Here is the link to my article in MJBizDaily in which I discuss the common the reasons behind recent cannabis equity raises. Capital is available
Category: Analysis
2Q20 Earnings Closes US/Canada Discount on EV/S
The discount in US-focused cannabis stocks vs Canada-focused stocks is starting to reverse, at least on EV/S, following stronger than expected results in the US,
Analysis of Schwazze’s Deal Terminations
My article analyzing how tight capital markets and a changing regulatory outlook are derailing the Schwazze deals can be found here, as published in Marijuana
2Q20 Earnings Season: Risks to Estimates Remain despite cuts
My article in MJBizDaily, published on July 16, 2020, looking at the decline in sales estimates despite already declining 14-21% going into earnings. Valuations stood
Highlights from MJBizDaily’s Investor Intelligence
Here is a list of selected article highlights from MJBizDaily’s Investor Intelligence. Predicted the failure of Tryke – Cresco (CRLBF) deal, and compared the financials
Consumer Valuations Bottom at 2.4X Sales / 7.5X EBITDA
Link to the April 7, 2020 webinar at MJBizDaily and a PDF of the slides, which detail: Consumer, industrial, agricultural, tech, and pharma companies bottomed