Company Introduction Trulieve Cannabis Corp. (referred to as Trulieve) is a vertically integrated, US-based, Cannabis company with operations in AZ, CA, CO, CT, FL, MA, MD, NV, PA, WV & GA. At the time of this report, Trulieve employs over 9,000 people, has 173 retail stores, and over four million square feet of cultivation & processing capacity.
Nice overview, thank you. Would have liked to have seen you cover the 280e requirements that would be removed via legalization, and the big impact therefrom, as well as the capital markets access that would come with an uplisting opportunity. (Personally, I think we'll see a handful of acquisitions in the next couple of years that will bring Trulieve into new market areas and accelerate growth/profitability.)
Glad you liked it! Great point about 280E & its impact on the industry. We should have pointed that out in the Fair Value section. This is factored into our DCF in 2024.
Nice overview, thank you. Would have liked to have seen you cover the 280e requirements that would be removed via legalization, and the big impact therefrom, as well as the capital markets access that would come with an uplisting opportunity. (Personally, I think we'll see a handful of acquisitions in the next couple of years that will bring Trulieve into new market areas and accelerate growth/profitability.)
ET
Glad you liked it! Great point about 280E & its impact on the industry. We should have pointed that out in the Fair Value section. This is factored into our DCF in 2024.
is your fair value based on the US ticker or Canadian ticker? (TCNNF or TRUL)?
Fair Value is based on TCNNF in USD