#  @BlkDiamondCap Black Diamond Capital Black Diamond Capital posts on X about $wldbf, $glasf, $icltf, market cap the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1315270992122572800/interactions)  - [--] Week [-----] +237% - [--] Month [-----] +191% - [--] Months [-----] +3,358% - [--] Year [-----] +66% ### Mentions: [--] [#](/creator/twitter::1315270992122572800/posts_active)  ### Followers: [---] [#](/creator/twitter::1315270992122572800/followers)  - [--] Week [---] +1.10% - [--] Month [---] +1.50% - [--] Months [---] +2.90% - [--] Year [---] +6.40% ### CreatorRank: [---------] [#](/creator/twitter::1315270992122572800/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [travel destinations](/list/travel-destinations) [currencies](/list/currencies) [ncaa football](/list/ncaa-football) **Social topic influence** [$wldbf](/topic/$wldbf), [$glasf](/topic/$glasf) #7, [$icltf](/topic/$icltf), [market cap](/topic/market-cap), [$gfp](/topic/$gfp), [russia](/topic/russia), [kalshi](/topic/kalshi), [debt](/topic/debt), [$djco](/topic/$djco), [ukraine](/topic/ukraine) **Top accounts mentioned or mentioned by** [@alderlaneeggs](/creator/undefined) [@grahamfarrar](/creator/undefined) [@kylekazanceo](/creator/undefined) [@20bagger](/creator/undefined) [@wartranslated](/creator/undefined) [@seawolfcap](/creator/undefined) [@valueventurez](/creator/undefined) [@montviewx](/creator/undefined) [@chaka23121](/creator/undefined) [@jderevyanny](/creator/undefined) [@hoddinottjustin](/creator/undefined) [@hammanshares](/creator/undefined) [@kalshi](/creator/undefined) [@bryangreenbaum](/creator/undefined) [@retailinvestin](/creator/undefined) [@cannasseursio](/creator/undefined) [@aaronvalue](/creator/undefined) [@jeauxmama420](/creator/undefined) [@treyhenninger](/creator/undefined) [@srg444](/creator/undefined) ### Top Social Posts Top posts by engagements in the last [--] hours "Greatly anticipating WildBrain earnings call. The business has several projects in their infancy in which any single one of them may be worth multiples of the market cap. $WLDBF https://www.wfmz.com/news/pr_newswire/pr_newswire_entertainment/wildbrain-announces-conference-call-for-its-fiscal-2021-q3-results/article_b5de344c-06a5-5c09-a5a1-6c7896069c31.html https://www.wfmz.com/news/pr_newswire/pr_newswire_entertainment/wildbrain-announces-conference-call-for-its-fiscal-2021-q3-results/article_b5de344c-06a5-5c09-a5a1-6c7896069c31.html" [X Link](https://x.com/BlkDiamondCap/status/1387167845105250306) 2021-04-27T22:12Z [---] followers, [--] engagements "@iancassel $WLDBF. 400m market cap. Shares trade around $2.50. CEO doesnt get half his compensation until share price hits $7 $9 $11. With the other half of his compensation he is forced to buy a bunch of stock on open market" [X Link](https://x.com/BlkDiamondCap/status/1388875066234990594) 2021-05-02T15:16Z [---] followers, [--] engagements "$WLDBF 10Q ".we expect WildBrain Sparks revenue to grow more than 50% in the forthcoming quarter over last years Q4." https://www.wildbrain.com/financial-news/wildbrain-reports-q3-2021-results/ https://www.wildbrain.com/financial-news/wildbrain-reports-q3-2021-results/" [X Link](https://x.com/BlkDiamondCap/status/1392284684466352130) 2021-05-12T01:05Z [---] followers, [--] engagements "Consumer product revenue grew 12% Margin 43% slightly down due to higher sales in Peanuts merch which is a bit lower margin than the rest but a good indicator that being Apple's centerfold is working nicely" [X Link](https://x.com/BlkDiamondCap/status/1392286189546217473) 2021-05-12T01:11Z [---] followers, [--] engagements "Plan on being long the company for a long time. Each quarter the debt (biggest threat to the thesis) becomes less of a threat. $wldbf" [X Link](https://x.com/BlkDiamondCap/status/1392292275250634752) 2021-05-12T01:35Z [---] followers, [--] engagements "@phoenixvalue $btn $wldbf $fgf $djco" [X Link](https://x.com/BlkDiamondCap/status/1394070752698060801) 2021-05-16T23:22Z [---] followers, [--] engagements "@BetFakeMarkets @FLOWInvesting @AustinLGraff Yes I am a fan of Eric Ellenbogen's pay structure at $WLDBF. It is one of the most fully aligning pay structures a company can set up for its CEO" [X Link](https://x.com/BlkDiamondCap/status/1396934173500198914) 2021-05-24T21:00Z [---] followers, [--] engagements "$GFP / $ICLTF GreenFirst paid $302m for the Rayonier lumber mills. In four weeks they saw $29m in revs ($370m annualized)" [X Link](https://x.com/BlkDiamondCap/status/1466579922332311555) 2021-12-03T01:27Z [---] followers, [--] engagements "The disparity between #Lumber and $GFP / $ICLTF clearly disproves Efficient Market Theory" [X Link](https://x.com/BlkDiamondCap/status/1471260977970749440) 2021-12-15T23:28Z [---] followers, [--] engagements "Every segment of $WLDBF is growing some at a high clip which is being driven by their content production. Ellenbogen has been talking about the synergies he can create and he's living up to his word. He's got this biz down and I'm excited for [----] with this company" [X Link](https://x.com/BlkDiamondCap/status/1471263266349490176) 2021-12-15T23:37Z [---] followers, [--] engagements "@BryanGreenbaum $WLDBF Wildbrain is a content creator that owns IP like Peanuts Sonic the Hedgehog Strawberry Shortcake Calliou they are re-energizing these evergreen brands and the flywheel effect is showing itself. Multibagger and CEO doesnt get bonus until price tripled" [X Link](https://x.com/BlkDiamondCap/status/1476639278734184456) 2021-12-30T19:40Z [---] followers, [--] engagements "Q1 results should be quite a bit better than Q4 Right now the mills are pricing lumber out to mid February or longer. So far at least half of Q1 is going to be priced at well above $1k/tbf" [X Link](https://x.com/BlkDiamondCap/status/1482472333193486344) 2022-01-15T21:58Z [---] followers, [--] engagements "Also recall that inflation and wage increases have hit every industry. Simply maintaining costs/tbf is going to be a feat. I'm not confident that low $400s is reachable for $ICLTF but then again the cost floor is rising for everyone and the BC mills at faster rate than $GFP" [X Link](https://x.com/BlkDiamondCap/status/1482472957943365634) 2022-01-15T22:01Z [---] followers, [--] engagements "@BryanGreenbaum Yes. If you want small-cap look at $WLDBF" [X Link](https://x.com/BlkDiamondCap/status/1517143826439180288) 2022-04-21T14:10Z [---] followers, [--] engagements "The flywheel for Wildbrain is spooling up. $21.3m net income vs $26m loss [--] year ago. Anyone interested in the media space and content producers I would suggest to take a look at $WLDBF" [X Link](https://x.com/BlkDiamondCap/status/1522603951287414785) 2022-05-06T15:47Z [---] followers, [--] engagements "$WLDBF why was the CEO change so abrupt Why on the day of the earnings call What is the compensation structure of new CEO vs Ellenbogen The going succession plan was designed to have Ellenbogen on the board but thats no longer the case @boskovic64" [X Link](https://x.com/BlkDiamondCap/status/1656810643087847424) 2023-05-11T23:56Z [---] followers, [----] engagements "@Retail_Investin @cannasseursio @aaronvalue But the cap structure is what kills me. The prefs chew at the equity. They are a very expensive loan" [X Link](https://x.com/BlkDiamondCap/status/1730215312266571946) 2023-11-30T13:20Z [---] followers, [--] engagements "@Retail_Investin @cannasseursio @aaronvalue I think @kylekazanceo said in the last earnings call he wanted to attack the debt in [----]. This is why Im still holding the company cautiously" [X Link](https://x.com/BlkDiamondCap/status/1730271982363484194) 2023-11-30T17:06Z [---] followers, [--] engagements "@ThomasBraziel @swuap Former CEOs compensation was a poison pill for me. The package was really aligned with shareholders. He got canned the day of an earnings call and I bailed shortly after. Media is a tough biz and the company hasnt delivered the earnings they thought they would" [X Link](https://x.com/BlkDiamondCap/status/1737663790118760501) 2023-12-21T02:38Z [---] followers, [---] engagements "@20_Bagger @wartranslated Youre implying the nuclear option but the nuclear option isnt an option. Cant win a war with nuclear weapons. They are simply the off button of the world. Putins #1 goal is preservation of his own life. #2 goal is expansion of Russia. Nukes solve neither. He wont use" [X Link](https://x.com/BlkDiamondCap/status/1738926628464410930) 2023-12-24T14:16Z [---] followers, [--] engagements "@20_Bagger @wartranslated However he can threaten nukes and cause the rest of the world to capitulate as he continues his [--] decade-long conquest and as long as you are worried