You read this week’s publication New Cannabis Ventures Weekly Newsletter we publish from October 2015. We no longer send them. By mail as before but we post this and all newsletters On our website hereA number

Friends,

On Friday, the S & P Dow Jones indicators announced that five shares will join the S & P / TSX composite index, including CURALAF. Since then, Curlf has earned 0.4%, rising a lot of Tuesday, but pulling yesterday. Not surprisingly, the company has a success in a press release on Monday morning, offering it to promote institutional property.

In late 2023, the Toronto Stock Exchange listed from the exchange of Canadian securities, where the market was originally entered. Terascend was the first to move to TSX, and the release moved to CAADA Conafe’s Curalaf transfer to TSX and which took place in 2023.

In two years or the way this MSOS has made their steps, no other MSOS followed. Considering that no other MSOS migrated to sleep from CSE because it did the same in the last 2023, probably doesn’t make it mean to do it. Of course, CSE has some challenges, but the bigger problem is that they are American companies. Where commercial problems are in the United States and not in Canada. Nothing against Canada but TSX list doesn’t actually change things. By the end of 2022 I called OTC as a Main potential catalystA number

In this newsletter of October 2023, I called it a waste of time To modernize TSX for American Cannabis. Looking at the price of prices, as this newsletter was published for the first degree and one of the second level, one of the nine MSOS gathered, and the rest decreased.

Readers should remember that the hemp section has decreased a lot in this moment, the NCV Global Cannabis stock index decreased by 16.6% to 6.90. The American Cannabis stock index decreased by 21.8%, and MSOS fell 34.0%. The average return of these 9 largest MSOS has even worse, but it greatly affects a murder, which has been suspended in Canada, but continues to trade on OTC.

Looking back, I would not conclude that trade exchange in Canada is generally important. One of the TSX listed shares did a little better than his peers, and one was bad. Much more than the Canadian listing drives drives the stock. I was shocked in June, when I was doing the quarterly redistribution of the Cannabis World Stock Index that the crankle was out due to insufficient trade. Only 3 MSOS qualified, resourceful and GTI and also glass home brands that trade in Canada (72.7% are increased from 10/30). In the past month, the volume of Curaleaf trade in Canada was 1,14 million shares, which is less than it trades on OTC. Perascend is 463k shares per year in the previous month, which is much less than an OTC average in one day 1 million shares. Looking at the other MSOS that trades on various exchanges in Canada, they have been a higher trade volume in OTC.

Kuralef and the tribe were so proud to discharge TSX in Canada two years ago, but it doesn’t really matter. How I used to say for several years now, what is 280e floor and OTC? I hope that 280 ends soon, but even if the hemp has resumed, there is no need to change the NASDAQ or NYSE about American hemp companies. I hope to change too.

Frankly,

Alan

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Based on the Houston, Alan cries out his experience as the founder of the online community 420 InvestorThe first and still the biggest decent diligent platform focused on the shares sold in the cannabis industry. Alan continues to find new ways to connect industry and facilitate its sustainable growth in the Canepuni community. Approximately New hemp enterprisesHe is responsible for content development and strategic alliances. Until the early 2013 focuses on the cannabis industry, Alan, who began his career in Wall Street, worked as more than two decades of research and portfolio. Article 650 of the Article 650 published in 2007 Looking for alphaWhere he has 70,000 followers, Alan is a frequent speaker for industry conferences and a Frequent source The media, including NY Times, Wall Street Journal, Fox Business and Bloomberg TV. Contact Alan. Ration | Facebook | Connection | Email

You read this week’s publication New Cannabis Ventures Weekly Newsletter we publish from October 2015. We no longer send them. By mail as before but we post this and all newsletters On our website hereA number

Friends,

The Cannabis Global stock index had a rough beginning until September. After 45.5% growth in August and increased by 54.2% after the end of the month, the figure decreased from 7.74 to 6.99 in just two days. The result is now only 1.6% per annum. The Great Cannabis Etf MSOS, which is 21.0%, decreased by 17.2% in late August.

Currently there are 23 shares in the Global Cannabis stock index, and they are now 39.2% now. The return frame is from -19.6% to + 186.0%.

There are more than doubled three shares in late June and 13 are two-digit winners. In the last 2nds of June, two shares that have been added to the index are double digit dismantling.

