GM
General Motors Company
stock NYSE

Saw post regarding what's undervalued and could 5-10x in coming years.
Lithium demand will grow from 1.3m tonnes to 3m tonnes by 2030. Prices have reached high of $85k per tonne back in 2022, dropped to $9k in 2024, and now running back up to $24k.
LAC is the largest lithium deposit in North America, the Department of Energy has backed the mine with 2.6b loan and owns a stake, GM has also backed the mining owning a stake.
This is a mine of national security, Lithium batteries are needed for robotics, data centers, EV's, and will enter a growing deficit beginning this year. It takes years to establish new mines, we're too far behind to catch up and it's predicted deficit will continue for the next decade.
LAC will have 1800 employees on site by end of 2026, engineering is 93% complete. Opening will be end of 2027. Production will go from 40,000 tonnes in 2028 to 160,000 tonnes by 2040.
You're basically buying in while it's a hole in the ground, betting on a sector which is erupting with demand dealing with deficit and prices are surging again.
This stock can actually 5x-10x and then will most likely pay a nice dividend. It's a long term hold for the next decade. Lithium is called white gold for a reason.

MSOS at $4.860. Up 3.84% today.
Avg daily volume of 8.172 M over the last year, spiking to 17.6M over the last 10 days.
Beta of 1.10 against SPY, 0.85 against IWM, 0.78 against QQQ. Beta 0.12 3YR
Annualized volatility of 112%, roughly 9x the S&P 500.
NAV of $4.69, trading at a slight premium. . The 52-week range is $2.06 to $7.25.
**Top Holdings:**
| Holding | Weight | Revenue | Net Income | EBITDA | GM | Debt | Cash |
| ----------- | ------- | ------- | ---------- | ------ | ----- | ------- | ----- |
| Green Thumb | \~18% | $1,175M | +$114M | +$283M | 48.9% | $518M | $274M |
| Trulieve | \~15-18% | $1,181M | -$111M | +$322M | 60.2% | $565M | $256M |
| Curaleaf | \~8-10% | $1,268M | -$247M | +$222M | 49.8% | $1,037M | $102M |
| Cresco | \~5-8% | $656M | -$135M | +$126M | 49.5% | $584M | $58M |

Green Thumb is the anchor: profitable with positive FCF of $166M, clean balance sheet, P/E of 15.7. Trulieve is operationally strong at 60% gross margin and $322M EBITDA but carries net losses from debt service. Curaleaf has the most revenue but heaviest debt load.
**How Rescheduling Changes Everything:**
The single biggest lever is IRC 280E elimination. Currently cannabis companies can only deduct cost of goods sold, not operating expenses, forcing effective tax rates of 50 to 80%. Schedule III removes 280E and they file normal corporate taxes at roughly 21%.
Real math on Green Thumb: $1.175B revenue, $283M EBITDA, $114M net income. With 280E gone their tax bill drops from roughly $100M to roughly $22M. Net income goes from $114M to about $192M, a 68% increase from a single tax change with zero revenue growth needed. Additional benefits include normal banking access, exchange uplisting, and P/E compression toward consumer staples levels.
**Options Sentiment (Weekly May 1):**
OI P/C of 0.11 (56,008 calls vs 6,314 puts). Roughly 9 calls for every 1 put. A third of call OI is at the $6 strike, 24% OTM.
**Delta Exposure (DEX):**
| Expiry | Net DEX | Reading |
| -------- | --------- | ------- |
| May 1 | +$78,251 | Bullish |
| May 15 | +$45,355 | Bullish |
| Jun 18 | +$191,554 | Bullish |
| Sep 18 | +$55,049 | Bullish |
| Jan 2027 | +$318,877 | Bullish |
| Jan 2028 | +$81,121 | Bullish |
Every expiry is positive. Total call DEX of $892K against $100K put DEX. January 2027 alone holds $319K of structural long positioning.
**Gamma Exposure (GEX):**
| Strike | Net GEX | Role |
| ------ | ------- | ---------------- |
| $4.50 | +$121K | Support |
| $5.00 | +$524K | Largest anchor |
| $5.50 | +$171K | Resistance shelf |
| $6.00 | +$233K | Upside wall |
| $7.00 | +$141K | Far OTM |

Total call GEX of $1.70M against $322K put GEX. The dominant level is $5 at +$524K where dealers are long gamma and stabilize price. Support at $4.50 with $121K. Upside wall at $6 with $233K. The whole structure is positive gamma from $4.50 through $10.

