Trulieve Cannabis Corp. - Profitabler US MSO (Seite 2)

[pickuru]

Industry Insiders: Trulieve CEO, Kim Rivers on the latest in U.S. cannabis regulation

https://www.bnnbloomberg.ca/video/industry-insiders-trulieve…

[Newlink]

Antizyklisch nicht uninteressant.

[KMST]

Antwort auf Beitrag Nr.: 72.969.074 von HG_30042018 am 23.12.22 12:52:43

Anlageentscheidungen auf Grund möglicher politischen Entscheidungen zu treffen ist meiner Meinung nach fast finanziell Selbstmord.
Dazu kommt immer wieder die Pattsituation in Kongress und Senat.
Und das jeder seine eigene Agenda durchbringen will und nicht sachlich über eine Einzelinitiative abstimmt, sondern dies immer in ein Gesamtpaket steckt mit 20 anderen, auch themenfremden Punkten, über die im gesamten abgestimmt werden soll. Dafür findet sich nie ein gemeinsamer Nenner. Und in der Zwischenzeit bluten die Firmen aus. Bis zur nächsten Kapitalmaßnahme, egal ob high yield Schulden oder Aktien.

Dazu nach -50% jahresperformance jetzt noch Taxlosselling. Und schwächer werdende Bilanzen, und sinkende Margen für die Produkte.
Der perfekte Sturm.
Ich kaufe nicht nach. Derzeit gibt es auch mal wieder Qualität billig.
Da fahr ich meine Spielgeld, Sektorwette, Zockquote nicht hoch.

Muss aber jeder selber wissen, man kann eben auch mit Glück, Mut und Timing ein Vielfaches machen.

[HG_30042018]

Antwort auf Beitrag Nr.: 72.849.662 von KMST am 02.12.22 10:20:35

Zitat von KMST: trulieve mit neuem verlaufshoch...die bodenbildung sieht damit viel besser aus.
damit hoffentlich bald wieder trendwechsel.

Ja, vor nicht allzu langer Zeit sah es so aus, als könnten für die Cannabisbranche rosigere Zeiten anbrechen. Und dann wurde dafür dringend nötige Gesetzesanpassungen wieder gekippt.... danach folge eine regelrechte (panikartige) Flucht aus Cannabisaktien...wie geht es weiter, sollte man jetzt nachkaufen zu solchen Schnäppchenkursen? Wenn die Legalisierung in den USA kommt, dann sind die jetzigen Kurse Geschenke, was aber wenn sie nicht kommt? 🤔

[KMST]

trulieve mit neuem verlaufshoch...die bodenbildung sieht damit viel besser aus.
damit hoffentlich bald wieder trendwechsel.

[KMST]

Sehr schöner short squezze gestern nachdem Biden im Wahlkampf eine Amnestie für Häftlinge mit einfachem Marihuana-Verstößen angeordnet hat.
hat hat auch die Gouverneure der einzelnen Bundesstaaten dazu aufgefordert...bin aber leider immer noch mit 15% im minus

[KMST]

Will the Cannabis Sector Benefit From the Banning of Naked Short Selling???
EDITORIAL Aug 21, 2022 • 11:32 AM EDT

• BY MICHAEL BERGER
Saturation, margin compression, destructive debt…these are just some of the issues that have plagued the North American cannabis industry for the better part of a decade.

Besides for these factors, one of the most significant issues associated with the North American cannabis industry is related to the amount of naked short selling that occurs. For our readers who are unaware, naked short selling is when an investor bets on a stock to trade lower without having any protection in place in case the stock trades higher.

When an investor shorts a stock, there is limit on the amount of money that can be made (maximum payout takes place if the stock price goes to $0). On the other hand, there is an unlimited amount of money that could be lost on a short sale since there is no limit on how much a stock could trade for.

Last week, the Investment Industry Regulatory Organization of Canada (IIROC) announced a major development that should have a positive impact on the cannabis sector. The organization released guidance for short selling and provided reasonable expectations for an investor before they make a short sale transaction.

According to the publication, IIROC expects investors without a reasonable expectation for a short sale to have access to enough securities to settle any trade on the settlement date. We consider this to be an important development for the North American cannabis industry and will monitor how the rule is implemented and enforced by the organization.

Although we do not expect the development to have an immediate impact on the cannabis sector, we believe the long-term benefit associated with the rule is substantial. We expect the rule to reduce the amount of volatility in the cannabis sector and will closely monitor companies that have been the target of naked short sellers.

