Toby Channabis ๐Ÿ‡บ๐Ÿ‡ธ๐ŸŒฟ(@mayortoby) 's Twitter Profileg
Toby Channabis ๐Ÿ‡บ๐Ÿ‡ธ๐ŸŒฟ

@mayortoby

Chief Investment Officer of my PA. Buy and hold ๐Ÿ‡บ๐Ÿ‡ธ cannabis MSOs and multifamily RE ๐Ÿข. No investment advice here. Tweets are only my opinions.

ID:39183549

calendar_today11-05-2009 03:36:03

18,2K Tweets

5,3K Followers

508 Following

Toby Channabis ๐Ÿ‡บ๐Ÿ‡ธ๐ŸŒฟ(@mayortoby) 's Twitter Profile Photo

Kevin Sabet Adam Goers What's your confidence level that your false science/data & increasingly unpopular position will resonate with the DOJ/OMB? Oh wait.. this tweet just answered that question.

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Toby Channabis ๐Ÿ‡บ๐Ÿ‡ธ๐ŸŒฟ(@mayortoby) 's Twitter Profile Photo

SAM has pivoted their efforts to stock manipulation & trolling investors..

instead of engaging govt appointees involved in Rescheduling..

shows they accept Schedule 3 will be confirmed.

This is bullish. $MSOS

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Toby Channabis ๐Ÿ‡บ๐Ÿ‡ธ๐ŸŒฟ(@mayortoby) 's Twitter Profile Photo

MSO's earnings start this week. Key questions that companies should answer on the earnings calls:

1) Thoughts on rescheduling timeline?
2) Tax strategy?
3) Does S3 change growth strategy?

$MSOS

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Toby Channabis ๐Ÿ‡บ๐Ÿ‡ธ๐ŸŒฟ(@mayortoby) 's Twitter Profile Photo

Anthony Varrell This.. I get the frustration but at this point investors need to either believe 1) their thesis or 2) illiquid stock prices in an inefficient market (for now).. the gap b/t 'company value' & 'stock prices' only widened last week

x.com/mayortoby/statโ€ฆ

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Toby Channabis ๐Ÿ‡บ๐Ÿ‡ธ๐ŸŒฟ(@mayortoby) 's Twitter Profile Photo

Not predicting any uplisting timeline.. but wouldn't surprise me if we saw it shortly after Schedule 3 is finalized (year end?).. an AG memo would help too.

Everything here is unprecedented. $MSOS

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Toby Channabis ๐Ÿ‡บ๐Ÿ‡ธ๐ŸŒฟ(@mayortoby) 's Twitter Profile Photo

Good chance most cannabis biz's never pay another dollar of 280E tax ever again.

Stocks haven't even begun to price that in. $MSOS

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Dr. Sanjay Gupta(@drsanjaygupta) 's Twitter Profile Photo

I have been reporting on cannabis since 2013 โ€“ making seven documentaries. And Iโ€™ll never forget the girl who made me see the true medical potential for this plant: Charlotte Figi. She had intractable seizures that could only be tamed by CBD oil. But, to further unlock thisโ€ฆ

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Toby Channabis ๐Ÿ‡บ๐Ÿ‡ธ๐ŸŒฟ(@mayortoby) 's Twitter Profile Photo

Last week was significant.

Excited as both an investor & advocate of the plant.

Schedule 3 = more research & normalization = better society / public health / wellness.

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Toby Channabis ๐Ÿ‡บ๐Ÿ‡ธ๐ŸŒฟ(@mayortoby) 's Twitter Profile Photo

Historic week for cannabis reform as White House, HHS and now DEA agree on its medical value & the rescheduling process to Schedule 3 is moving โ€œexpeditiouslyโ€ (per credible sources).

Way more important than short term stock prices. $MSOS

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Toby Channabis ๐Ÿ‡บ๐Ÿ‡ธ๐ŸŒฟ(@mayortoby) 's Twitter Profile Photo

Cannabis calendar for May:

Potential DEA Schedule 3 NPRM.. press conference?

MSO's earnings next week

May 22: Boies hearing

Investor conferences (Needham & Canaccord).. institutional education

$MSOS

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Toby Channabis ๐Ÿ‡บ๐Ÿ‡ธ๐ŸŒฟ(@mayortoby) 's Twitter Profile Photo

Administration wants cannabis rescheduled & controls the process.

Boris, Charlie & Shane validated (but didn't predict) a roughly similar timeline for Schedule 3 to be completed before the election.

This is more than just tea leaves.

$MSOS

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Toby Channabis ๐Ÿ‡บ๐Ÿ‡ธ๐ŸŒฟ(@mayortoby) 's Twitter Profile Photo

AdmindotLaw Ryan jungle.java Chris Andrew Chagares My take: Shane has indeed just reported historic averages.. but has said this current process wrt cannabis is proceeding *expeditiously*. My view is he's made no predictions and everyone is free to make their own predictions. Appreciate your work Shane.

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Toby Channabis ๐Ÿ‡บ๐Ÿ‡ธ๐ŸŒฟ(@mayortoby) 's Twitter Profile Photo

Opinion: Reporters should stick to reporting the facts. Any opinions or interpretations should be clearly labeled as such.

For example, the above is clearly labeled as an opinion.

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Toby Channabis ๐Ÿ‡บ๐Ÿ‡ธ๐ŸŒฟ(@mayortoby) 's Twitter Profile Photo

Summarizing @Admindotlaw on Pabloโ€™s spaces:

Consensus is OMB will move quickly.. could be few days or couple weeks (no guarantees though).. everything is moving expeditiously. $MSOS

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Toby Channabis ๐Ÿ‡บ๐Ÿ‡ธ๐ŸŒฟ(@mayortoby) 's Twitter Profile Photo

FWIW.. 1) Seeing brokers (institutional equity sales) start to market cannabis to clients for first time in awhile & 2) Hearing institutional interest picking up on back of this week's news.

Still very early in the institutional education process. $MSOS

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