**Dark Pool:**
Short volume at near one year lows. Week ending April 24 had 19.77% short volume with a long/short ratio of 4.06, meaning over $4 of long volume for every $1 shorted. Historical average is 35 to 45%. In mid-2025 it was above 50%. The declining trend is bullish.
**Unusual Activity:**
One notable trade. April 20, $510,000 premium, bought $6 calls expiring September 18 at 144 days out. At ask, bullish. Directional bet on rescheduling before September.
**Todays Largest Trades (all buys):**
Opening print at 9:30 AM at $4.63 for 52,119 shares for $241K on NYSE Arca. Three dark pool prints at $4.73, $4.77, and $4.80 through the morning for another $463K. All buys, accumulation at rising prices.

**Correlation Data (1 year):**
| vs | 1-Yr R | R2 | 60D Now | Range |
| --- | ------ | ---- | ------- | -------------- |
| SPY | +0.12 | 1.5% | +0.43 | -0.07 to +0.44 |
| QQQ | +0.11 | 1.3% | +0.44 | -0.12 to +0.45 |
| IWM | +0.15 | 2.2% | +0.42 | -0.01 to +0.47 |
| TLT | -0.02 | 0% | +0.08 | -0.32 to +0.20 |
MSOS is uncorrelated on a full year basis with over 97% of moves explained by its own sector. But the 60 day rolling correlation has surged to its highest all year at 0.43 against SPY. In January it was negative. This shift means MSOS is tracking the broad market more closely than it has all year. If it reverts to independence, sector catalysts need to reassert. If elevated correlation holds, macro is increasingly driving price.
Summary: Bullishly positioned across every expiry and every key gamma level. Dark pool shorts at one year lows. Todays flow was all buys. The rescheduling catalyst has real math behind it with net income uplift of roughly 68% from a tax change alone. The risk is the rising correlation to the broad market, which could drag MSOS down in a risk off environment even if cannabis specific factors are intact.

Not financial advice my opinion, I can be wrong, this etf is high risk, high reward, hedge accordingly and position your portfolio according to your risk tolerance

Take a step back there buddy and try to poke holes into your own idea and argue the other side.
Forgetting AI, these companies over the past 10-20 years have fundamentally redefined all of our lives. Everyone has an iPhone, everyone orders their goods from Amazon, everyone frequents YouTube and Google as they are the most visited sites.
You can obsess over P/E but in reality these are high margin businesses, they grow revenues at near 10% a year for decades, and when they come up with new innovations they have the distribution channels to push it out globally nearly immediately.
The market is not that dumb or irrational. There is a reason these companies demand higher valuations than GE or GM in 2000. They are just structurally better and it is kind of clear to anyone paying attention and not obsessing over quarterly reports how Apple, Amazon and Google can continue to find channels to raise their revenue and consume other parts of GDP.
Don’t fixate on “Tech” classification it is literally just some arbitrary grouping an index firm came up with and doesn’t really mean anything.
Sure prices swing to richer valuations to slightly underpriced, and maybe we are on the richer side. But nothing about Google’s business is idiotic. You need to give a little more credence to how effective market pricing is to be a good value investor.
I wouldn’t hyperfixate on multiples and thinking they might slightly contract. You are right, at some point they will. I typically sit in the index until I find one that contract too far and is way underpriced and then pile in.
I bought NVIDIA in 2015, it would be so silly to say “hey this has gone up way too far I would only keep holding it if it didn’t”. Oh and it’s nothing like 2000 they are making nearly a hundred billion dollars a year and sitting on huge cash piles.
The market will eventually contract due to a black swan event but inherently those events are impossible to predict or it would have been priced in. Regardless if the market sells of 30% as a whole these are still the names you would want to be in.
Or you can buy bonds and Campbell’s soup.

