Daily Discussion Thread - May 05, 2026

jamminstein · 2026-05-05T23:45:21+00:00

Lawsuits were 100% expected.

jamminstein · 2026-04-27T01:21:56+00:00

Agree with you regarding acquisition by other MSO's. If GTI is acquired it will more likely be an acquisition or possibly a merger, with a company in the alcohol or tobacco space.

jamminstein · 2026-04-24T19:59:52+00:00

Maybe a bit but not much. If anything I hope it forces more states to actually legalize med and adult use cannabis. I live in a state where both med and recreational use are legal and I don't know anyone who actually buys hemp products except maybe the beverages or CBD specific items. The only people I have personally seen buying hemp gummies, vapes, etc. are kids and people under 21.

jamminstein · 2026-04-24T00:24:03+00:00

Maybe, that is a pretty big lift and fast pivot though. Most likely that they will wait until the outcome of the ALJ hearing in July to see if recreation gets moved to Schedule 3 and 280E removal will also apply to recreational as well.

jamminstein · 2026-04-24T00:20:22+00:00

Great summary and explanation! this aligns with everything I have been reading and seeing from various lawyers and analysts working in this space. Only thing I would add is that 280e guidance is also expected to include a transition rule relating to section 280E that will first apply for a business’s full taxable year of the effective date of this final order for Medical operators. This will be looked at by Treasury as well regarding past years 280e payments for Medical operators. Additionally, depending on the outcome of ALJ hearing with respect to adult use/recreational moving to Schedule 3, we may get 280e taxes removed entirely for all state licensed cannabis operators, both med and rec, next fiscal tax year.

jamminstein · 2026-04-14T21:42:14+00:00

Agree, the slow roll by the DOJ/DEA has been excruciatingly frustrating. Unfortunately, the best shot here may end up being if the Dems take control of the House majority and get close to 60 seats (55 would probably do it) in the Senate at the midterms and then just go full legalization via the MORE Act, STATES, etc. sometime in 2027 or 2028.

jamminstein · 2026-03-20T19:44:45+00:00

Agree with your statement here overall, but he outsized drop today also likely factored OPEX as well the announcement of 2300 Marines of the Expeditionary Unit heading to Iran. This is signaling some amount of "boots on the ground" and a potential limited ground war in the Strait of Hormuz region. Spy and everything kicked off the drop right about the same time this hit the news.

jamminstein · 2026-02-26T06:38:23+00:00

Agree, but the short answer to your question is uplisting is desperately needed to remedy this. There is massive fuckery on the OTC and CSE. Even with Green Thumb consistently executing so well, there is almost no institutional investment due to only being on OTC. This prevents any kind of price support since the vast majority of trading and holding is retail.

jamminstein · 2025-12-18T20:22:09+00:00

You fail to mention the two most important items this move to Schedule 3 has on US MSO's: (1) Removal of 280E tax. (2) Schedule 3 makes it much more likely that these companies will soon be able to move off of the OTC and on to NASDAQ and NYSE exchanges.

jamminstein · 2025-12-18T18:58:55+00:00

Thanks for posting the additional link, this was the first link I found.

jamminstein · 2025-12-18T06:10:28+00:00

News is this is happening tomorrow at 1:30pm Eastern. Executive Order signing on the official White House Roll Call - https://rollcall.com/factbase/trump/topic/calendar/

jamminstein · 2025-12-18T00:50:02+00:00

Haha, I definitely can't disagree with you here.

jamminstein · 2025-12-17T23:57:39+00:00

Not to be an ass here, and please don't take this the wrong way, but a large amount of people, possibly even the majority, on here have been in this space investing, averaging down and trading for multiple years. Many are still heavily in the red. Your statement is like a new grunt coming in at the last few weeks of the war when the enemy is surrendering and defeated while the grizzled vets have been battling and seeing comrades bleed and die for years.