he wins. Worried about Russia losing Crimea Crimea isnt his its Ukraine. USA guaranteed this in Budapest memorandum 1994" [X Link](https://x.com/BlkDiamondCap/status/1738927250030854608) 2023-12-24T14:18Z [---] followers, [--] engagements "@20_Bagger @wartranslated Also how does your solution guarantee the sovereignty of what Ukraine has left (if your solution is to draw new lines) Russia can out-produce NATO but they cant outproduce NATO+USA+South Korea. Since this is the case should Ukraine STILL quit fighting" [X Link](https://x.com/BlkDiamondCap/status/1738936297710842277) 2023-12-24T14:54Z [---] followers, [--] engagements "@20_Bagger @wartranslated Keep in mind signed documents arent a guarantee of sovereignty because if they were the Budapest Memorandum would have protected UKR" [X Link](https://x.com/BlkDiamondCap/status/1738936516259217885) 2023-12-24T14:55Z [---] followers, [--] engagements "@OSA_Rochester Pulp and paper margins are notoriously narrow. Why a full-fledged CEO of this division This is a $100m market cap company and they added a CEO to an unprofitable division that even if he does well will become slightly profitable How does this move not erode cash flows" [X Link](https://x.com/anyuser/status/1747417286078513524) 2024-01-17T00:35Z [--] followers, [---] engagements "@humblyinvest I left when Ellenbogen was ousted. The thesis was broke for me then market dynamics shifted around Covid and he never could get the IP off the ground" [X Link](https://x.com/BlkDiamondCap/status/1805427384868651462) 2024-06-25T02:26Z [---] followers, [--] engagements "@cfo_mm Whats the context of this answer" [X Link](https://x.com/BlkDiamondCap/status/1845814602900123880) 2024-10-14T13:11Z [---] followers, [----] engagements "@curated_value Those companies are increasingly seeking exemption from 280E (i.e. Glass House announced exemption in Q3). In these cases wouldnt it be wise to look at historical EBITDA as a proxy" [X Link](https://x.com/BlkDiamondCap/status/1889394118750515417) 2025-02-11T19:20Z [---] followers, [---] engagements "@wit_t @AlderLaneEggs @kylekazanceo @CGasparino @Seawolfcap @grahamfarrar Yes interstate commerce is a huge win for $glasf and a huge loss for lots of MSOs" [X Link](https://x.com/BlkDiamondCap/status/1934595938493845697) 2025-06-16T12:56Z [---] followers, [---] engagements "@RevelationsLP @canntrader1 @Seawolfcap @AlderLaneEggs @kylekazanceo @grahamfarrar @todd_harrison Cannabis wants the loophole changed bc taxes testing and legal differences. Its the same plant just follows under different legal rules and testing. Glass house can ship to different states with twice the margins of Cali thats why they are running hemp" [X Link](https://x.com/BlkDiamondCap/status/1937200592406872352) 2025-06-23T17:26Z [---] followers, [---] engagements "@DanHolbrook @michaeljknowles Car accidents decreased 9% and car insurance followed in the first year of legalization in Colorado" [X Link](https://x.com/BlkDiamondCap/status/1954632676775768544) 2025-08-10T19:55Z [---] followers, [--] engagements "@MontviewX This ruling coupled with Texas keeping hemp sales is a catalyst that can double (or more) biomass revenues when the hemp Greenhouses come online January" [X Link](https://x.com/BlkDiamondCap/status/1968031251979510120) 2025-09-16T19:16Z [---] followers, [--] engagements "@MrJPL $DJCO is moving out of the newspaper business" [X Link](https://x.com/BlkDiamondCap/status/1391022510590857223) 2021-05-08T13:29Z [---] followers, [--] engagements "The inverse correlation b/w lumber price and GreenFirsts ability to move product is much higher than I underwrote. I suspected BC was having most of the trouble and driving prices up but $ICLTF has significant logistic issues as well. Q1 wont be a barn-burner either. @attaartweet @midtown_rob New business only financials released so far were [--] month of Q3. People soured over their brokers not letting them buy the rights (not GFPs fault). Uncertainty about supply chain issues (see Resolutes last Q earnings they have mills in the area.) SYP is coming online (cheaper) @attaartweet @midtown_rob" [X Link](https://x.com/BlkDiamondCap/status/1508229459123519493) 2022-03-27T23:48Z [---] followers, [--] engagements "@ClassicValueInv @Coburn420D @jesseredmond @LeefBrands @grahamfarrar @kylekazanceo Do you worry about