GLAS Glass House Brands Inc.

$GLAS stock price is down ~75% since June but still trades at ~2x price/sales ratio. Meanwhile $VFF has real GAAP profitability, huge margins from EU GMP flower sales, and only trades at book value. $VFF's current market cap is backed dollar-for-dollar by net assets. Selling this make zero sense. The market is sleeping on $VFF's fundamentals but every new earnings release makes the gap harder to ignore. There's not many pot stocks worth owning anymore and ETFs like $MSOS force you to own a bunch of companies who have shady management that can't turn a profit and race each other to dilute shareholders. Not sure why $VFF remains 0.45% of $MSOS portfolio weight, it should be in the top 5 holdings.

$GLAS Read how ridiculous you come across. His tweet: "Buy all you can, this is special stuff" comment was made on 9/11, less than a month ago! And when someone asked him just last week if he sold out of his position...He responds with a big fat: "FUCK NO!"... After putting all his might into this stock for so many years, he ain't gonna part ways all to easily

$GLAS Dilution, price compression and lower margins, regulatory delays, recent CFO retirement, and broad sector sell off are all weighing on the stock price, which is down a whopping 50% in the past month. Yet, they are the lowest cost producer in the land by far and getting better; have greatly expanded production with up to 6 million sq feet of hybrid greenhouse space, probably biggest in the world (VFF has 4.8 million sq ft of hybrid greenhouse space); have strong brand portfolio; will profit immensely when 280E is repealed; are preparing for interstate and international commerce as soon as regulatory changes are realized. When the walls come down, its economics change overnight. This could be a 40-dollar stock within 3 years. That investment timeline suits me. I'm in... how about you? Interested in the sincere opinions of others.

$GLAS 12 month low is $5.15. We're basically at that level right now. 1 month away from earnings. Looking for a couple $/share on a swing. Targeting ~$7 (which would've been a previous ascending support) even on no news. If they announce ~$100/lb or less of production costs, in November that will be extremely positive as long as they get a good % of flower.

$GLAS this shit will probably come back roaring. How much can really change? They grow weeds, not manufacture hyper complex silicon chips. Stock is likely in overcorrection territory at this point.

Wow $GLAS has now fallen behind $VRNO and is about to fall behind $CRLBF to become the number 6 holding in $MSOS .

$GLAS Shakeout before the breakout! Good luck to all, cannabis investing sure is an adventure. I'm holding my shares for now. I like the company's positioning on the medical side and getting in on the DEA's Expedited Pathway program to export internationally.

$GLAS lmfao 🤣 he did it with BOTH $ENVX and $NXH so you don’t think he did it again, you are ridiculous

$GLAS Not true!....someone asked him just last week on his X feed if he was selling and he responded: "FUCK NO!"

$GLAS what you are NOT understanding (he’s dumping, go ask him on X, he’ll ignore you, 💯 facts ‼️)

$GLAS Nice level to begin accumulation... I will likely ride this for a move back up to GLAS' SP averages mean, which is way WAY the hell up there, as this has simply dropped too far, too fast, and after today, IMO, too much........lowest cost producer in America at the very top of their game..

$GLAS At ~$5–6, how much of GLAS's current market value is supported by the existing California business, and how much requires interstate commerce/rescheduling? Will the company be able to export to Europe in the future?

$GLAS adding here, if it dips to 420 then I’m loading the boat. Lol. CFO retires and it starts a blood bath. Patience will be rewarded with this one

$GLAS i bought this dip and I’ve never really been in this but on ALJ news this runs on sympathy and a big board listing

$GLAS I’d have to say I didn’t see this kind of hair cut coming. With federal legalization the long term success is inevitable but we are getting slaughtered here.

$GLAS I sold at a small loss a few days ago. lesson learned never trust that f...k Steve Eisman who pumped the company and then sold it a few days later himself. Total piece of shite that .......

$GLAS there has got to be something going on here, volume double average absolutely tanking.

$GLAS $MSOS $MSOX glas has become an implement of wealth destruction. It might pitch all the way to the $2’s.

$GLAS Looks bad all around. I had to make sure my long position was small enough that I'm OK losing it all. YIKES!

$GLAS Again this is sitting at 12 the month low. It should also be noted that it bottomed out lower 3 times 13-18 months ago. Do what that what you will. November 13th is when we get Q3 earnings along with the "highly anticiapated" price per pound (goal is $95.)