ways, it ultimately depends on details. Whether it’s cross border opening up (cad - us) or interstate. VFF has a substantial footprint in Texas, and are in no rush to turn that online (whether that means physically buying a license) or exploring alternatives

[ATE08 @ATE_Trader]

@realpristinecap @JoeAnon999 $VFF I spoke extensively with mgmt about this. 2025 boded great due to the spinoff of their remaining vegetable business, to becoming a purely cannabis play. They have a very similar biz model to $GLAS but $VFF in my honest opinion has much more upside

[ATE08 @ATE_Trader]

@realpristinecap @JoeAnon999 I own 1% of the common (large shareholder for a longtime) I easily see this as the most misunderstood, mispriced name in the sector. And I see a re-rating coming in the next 6-12 months, especially if S3 materializes. Could easily see this trade $10+ imo

[ATE08 @ATE_Trader]

$KNDI / $CBAT - Doesn't get any better then that lol

[Dilution Tracker @DilutionTracker]

$KNDI raises $160m from shelf offerings, then buys $120m worth of batteries from $CBAT to pump their stock, who recently also just filed and received EFFECT on a $200m shelf. $CBAT will also likely raise soon, coming full circle.

[ATE08 @ATE_Trader]

I remember this day very well. Absolutely great to see. Marc's a class act. Just like the clown show at $CYDY

[Auspex @AuspexResearch]

"If I issue false information, I can be jailed"
-Parker Petit, CEO of public company

Yesterday, Parker was convicted of securities fraud. "The securities fraud count carries a maximum sentence of 20 years in prison"

CEOs. Take note.

https://t.co/1fhNJkubuW

[ATE08 @ATE_Trader]

@biotequity Lol. I've been waiting for this shit for years. There's no material substance behind this.

[ATE08 @ATE_Trader]

$BHR - Sold all as per plan

[ATE08 @ATE_Trader]

$BHR - Long Idea: Like this setup as money continues to flow back into beaten down travel sector and REIT's.

This is not to be confused with longer term $PK holding and instead more of a technical trade. Risking $2.00 - $2.10s. Target $3.50 - $4.00.