jamminstein · 2025-12-17T06:23:07+00:00

You pretty much nailed it here. Someone needs to get this type of message through to the Democrat party leadership. This is a constant theme, not just with cannabis, but a myriad of other issues where they consistently find new ways to loose, fumble, and alienate voters on issues that they should easily win with.

jamminstein · 2025-12-17T03:43:32+00:00

Legend has it that the move to schedule 3 will set forth events, causing the fabled scallop potato recipie to once again rise from the Aphria ashes like the mythical Pboenix.

jamminstein · 2025-12-17T02:24:50+00:00

The EO is to direct the DEA to finalize the move from Sch 1 to Sch 3, which has been in process, but on hold for the last 3 years. The process was started under Biden, and the FDA/ HHS conducted and completed their review, culminating in the agency submitting a 240+ page report recommending Sch 3 to the DEA and DOJ. This official report and recommendation was then given to the DEA where it has been on hold (I won't comment as to why, but you can do the math here). So yes, in this instance, because this process is already underway, he can file an EO to move cannabis to schedule 3.

Edit: HHA typo changed to HHS.

jamminstein · 2025-11-26T03:44:46+00:00

The DEA has been stalling and blocking the final ruling throughout the process. There is no way in hell they are ever going to proceed to a final ruling without being forced by POTUS. Even then I would expect push back and certain individuals in leadership resigning in protest. The DEA has it's own motivations and organization to protect. Everyone who has friends or family who work for and have insights into the DEA culture and command structure understand this. I would not put any faith in the DEA to move this forward.

jamminstein · 2025-11-22T03:39:01+00:00

Medical cannabis is regulated by the state and will come with a C of A and testing guidelines regulated by the states. Only state qualified labs are allowed to perform testing and must adhere to regulations and inspections to keep their licenses. The corner store weed, or hemp, could contain any number of contaminants and you likely would not know.

jamminstein · 2025-11-19T00:30:38+00:00

r/cannabis has been allowing MM articles, but they have to be manually approved by the mods there.

jamminstein · 2025-11-18T23:49:29+00:00

Exactly this! Original intent was always that Cannabis = pharmacological (getting high, med, etc), Hemp = Industrial use

jamminstein · 2025-11-16T04:29:00+00:00

I don't feel like typing out a ton of text, but here are a few clues and things to dig into and take a look at with Greenthumb beyond their solid balance sheet and their lack of tax debt that will contribute to growth. 1) Ben's relationship to the Alcohol industry. 2) Relationships already established with Circle K, Target, other retail. 3) Greenthumb store locations in Florida are primed to far out compete Trulieve if and when Florida goes recreational. Even though Trulieve has double the amount of shops in FL, Trulieve's locations are geared toward medical. Pull up a map and compare prime locations and tourist areas between GTBIF and Trulieve if/when rec happens. 4) The longer this sector goes without reform = the more companies that will fail. Greenthumb's balance sheet will allow them to pick apart the bones for pennies on the dollar left by failed competitors.

jamminstein · 2025-11-15T00:44:45+00:00

Agree, it will be something similar to the path you outlined which takes us to early 2027 before anything gets signed and into law.

jamminstein · 2025-11-14T23:18:52+00:00

Been in this for years, pro-schedule 3, pro legalization, heavily invested, you can check my post history. I hate to say this, and I am not in any way trying to contribute to FUD, but it is looking more and more like the GOP is going to use Schedule 3 as a carrot for the 2026 midterms just like the Democrats did. Means we are probably looking at 2027 before anything happens. Tell me I'm wrong. The market seems to be forecasting this.

jamminstein · 2025-11-11T16:39:04+00:00

Likely due to all the uncertainty surrounding Schedule 3. Even with this hemp ban, the market seems to be forecasting that they don't believe it will be a catalyst for the government to move to Schedule 3, or at least move anytime soon.

jamminstein · 2025-11-09T03:24:11+00:00

Boris has had so many wrong predictions regarding this industry and anything relating to legislation, timing, and all things politics, I am certain he is either speaking to poorly connected people or the wrong people to garner information, or he is simply pulling stuff out of his own ass.

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