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@CB1Cap Analyst | Cannabis | Munger | Damodaran | Radagast | #MSOGang | Everything I tweet was scheduled a week ago

Niagara, Canada
Joined July 2019
Photo by Josh Felker (@FelkerJosh)Photo by Josh Felker (@FelkerJosh)Photo by Josh Felker (@FelkerJosh)Photo by Josh Felker (@FelkerJosh)Photo by Josh Felker (@FelkerJosh)Photo by Josh Felker (@FelkerJosh)Photo by Josh Felker (@FelkerJosh)Photo by Josh Felker (@FelkerJosh)Photo by Josh Felker (@FelkerJosh)Photo by Josh Felker (@FelkerJosh)
Yesterday, we announced Arbora, our new genetics facility in Squamish, BC. This facility will give our library of more than 500 unique cultivars a dedicated home for preservation, propagation and continued development. Learn more: rubiconorganics.com/news/rub…
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Josh Felker retweeted
Companies say all kinds of stuff and our job as investors is to assess their credibility in the context of the world as we understand it I think it's worth highlighting the comments below as NOT throwaway lines, but rather important and true $VFF
Demand for #eugmp certified flower appears to be growing quickly while a big chunk of present demand is being supplied by a source that appears to be shrinking, perhaps quickly and perhaps significantly $VFF
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Josh Felker retweeted
Tune in….
Taking $DKNG on @SchwabNetwork with @sam_vadas at 10:45 am ET today — tune in 👍
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Most leveraged company to Ohio.
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Rubicon Organics to Report Q3 2026 Results $ROMJ.NE $ROMJ $ROMJF Join us on November 16th for a conference call to discuss our most recent results. Click the link below to pre-register. rubiconorganics.com/news/rub…
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Transcript + clips available here
CB1 Capital: Five Questions with Rubicon Organics Rubicon Organics CEO Margaret Brodie offers her take. #CannabisConfidential 🤝 @RubiconOrganics $ROMJ.NE toddharrison.substack.com/p/…
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happy October the 24th to all who celebrate
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helluva table @LeefBrands 💪
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$HITI $VFF $MSOS In the recent VFF analyst report by Beacon, Doug Cooper talks about Germany. "We believe Germany could still be in the very early stages of it's growth cycle. If we compare to Florida whose medical market is more mature, we can see that Germany can grow to over 3X its present size." Recently in a podcast, Raj Grover, CEO of High Tide, said that Germany medical is going to be much larger than he previously thought so this is aligning. This lines up with my future German sales projections of C$400-500 million for Remexian from the current C$150 million run rate. Gross Margins will be 25-30% with 15% (+/-) EBITDA margins.
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