Eyeing GM for earning play premarket tomorrow

In 1999, I wouldn't shut up about investing to anybody who would listen. Older people, the Greatest Generation, the Silent Generation, and Baby Boomers would all tell me to take profits and that I had a lucky run. The internet is the future! It's the future! eCommerce is here! I would say. The company that I worked for had gone from an entire fleet of vans to bigger full-size box trucks to handle the loads of internet orders. To be honest, I had no idea what I was doing, and I was worth 1.1 million dollars as of 1999. I still have the statement from Vanguard saying so. I had no idea what a bubble was, and was still taking community college classes and was still taking lower division classes for transfer. Then, the March of 2000 happened, and I had no clue because I didn't have internet access at the time. First time in like 6 years I was down. Never came back up. By the time I sold everything after 9-1-1, I was down to about 180k after taxes. After a visit to the ER and spending a couple of days in the hospital, I got the bills, and I was down to about 100k. I was fucking suicidal at the time.
I slowly built myself back up, and after getting my degree in business, paying particular attention to market cycles, bubbles, recessions, and economic expansions, I learned why I blew up. So I switched to real estate and slowly built up my portfolio again, but this time I was investing in index funds, bonds, and ETFs. Kept it simple, and I made money. In 2005, I started to notice that same euphoria I was experiencing in 1999, but from other real estate investors. My cleaning lady owns a 4000 square foot home, and explaining the details of her mortgage, that she pays what she wants and that the interest just gets added to the principle. "My mortgage guy can help you buy a house, too". Ok, weird, and didn't make sense. I had a triplex that I had bought in 1994 that needed so much work that I would have to damn near tear it down. In the middle of this, some random guy shows up and says I can buy your house, close in a couple of weeks, no inspection, and as is! Fuck it, no inspection, you say? So I sold it to him. I am not some Big Short guy that clearly saw a huge bubble, but I knew something wasn't right, especially after the flipper that bought my triplex spent almost a year rehabbing and then wasn't able to sell it. The place looked amazing, beautiful, and yet there it sat, not selling. Kept lowering the price, and nobody bought it. So, in late 2006, I went in cash, much like I just did late last year, early this year. The only money I made in 2007 and 2008 was interest from my US Treasuries. Everything I owned prior to selling that dropped by 40%-50% by the end of 2008. Guys, I worked with that were set to retire got wiped out and ended up having to stay another decade. One of them, this poor bastard, died never getting to retire at 67.
I began to DCA back into the market in the summer, fall, and winter of 2009. Why? Honestly, because of all the government intervention. Not only were they bailing out the banks, but also GM and Chrysler. Also, at my job, they made some changes that I felt we were going to survive. I'll be honest and say I was shitting bricks thinking I was going to lose one or both of my full-time jobs. Both of them implemented cost-saving measures that I felt were going to help, and they did. They stopped laying off people at one job, and the other implemented a hiring freeze. Don't get me wrong, I felt like shit having two jobs while other people were struggling, but I had been working both since I got out of high school. Also, it's not like it turned around overnight. It was trading sideways for a while and climbed slowly. It's these last 6 years that have been crazy.

