by Mike and Colin | Jan 16, 2022 | Company Analysis
As a friendly reminder that per page 35 of the September 30, 2021 report, 33 million ParentCo shares will unlock on January 28, 2022. As the stock sits at $1.16, and with $207 million in cash and a reported 97 million shares outstanding, it appears the stock is...
by Mike and Colin | Jan 13, 2022 | Free
We have organized a brief survey for the cannabis community, helping to gauge the sentiment of investors and operators in our industry. Those who complete the survey will receive the final results 4 weeks ahead of the public. Upon clicking the button below, you will...
by Mike and Colin | Jan 11, 2022 | Data & Analysis, Macro
With Montana’s recent legalization of the adult-use market, we assess the competitive dynamics, market share by license counts, and pending challenges to help both operators and investors understand the best strategies to ensure success in this highly fragmented...
by Mike and Colin | Jan 11, 2022 | Data & Analysis, Free, Macro, Regional Data
Michigan published the December 2021 data for their cannabis market, and we have organized an update on Q4 2021 market share in the state (Updated December 28, 2021); this article includes a monthly state data review for Michigan, complete with a working model of...
by Mike and Colin | Jan 7, 2022 | Company Analysis, Free
Agrify announced the company’s largest Total Turn Key (TTK) deal to-date, and this deal comes a few weeks after a short-report questioned the integrity of the company’s customer relationships, pressuring the share price of the stock. Premium members can...