weather risk with $LEEEF Its obviously superior/stable climate to most places in the US but a bad storm could wipe the whole crop" [X Link](https://x.com/BlkDiamondCap/status/1852864695901814896) 2024-11-03T00:05Z [---] followers, [---] engagements "@Seawolfcap @AlderLaneEggs @kylekazanceo @grahamfarrar The warrants $GHBWF get exciting now" [X Link](https://x.com/BlkDiamondCap/status/1922461052773581294) 2025-05-14T01:16Z [---] followers, [---] engagements "@grahamfarrar What year do you predict cannabis gene improvement will allow cannabis to be seed-planted instead of clone-cuttings" [X Link](https://x.com/BlkDiamondCap/status/1989498384575569950) 2025-11-15T00:59Z [---] followers, [--] engagements "@BlitzTradingCo1 @grahamfarrar Not really. $GLASF never started selling hemp although it was planned. The company lost a lucrative future vertical with the ban but thats it. There will be downward cannabis pricing pressure from other Cali farmers bringing product back into the state" [X Link](https://x.com/BlkDiamondCap/status/1991566866092016094) 2025-11-20T17:58Z [---] followers, [---] engagements "Lets talk big-picture @TheDankInformer You guys are pressing hard on the $GLASF raid on illegals. Take a ride with me through melon and strawberry country sometime. Ill bet a paycheck every time you go to the store and buy produce it was picked by illegal immigrants" [X Link](https://x.com/BlkDiamondCap/status/1992023415289737434) 2025-11-22T00:12Z [---] followers, [---] engagements "@JeauxMama420 @chaka23121 @MontviewX This is why @AlderLaneEggs said the common is a better play than the warrants" [X Link](https://x.com/BlkDiamondCap/status/2000754151676891601) 2025-12-16T02:25Z [---] followers, [---] engagements "@AlderLaneEggs @TheDalesReport On @TheDalesReport Will you elaborate on the USC deal with $GLASF and whether it plays a bigger role now that S3 happened Also do the plants need reclassified as Cannabis instead of hemp" [X Link](https://x.com/BlkDiamondCap/status/2001745748472566225) 2025-12-18T20:05Z [---] followers, [---] engagements "@AlderLaneEggs @kylekazanceo @grahamfarrar @Seawolfcap Reminder we dont yet have IC so no access to most of those seniors. Level of confidence in IC in 2026" [X Link](https://x.com/BlkDiamondCap/status/2001746430340509865) 2025-12-18T20:08Z [---] followers, [---] engagements "@DarthPutinKGB @Jon1786 Peter Hitchens brother would be ashamed if he was still alive. Good man Christopher was. Whered Peter go wrong More than a decade living next tot he kremlin is how he went wrong" [X Link](https://x.com/BlkDiamondCap/status/2003976304736309547) 2025-12-24T23:49Z [---] followers, [--] engagements "@Dude44Cal @JeauxMama420 @chaka23121 @eddytorriente @G1assHalfFull @MontviewX @tbuttersnoops @AlderLaneEggs @grahamfarrar Im just not understanding your enthusiasm. You need drastic upward and sustained movement in the stock that is simplyrare for $ghbwf to be a strong success. I hold the warrants too I just cant value them in my head above $0.65 anymore" [X Link](https://x.com/BlkDiamondCap/status/2004706018648101342) 2025-12-27T00:08Z [---] followers, [---] engagements "@JDerevyanny @HoddinottJustin @HammanShares @Kalshi I took the yes bet on h1 2026" [X Link](https://x.com/BlkDiamondCap/status/2007084371900346555) 2026-01-02T13:39Z [---] followers, [--] engagements "@JDerevyanny @HoddinottJustin @HammanShares @Kalshi No. Whats your timeline on this I felt the EO along with all the work thats been done in the previous administration made this more straightforward" [X Link](https://x.com/BlkDiamondCap/status/2007091818593505734) 2026-01-02T14:09Z [---] followers, [--] engagements "@JDerevyanny @HoddinottJustin @HammanShares @Kalshi How do most of the parts of the EO regarding rolling medical use out to seniors and vets by April get executed without S3" [X Link](https://x.com/BlkDiamondCap/status/2007100570646299004) 2026-01-02T14:44Z [---] followers, [--] engagements "Glass House Brands Announces Accelerated [----] Expansion https://www.globenewswire.com/news-release/2026/01/20/3221600/0/en/Glass-House-Brands-Announces-Accelerated-2026-Expansion-Strategy.html https://www.globenewswire.com/news-release/2026/01/20/3221600/0/en/Glass-House-Brands-Announces-Accelerated-2026-Expansion-Strategy.html" [X Link](https://x.com/BlkDiamondCap/status/2013601577001496800) 