GM
General Motors Company
stock NYSE

https://preview.redd.it/jdye9bsqqajg1.png?width=710&format=png&auto=webp&s=746c8077d0cd400f03f6d1f398289d4d71aed61e
High Tide inc is the third largest holdings in Yolo, a sign of the ETF's strong belief in High Tide's financial strength and future. In my opinion, one of the best ETFs in the sector to watch out for, compared to its peers.
**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/6tcowmpsqajg1.png?width=1080&format=png&auto=webp&s=ea8189c3fbb73dc0e4f75f88f37de162484b7d22
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/pj4mxzrtqajg1.png?width=985&format=png&auto=webp&s=bc6afccbc4d793ba9f06c65db5c4f92a183b7d9d
**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/hfpcccovqajg1.png?width=1080&format=png&auto=webp&s=d16a598bc4eeb09cac960a7c1e4c637e6c4afda4
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/0cs98wvwqajg1.png?width=1080&format=png&auto=webp&s=303ffe9ffa116ec0442556b46ddee943be1691f9
**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/e93q2s3yqajg1.png?width=1080&format=png&auto=webp&s=3b847a5dbba2c9f70005bab8e7a7a0e4a74cdb19
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 Q2 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/tqcgzn2zqajg1.png?width=1080&format=png&auto=webp&s=aed0d1fd910b8f4dee4ef0bc2c8312e40b32cf73
https://preview.redd.it/jo7p2hgzqajg1.png?width=900&format=png&auto=webp&s=0e5d3c279cd8e8c51a272e0d2b9e189366e7d984
https://preview.redd.it/issly410rajg1.png?width=900&format=png&auto=webp&s=b9a00f47fba77aa23b06ff7d18ca49f4a17cf67b
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 thi
Latest presentation [https://hightideinc.com/presentation/](https://hightideinc.com/presentation/)
https://preview.redd.it/e198npq1rajg1.png?width=1080&format=png&auto=webp&s=d6d2024a52a4e4036691b29be992652790dcca34
Thanks for reading

Ford (and GM) are classic short-term thinking corporations whose strategy doesn't extend beyond 3-5 years. I'd bet their own annual planning doesn't look beyond 2 years. They make big, sudden, dramatic investments only to turn around and dump them 5 years later. They're distracted rabbits.

GM accepted billions of dollars and government payouts to stay solvent the same year that Ford recorded a $2 billion profit.
Sounds like a leadership issue at Ford

GM greatly expanded their EV offerings with models at several sizes and price points. Ford relied on a truck and a small Mustang that didn’t land.

Ford macht praktisch das gleiche wie alle anderen "westlichen" OEMs, sie probieren rum und scheitern an vielen Stellen. Der CEO fährt privat nen Xiaomi (vermutlich weil die eigenen Bumskarren zu liderlich sind) [https://de.motor1.com/news/777727/ford-ceo-gefahr-china-interview/](https://de.motor1.com/news/777727/ford-ceo-gefahr-china-interview/)
Positiv, weil es zumindest Einsicht schafft. Negativ, weil dieser Fokus auf die chinesische Konkurrenz ein bisschen ist wie die hellen LKW-Scheinwerfer fürs Reh. Da reinzuschauen und in Panik zu verfallen ist keine gute Strategie.
Was Ford hilft: Sie sind auf dem Heimatmarkt stark und werden dort aktuell durch Zölle und den schwachen Dollar vor Konkurrenz von draußen geschützt. Inländische Konkurrenz ist überschaubar: GM steht nicht besser da als Ford und die restlichen Ami-Klitschen werden von Stellantis mit runtergezogen. Wenn der Mangomann aber nen neuen "Deal" macht, Autozölle wegfallen, der Dollar pumpt oder sonst was, seh ich nicht so ne rosige Zukunft für Ford.

>Most people won't miss not buying GM vehicles when there are much better options.
This is the real issue. They don't have good vehicles. No need to wonder why they're failing to sell... I see them as about the same reliability as a Nissan, so just go get the cheap Nissan and save the rest of the money for repairs.

Yeah, as a current lightning owner, by the sounds of it, I'll be going to GM for my next vehicle, since they haven't thrown in the towel on EVs yet

Ford is #4 of EV sellers behind Hyundai GM and Tesla who incredibly is still selling cars but the US overall is far behind Europe and China who are surging in EV sales - this should not be but it’s entirely due to politics

Yeah it doesn’t matter what ford does, bc I’d never buy one. Same with GM. American cars blow.

