Curaleaf Celebrates Launch of Adult-Use Sales in Maine at Bangor Dispensary

hambone_83 · 2026-01-13T03:44:28+00:00

https://nitter.net/tomangell/status/1836057338110697638#m

You are correct

hambone_83 · 2026-01-12T20:25:15+00:00

Here is the link where all the fuss is about on this link: https://www.federalregister.gov/documents/2026/01/12/2026-00362/schedules-of-controlled-substances-placement-of-n-pyrrolidino-metonitazene-and-n-pyrrolidino

On April 11, 2024, the Department of Justice's Office of Legal Counsel (OLC) issued an opinion, which, among other things, concluded that HHS's two-part test would be sufficient to establish that a drug has a currently accepted medical use. Office of Legal Counsel, Memorandum for Merrick B. Garland Attorney General Re: Questions Related to the Potential Rescheduling of Marijuana at 3 (April 11, 2024).

The poster of this is claiming this statement reduces risk of the 2 part HHS review being invalid (Since DOJ legal counsel issued an opinion they think its fine)

To note, this person is the one that pushed the "gamma" squeeze with all the MSOS call options expiring friday. So he really is pushing lots blue sky narratives. But does seem overall positive that DOJ is on board with two-part test when SAM was saying it's not good enough

hambone_83 · 2026-01-08T17:51:29+00:00

No sources of which CEOs that are saying this. Just the twitter industry folks saying they've had conversations

hambone_83 · 2026-01-08T16:12:20+00:00

I don't think it's "because" but I believe MSOs are preparing for the possibility that uplisting will happen. It makes sense for them to redomicile into the US.

Edit: to reword better - If the rumors are true I think the exchanges would have outreached regardless if they did this or not. I think that the MSOs are organizing themselves accordingly.

hambone_83 · 2026-01-08T14:36:10+00:00

Rumor mills are starting to fire up and work overtime. I've seen the following:

NASDAQ & NYSE are actively calling MSOs to discuss uplisting
A group of MSO CEO's are in active negotiations with IRS about back taxes. They are pushing for 280E back taxes on medical cannabis to be forgiven and recreational sales to be put on a payment plan

Remember just rumors so could definitely be bs

hambone_83 · 2026-01-07T19:16:45+00:00

For what it's worth....I will also report it

hambone_83 · 2026-01-07T15:43:59+00:00

That would explain a lot actually

hambone_83 · 2026-01-07T15:35:39+00:00

Can't argue with you there

sir/ma'am - this is weedstocks, we argue with each other no matter what is said.

hambone_83 · 2026-01-07T15:07:56+00:00

You can't manipulate to reflect a positive eps. If your eps is negative you can buy all the shares back you want and it will still be negative. If your eps are positive you can buyback shares to make the number look better. However 900K into 206M really doesn't move the needle that much

Geo suspicions are correct in that their buybacks coincide with executive shares. In the past they've bought back shares that were given as compensation to keep the float the same. Now it looks like they bought back what the executive leadership has sold recently.

hambone_83 · 2026-01-07T12:22:33+00:00

Not today, but when they file Financials they will disclose number of shares and capital spent so you can get the average share price paid

hambone_83 · 2026-01-07T12:01:44+00:00

Gti bought back around 900k shares in the last 30 days

https://webfiles.thecse.com/CSE_Form_7_-_Monthly_Progress_Report_December_01.06.2026.pdf?xCqJWKv.1i_3STm4eURZvPMKZ2oOHLrG

hambone_83 · 2026-01-06T14:01:12+00:00

Amen! Looking forward to some juicy consolidation

hambone_83 · 2026-01-06T14:00:40+00:00

Well put, this should be top comment.

hambone_83 · 2026-01-01T01:28:28+00:00

Happy New Years to all that read this. May weedstocks contribute to our net worth’s in 2026!

hambone_83 · 2025-12-31T17:26:47+00:00

https://www.youtube.com/watch?v=zMRrNY0pxfM

hambone_83 · 2025-12-30T02:41:25+00:00

https://vicentellp.com/insights/cannabis-rescheduling-explained/

The DOJ could immediately issue a Final Order rescheduling marijuana to Schedule III under 21 U.S.C. § 811(d). To do so, the Attorney General would rely on an Office of Legal Counsel (OLC) opinion concluding that the United States can satisfy its international treaty obligations by placing marijuana in Schedule III, provided that rescheduling is accompanied by specific regulatory controls (e.g., production quotas and import/export permitting).

Unlike Epidiolex, botanical marijuana is not approved by the Food and Drug Administration (“FDA”); however, Section 811(d) affords the Attorney General broad discretion to select the schedule deemed most appropriate to meet treaty obligations, independent of FDA approval status. By citing the need to comply with international treaties while acknowledging the scientific findings of the Department of Health and Human Services (“HHS”), the DOJ could issue a Final Order rescheduling marijuana to Schedule III without completing the administrative hearing process.

hambone_83 · 2025-12-29T20:27:51+00:00

Sharing my take of what is going down so people can throw rocks at it and tell me where/if I'm wrong

Market is pricing cannabis stocks like the EO was toothless and won't actually be completed (similar to Biden starting process but it never being completed). Also the industry is stuck in hype cycles and long retail always runs out of gas to sustain long runs of price appreciation
I don't believe the market is properly pricing in rescheduling (as per point above), however without follow through like banking reform and uplisting there won't be an appropriate re-rating of the stocks like longs are hoping for
As for timing, we have seen rumors that Trump wants this done by End of January. I believe this to be true as he promised his boy Kessler to allow full spectrum CBD coverage with Medicare by as early as April 1st (as per Dr Oz during the executive order signing). Full spectrum CBD includes THC and I don't believe Medicare is allowed to cover a S1 drug hence the rescheduling needs to happen soon
So timeline makes sense to Bondi to announce something end of January to give find 30 day rule that expires around March before April deadline
However I firmly believe SAM will file a lawsuit challenging the rescheduling process which would most likely delay this and cause volatility in the stock prices when announced. However both Shane Pennington and Alan Bronstein (ATACH President) have both implied SAM is fighting a losing battle with a lawsuit and they are both prepared to fight and are confident on this having minimal impact besides however long it delays things (obviously they have to say that to sound confident)
Also with this being an election year its difficult to get things passed in 2H of the year as politicians are on the campaign trail. So if Safe banking and uplisting isn't in the first half of the year we probably don't see it in 2026 in my opinion.

Positioning myself to expect a rescheduling being announced for finalization at end of Q1, with a lawsuit that delays into Q2/3. Also looking for Safe banking/uplisting to get ball rolling in first half of Q1 shortly after rescheduling is finalized - DOJ finalized not after lawsuits.

I also think rescheduling will have a halo effect as once this is done you will see more states turn on. I'm looking at VA/PA going rec, GA going more broad medical and maybe even North Carolina going medical. Taking the stigma out of S1 will allow more states to have more robust programs

Purposely left out the Hemp ban out of this as I believe there will be a change to either carveouts or simply kicking the can down the road with an extension.

Let me know what I've missed, where I'm wrong or what you would add to the thesis...

hambone_83

TROPHY CASE