2026-01-20T13:16Z [---] followers, [--] engagements "@TreyHenninger How do you feel about $SODI s long term prospects right now Could be an opportunity here if the thesis hasnt changed" [X Link](https://x.com/BlkDiamondCap/status/1906873921242063013) 2025-04-01T00:59Z [---] followers, [---] engagements "@TreyHenninger Thanks. Been following you and $SODI for at least a couple years. I may partake" [X Link](https://x.com/BlkDiamondCap/status/1906875078253384019) 2025-04-01T01:03Z [---] followers, [---] engagements "Glass House Brands Announces Accelerated [----] Expansion $GLASF https://www.globenewswire.com/news-release/2026/01/20/3221600/0/en/Glass-House-Brands-Announces-Accelerated-2026-Expansion-Strategy.html https://www.globenewswire.com/news-release/2026/01/20/3221600/0/en/Glass-House-Brands-Announces-Accelerated-2026-Expansion-Strategy.html" [X Link](https://x.com/BlkDiamondCap/status/2013601722640343147) 2026-01-20T13:17Z [---] followers, [---] engagements "@valueventurez Dont do what I do. $GLASF is over 90% of my personal portfolio. With rescheduling its a $30+ stock. If they get the medical stuff and International stuff going its $80+. I havent come across an opportunity like this in 10-12 years. Dont do what I do though" [X Link](https://x.com/BlkDiamondCap/status/2020285904045154533) 2026-02-07T23:57Z [---] followers, [---] engagements "$GLASF is a stock that would be best for people to buy then go into a coma for [--] years and check back in" [X Link](https://x.com/BlkDiamondCap/status/2019216174253560219) 2026-02-05T01:07Z [---] followers, [----] engagements "@AlderLaneEggs @valueventurez And Kyles team is paralleling you with that board addition. Any company that needs consistent THC product is going to look at $GLASF as the gold standard. Hard to get the consistency with outdoors and indoors cost an arm and a leg" [X Link](https://x.com/BlkDiamondCap/status/2020298666377114005) 2026-02-08T00:48Z [---] followers, [---] engagements "@RyanO_ChosenCoy Where can i donate" [X Link](https://x.com/BlkDiamondCap/status/2022446525474103536) 2026-02-13T23:03Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BlkDiamondCap Black Diamond CapitalBlack Diamond Capital posts on X about $wldbf, $glasf, $icltf, market cap the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance countries travel destinations currencies ncaa football
Social topic influence $wldbf, $glasf #7, $icltf, market cap, $gfp, russia, kalshi, debt, $djco, ukraine
Top accounts mentioned or mentioned by @alderlaneeggs @grahamfarrar @kylekazanceo @20bagger @wartranslated @seawolfcap @valueventurez @montviewx @chaka23121 @jderevyanny @hoddinottjustin @hammanshares @kalshi @bryangreenbaum @retailinvestin @cannasseursio @aaronvalue @jeauxmama420 @treyhenninger @srg444
Top posts by engagements in the last [--] hours
"Greatly anticipating WildBrain earnings call. The business has several projects in their infancy in which any single one of them may be worth multiples of the market cap. $WLDBF https://www.wfmz.com/news/pr_newswire/pr_newswire_entertainment/wildbrain-announces-conference-call-for-its-fiscal-2021-q3-results/article_b5de344c-06a5-5c09-a5a1-6c7896069c31.html https://www.wfmz.com/news/pr_newswire/pr_newswire_entertainment/wildbrain-announces-conference-call-for-its-fiscal-2021-q3-results/article_b5de344c-06a5-5c09-a5a1-6c7896069c31.html"
X Link 2021-04-27T22:12Z [---] followers, [--] engagements
"@iancassel $WLDBF. 400m market cap. Shares trade around $2.50. CEO doesnt get half his compensation until share price hits $7 $9 $11. With the other half of his compensation he is forced to buy a bunch of stock on open market"
X Link 2021-05-02T15:16Z [---] followers, [--] engagements
"$WLDBF 10Q ".we expect WildBrain Sparks revenue to grow more than 50% in the forthcoming quarter over last years Q4." https://www.wildbrain.com/financial-news/wildbrain-reports-q3-2021-results/ https://www.wildbrain.com/financial-news/wildbrain-reports-q3-2021-results/"
X Link 2021-05-12T01:05Z [---] followers, [--] engagements
"Consumer product revenue grew 12% Margin 43% slightly down due to higher sales in Peanuts merch which is a bit lower margin than the rest but a good indicator that being Apple's centerfold is working nicely"
X Link 2021-05-12T01:11Z [---] followers, [--] engagements
