Cannabis Comp Tables & Market Commentary

Your Comps Are Wrong: Why & How to use Comp Tables

This article summarizes why automated downloads are usually incorrect for cannabis, how to use these tables, and the adjustments made…

List of Published Comp Tables:

Risk Off February? Comp Tables 2/26/2021

For the month of February cannabis stocks peaked then declined. The stocks ended up 17% for the US operators and 23% for the Canadian operators, and both groups have declined since peaking around February 8-10 (-13% for US and -26% for Canadian)

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Focus on the Embers, not the Flames: Comp Tables 2/19/2021

If the past few months of cannabis policy wins were the spark to light investor interest in the industry, the involvement of Reddit-based speculation in the past weeks was the gasoline to this fire. But when the gasoline runs out, the fire

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Pigs get Slaughtered: Sundial Trades more than Faceook?!?

There is an old saying that “bulls make money, bears make money, and pigs get slaughtered”. If you’re fat on meme stocks, congratulations, you better get out now before you’re bacon. Tilray has increased 148% since last Friday, giving the pro forma

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Cannabis Hits The Bid, GME & Systemic RisK?: Comp Tables Jan 29, 2021

Cannabis stocks rallied in January on legislative optimism, then paused following capital issuance, and perhaps an unrelated short squeeze. Will systemic risk or tough comps continue to pressure them? For the month of January, cannabis stocks rallied 19% on average in the

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Capital Drought Over: Comp Tables Priced January 14, 2021

The capital drought in cannabis appears to be over. The past week saw furious rallies and a total of $1 billion capital raised, as operators know they will need cash over the long term. The opportunity is a multidecade one, and the

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Comp Tables Priced 12/18/20 With PF Tilray & Subversive/The Parent Company

Our cannabis comp table priced as of December 18, 2020 can be downloaded below Last week was especially busy for the cannabis industry, and the comp table has been updated to include two new deals. In Canada, Tilray and Aphria announced to

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Comp Table Priced December 11, 2020

Our cannabis comp table priced as of December 11, 2020 can be downloaded below Since the last public comp table on December 7, we have added Weedmaps / Silver Spike Acquisition Corp, taking the company guidance for the forward estimates from the

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