youtu.be/BMkFi3yGjmQ?si=8cWY…
Dont play cards with Satan!
I thought we all learned this by now?
Josh Felker retweeted
$HITI $VFF $MSOS In the recent VFF analyst report by Beacon, Doug Cooper talks about Germany.
"We believe Germany could still be in the very early stages of it's growth cycle. If we compare to Florida whose medical market is more mature, we can see that Germany can grow to over 3X its present size."
Recently in a podcast, Raj Grover, CEO of High Tide, said that Germany medical is going to be much larger than he previously thought so this is aligning.
This lines up with my future German sales projections of C$400-500 million for Remexian from the current C$150 million run rate.
Gross Margins will be 25-30% with 15% (+/-) EBITDA margins.
Josh Felker retweeted
Cannabis Investing: What Changes the Thesis? | Sam Armenia on Rescheduling xitter.cf/i/broadcasts/1RKjpbPmr…
Josh Felker retweeted
“The intelligent investor is a realist who sells to optimists and buys from pessimists.” — Benjamin Graham
#ValueInvesting #Investing
Josh Felker retweeted
Fred on $VFF @BNNBloomberg
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
youtube.com/watch?v=zcnGx0iq…
Josh Felker retweeted
Ascend Wellness Holdings Announces the Opening of Ascend of Evesham Dispensary in Marlton, New Jersey

$AAWH $MSOS
newswire.ca/news-releases/as…
Josh Felker retweeted
$VFF Had What $GLAS Was Priced For. Investors underwrote one set of attributes for Glass House while discounting the company that already possessed more of them. A look at capacity, flower mix, revenue, etc.
cupofcoffeecapital.substack.…
Josh Felker retweeted
Nick should have way more than 2k followers with the quality of the content he posts and the investment ideas he shares.
I highly recommend checking him out.
Thank you for 2,000 followers!
Appreciate everyone who has liked, shared, and joined the conversation. I’m grateful for every single one of you, and I’m excited for what’s ahead.
While you’re here, go give my business partner @Ben_Pirie1 a follow too. 🥂🎉
Josh Felker retweeted
Have you met @RubiconOrganics VP of Marketing and New Business?
We asked Mathieu some questions about the company's international strategy.
Swipe to read what he had to say.
$ROMJ.NE $ROMJ $ROMJF
Josh Felker retweeted
Rubicon Organics Announces $3 Million Strategic Private Placement to Expand Pacifica Cultivation Capacity $ROMJ.NE $ROMJ $ROMJF rubiconorganics.com/news/rub…
Josh Felker retweeted
I love this. Be the kind of person that celebrates the wins of everyone you know.
Josh Felker retweeted
“Go for businesses where any fool can run it, because eventually a fool will.” — Peter Lynch
#ValueInvesting #Investing
