George

I'm a 🐈
I like cannabis
I hope you have a wonderful day

meaow

[George @ohkinggeorge]

@Bkov9 Brownie face?

[George @ohkinggeorge]

Someone is wanting out of $vrno, cse with the relatively large volume dump this morning

[George @ohkinggeorge]

@DubsWillie Yup! If $vrno $vrnof has to do any more restatements in the next 24 months I'll be pulling my investment

[George @ohkinggeorge]

$vrno $vrnof share price to pass $cura $curlf share price in the next six months. Cura has more investor confidence but if Verano can get through a couple more quarters without restatements and shows greater cash flow than Cura, I don't see how Cura stays at a ~200% premium EV

[George @ohkinggeorge]

@ChrisCo85374632 @therealYuriM He pulled it straight from the financials...

[George @ohkinggeorge]

Lol at all the #msogang suggesting I don't know what I'm talking about

[George @ohkinggeorge]

@JeffBuc06288496 Sure does!

[George @ohkinggeorge]

@shompzilla Lol it's a very knowledgeable statement

Shwz just burns cash and pay execs 2 much

Tell me why Curaleaf deserves an almost 200% EV Premium when they produce less OCF than Verano.

I get Curaleaf has a longer growth runaway but they have not proven anywhere to be efficient

[George @ohkinggeorge]

@acole6154 And share price isn't meaningless, it's how investors get paid when there aren't any dividends

[George @ohkinggeorge]

@otc_wizard So cash flow and EV aren't common metrics you use to invest?

[George @ohkinggeorge]

@Q_invests What lies?

[George @ohkinggeorge]

@acole6154 I was talking about EV...that's actually how companies are valued, not market cap. MC is only one part of the equation

[George @ohkinggeorge]

@shompzilla What about it?

[George @ohkinggeorge]

@stock_mj @CCVisuals_ Do you realize capex is not the same as opex?

[George @ohkinggeorge]

@CannaVestments @veranobrands Why do companies add back SBC? Feels so wrong. Also wowzers, they like to pay themselves big bucks

[George @ohkinggeorge]

@GrowthCannabis How will they be the biggest winners?

I think social equities licenses will be the biggest winner, and funds that support them like the NY fund

[George @ohkinggeorge]

@JT_in_LA I think they should trim on huge up days and buy back on red days. Not much active management is being done.

But I think inflows should be spent to counteract the price action that inflows in their vehicle artificially creates.

[George @ohkinggeorge]

Maybe it means $msos inflows?

[George @ohkinggeorge]

Classic 2pm selloff in $msos $gtbif $curlf $tcnnf $vrnof $crlbf

[George @ohkinggeorge]

@JT_in_LA The ETF makes this sector even more annoying than it needs to be

[George @ohkinggeorge]

Classic 2pm selloff in $msos $gtbif $curlf $tcnnf $vrnof $crlbf