Leading three shares are Canadian LPs, and this newsletter has called the best two coats this year this year. Of course, I alerted here TILRAY is a dangerous stock On August 20, and while he fell a lot from his last peak, it is still higher than at that time (and it is dangerous to stay.)

Today I want to give some caution on some of these names and explain why I’m worried. I have written articles about some, looking for alpha, which are carbon (Tilre and farms), and I continue to be very negative on MSOS ETF (bad diversification). I will celebrate the shares that are in the Global Cannabis stock index, which depict me in alphabetical order.

• Aurora Cannabis (ACB)I was closely following this one but it’s no longer on my focus list to 420 investors. The company exploded it in Canada’s adult market, but it has expanded internationally medical hemp. I don’t think the General Director has done a good job, and the shares that make up 15.4% a year as if they are not attractive.
• Canopy growth (CGC): I’m closely following CGC and I have been very negative on it for a while. It has become exclusively cannabis, but it continues to harm its actions and fight with many debts. The share decreased by 49.1% to time, and I design it will post a new time low.
• Glass Home Brands (Glasf)I don’t contain this one in my focus list, but I pay attention to it, because it is only three MSOS index. I like the CEO, but I think the stock is overestimated. Two investors have been supported who support the Fund very loudly. Glasf is 21.7% per annum.
• Rhythm (force): This one, who was known as Agri, was difficult to start in September, but it is 23.0% per annum. I wrote about it before here and I’ve watched it even though it’s not in my focus list. I am interested, because the green thumb industry has such a large share. While I love the idea of ​​haunting beverage-based drinks, the company has a lot of work to do to justify its mass assessment.
• SNDL (SNDL): I don’t contain this one in my focus list, but I said to the CEO I like me. The company has what I consider bad MSOS, and it now trades on the value of a tangible book. It makes 40.5% a year.
• TILRAY brands (TLRY): I started providing Tlry for a long time since I was not satisfied. I appreciate the better balance and likes what the company does with the drinks in the United States, but the fund, which now goes down by 10.9%, seems very expensive. Share-Count has exploded. One year from now on my target is essentially below if the shares trade and the company does not benefit from transformation.
• Trulieve (TCNNF)To date, 44.7%, shares are cheaply designed with adjusted EBITDA. I think that the margins expected by analysts are too high, and I am very careful for Florida, where it is quite large. I also don’t like the balance sheet that has many tax liabilities. If 280E tax is clinging around, this one will fall sharply.
• Village farms (VFF)Although it has fallen from the last peak, it still ends 234.6% a year. I think it’s a good company and looks like a transformation, but the fund looks ahead of her. The company could receive a medical cannabis license in Texas, but it may not be. I loved it under $ 1. While I don’t expect it to be a lot I think it could fall a lot.

I covered here just stocks that are in Cannabis Global Stock Index, although there are shares that are not in the indumin. I wrote about some of them while looking for Alpha and I recently parted the post in my blog some cannabis shares that refer to meA number

If I didn’t mention a share with me I don’t want readers to believe the name I like at the current price. My model portfolio has 19.3% cash in the 420 investors, which is about 20%, and positions in two Canadian LPS, two MSOS and three auxiliary names. I try to create a portfolio that has less flaws than Cannabis Global Stock Index.

Any trader or investor that counts 280e taxes can see this to happen. I don’t suppose that it will be, but luck for all those who bet it will be.

Frankly,

Alan

This week’s newsletter is sponsored by Paul. Sapperstein Co.

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New hemp enterprises publish medicine articles, as well as exclusive news. Here is what we published this last week.

Exclusive

Higher rocker has been thrown in August

To get real-time updates as our Facebook page or follow Alan RationSharing a number and discover industry news along with supporters, the largest hemp group and entrepreneurs group ConnectionA number

Watch Revenue and Revenue Search Engine:which occupies the best income producing Cannabis shares.

