by Mike Regan | Jun 6, 2022 | Comp Table & Market Commentary
May Review of Multiples: The comp table has been updated for 1Q22 earnings and can be accessed by Premium Members in real time. [Download not found] May Review of Multiples: Since March 31, the US plant touching operators on my comp table have on average (using the...
by Mike Regan | Jun 2, 2022 | Comp Table & Market Commentary, Company Analysis, Free, In the News, Macro, Podcast, Regional Data, Weekly Extract
Thanks to Rena Sherbill of Seeking Alpha’s Cannabis Investing Podcast for interviewing Mike and thanks to Colin Ferrian for joining our chat and getting the band back together for a one-off conversation. To quote the summary and transcript (available here) of...
by Mike Regan | Apr 29, 2022 | Company Analysis
Agrify’s 2021 Proxy came out this morning, and there is more information regarding the ownership of the largest customer (as detailed in this post on 4/1/21), as well as the share authorization. This also includes the takeaways from Benzinga, insights into the new...
by Mike Regan | Apr 27, 2022 | Company Analysis, Weekly Extract
On April 20-21, Benzinga hosted their Cannabis Capital Conference in Miami. It was quite well attended with maybe ~1500 people, and standing room only for Boris Jordan’s first presentation of the day. Benzinga has now posted videos of most presentations here Premium...
by Mike Regan | Apr 1, 2022 | Company Analysis
Agrify’s 2021 10K came out last night, and there is a surprising new disclosure regarding customer concentration. We expect this to impact the way investors think about the valuation of the company going forward. This post been UPDATED on 4/4/2022 with additional...