GM 💜💜

# Today is Monday, the 27th of April
## Upcoming events for Monday, April 27th
- Stock splits:
- AIOS @ **1:20**
- CISS @ **1:7**
- DRCT @ **1:4**
- IMUX @ **1:10**
- OCG @ **1:3**
- UP @ **1:20**
- Expected earnings:
AMKR, ARE, ARLP, AVB, AVBH, BBBY, BFST, BLX, BMRC, BRO, BRX, BSRR, BYFC, CBK, CBNA, CBNK, CCK, CDNS, CDP, CINF, CLS, CPAC, CR, CTOS, CZWI, DEA, DPZ, EZPW, FRBA, FSBC, FSUN, FULC, GABC, GGB, HBT, HIT, HLMN, KFRC, KRC, LC, LKFN, LNKB, LTBR, NECB, NOV, NRC, NTRB, NUE, NWBI, NWFL, PSA, RIG, RMBS, RNGR, SANM, SEB, SEI, SSD, SUI, TFII, UHS, UHT, VTR, VZ
- Ex-div:
AGZD, ASML, DGRS, DGRW, EMCB, FVCB, HFBL, HYZD, JBSS, MAXI, OCFC, SPFI, TAXE, THYM, TMNL, TMNS, TMSF, UNB, UNIY, USIN, USSH, VALU, WTBN, WTIP, WTMU, WTMY, YBST, YBTY
## Upcoming events for Tuesday, April 28th
- Stock splits:
- DGNX @ **1:8**
- ISPC @ **1:40**
- Expected earnings:
AAT, AB, ABG, ACGL, AIT, AKR, ALLE, AMT, APAM, ARCB, ARCC, ARI, ASH, ATEN, AUBN, AVY, AWI, AXGN, BCS, BE, BEN, BKNG, BP, BRSP, BUSE, BXP, CAC, CBC, CDNA, CECO, CLW, CMS, CNC, CSGP, CTO, CURB, CVLT, CZR, ECL, EIX, ENPH, EPD, EQR, ESI, ESS, EXE, EXLS, EXR, FCBC, FCF, FE, FELE, FFIV, FICO, GEF, GEF.B, GLW, GLXY, GM, HIW, HLT, HOOD, HOPE, HRI, HTO, INCY, IR, ITRI, IVT, IVZ, JBLU, KMB, KO, LGIH, LRN, LSTR, LXFR, MBIN, MDLZ, MIR, MKL, MX, NAUT, NBR, NEO, NOG, NTB, NVS, NXPI, NXRT, OHI, OI, OKE, OMC, OMCL, OPK, OPRA, ORN, PCAR, PEB, PERF, PII, PJT, PNR, PPG, PRCH, PROV, PRPL, QUAD, RBBN, RCKY, RITM, RNR, RNST, ROG, RSI, RUSHA, RUSHB, SBCF, SBUX, SCL, SEVN, SFD, SHW, SIMO, SLDE, SPFI, SPGI, SPOT, ST, STAG, STX, SYY, TER, THFF, TMUS, TRMK, TRTX, TRU, TSBK, TWO, UCTT, UMBF, UNM, UPS, V, VLRS, VLTO, VRNS, WBS, WELL, WERN, WM, WNEB, WPC, WSO, WSO.B, WVE, XYL, YOUL, ZBH
- Ex-div:
FAST, PSEC, VISN
## Upcoming events for Wednesday, April 29th
- Stock splits:
- BRAI @ **3:1**
- HDV @ **5:1**
- IWF @ **4:1**
- Expected earnings:
ABBV, ABVC, ACHC, ACIU, ACR, ADAM, ADP, AER, AFG, AFL, AGI, AGIO, ALGN, ALKT, ALL, ALRS, AM, AMRN, AMRZ, AMZN, ANIK, APH, AR, ASIC, ASX, AVT, AVTR, AWK, AWRE, AXS, AZN, BBT, BBVA, BELFA, BELFB, BG, BHC, BHE, BIIB, BIP, BLCO, BLKB, BNL, BOTJ, BSBK, BVN, BXMT, CACC, CAKE, CAR, CBU, CBZ, CFFN, CGAU, CHEF, CHRW, CLB, CLMB, CLVT, CMG, CMPR, CNI, CNMD, CNXN, COCO, CP, CPF, CPSH, CRS, CSTM, CTS, CTSH, CUZ, CVI, CVNA, CWH, CZFS, CZNC, DAN, DBVT, DK, DKL, DQ, EAT, EBAY, ECX, EEFT, EG, EIG, EME, ENVX, EQIX, ESRT, ETD, ETR, ETSY, EVR, EXTR, F, FBRT, FCPT, FIBK, FLS, FMBH, FMC, FNWD, FORM, FPI, FSS, FTAI, FUSB, FVRR, FXNC, GBFH, GD, GEHC, GFL, GHC, GIB, GKOS, GNRC, GOOG, GOOGL, GRBK, GRMN, GSK, HAYW, HBB, HLN, HNVR, HUM, HVT, HVT.A, HWBK, ICLR, IEX, ILPT, INVH, IONS, IRT, JBSS, JKS, JMSB, JOE, KGC, KLAC, KRG, LAD, LARK, LII, LMND, LRMR, LUNG, LXP, LXU, LYG, MAA, MAT, MAX, MC, MCW, MDXG, MEOH, META, MFIN, MGM, MGPI, MGRC, MITT, MORN, MRAM, MSFT, MTG, MTRN, MUSA, MVBF, MYRG, NAVI, NCSM, NFG, NHTC, NTGR, NVNO, NWE, NWPX, OBT, ODFL, OFLX, OGE, ORLY, OSW, OTLY, OXSQ, PAG, PAMT, PB, PBHC, PDS, PEN, PFS, PI, PLXS, PPC, PRCT, PRG, PSN, PSX, QCOM, QTWO, REG, REGN, RJET, RM, RRBI, RRR, RWT, SAN, SBAC, SBRA, SCI, SDHC, SFM, SITE, SLGN, SMG, SMHI, SMP, SMSI, SNBR, SNDL, SOFI, SPOK, SRBK, SRI, SWK, TDOC, TENB, TEVA, TFSL, THG, TIPT, TLK, TTE, TTEK, TTI, TTMI, TV, TW, TYL, UAN, UBS, UDMY, UDR, UE, UFI, UFPI, UMC, UNB, USLM, VIAV, VICI, VIRT, VIST, VKTX, VMC, VRE, VRSK, WAY, WFG, WH, WING, WSR, WWD, YUM, YUMC
- Ex-div:
CALM, ENTG, MCBS
## Upcoming events for Thursday, April 30th
- Expected earnings:
AAMI, AAPL, ACA, ACCO, ADT, AEM, AIG, AIN, AJG, ALGT, ALHC, ALNY, AME, AMGN, ANGX, AOS, APD, APG, ARDX, ASUR, ATI, ATLO, ATR, AX, AXTA, AXTI, BAFN, BAND, BAX, BC, BCPC, BDC, BFLY, BIO, BIO.B, BLDR, BMY, BR, BSAC, BVFL, BZH, CABO, CAH, CARR, CAT, CCC, CERS, CFR, CHH, CHKP, CI, CLX, CNH, CNO, CNX, COHU, COLM, COP, CPT, CRH, CROX, CUBE, CWST, CWT, DAIO, DAR, DBD, DGICA, DGICB, DLB, DRH, DTE, DTM, DXCM, EBS, EGO, EHC, EMN, ENTG, EXPO, FCN, FET, FHI, FINW, FIVN, FMX, FND, FSLR, FTDR, FTI, FTV, GDDY, GDYN, GIL, GPI, GTX, GVA, H, HCC, HG, HGV, HIPO, HR, HSY, HUBB, HUN, ICE, IDA, IDCC, ILMN, IMAX, INBK, INDV, INGM, INN, IP, IRM, IRTC, ITGR, ITUB, ITW, IVR, JAKK, JLL, KEX, KIDS, KIM, KWR, KYMR, LAUR, LECO, LH, LHX, LKQ, LLY, LNT, LOPE, LPLA, MA, MATW, MCHB, MCS, MERC, MHK, MLM, MMSI, MO, MPT, MPWR, MRK, MSEX, MT, MTX, MTZ, NEWT, NMIH, NMRK, NNN, NPKI, NREF, NSP, NUTX, NVCR, OFS, OLED, ONEW, OPAD, OPCH, OSPN, OWL, PACK, PATK, PBF, PCRX, PDM, PH, PHAT, PHIN, PK, PWR, RBLX, RCL, RDDT, RHP, RIOT, RIVN, RMD, RMNI, ROKU, RYAN, SAFE, SAH, SAIA, SAM, SBGI, SBSI, SEM, SILC, SIRI, SKT, SNDK, SNDR, SO, SPSC, SPXC, STGW, STLA, SW, SXC, SYK, TAP, TAP.A, TDAY, TEAM, THC, THRY, TNET, TREE, TRN, TROW, TRS, TRUP, TT, TWI, TWLO, TXT, UMH, UPBD, VISN, VLO, W, WCC, WDC, WEAV, WHG, WTW, WY, XEL, XPO, XRX, ZBAI, ZETA
- Ex-div:
AGNC, FRMEP, HBANZ, LNT, NEWTO, RBB, SCHL, VSECU
^^^^2026-04-27

