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 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...
by Mike and Colin | Dec 18, 2021 | Company Analysis
Since this was originally published, Curaleaf upsized the deal by another $50 million, so add simplistically $50 million to all figures below. Curaleaf just raised $425 million of notes due 2026 at 8%; the size and access to capital is impressive in itself. The stated...
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
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...
