C21 Investments Inc C.CXXI

Cannibis 2025 Outlook

[MuttleyKnows]

We we closing the book on another year and the Democrats have failed miserably in 4 years to deliver anything for the cannibis sector.  You don't have to think too hard to figure out how they can lose the election so badly.  Let's see if the Republicans can deliver more with full control of the US government.

What I see playing out is the re-scheduling is going to take a while to get done.  Most like likely second half of 2025 before rescheduling happens.

No decriminalization likely but expect SAFE on steroids.  Trump wants to have the cryto sector banked so it would make sense to pass a SAFE bill covering both cannibis and crypto in 2025. 

No relief on the hemp front.  The existing farm bill will get extended for another year since it is too late to negotiate a new bill before the new Congress.  The hemp loophole remains in place for 2025 but expect it to be removed in 2026 with a new farm bill.

Thus, I am expecting positive things on the horizon but unfortunately more patience is required.

[StSebastian]

thanks for sharing your thoughts with us Muttley, appreciate it.  Atleast with this play, you can rest assured that it is relatively safe given they are self sustaining despite the current headwinds.  Their fiscal prudence despite the pressure to "grow grow grow" by investors in years past has left them (and us) better positioned for the future than many imho!  Merry

[MuttleyKnows]

Indeed correct Seb.  We have had the good fortune of being able to wait for the political change to happen in Washington.  Not many companies in this sector have been able to do this.  Positive cashflow and no significant share dilution has definitely dulled the pain of waiting. Merrry Christmas ... Happy holidays and best wishes for all of us CXXI longs in 2025.