GM 💜💜

Military stocks such as Ford & GM

You got to stop using 79% GM as one of your main reason to buy. GM just points to the kind of product it is. It is not a measure of superiority unless u have a basis of comparison against other beauty device providers. (Ie inmd is79 while others are at 50). The declining sales + declining NM + lack of management will to do buybacks is the real story here.

Sears, Enron, GM and Lehman
All very different sure but there is always the possibility. If it were to fail I’d assume there would be a government bail out just like GM

CALLS on: CLS, CDNS, AMKR, GLW, BE, STX, TER, GOOGL, META, AMZN, KLAC, SNDK, RDDT, WDC, AXTI, CVX, XOM. Super bullish week for AI Infrastructure & Energy! 🚀
SITTING OUT: MSFT, HOOD, SOFI, LLY, AAPL, NUE. Long term bullish, but momentum and macro not lifting them up right now.
PUTS: GM, F, CMG, V, & MA

Looks like car makers like Toyota, Hyundai, GM and Ford are in for some hard competition

$HUM 9.0%
$CAR 21.1%
$CMG 9.5%
$CVNA 14.1%
$F 6.5%
$SFM 13.5%
$ALGN 10.6%
$VKTX 10.3%
$ORLY 6.9%
$W 14.9%
$MA 4.3%
$MO 4.5%
$CI 6.7%
$CROX 13.9%
$CHKP 10.6%
$LHX 4.8%
$TAP 7.5%
$OWL 8.7%
$KO 2.9%
$GM 7.0%
$JBLU 12.0%
$KMB 4.6%
$AMT 6.7%
$V 4.1%
$ENPH 15.5%
$STX 12.6%
$TER 13.4%
$BKNG 6.5%
$MDLZ 4.6%
$FFIV 11.1%
$FICO 14.1%
$WM 5.5%
$SHW 6.4%
$GRMN 9.4%
$BRO 6.8%
$LC 15.3%
$BBBY 22.8%
$EAT 12.4%
$JKS 14.7%
$WING 19.7%
$COCO 14.8%
$YUM 5.9%

You've been here long enough to know that we do not do full year guidance, Lisa tends to hit upper limit of guidance which was 9.8B +- 300M, literally guided for 55% GM... this is some serious hopeium, there was less than a month left in Q1 when this data was given.

Wtf? There's a whole training process lil bro. No cap, I had to watch like 4 hours of videos on the computer in the breakroom before i put on the grey hat (employees at Burger king wear black, management wears grey). 
Next step, GM 💯

