by Mike and Colin | Dec 1, 2021 | Data & Analysis, Free, Macro, Thematic Research
Michigan Recalls 3 months of product, but what is the real impact? The Michigan Marijuana Regulatory Agency (MRA) has recalled all products tested by Virdis Labs between August 10-November 16, 2021. What does this mean for the supply chain in Michigan? Where will...
by Mike and Colin | Nov 19, 2021 | Company Analysis, Free, M&A / Capital Raise
Schwazze Shifts Strategy and Grows via M&A As we have noted in the past, Schwazze is a Colorado consolidation story run by Justin Dye who previously consolidated Albertsons and Safeway at Cerebus. The company acquired the highly profitable Star Buds chain, and it...
by Mike and Colin | Nov 18, 2021 | Company Analysis, Data & Analysis, In the News, M&A / Capital Raise, Macro
On October 19, 2019, Mike Regan presented on SPACs (Special Purpose Acquisition Corps) at the MJBizCon Finance Forum. The presentation walked through: Key risks to investing in SPACs How to invest across the SPAC lifecycle process The players and incentives during the...
by Mike and Colin | Nov 16, 2021 | Company Analysis, Earnings Report, Free
MAPS guided significantly below prior guidance for 4Q21 and 2022, blaming softness on a demand shift to the illicit market and slower than expected license issuances. Our more detailed review and updated model for Premium Members can be found below. While the...
by Mike and Colin | Nov 5, 2021 | Company Analysis, Macro
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...