Ford, GM and Chrysler are all ass-backwards, still trying to bank off the legacy they made throughout the mid-late 20th century. What makes it worse is their reliability is in the toilet. It’s one thing to have a small line-up of vehicles, it’s another to make them worse than your competitors models.
I owned all Ford most of my early adult life, switched to Japanese brands recently. The only very reliable Ford I owned was a ‘13 Taurus SEL, and I traded that for a ‘19 Ranger, which ended up needing its transmission rebuilt. I’ll never understand the need for a huge truck if most people treat them as pavement princesses anyway.

they drank the “everyone will drive an EV by 2030” koolaid. Same as GM and Ford.

The American government (and state and local governments) made money on the GM bailout because of all the extra tax revenue generated by GM still existing.

I see them way more often than Cybertrucks or GM ev trucks. I almost never see ford lightnings.

This is the problem with America and American companies. Looking @ short term gain rather than preparing for the long term. Sure currently demand for EV’s might have come down but, EV’s are the future. Just look @ the rest of the world. Solid state batteries are just starting to be produced in meaningful numbers and mass. The conversion to EV’s is going to happen. Ford, GM, and Chrysler will be going the way of Packard, Plymouth, and Studebaker. Sure ICE vehicles might do fine here in the U.S. for now but, what about exporting vehicles that sell to other countries? They are not going to continue buying ICE vehicles. And Ford will not have the capacity to reduce the cost of production of these vehicles to be EV’s because they just stopped investing in the future. I’m not investing a dime in them. I think they are dead / dying.

Most likely AI will condense into something like autos did in the US. A "Big Three" who are the major players The GM, Ford, and Chrysler of the AI world.

The only thing we can do is say that when that happens, we won't buy from them again. Most people won't miss not buying GM vehicles when there are much better options.

Completely agree.
I waited 45 minutes to be able to order once, and there were 15 people there.
Why did this happen? I can explain:
I walked in, went to a counter for in-store purchases (not pick-ups) and waited in a line at the counter for 15 minutes. My time comes up and I was told that I couldn’t buy at the counter. I had to place my order beforehand and pick it up at the counter. Okay cool, makes sense. Which counter? They tell me to stand in the other line for the other counter and someone will help me.
Every one of their cashiers were high, it was offensively lazy to me as a customer. And I smoke everyday lol, just not at work.
So the high cashier tells me, see those people over there in that line? You gotta wait in that line at that counter. They’ll be able to help you out!
So I wait in that line for 5-10 min, and explain the same conversation to this new person. They tell me I can’t order from them and that I have to have an existing order for pick up.
They tell me to do place an order online with my phone and it can be ready in 15 minutes. So I try ordering on my phone, get to the checkout page, and it tells me I cannot buy anything because I am not a Nevada resident.
Okay, that one’s on me too, I was just visiting. But that was frustrating as hell and I ask the cashier now what to do, this time interrupting them with another customer who was in the line being me.
They say I HAVE TO ORDER ON THE KIOSKS AT THE FRONT DOOR
So at this point it had been 30 minutes with no order placed, and no product purchased or received.
I went directly to the GM and explained why this is unacceptable. She was SUPER cool about it, gave me 2x of everything that I bought, plus a free joint. Kudos to her for doing that for my dumbass. I told her she gained a customer for life!

hard to say how many screens would disappear. Debt holders would get the company. They'd have the ability in bankruptcy to ditch bad leases and prob close some screens, but most would still be there. GM went bankrupt, still make cares. AMC will still be around, even after bankruptcy.

Auto makers know they can go out of business and get saved and bailed out by the US gov't just like when GM got bought by the US after the last crash of 08/09. No one pays attention to little cues like this: Cox Automotive estimates yearly [auto repossessions](https://moneywise.com/auto/young-georgia-mans-bmw-repossessed-despite-making-all-payments-on-brutal-349-interest-loan-and-dealer-refuses-to-say-why?utm_source=syn_oath_mon&utm_medium=WL&utm_campaign=155379&utm_content=syn_39c60d61-2f50-4bec-a19e-c21ecd9344a4) went up about 43% between 2022 and 2024, up to 1.73 million units, the highest since 2009

GM did have credibility with reliability through Buick - and the final LeSabre was the top selling full size sedan from 2000-2005. Then they killed it.