"Plan on being long the company for a long time. Each quarter the debt (biggest threat to the thesis) becomes less of a threat. $wldbf"
X Link 2021-05-12T01:35Z [---] followers, [--] engagements
"@phoenixvalue $btn $wldbf $fgf $djco"
X Link 2021-05-16T23:22Z [---] followers, [--] engagements
"@BetFakeMarkets @FLOWInvesting @AustinLGraff Yes I am a fan of Eric Ellenbogen's pay structure at $WLDBF. It is one of the most fully aligning pay structures a company can set up for its CEO"
X Link 2021-05-24T21:00Z [---] followers, [--] engagements
"$GFP / $ICLTF GreenFirst paid $302m for the Rayonier lumber mills. In four weeks they saw $29m in revs ($370m annualized)"
X Link 2021-12-03T01:27Z [---] followers, [--] engagements
"The disparity between #Lumber and $GFP / $ICLTF clearly disproves Efficient Market Theory"
X Link 2021-12-15T23:28Z [---] followers, [--] engagements
"Every segment of $WLDBF is growing some at a high clip which is being driven by their content production. Ellenbogen has been talking about the synergies he can create and he's living up to his word. He's got this biz down and I'm excited for [----] with this company"
X Link 2021-12-15T23:37Z [---] followers, [--] engagements
"@BryanGreenbaum $WLDBF Wildbrain is a content creator that owns IP like Peanuts Sonic the Hedgehog Strawberry Shortcake Calliou they are re-energizing these evergreen brands and the flywheel effect is showing itself. Multibagger and CEO doesnt get bonus until price tripled"
X Link 2021-12-30T19:40Z [---] followers, [--] engagements
"Q1 results should be quite a bit better than Q4 Right now the mills are pricing lumber out to mid February or longer. So far at least half of Q1 is going to be priced at well above $1k/tbf"
X Link 2022-01-15T21:58Z [---] followers, [--] engagements
"Also recall that inflation and wage increases have hit every industry. Simply maintaining costs/tbf is going to be a feat. I'm not confident that low $400s is reachable for $ICLTF but then again the cost floor is rising for everyone and the BC mills at faster rate than $GFP"
X Link 2022-01-15T22:01Z [---] followers, [--] engagements
"@BryanGreenbaum Yes. If you want small-cap look at $WLDBF"
X Link 2022-04-21T14:10Z [---] followers, [--] engagements
"The flywheel for Wildbrain is spooling up. $21.3m net income vs $26m loss [--] year ago. Anyone interested in the media space and content producers I would suggest to take a look at $WLDBF"
X Link 2022-05-06T15:47Z [---] followers, [--] engagements
"$WLDBF why was the CEO change so abrupt Why on the day of the earnings call What is the compensation structure of new CEO vs Ellenbogen The going succession plan was designed to have Ellenbogen on the board but thats no longer the case @boskovic64"
X Link 2023-05-11T23:56Z [---] followers, [----] engagements
"@Retail_Investin @cannasseursio @aaronvalue But the cap structure is what kills me. The prefs chew at the equity. They are a very expensive loan"
X Link 2023-11-30T13:20Z [---] followers, [--] engagements
"@Retail_Investin @cannasseursio @aaronvalue I think @kylekazanceo said in the last earnings call he wanted to attack the debt in [----]. This is why Im still holding the company cautiously"
X Link 2023-11-30T17:06Z [---] followers, [--] engagements
"@ThomasBraziel @swuap Former CEOs compensation was a poison pill for me. The package was really aligned with shareholders. He got canned the day of an earnings call and I bailed shortly after. Media is a tough biz and the company hasnt delivered the earnings they thought they would"
X Link 2023-12-21T02:38Z [---] followers, [---] engagements
"@20_Bagger @wartranslated Youre implying the nuclear option but the nuclear option isnt an option. Cant win a war with nuclear weapons. They are simply the off button of the world. Putins #1 goal is preservation of his own life. #2 goal is expansion of Russia. Nukes solve neither. He wont use"
X Link 2023-12-24T14:16Z [---] followers, [--] engagements
"@20_Bagger @wartranslated However he can threaten nukes and cause the rest of the world to capitulate as he continues his [--] decade-long conquest and as long as you are worried he wins. Worried about Russia losing Crimea Crimea isnt his its Ukraine. USA guaranteed this in Budapest memorandum 1994"
X Link 2023-12-24T14:18Z [---] followers, [--] engagements
