Influx 420

Opinions not advice. MSO investor.

[Influx 420 @influx420]

What's up with the volume on $VRNO this week? With $MSOS volumes relatively flat, something seems amiss

Will be interesting to see how VRNO trades after reverse split when the outstanding share count is reduced to 76 million

[Influx 420 @influx420]

@justbuygtbif Nice! Exposure to any other msos?

[Influx 420 @influx420]

Managed to fill a position in $MRMD at an average cost of C$0.115. Took over a week.

Don't see how MRMD doesn't get acquired by a Tier 1.

Now holding way too many $VRNO and $MRMD shares. These are my two horses in the $MSOS space.

[Influx 420 @influx420]

@RandallMorelli How many shares of $MRMD do you own and at what average price?

I've begun accumulating shares.

[Influx 420 @influx420]

Interesting interview with Boris on @TheDalesReport. Not only is Boris predicting significant M&A activity in ‘26 (including among T1s) but lamented about two states he regrets $CURLF not entering: VA & TX. There is one $MSOS with licenses in both states: $VRNO.

[TDR @TheDalesReport]

The Cannabis Industry Is Starting To Build Some Major Tailwinds https://t.co/DGhfeDndLP

[Influx 420 @influx420]

Seems that $VRNO made all the right moves over the last year:
- Lawsuit from $VREOF settled for $9M
- Debt refinanced at 9.5% (lower interest rate than loans secured by $CURLF or $TCNNF)
- Bought VA license (VA goes rec Jan '27)
- Won provisional TX license

$MSOS $VRNOF

[Todd Harrison @todd_harrison]

Verano Earnings

$ 207M Revs; est. $206M
$55.5 M AEBITDA; est. $58.2M
$105.7 M GP; est. $100M
51.1% GM; est. 48.5%

/position $VRNOF

https://t.co/rf9mDHNwqy

[Influx 420 @influx420]

Does anyone know when $VRNO will be releasing its Q4 earnings? $MSOS

[Influx 420 @influx420]

@BrentMittleman I’m not sure how accurate the $vrno sale numbers were yesterday. 8 million shares sold when 4 million shares of vrno traded between both the CSE and the US OTC markets. Not sure how that is possible

[Influx 420 @influx420]

How was it possible for $MSOS to sell over 8 million shares of $VRNO / $VRNOF when a total of 4 million shares were traded between the CSE and the US OTC markets?

[Influx 420 @influx420]

@ShanPrab @TheDankInformer I'm so confused by that as well. No wonder $VRNOF was down 35% today.

[Influx 420 @influx420]

@rp111113 Agreed

[Influx 420 @influx420]

If S3 gets done by Jan., where will $VRNOF be trading in the next year?

In 2024, VRNOF hit C$9.44 on prospects of FL going AU. Even with the rally yesterday, VRNOF is now at C$2.26

Between S3 and the potential for FL, VA & PA going AU in 27, what are your price targets?

$MSOS

[Influx 420 @influx420]

@CannaVestments @srg444 What are you thoughts on $VRNOF given its presence in FL, PA, & VA. Think it will be able to meaningfully raise FCF as some of these states flip?

[Influx 420 @influx420]

@Tash899833 Thx

[Influx 420 @influx420]

I own some $CBSTF warrants. My brokerage account indicates that the value of the warrants is 0. I’m confused by this as the warrants should be exercisable at C$0.14. Anyone seeing any value on their cbstf warrants?
$MSOS

[Influx 420 @influx420]

@NikolasShoesen Yes, if $CBSTF holds onto $VRNOF paper

[Influx 420 @influx420]

If $VRNOF is fairly valued at C$11 with S3, what is its value if FL goes adult use in 2026?

[Todd Harrison @todd_harrison]

cannabis Schedule III potential via ATB

$AAWH $CRLBF $CURLF $GLASF $GTBIF $JUSHF $PLNH $TSNDF $TCNNF $VRNOF

/position+ $MSOS 🇺🇸🌿

[Influx 420 @influx420]

@SaiyanCapital He was but I’m seriously curious about what happened to him?

[Influx 420 @influx420]

What happened to MJ Stock Trader? $msos