Truth Seeker (@politicostocker) 's Twitter Profile
Truth Seeker

@politicostocker

Politics & Stocks Nut. Views are my own and do not represent any financial advice. Please do your own due diligence.

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calendar_today07-11-2024 21:57:47

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One person single handedly holding up this name. Exit liquidity is there till it lasts. Used to be $MSOS for the smaller MSOs and now its this one fund for $GRUSF

One person single handedly holding up this name. Exit liquidity is there till it lasts. 

Used to be $MSOS for the smaller MSOs and now its this one fund for $GRUSF
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Cup of Coffee Capital To be clear, $GRUSF trades at 25x EBITDA today and at >11x EBITDA INCLUDING full build out of NJ, full sell-through of NJ at a $2k wholesale price per pound. None of those things are true today. Dividing their NJ revenue by pounds produced shows a ~$1,800/pound realization.