"@20_Bagger @wartranslated Also how does your solution guarantee the sovereignty of what Ukraine has left (if your solution is to draw new lines) Russia can out-produce NATO but they cant outproduce NATO+USA+South Korea. Since this is the case should Ukraine STILL quit fighting"
X Link 2023-12-24T14:54Z [---] followers, [--] engagements
"@20_Bagger @wartranslated Keep in mind signed documents arent a guarantee of sovereignty because if they were the Budapest Memorandum would have protected UKR"
X Link 2023-12-24T14:55Z [---] followers, [--] engagements
"@OSA_Rochester Pulp and paper margins are notoriously narrow. Why a full-fledged CEO of this division This is a $100m market cap company and they added a CEO to an unprofitable division that even if he does well will become slightly profitable How does this move not erode cash flows"
X Link 2024-01-17T00:35Z [--] followers, [---] engagements
"@humblyinvest I left when Ellenbogen was ousted. The thesis was broke for me then market dynamics shifted around Covid and he never could get the IP off the ground"
X Link 2024-06-25T02:26Z [---] followers, [--] engagements
"@cfo_mm Whats the context of this answer"
X Link 2024-10-14T13:11Z [---] followers, [----] engagements
"@curated_value Those companies are increasingly seeking exemption from 280E (i.e. Glass House announced exemption in Q3). In these cases wouldnt it be wise to look at historical EBITDA as a proxy"
X Link 2025-02-11T19:20Z [---] followers, [---] engagements
"@wit_t @AlderLaneEggs @kylekazanceo @CGasparino @Seawolfcap @grahamfarrar Yes interstate commerce is a huge win for $glasf and a huge loss for lots of MSOs"
X Link 2025-06-16T12:56Z [---] followers, [---] engagements
"@RevelationsLP @canntrader1 @Seawolfcap @AlderLaneEggs @kylekazanceo @grahamfarrar @todd_harrison Cannabis wants the loophole changed bc taxes testing and legal differences. Its the same plant just follows under different legal rules and testing. Glass house can ship to different states with twice the margins of Cali thats why they are running hemp"
X Link 2025-06-23T17:26Z [---] followers, [---] engagements
"@DanHolbrook @michaeljknowles Car accidents decreased 9% and car insurance followed in the first year of legalization in Colorado"
X Link 2025-08-10T19:55Z [---] followers, [--] engagements
"@MontviewX This ruling coupled with Texas keeping hemp sales is a catalyst that can double (or more) biomass revenues when the hemp Greenhouses come online January"
X Link 2025-09-16T19:16Z [---] followers, [--] engagements
"@MrJPL $DJCO is moving out of the newspaper business"
X Link 2021-05-08T13:29Z [---] followers, [--] engagements
"The inverse correlation b/w lumber price and GreenFirsts ability to move product is much higher than I underwrote. I suspected BC was having most of the trouble and driving prices up but $ICLTF has significant logistic issues as well. Q1 wont be a barn-burner either. @attaartweet @midtown_rob New business only financials released so far were [--] month of Q3. People soured over their brokers not letting them buy the rights (not GFPs fault). Uncertainty about supply chain issues (see Resolutes last Q earnings they have mills in the area.) SYP is coming online (cheaper) @attaartweet @midtown_rob"
X Link 2022-03-27T23:48Z [---] followers, [--] engagements
"@ClassicValueInv @Coburn420D @jesseredmond @LeefBrands @grahamfarrar @kylekazanceo Do you worry about weather risk with $LEEEF Its obviously superior/stable climate to most places in the US but a bad storm could wipe the whole crop"
X Link 2024-11-03T00:05Z [---] followers, [---] engagements
"@Seawolfcap @AlderLaneEggs @kylekazanceo @grahamfarrar The warrants $GHBWF get exciting now"
X Link 2025-05-14T01:16Z [---] followers, [---] engagements
"@grahamfarrar What year do you predict cannabis gene improvement will allow cannabis to be seed-planted instead of clone-cuttings"
X Link 2025-11-15T00:59Z [---] followers, [--] engagements
"@BlitzTradingCo1 @grahamfarrar Not really. $GLASF never started selling hemp although it was planned. The company lost a lucrative future vertical with the ban but thats it. There will be downward cannabis pricing pressure from other Cali farmers bringing product back into the state"
X Link 2025-11-20T17:58Z [---] followers, [---] engagements
