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 10mm shares is a lot... specially in the first 90minutes... Its either going to zero or this is capitulation

$GLAS has the LARGEST cannabis flower brand in the LARGEST market in the world. Q3 is expected to show RECORD Sales & BioMass Production. Forecast is for 1M lbs of BioMass produced this year and costs lowered to $95/lb. I am grateful for these super cheap share prices and will continue to add.

$GLAS went all in on Glass house calls Friday. $MSOS I'm out of moves. Next chapter will be calls on $SHFS

$GLAS $MSOS $VFF I still feel this way. Buy the individual stocks. Use common sense in your picks. If you’ve been on this board for a few years you should know as much as any of the so called experts. Yeah glas will maybe go up from here but I’m not touching it. They have yet to prove they can even grow decent cannabis.

$GLAS (tin foil hat story time) at this point someone holding shares which are not eligible for collateral probably got a margin call on something ELSE they hold and needed to dump shares one way or another.... I just hope thats not when the company is winding down hah (i have zero news or insight, this is purely speculation) With the unadited report from this morning if there is anything materially wrong with the company and i am a C lvl executive i would say something via the press release (the board member resignation doesnt in itself mean a major problem... But i have questions...)

$GLAS the only thing that surprises is surprising me here is the fact that this hasn’t been halted once… so pretty coordinated moves lately 👀

$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 Has anyone heard from Marc Cohodes lately? When will he return to TDR for an interview? And, why won't the DEA grant certs to businesses in "mixed use" states, like Cali? Could it be that rec weed is NOT on the agenda? GLAS may be medical-only, but Cali isn't.

$GLAS Congrats to all $GLAS holders. The numbers look good. Don't believe anyone who says the numbers don't matter. Share price drop was overdone, and I think these numbers prove it. If exports take off, this name could really move. Traders will probably want to move on soon, investors will have to be patient.

I'm genuinely interested how the $GLAS stock will do when the inevitable good news eventually drops. It's deeply oversold. $MSOS

$GLAS what an epic fall from grace. Truth is there’s better weed companies out there, but more to the point why own a weed company? I’ve dabbled in Green Thumb, Cronos and Aurora, but I can’t justify large positions when there’s more lucrative industries with better growth opportunities everywhere you look.

$GLAS released preliminary Q3 2026 financials and leadership updates today. Q3 2026 Financials: Revenue: $56.8M (up from $47.0M in Q2). Production: Record 317,000 lbs (up from 246,000 lbs in Q2). Production Cost: Improved to ~$110/lb (from $122/lb). Selling Price: Dropped to $150/lb (from $211/lb in Q2). Gross Profit: $14.9M, a 26% margin (vs. $15.8M / 34% in Q2). Operating Cash Flow: -$0.4M. Cash Position: Ended with $39.7M. Raised $18M via an ATM offering ($8.11/share) and $10M from warrants. The ATM program is now paused. Guidance: GLAS reiterated its full-year 2026 production forecast of ~1 million lbs and a long-term cost target of $95/lb. Q4 production costs are expected to match Q3. Leadership: Board member John "Jay" Nichols Jr. resigned without explanation, closely following the end-of-September retirement of CFO Mark Vendetti. $MSOS

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

$GLAS When I was a youngster I went through the DARE program in school. "Dare to Resist Drugs and Violence". In retrospect, I wish they would have warned me of the true danger to my health and well-being, that is, investing in the cannabis industry.

$GLAS There once was a man named Cohodes Who failed to see how pot bodes Got listed at ten Dropped eight and then Old Marc was as poor as the Joads

$GLAS So, did gross margin actually fall to $40 per pound? Production cost of $110, and ASP of $150. Talk about price compression and margin erosion! Can you say "monumental oversupply in Cali"?

$GLAS Does anyone have a clue what is going on with this stock. They are the lowest cost producer in the land; have the largest and most modern hybrid grow facility in the world; are expanding production and gearing up for export; they have plenty of cash and no near-term threats. With rescheduling on horizon they stand to be a major powerhouse especially when interstate commerce gets regulated. There is either something we don't know or this is the biggest buying opportunity of a lifetime.

$GLAS Follow-up: California cannabis grower Glass House's preliminary Q3 2026 average selling price fell to $150/lb from $211 in Q2, cutting gross margin to 26% from 34% in Q2, even as revenue rose to $56.8M from $47.0M. Q3 operating cash flow was -$0.4M. Cash rose to $39.7M on $18M of ATM share sales and $10M of warrants, vs a ~$261M market value at $3.19 (16:00 ET Oct 16). Other side: cost fell to ~$110/lb from $122 and the ATM is now off. Next: Q4 cost seen in line with Q3; FY2026 ~1M lb output reaffirmed.

$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.