r/weedstocks

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Welcome to the r/weedstocks Daily Discussion Thread!

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This thread is intended for the community to talk about whichever company with others in a casual manner.

Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.

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"New Jersey has enacted legislation to regulate intoxicating hemp products, bringing them under the same regulatory framework as state-licensed cannabis. This policy shift, announced by the New Jersey Cannabis Regulatory Commission (NJ-CRC), addresses a previous distinction that allowed products with intoxicating effects, derived from the Cannabis sativa L plant, to be sold without the comprehensive oversight applied to regulated cannabis. The NJ-CRC has indicated this move aims to ensure consistent safety standards and consumer protection across all products capable of producing intoxicating effects, building on earlier coverage of unregulated intoxicating hemp products in the state..."

Welcome to the r/weedstocks Daily Discussion Thread!

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This thread is intended for the community to talk about whichever company with others in a casual manner.

Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.

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Free webinar today. Worth taking in IMHO.

"We will discuss the Department of Justice's landmark Final Order immediately placing cannabis subject to a state medical marijuana license in Schedule III of the Controlled Substances Act, the practical implications for medical cannabis operators—including DEA registration, Section 280E tax relief, and the potential for retrospective relief from Treasury—as well as the DEA's newly initiated hearing proceedings on the broader proposed rescheduling of all marijuana from Schedule I to Schedule III, set to commence June 29, 2026. We will also address the emerging legal challenges to the Final Order."

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This thread is intended for the community to talk about whichever company with others in a casual manner.

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> A top regulator for Colorado’s Marijuana Enforcement Division acknowledged in a private meeting with industry representatives that the amount of chemically converted hemp being illegally sold as marijuana is far greater than the agency has publicly disclosed...

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Welcome to the r/weedstocks Daily Discussion Thread!

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This thread is intended for the community to talk about whichever company with others in a casual manner.

Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.

Please remember proper reddiquette when participating in the conversation. As always, rule #1 "be kind and respectful" will be strictly enforced here to prevent any uncivil discussion and personal attacks.

Welcome to the r/weedstocks Daily Discussion Thread!

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This thread is intended for the community to talk about whichever company with others in a casual manner.

Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.

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Thinking about how all these items come together:

• Weak vff stock action between 12/31 and 3/31 in comparison to 13f filings out yesterday (13f deadline and 45 days in arears)
  • Yet there were few large sellers in comparison to mediocre 4Q2025 eps reported mid-March. In fact most quants (some of the best on Wall St represented) held or added according to 3/31's 13f.
• Vff stock price essentially flat since 3/31 to today (5/15). However, strong Q1 eps report was released. So if quants held during 12/31 to 3/31 time period, fair suspicion they continue holding (if not adding), due to positive news flow.
• Gigantic $2 strike, Jan 2028 call option open interest (~21k). Too many variables to guess which hedge or quant fund holds and/or how they're using to hedge risk. Only fair conclusion, this is not retail.
• 2026 trading action (mid-December to today) feels eerily similar to first four months of calendar 2025. Relentless seller sitting on Vff stock with unlimited shares for sale.
  • In 2025, while I didn't like, this was a good strategy. Vff was in a financially perilous position. Running very low on cash, yet to turn a profit and hit or miss on operating cash flow.
  • Hence, back then the institutional seller (shorting, I suspect) was trying to drive Vff out of business i.e., stock price was so low (~$0.60) not only facing delist from NASDAQ but doing a material equity raise would not have been possible. In combination, debt markets were closed to both bad business models / cannabis sector in general. Vff was over a barrel.
• However, Vff spinoff of produce and subsequent four quarters in row of GAAP net income has completely TRANSFORMED Vff (as a company) viability and stability.
• Recall stock exploding higher with May 13, 2025 news release. Stock price essentially doubled on huge volume and long-time seller was decimated and carried out.
• Back to current Vff stock action, MSOS sold 2 million shares on 5/8/2026. Otherwise, as discussed above, no reason for other large holders to sell stock. Hence, is another short seller trying dreadful early 2025 strategy? In the face of current positive news? And with news (along with earnings / cash flow) estimated to improve further (capacity expansion finally online).
• Whoever is selling seems crazy to me. Maybe a pair trade or some other hedge. Regardless, considering Vff is best-in-class by a moonshot, in the cannabis sector I cannot reconcile.
• With recent intraday low stock price of $2.50 on March 20th, watching tape/volume/etc. seller has been trying push lower and to a new intraday low, to no avail. The past week buyer(s) have stepped up and appear to be halting multi-month Vff stock slide. I am keenly observing.
• It feels like the powder keg is building all over again, and an upside explosion is imminent during 2026.

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This thread is intended for the community to talk about whichever company with others in a casual manner.

Unrelated discussion will always be removed (as per rule #3). Reddit is full of various other communities, and while we understand cross-discussion, unrelated topics should be discussed in their appropriate subreddits.

Please remember proper reddiquette when participating in the conversation. As always, rule #1 "be kind and respectful" will be strictly enforced here to prevent any uncivil discussion and personal attacks.

An important step ahead of uplisting. Let’s go my dudes 🍞