[KMST]

Trulieve hängt bei der derzeitigen rally noch ein bisl hinterher...green thump zb. geht ja diese woche ab wie schmidt´s katze

[KMST]

Trulieve Delivers Record Second Quarter 2022 Results Driven by Organic Retail Sales

Aug. 10, 2022 6:00 AM ETTrulieve Cannabis Corp. (TCNNF)

Revenue of $320.3 million, up 49% year over year and 1% sequentially
Retail revenue grew 3% sequentially across industry leading U.S. network of 168 dispensaries as of June 30, 2022
GAAP gross margin of 57% and Adjusted EBITDA* margin of 35%

TALLAHASSEE, Fla., Aug. 10, 2022 /PRNewswire/ -- Trulieve Cannabis Corp. (TCNNF) (CSE: TRUL) (OTCQX: TCNNF) ("Trulieve" or "the Company"), a leading and top-performing cannabis company in the U.S., today announced its results for the quarter ended June 30, 2022. Results are reported in U.S. dollars unless otherwise indicated.

https://mma.prnewswire.com/media/1720011/Trulieve_Logo.jpg

Q2 2022 Financial Highlights*

Revenue increased 49% year over year to $320.3 million from $215.1 million and 1% sequentially.
Retail revenue increased 3% to $298.6 million and wholesale, licensing and other revenue declined by 22% sequentially to $21.7 million.
Gross profit of $182.2 million and GAAP gross margin of 57% in the second quarter compared to gross profit of $178.2 million and GAAP gross margin of 56% in the first quarter of 2022.
Net loss of $22.5 million, a sequential improvement of 30%. Adjusted net loss of $1.1 million* excludes $11.8 million of transaction, acquisition, integration, and other non-recurring charges primarily associated with the Harvest acquisition, a $5.2 million earnout payment for acquired cultivation in Arizona, $4.3 million in asset impairments associated with the closing of redundant cultivation facilities in Florida and a loss of $0.7 million due to the repurposing of a development stage production site in Arizona.
Adjusted EBITDA grew 17% year over year to $111.0 million*, or 35% of revenue in the second quarter compared to Adjusted EBITDA of $105.5 million*, or 33% of revenue in the first quarter of 2022.
Cash at quarter end of $181.4 million.

*See "Non-GAAP Financial Measures" below for additional information and a reconciliation to GAAP for all Non-GAAP metrics.

Q2 2022 Operational Highlights

Opened 6 new dispensaries in Fort Myers and Zephyrhills, Florida; Framingham, Massachusetts; Coatesville, Pennsylvania; and Parkersburg and South Charleston, West Virginia. Relocated one dispensary in New Port Richey, Florida.
Exited the second quarter with operations in 11 states, with 32% of our retail locations outside of the state of Florida.
Produced over 10 million finished goods units in the second quarter, up 79% year over year.
Received Notice of Award of Provisional Dispensary License for District Southeast-3 in Columbus, Ohio.
Successfully launched Modern FlowerTM, MuseTM, Roll OneTM, and Sweet TalkTM branded products across markets including Arizona, Florida, Maryland, Pennsylvania and West Virginia.
Hosted inaugural Analyst Day event featuring production facility tours including a new 750 thousand square foot automated cultivation facility and corporate presentation showcasing production, retail, branding and marketing, and data analytics capabilities.
Expanded roll out and applications of Customer Data Platform for targeted marketing campaigns.

Recent Events

Celebrated six year anniversary of first retail sale in Florida.
Opened 7 new dispensaries in Phoenix, Arizona; Apopka, Coral Springs, Hollywood, and Kissimmee, Florida; and Hurricane and Morgantown, West Virginia.
New Phoenix dispensary represented first branded Trulieve store in Arizona, kicking off statewide rebranding efforts to continue over the next year.
Currently operate 175 retail dispensaries and over 4.0 million square feet of cultivation and processing capacity in the United States.
Elected to discontinue wholesale operations in Nevada and are currently evaluating options to exit the market.
Made an initial contribution to the Smart and Safe Florida campaign, which aims to legalize adult use marijuana in Florida through a ballot initiative in November 2024.

Management Commentary
"Our team delivered strong second quarter results with topline growth and margin improvement by staying focused on our plan," said Kim Rivers, Trulieve CEO. "During our mid-year strategic review, we identified proactive measures to address the rapidly evolving economic landscape."

Rivers continued, "We are committed to meeting customer needs, improving performance in core markets, managing cash wisely, and streamlining operations across the company. We strongly believe that taking firm and decisive action now will better position the organization to capitalize on numerous catalysts in the years ahead. Trulieve has the capital, discipline, and experience to navigate short term headwinds and emerge as a stronger company."

Financial Guidance
Factoring in strategic changes across our business, the impact of inflation on consumer spending, softness in wholesale markets, and the lack of visibility in the current macroeconomic environment, we are adjusting 2022 revenue guidance by 5% from the low end of our prior outlook to $1.25 billion to $1.3 billion. Accordingly, we anticipate Adjusted EBITDA will be in the range of $415 million to $450 million.

[BlackView]

Always nice to start Monday with something new!👀

Triple Crown Diesel is the newest addition to our natural relief lineup.👑

Maybe today is the day you try something for the first time?🤔 https://t.co/mM7HbTKTBV