Terrascend Corp (TSNDF)

$TSNDF $MSOS still roughly 90% off 2021’s highs. Do we ever get back to those numbers? From $0.92 to $15 or so?? Do we surpass those numbers? Do we get get back to half, so around $8? I’d be stoked regardless, just a matter of not selling!

$MSOS probably gonna be buying $TSNDF hand over fist, followed by $CURLF and barely any $GTBIF 🤣 worst ETF known but this is how you play the underlying Assuming no Monday rug pull 👀🤣

$AAWH $TSNDF You keep posting this but its not true. If you have any insider information please disclose . My thoughts would be that Ascend would be aquired by Green Thumb not Terracend if a merger was going to happen but all are just rumors . Enjoy the pop and lets hope next week is a continuation.

$TSNDF The constant “multiple sources” leaks don’t change demand, state markets, or existing operations — they just extend uncertainty. That benefits delay, not fundamentals. What’s often missed is that reform doesn’t have to be perfect to matter. Even partial changes, like relief from 280E, are mechanical: lower effective tax rates → higher operating cash flow → stronger balance sheets. No uplisting required for that impact. That math is why policy drift matters more than rumors. Each delay preserves an artificial tax burden, but it doesn’t erase the underlying earnings power once that burden is removed. Markets trade headlines first. Cash flow adjusts later. The difference between “no reform” and “slow reform” isn’t ideological — it’s numerical.

$CURLF $TLRY $GTBIF $TSNDF $TCNNF - Here we go again. more rumors. now it's "multiple sources". our scumbag political parties & every dirtbag politician has or is being bought and paid for by pharma, tobacco & or alcohol. this is beyond sickening. these politicians flat out refuse to do anything where 70% of the population want, and for reform.

$CGC $TLRY $TSNDF up 84% $VRNO up74% $CRLBF up 81%

$TSNDF Holy crap

$MSOS $MSOS $TLRY $CGC $TSNDF $CURLF Just Wow! Now let’s see if this runs through the EOY……👆🏼📈

$CGC $TSNDF up 60% which Canopy owns 22% of.

$TCNNF in for the long run, finally getting the attention cannabis stocks deserve! $MSOS $CURLF $TSNDF

$TSNDF super

$TSNDF Here are concrete, real-world examples of normal business expenses cannabis companies cannot currently deduct because of IRS Code §280E (when marijuana is Schedule I): 🚫 Expenses that are NOT deductible today (but would be if reclassified) • Employee wages & salaries (non-production staff) • Store managers, budtenders, accountants, HR, compliance officers • Payroll taxes & benefits • Employer FICA, health insurance, workers’ comp • Rent & utilities • Retail space rent, warehouse rent, electricity, water, internet • Marketing & advertising • Website, branding, promotions, event sponsorships • Professional services • Legal fees, accounting, consulting, audit costs • Insurance • General liability, product liability, property insurance • Security • Guards, cameras, monitoring systems (huge cost in cannabis) • IT & software • POS systems, inventory tracking, compliance software • Office expenses • Phones, computers, office supplies • Transportation • Delivery vehicles, fuel, fleet maintenance • State & local license fees • Annual cannabis permits and renewals • Interest on loans • Especially painful given high cannabis borrowing rates ✅ What they can deduct now (very limited) Only Cost of Goods Sold (COGS), such as: • Growing inputs (seeds, soil, nutrients) • Manufacturing labor directly tied to production • Packaging directly attached to product • Certain facility costs allocable to production 💡 Why this matters (simple example) A dispensary: • Revenue: $10 million • Real operating profit: $1 million • Non-deductible expenses under 280E: $4 million 👉 IRS taxes them as if they made $5 million, not $1 million. Result: Effective tax rates often exceed 70%, even on marginally profitable businesses.

$TSNDF Below is the same §280E expense framework, applied specifically to TerrAscend (TRSSF / TSND), with realistic, order-of-magnitude savings if marijuana is reclassified (Schedule III) and 280E disappears. ⸻ 1️⃣ Expenses TerrAscend cannot fully deduct today (280E) These are normal operating costs that most legal businesses deduct — TerrAscend largely cannot: 🚫 Currently NON-deductible (or heavily limited) • Retail & corporate payroll • Dispensary staff, managers, HQ finance, compliance, HR • Payroll taxes & benefits • Employer FICA, health insurance, workers’ comp • Rent • Dispensaries, offices, warehouses (non-production portion) • Utilities • Power, water, internet for retail & admin • Marketing & brand • Digital ads, loyalty programs, promotions • Professional fees • Legal, audit, accounting, regulatory consulting • Insurance • Product liability, D&O, property, casualty • Security • Guards, armored transport, surveillance systems • IT & compliance software • Seed-to-sale systems, POS, cybersecurity • Interest expense • Extremely expensive cannabis debt • State cannabis license fees ✅ What is deductible today • COGS only • Cultivation labor • Growing inputs • Manufacturing costs • Packaging tied directly to product ⸻ 2️⃣ TerrAscend: rough financial context (rounded) Using recent public filings as a baseline (rounded for clarity): • Annual revenue: ~$300–330M • Adjusted EBITDA: ~$70–90M • Cash taxes paid: far higher than normal due to 280E Under 280E, TerrAscend is often taxed as if it earns $150–200M+, not its real economic profit. ⸻ 3️⃣ Estimated tax impact before vs after reclassification 📉 TODAY (with 280E) • Effective tax rate: 55–75% • Cash taxes often: $30–50M+ per year • Free cash flow: compressed or negative 📈 AFTER reclassification (Schedule III) • Normal corporate tax rate: ~21–26% • Cash taxes drop to: ~$12–20M • Annual tax savings: ~$20–35M 👉 That is REAL CASH, not accounting tricks. ⸻ 4️⃣ What $20–35M per year means for TerrAscend That savings could: • 💰 Eliminate dilution • 📉 Pay down high-interest debt • 🏗 Expand NJ / PA / MD footprint • 📈 Turn EBITDA into true free cash flow • 🧲 Attract institutions currently barred by weak cash metrics ⸻ 5️⃣ Valuation impact (simple but powerful) If TerrAscend saves $25M/year: • At just 8× FCF multiple → $200M value creation • That’s often multiple times the current market cap This is why 280E repeal is a balance-sheet event, not a headline.

$TSNDF I wonder where Jason Wild had dinner last night

$CGC $TLRY $TSNDF $ACB Sooo, we now begin.... Remain chilled, check in later.

$TSNDF https://x.com/marionawfal/status/1999263567019720780?s=46&t=xlbYRxreUUYffBLqu_f5RQ

$AAWH $TSNDF merger made in heaven

$JUSHF / $JUSH.CSE Jushi looks about ready to start gushing some good returns. https://www.tradingview.com/chart/JUSH/eqq2Ds4f-JUSH-Weekly-Holdings/ $TSNDF

$TSNDF this will get bought out at $2+

$TSNDF https://cannabisriskmanager.com/tyson-2-0-debuts-in-maryland-and-pennsylvania-with-terrascend/

$CURLF $TSNDF why are these otc while that garbage $TLRY fleeces the market with not a single fucking product anywhere. Bought and paid for schwagg

$TSNDF very