"Lets talk big-picture @TheDankInformer You guys are pressing hard on the $GLASF raid on illegals. Take a ride with me through melon and strawberry country sometime. Ill bet a paycheck every time you go to the store and buy produce it was picked by illegal immigrants"
X Link 2025-11-22T00:12Z [---] followers, [---] engagements
"@JeauxMama420 @chaka23121 @MontviewX This is why @AlderLaneEggs said the common is a better play than the warrants"
X Link 2025-12-16T02:25Z [---] followers, [---] engagements
"@AlderLaneEggs @TheDalesReport On @TheDalesReport Will you elaborate on the USC deal with $GLASF and whether it plays a bigger role now that S3 happened Also do the plants need reclassified as Cannabis instead of hemp"
X Link 2025-12-18T20:05Z [---] followers, [---] engagements
"@AlderLaneEggs @kylekazanceo @grahamfarrar @Seawolfcap Reminder we dont yet have IC so no access to most of those seniors. Level of confidence in IC in 2026"
X Link 2025-12-18T20:08Z [---] followers, [---] engagements
"@DarthPutinKGB @Jon1786 Peter Hitchens brother would be ashamed if he was still alive. Good man Christopher was. Whered Peter go wrong More than a decade living next tot he kremlin is how he went wrong"
X Link 2025-12-24T23:49Z [---] followers, [--] engagements
"@Dude44Cal @JeauxMama420 @chaka23121 @eddytorriente @G1assHalfFull @MontviewX @tbuttersnoops @AlderLaneEggs @grahamfarrar Im just not understanding your enthusiasm. You need drastic upward and sustained movement in the stock that is simplyrare for $ghbwf to be a strong success. I hold the warrants too I just cant value them in my head above $0.65 anymore"
X Link 2025-12-27T00:08Z [---] followers, [---] engagements
"@JDerevyanny @HoddinottJustin @HammanShares @Kalshi I took the yes bet on h1 2026"
X Link 2026-01-02T13:39Z [---] followers, [--] engagements
"@JDerevyanny @HoddinottJustin @HammanShares @Kalshi No. Whats your timeline on this I felt the EO along with all the work thats been done in the previous administration made this more straightforward"
X Link 2026-01-02T14:09Z [---] followers, [--] engagements
"@JDerevyanny @HoddinottJustin @HammanShares @Kalshi How do most of the parts of the EO regarding rolling medical use out to seniors and vets by April get executed without S3"
X Link 2026-01-02T14:44Z [---] followers, [--] engagements
"Glass House Brands Announces Accelerated [----] Expansion https://www.globenewswire.com/news-release/2026/01/20/3221600/0/en/Glass-House-Brands-Announces-Accelerated-2026-Expansion-Strategy.html https://www.globenewswire.com/news-release/2026/01/20/3221600/0/en/Glass-House-Brands-Announces-Accelerated-2026-Expansion-Strategy.html"
X Link 2026-01-20T13:16Z [---] followers, [--] engagements
"@TreyHenninger How do you feel about $SODI s long term prospects right now Could be an opportunity here if the thesis hasnt changed"
X Link 2025-04-01T00:59Z [---] followers, [---] engagements
"@TreyHenninger Thanks. Been following you and $SODI for at least a couple years. I may partake"
X Link 2025-04-01T01:03Z [---] followers, [---] engagements
"Glass House Brands Announces Accelerated [----] Expansion $GLASF https://www.globenewswire.com/news-release/2026/01/20/3221600/0/en/Glass-House-Brands-Announces-Accelerated-2026-Expansion-Strategy.html https://www.globenewswire.com/news-release/2026/01/20/3221600/0/en/Glass-House-Brands-Announces-Accelerated-2026-Expansion-Strategy.html"
X Link 2026-01-20T13:17Z [---] followers, [---] engagements
"@valueventurez Dont do what I do. $GLASF is over 90% of my personal portfolio. With rescheduling its a $30+ stock. If they get the medical stuff and International stuff going its $80+. I havent come across an opportunity like this in 10-12 years. Dont do what I do though"
X Link 2026-02-07T23:57Z [---] followers, [---] engagements
"$GLASF is a stock that would be best for people to buy then go into a coma for [--] years and check back in"
X Link 2026-02-05T01:07Z [---] followers, [----] engagements
"@AlderLaneEggs @valueventurez And Kyles team is paralleling you with that board addition. Any company that needs consistent THC product is going to look at $GLASF as the gold standard. Hard to get the consistency with outdoors and indoors cost an arm and a leg"
X Link 2026-02-08T00:48Z [---] followers, [---] engagements
"@RyanO_ChosenCoy Where can i donate"
X Link 2026-02-13T23:03Z [---] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::BlkDiamondCap