CHUC Charlies Holdings Inc

$CHUC Wall Street values CHUC like an ordinary piece of land (basic vape co) worth roughly $60 million. But beneath that land may sit a massive oil reserve, represented by CHUC’s PMTA portfolio and intellectual property. (678 possible "wells") The market is valuing what it can see ABOVE GROUND, the current vape business, while largely ignoring what may be buried underneath. And mgmt has said MANY times, they feel the "oil" under the ground (PMTA portfolio) could be worth $1-$2B The FDA's actions are like saying we are going to allow more "drilling"...and CHUC any day is expected to drill their first well (Age Gated flavor disposable)....but has A LOT more wells behind this. What would you do if you were Big Tobacco?

$CHUC Impatient people sell their shares because they haven't learned that the patient investor gets rewarded in the end—by buying cheaply from the impatient ones and selling back to them at a high price later on. So, do as I do: go on vacation for a while. 🤣

$CHUC what do you think are the odds that Charlie's holding , ticker CHUC are successful in either selling the company outright or a licensing deal or a sale of their PMTAs . Evaluating the probability of an outright acquisition, a licensing deal, or PMTA asset sales for Charlie’s Holdings (ticker: CHUC) requires looking at their current financial reality, regulatory position, and corporate moves. Likelihood of Strategic Outcomes Partial PMTA Asset Sales / Strategic Licensing: High (70–80%) Track Record: CHUC has already proven this model works by selling 16 of its 694 PMTA applications to a major tobacco company for $7.5 million in upfront cash plus up to $4.2 million in contingent milestone payments. Dedicated Leadership: In September 2026, co-founder Ryan Stump transitioned specifically to lead strategic partnership initiatives focused on monetizing their remaining ~678 PMTA filings.

$CHUC To all Chuc friends: what we’re seeing here is panic selling because a lot of information hasn't reached the public yet. I’m staying relaxed; it actually motivates me to buy even more shares. A smart investor sees every situation as a chance to grab a bargain. I think you’ll soon understand what’s going on right now. And no, I haven’t sold a single share. Chuc is incredibly valuable; in the coming weeks and months, everything will become clear. 2026 isn't over yet! 🤩

$CHUC buy CHUC before it goes to $5.00 The smartest tobacco company will realize it's time to buy this Gem. Could be Altria as well as RJR. These companies sit on Billions!

$CHUC To everyone: Don't forget! You only get rich once! Have patience, and you will see it happen. I hope you bought in well again.

$CHUC 🟥 What the new FDA Juul ruling actually did The FDA authorized Juul2, a redesigned device with digital age‑verification locks, allowing Juul back into the U.S. market after years of litigation. At the same time, the Fifth Circuit Court ruled that FDA’s previous flavored‑vape denial standard (“comparative efficacy”) was illegal, because FDA imposed it without proper notice‑and‑comment rulemaking. This matters more to CHUC than Juul’s authorization itself. 🟦 How this affects CHUC (Charlie’s Holdings) 1. FDA’s denial standard is weakened — huge win for small companies The Fifth Circuit vacated FDA’s flavored ENDS denials because FDA secretly applied a rule requiring large clinical trials proving adult-switching benefits. CHUC could never afford Juul‑scale trials. Now FDA must rethink or re-adopt its standard properly, meaning: CHUC’s PMTAs can no longer be denied for lacking multi‑million‑dollar RCTs. FDA must consider all evidence, not just clinical trials.

$CHUC The regulatory landscape is looking good for CHUC. Bull case: - FDA's new framework gives 30 PACHA products lower enforcement priority - Glas age-gated fruit flavor authorization validates the pathway CHUC is pursuing - 200 of 678 PMTAs in active FDA review, no MDOs. ALL MDO products have Fifth Circuit stays - RJ Reynolds/Vuse publicly advertising fruit flavors as 'Coming Soon' despite existing MDOs. Henry calls this 'materially changing the strategic calculus for Charlie's potential strategic partners' - Finished age-gated PACHA products ready. Retailer purchase commitments secured. Waiting only for final app testing - Ryan dedicated full-time to Big T. partnerships. PMTA’s sold for ~$11.7M for 16 SKUs ($731K per PMTA) Bear case: - Enforcement is not = FDA authorization - Pilot, partnerships, and PMTA approvals are not guaranteed - Cash is tight. Dilution possible My view: The PACHA pilot launch, partnership, and FDA authorizations are catalysts to watch. $BTI $MO $PM