https://preview.redd.it/crthetn3mjxg1.png?width=1013&format=png&auto=webp&s=de3f9c5fd88ed49c2e5bb29bdd4348f15d88a2ca
**HITI currently has over 2.5 million members across Canada, with a long-term goal revised upwards to 4 million from 2.5 million, which has already been exceeded.**
https://preview.redd.it/hvamzyb5mjxg1.png?width=1080&format=png&auto=webp&s=6e9907bee80428d400eb8321180bdfe831d4ce55
Market share reached an all-time high, confirming the superiority of HITI’s $Cost model, which makes it unique compared to its peers.
**Raj’s goal is to convert at least 40% of those members into Elite members!**
If we assume 4 million subscribers, from the current 2.5 million, **we’ll have 1.6 million Elite members with a 40% conversion**.
Recurring revenue from paid members alone would exceed $64 million, at a cost of $40 per year, but I expect the price to increase in the coming years as competition decreases and HITI gains pricing power, while also increasing GMS.
**Elite/white label inventory will increase from the current 2% to 25-30%**, effectively altering the future GMS resulting from this change (3-4 years).
When Hiti raises the price of Elite and White Label memberships, GM will increase significantly. **At the current valuation with 70 million in high-margin recurring revenue by 2030 (Only from ELITE)**...if you have a 10-year horizon, it is not financial advice, but buying $HITI shares can turn out to be the best decision imo
Furthermore, an Elite customer, just like an Amazon Prime customer, will make repeat purchases and contribute to greater revenue for the company.
**Don’t measure a company built over decades with a quarterly time horizon.**
https://preview.redd.it/urrr5ng7mjxg1.png?width=985&format=png&auto=webp&s=5e347a2fab6835fde707b17cbde61eae896a5bdd
**Canna Cabana remains the preferred destination for consumers as data shows:**
* Daily users move the market and are about 2x more likely to shop most often at Canna Cabana than our closest peer
* Canna Cabana same-store sales have increased 151% between October 2021 and October 2025 as consumers have come to appreciate the offering of our discount club model
* The average Canna Cabana store nationally was on a $2.6MM annual revenue run rate in October 2025 vs. $1.2MM for peers in the five provinces in which we operate.
https://preview.redd.it/hx7dpxh9mjxg1.png?width=1080&format=png&auto=webp&s=24dfb89793cb71fa017147ced97770eb58bf69be
High Tide is the company with the most data available in its sector of any other. This allows it to anticipate consumer trends and develop white-label products in line with current trends.
An overlooked aspect is that the company managed the crisis in BC when the strike broke out last September, causing a 55% drop in sales in the province, due to the strikes in provincial shops.
HITI took advantage of this opportunity to increase its market share in BC; with only eight stores, it is now the most well-known chain in the province!
A hallmark of efficiency in logistics and management
In the past, the company built 20 to 30 stores each year.
Now, the situation is changing. A member here made the comparison citing Nike’s early days in the 90’s when it couldn’t meet short-term demand because it didn’t have enough capital to buy more inventory, which is very good news. It means demand for canna cabana products is skyrocketing, while competitors are going out of business.
As sales and scale increase, demand increases and so does capital expenditure in the short term.
Currently, Hiti is prioritizing market share, building loyalty among its members, and patiently waiting for most of its competitors to exit the market (currently over 3,600 dispensaries in Canada).
https://preview.redd.it/5zwe851bmjxg1.png?width=1080&format=png&auto=webp&s=65143a641612a422ff8529b990477f28b9240fa0
**Long term target, in my opinion, is 500+ stores in Canada which Raj does not want to state his number, because he prefers to raise the target once it has been reached**
**BIG NEWS :**
BC will double its store limit, perhaps to 32 next year, after what happened with the strikes.
HITI will have 32 stores in BC in the long term. Imagine the unpriced revenue from that province! (In reality, nothing is priced by the market at this price.)
Canna Cabana is showing the provinces that where its stores are located, the illicit market is significantly declining, and the data shows it.
It’s possible , This is just my opinion, that in the future (in a few years), Ontario will further raise the limit to 200 stores, and provinces with government-run stores will allow HITI to open (ex. Quebec).
Raj has a clear vision that the cannabis market could exceed 7 bln in Canada in 2-3 years from today
https://preview.redd.it/v5q0qm2rmjxg1.png?width=1080&format=png&auto=webp&s=7bf65728e17ade27c5bd88f9ffff9f53238ba93c
Remexian will make a significant contribution to the business model in the future.
Hiti’s leverage and scale have allowed the company to purchase tons of medical cannabis at a 40% discount compared to Remexian.
This will have a significant impact on Q3 financial figures.
The company is evaluating projected sales in the UK, a rapidly growing market, expected in H2. Remexian will play a role at the European level.
As Raj has said in the past: “Germany will only be a gateway to Europe. Remexian will be recognized globally within 10 years and will also ship to Australia.
https://preview.redd.it/egzaufssmjxg1.png?width=1080&format=png&auto=webp&s=cc82c0d2db59d8a3ed4635a35fb1c6d31c0e1279
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Current estimates for the European medical market, which I think very few people are really aware of, are around a 60 billion € market by 2030, much larger than the current American one.
# France’s Potential Cannabis Market Is Valued At $8.3 Billion
[https://thetalmangroup.com/frances-potential-cannabis-market-is-valued-at-8-3-billion/](https://thetalmangroup.com/frances-potential-cannabis-market-is-valued-at-8-3-billion/)
France is implementing measures to implement cannabis in the national health system
**In summary:**
• Most data rich cannabis company in Canada, and potentially out of Canada. This will lead to white lable products tailored directly to consumer’s wants. Overtime increasing profit margins.
• market share continues to grow , Raj is in talks with large chains: blocks of 40+ stores
• Same store sales up 151% in last 4 years vs -14% for average operator. This demonstrates a clear competitive edge and executional acumen by High Tide. “Stay tuned, this year will have some M&A”
• Convert 40-50% of current loyalty members to Elite, **leading to over 1M members**. Elite paid membership creates a more loyal and sticky client, while generating thick margins through membership subscriptions
• Remexian “...its going to be a massive contributor to our financial profile”
2 Tons purchased and landing in March, at about 50% less than what Remexian was paying. Multiple deals coming \*inbound\*. **Remexian will do 4-5 tons per month in the near future.**
• Significant \*inbound\* interest from large American operators for licensing or other deals. “Things are looking brighter and brighter”
High Tide is running on all cylinders. Its hard to diversify when the company keeps delivering like this
Latest presentation [https://hightideinc.com/presentation/](https://hightideinc.com/presentation/)
https://preview.redd.it/ubam9ipdnjxg1.png?width=1080&format=png&auto=webp&s=36573d37b9b9cde87855ce7c701ffe3bd2d1a8e3

GM 🤍🤍😚

In a wild circumstance, I originally joined the Navy to be a GM, but when I went to MEPS, turns out I am color blind and deficient as fuck for depth perception. I'm a good old Texas boy who don't know shit but shooting.
But it worked out almost two decades later but also kinda jelly of your brother.