by Mike and Colin | Jan 11, 2022 | Data & Analysis, Macro
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...
by Mike and Colin | Nov 5, 2021 | Company Analysis, Featured, 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...
by Mike and Colin | Oct 15, 2021 | Company Analysis, M&A / Capital Raise, Macro
Canopy is paying $297.5M for the right to buy Wana Brands when it “Federally permissible”, and Cronos paid $110.4 million for the right to buy 10.5% of Pharmacann when legal. What exactly are they getting, why are they buying, and why is it smart for Wana and...
