Trulieve

New Lake, Thursday next week.

When's Trulieve going? Trulieve's going pre-market.

They always do the Thursday.

Yeah.

So clearly a company like Cresco, um, sees tremendous value in expanding its footprint there with 27 stores.

Trulieve has 22, GTI has 20, um, Jushi has 20, Curaleaf has 19, Verano has 18, and then we've got a bunch of independent operators that have, um, have a lot less than those big folks.

Um, and, and you guys, uh, have three.

And it, it-

And it's, it's, a lot of that comes from the biggest players that you, you probably know.

So the Crescos, the Air Wellness, the Trulieve, the can- uh, you know, all those guys have, uh, Verano, uh, from what I can tell, have debt maturing, uh, north of 350 million each.

Hmm.

Uh, a- and so look, uh, your, uh, individual that lent you that or institution that lent you those funds, uh, now you're at the spot where the year's coming up, the debt's due, and if you got a stock like a lot of these companies do where your stock's gone down 70, 80, 90%, uh, since you opened, those are, those are tough conversations.

November 3rd, 4th, and 5th.

I think it's GTI, Trulieve, Curaleaf.

Yeah.

Time flies.

Well, and a caveat, don't focus on the quarter-over-quarter growth.

Focus on the year-over-year growth.

If GTI, Trulieve, Curaleaf, uh, report year-over-year growth on the top line, then it's something to be spoken about.

If it's a dip quarter over quarter, it's sequential nonsense, 'cause Q3 is seas- is, Q3 is statistically weaker-

But the market reaction was immediate.

Trulieve fell 16% the following day.

GTI and Caroleaf also down sharply.

And the industry cannot ignore that the market is paying attention to what's going on with these Schedule III proceedings.