S. Landry

Indépendantiste. Pro-laïcité. Investisseur en bourse. Métaux précieux l'or et argent (silver).

$HITI $TSLA $SGD.V $KTN.V $BTQ.NE

[King For A Day!! @KingForaDay__1]

$hiti $msos High Tide is trading at a P/E of 10 on 2027 CG analyst expectations. 2027 starts November 1st or in less than 3 months. 30% sales growth for Q3 2026.
UK market entry is next up.

[S. Landry @coco136507]

@TheApeOfGoldST I did 19,06% this week 😊

[S. Landry @coco136507]

@Patspecial3 @philovent @spiche2000 Le déficit commercial des États-Unis n'a pas connu de baisse structurelle majeure depuis 2025. D ailleurs il s est creusé dans le secteur des biens (environ 4%). Le déficit budgétaire ,s'est accéléré depuis 2026, les USA ont déjà emprunté 1 400$ milliard, une accélération de 3 %

[Curtis Jackson @grodt_bjg]

Consistent positive EPS marks the transition from a retailer focused on scaling to a business capable of compounding shareholder value. @RajGrover_HITI could slow expansion, maximize near-term earnings, and report record EPS and free cash flow—but that likely wouldn’t create a top-five global cannabis company.

The bigger opportunity is continuing to grow while maintaining disciplined capital allocation: opening accretive stores, scaling Remexian, minimizing dilution, and expanding consolidated margins at the same time. If High Tide can consistently achieve that, institutions may begin viewing it less as a cannabis retailer and more as an established compounder with a long runway.

That’s the potential inflection point for $HITI . The market often rewards companies not just for becoming profitable, but for proving they can reinvest capital at high returns while growing earnings and free cash flow year after year. Just my thoughts.

[S. Landry @coco136507]

@KingForaDay__1 Thanks for sharing !

[S. Landry @coco136507]

@EricPro66 @PatWhite70 @fils_de_pierre En effet et celle de @jpvachon

[King For A Day!! @KingForaDay__1]

$hiti $msos High Tide Beacon update is out!

"The only thing that isn’t expanding sequentially is its stock price, which we find befuddling. In fact, the stock is down 15% since it reported its Q2 results in mid-June. Based on our FY26 shareholder EBITDA forecast, the stock trades at 5.4xEBITDA and likely closer to 5x LQA based on its Q3 shareholder EBITDA forecast.
• We believe such a multiple undervalues its position as:
a) The largest (by far) cannabis retailer in Canada;
b) Its significant market share in Germany, which is the fastest growing cannabis market in the world;
c) Its potential to expand its European footprint to include countries such as the UK, which is where Germany was a few years ago. Its strong balance sheet
and new debt facilities with BMO should enable such geographic expansion."

[S. Landry @coco136507]

@KingForaDay__1 @RyanAcker12 Lol ! Exactly. My position is done , just waiting patiently

[S. Landry @coco136507]

@RajGrover_HITI Well what can I say ! Congratulations Raj and your team for your work ! Guess I will add a few more shares this week 👍

[S. Landry @coco136507]

@TheApeOfGoldST Now top 5 in my miners portfolio ! Added a lot in the last few days

[S. Landry @coco136507]

@TheApeOfGoldST Except buying more $ssv.v , not much!

[S. Landry @coco136507]

@KubrickPoint

[S. Landry @coco136507]

@vedadi Which cannabis company is the most under valued? That's easy, $HITI

[S. Landry @coco136507]

@Its_Mr_Clutch @IceMetrix Lol A Leafs fan 🤡

[S. Landry @coco136507]

@WexitPepe Maga Moron ! The 250 % tariffs on dairy products as never been applied and never will because of quotas

[S. Landry @coco136507]

@11Teall @AbeerSTahboub Lol that's AI

[S. Landry @coco136507]

@YodaStockInvest On your list $HIMS, I would also add to your list $HITI

[S. Landry @coco136507]

@howardlutnick Hey Howard why did you lie about your visit to Epstein island ?

[S. Landry @coco136507]

@519Cory @JhonBrown94 In my case I lost hair and the few that remains are grey 🙂

[King For A Day!! @KingForaDay__1]

$hiti $msos TD Cowen has a new High Tide update out!

Buy, C$6.50 price target, "Our Top Canadian Cannabis pick"

Nuggets from the ARAMA interaction with shareholders:

--High Tide is at a C$750 million run rate. @ C$188/quarter now.
--June SSS growth is back and positive.
--The core message was clear: discipline, patience, and maximizing long-term shareholder value rather than
pursuing growth at any cost.
--Management is focused on sustainable cash
flow growth, margin expansion, and disciplined execution, which we believe should support
stronger institutional ownership and a valuation re-rating over time.
--Management is open to monetizing e-commerce assets, remains patient on the U.S., and continues to pursue Canadian retail growth only where site economics and returns are attractive.