by Mike Regan | Oct 7, 2022 | Comp Table & Market Commentary, Data & Analysis, Extract, Macro, Thematic Research
With just a month ahead of the midterm elections, Biden released an official statement on marijuana reform calling for pardons and rescheduling of marijuana (see press & proclamation). The concluding statement I think is more important than the actual details as...
by Mike Regan | Sep 23, 2022 | Comp Table & Market Commentary, Company Analysis, Data & Analysis, Extract, Macro, Thematic Research
As valuations and liquidity have declined since the first quarter 2021 (when the industry raised over $3 billion in equity), debt has become a go-to source of financing. What is the leverage in cannabis? It may be higher than you think. There are also debates on if...
by Mike and Colin | Jan 11, 2022 | Data & Analysis, Macro, Regional Data
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 | 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 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...