$CHUC Something to consider...yes the AG launch was delayed but.. (according to Gemini) The delay turned out to be a major strategic win for CHUC for three main reasons: The FDA Proved the Concept First: FDA authorizations for Glas and JUUL2 in mid-2026 officially established hardware age-gating as the required pathway for flavored products. Maintained First-Mover Status: While Glas and JUUL2 are pod systems, CHUC remains positioned as the first disposable, flavored vape with age-gating on retail shelves. Easiest Retail Adoption: With federal precedent set, distributors and retailers now view age-gating as vital compliance infrastructure rather than an unproven gimmick. By letting competitors bear the initial burden of proving age-gating to regulators, CHUC enters the high-volume disposable market with a validated, lower-risk product.

$chuc update of yesterday’s two firsts article, after they heard response from Reynolds.

$CHUC Worth reading - Washington Examiner op-ed explicitly names CHUC. Congress gave FDA 180 days to complete PMTA reviews. FDA took 615 days. While compliant companies like CHUC waited, illicit vapes flooded stores nationwide. The article names this directly: 'companies seeking the legal route ($CHUC) were stuck in limbo.' The APPH standard explained clearly: FDA authorization requires showing a product is 'appropriate for the protection of the public health' a cost-benefit analysis weighing adult smoker benefits against youth access risk. That's the exact standard CHUC's 678 PMTAs must satisfy. And it's the standard the FDA just applied when authorizing Glas's age-gated fruit flavors. The tides are changing. CHUC has 200 PMTAs in active review, 30 on the FDA enforcement discretion list, and finished age-gated PACHA products waiting to ship. The regulatory delay that hurt CHUC for years is now the regulatory validation that makes CHUC uniquely positioned. $BTI $MO $PM

$CHUC Relatively good PR and updates.. Questions......... How will cutting back on operations to put resources towards launch of gated products effect our sales/cashflow/profits in the next few qtrs? How will they get through in the near future with lack of funds?? And they didnt mention an uplisting,,,,,,which is rare for the last few PR's... TY

$CHUC $CHUC CEO was just granted on 9/4 another 500K incentive shares, bringing his total direct ownership to 10, 350,000. That's almost 25% of the O/S. This is going higher, boys & girls....

$CHUC ryan stump's first day of his new job and henry's first day as CEO . lets see more news out keeping us investors up to date .

$CHUC Charlie's signed a definitive licensing agreement with IKE Tech LLC to test-market America's first AI-powered, blockchain-based age-gated disposable vape. Test marketing in hundreds of retail stores is slated for late Q3 2026

$CHUC This position represents a HUGE benefit for Chuc and public announcement is a good move for both shareholders and product vendors.

$CHUC Enforcement Discretion Webpage: On June 23, 2026, the FDA tentatively identified 30 of Charlie's PACHA SKUs for inclusion on an upcoming public webpage. This page lists products for which the FDA generally does not intend to prioritize marketing enforcement.What this means: While it is not a full Marketing Granted Order (MGO), it gives retailers and distributors legal peace of mind to stock PACHA products without fearing immediate FDA seizures. This status largely drove their 116% revenue surge in Q2

$CHUC age gated and amended pmta's are suppose to happen before end of august? and our negotiator starts the new job on september 4th. what's in your wallet? sell in chunks or all at once? reynolds has history with us but altria needs us.

$CHUC If CHUC announces meaningful progress on the age-gated launch, FDA/PMTA developments, or a strategic partnership, that could be the catalyst that finally gets the stock moving out of its current range. With the age-gated test market planned for Q3, I think late August through October could be an important window for a major catalyst. 🤠

$CHUC CHUC could have an interesting catalyst developing. 👀 Altria is suing the FDA over its tobacco-product review process, while CHUC is also challenging FDA actions involving some of its nicotine/vapor products. If the courts push back on the FDA’s process, that could potentially be positive for CHUC and its pending products. Nothing is guaranteed, but this is definitely something I’ll be watching closely. 🤠