Investment Analysis and Valuation of the Cannabis Industry

MJResearchCo provides rigorous investment analysis of the legal cannabis industry to professional allocators of capital, institutional investors and company executives.

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Professional research on the cannabis space, without pay-to-play articles

Weedmaps – more unlicensed clients?

Weedmaps – more unlicensed clients?

Weedmaps is again in the news for servicing unlicensed operators in southern California, this time with delivery apps that either do not have a license, or are illegally renting someone else’s license. See this article by veteran reporter John Schroyer at...

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Implications: Canopy Conversion Repriced -92%

Implications: Canopy Conversion Repriced -92%

Canopy Growth (CGC) is issuing between 56.7-78.4 million shares to retire C$255.4 million of its C$600 million convertible note due 2023. The conversion price for this redemption works out to somewhere between US$2.50-3.50, and will be based on the 10 day average...

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ParentCo: Less Dilution offset by Signaling

ParentCo: Less Dilution offset by Signaling

This is a follow-up to the January 16, 2022 article analyzing the contractually mandated dilution due to existing contracts at the Parent Company, which noted the potential signaling by the recipients. The 1Q22 10Q answers that question:

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May Multiples & Key Questions

May Multiples & Key Questions

May Review of Multiples: The comp table has been updated for 1Q22 earnings and can be accessed by Premium Members in real time.May Review of Multiples: Since March 31, the US plant touching operators on my comp table have on average (using the...

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Best of 4Q21 Weekly Extracts

Best of 4Q21 Weekly Extracts

Throughout Q4, we’ve been publishing weekly insights on the cannabis industry to a small group, in what we’ve called the MJResearchCo Extract. Previously an internal tool at MJResearchCo, the Extract provides our own opinion and analysis of top industry news to ensure...

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The Bear Case(s) on Cannabis

The Bear Case(s) on Cannabis

As the publicly-traded cannabis stocks are currently about 50% off their February highs, and with a relatively simple long term bull case to understand, many people have been asking us: “what are the bear arguments for legal cannabis”?When investing, someone is always...

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