Stay on top of some important communications of public companies by watching upcoming Cannabis Investor Calendar:A number

Based on the Houston, Alan cries out his experience as the founder of the online community 420 InvestorThe first and still the biggest decent diligent platform focused on the shares sold in the cannabis industry. Alan continues to find new ways to connect industry and facilitate its sustainable growth in the Canepuni community. Approximately New hemp enterprisesHe is responsible for content development and strategic alliances. Until the early 2013 focuses on the cannabis industry, Alan, who began his career in Wall Street, worked as more than two decades of research and portfolio. Article 650 of the Article 650 published in 2007 Looking for alphaWhere he has 70,000 followers, Alan is a frequent speaker for industry conferences and a Frequent source The media, including NY Times, Wall Street Journal, Fox Business and Bloomberg TV. Contact Alan. Ration | Facebook | Connection | Email

Every week, Florida Medical Marijuana’s Office (OMMU) is part of the State Health Ministry, publishes data on the State Medical Cannabis program, including the calculation of the active patient, and updates for each operator. These data include number of dispenses and unit of unit each week. This thirteenth new Cannabis ventures monthly update in the Florida Medical Cannabis Market. On May 2024, May 2024, we published a newsletter about the state, offering readers Beware of FloridaA number of this article is based Update provided to 9/05 By the state within 09/04 weeks. Readers who are interested in upcoming data can visit Ommu update pageA number

The patient’s growth has slowed down

We last updated in the Florida market in July and the annual growth rate of the annual patient decreased by 8.4% a year ago. The growth rate of March gathered a little, and it was again touched by the end of this last week from 7/10 to 4.3%. It has fallen a lot.

Although the number of patients is still growing, the growth is very low and significantly significantly a few years ago. 924k patient represents 4% of the population of the state. The number of patients decreased before the possible legalization of adults, but recently increased at a new height.

The year ended about 895K patients, and since then, the growth was 3.2%. This works 4.9% annual growth, which exceeds 3.5% of 2024, but below the 11.0% increase in 2023.

Over the years, some program improvements have helped Florida residents of the Medical Cannabis, which now has a vessel flower and Swedes. Afterwards, the post-election epidemic population booms to help the patient’s growth. A year ago, 674 to 730 periods have increased. This is an increase of 8.3%, which is much faster than the growth of the medical cannabis’s patient than 4.3% from that time.

Unit growth remains strong

During the last week, the sale of medical cannabis products increased by 12.0% a year earlier. Flower flowers have expanded 11.3% after the end of 09/05/24. The increase in the unit remains higher than the acquisition of income and winning the patient. There are more shops, and the volume of the unit is growing.

We shared Florida’s income only by 1,4% to the beginning of a year, according to BDSA. This was then a record low. Florida’s growth took a little later, but in March it fell by 0.5%, the first annual fall. In April, it fell rather, decreasing 2.7% compared to the previous year. It was unchanged in May. In June, it increased, but the growth was only 1.7%. In July, it increased by 2.4% and Up to 2.5% was selected in AugustThe growth of a number of patients and the growth of the dispensary led to the growth of the unit, but the total sales in the first two months of Q3 was only in Marginalia.

Florida MSOS is weak

We have warned the readers on May 17, 2024, in Blorida, as investors seemed too optimistic. Since then, the entire Cannabi market has spread, and the entire MSOS group is low, especially since the default of the adult’s ballotee’s initiative in November. All four Florida leaders have decreased significantly, although 09/04/25, especially Ayr Hollness.

The general sphere is measured by the NCV Global Cannabis stock index, last night, at 6.92, and the NCV American CANNABIS operator, which currently has 10 members and closed to 12.19, decreased by 41.2%. All Florida 4 have fallen over both. MSOS now has a Curalef and Thualief with 45.6% of ETF, 5/16 / 24 downs 53.2%. Planet 13, which has acquired the achievement that made them a great role in Florida, decreased by 63.6%, which is better than four FLORIDA leaders.

Investors were disappointed that Florida voters did not pass the initiative to legalize adults, and they will most likely be pleased with a mature medical market that slows and becomes more competitive. Investors must be careful with the great Florida operators from our point of view. Although they have fallen significantly, they could fall more, because the market is getting worse.

Based on the Houston, Alan cries out his experience as the founder of the online community 420 InvestorThe first and still the biggest decent diligent platform focused on the shares sold in the cannabis industry. Alan continues to find new ways to connect industry and facilitate its sustainable growth in the Canepuni community. Approximately New hemp enterprisesHe is responsible for content development and strategic alliances. Until the early 2013 focuses on the cannabis industry, Alan, who began his career in Wall Street, worked as more than two decades of research and portfolio. Article 650 of the Article 650 published in 2007 Looking for alphaWhere he has 70,000 followers, Alan is a frequent speaker for industry conferences and a Frequent source The media, including NY Times, Wall Street Journal, Fox Business and Bloomberg TV. Contact Alan. Ration | Facebook | Connection | Email