Investment Analysis and Valuation of the Cannabis Industry
MJResearchCo provides rigorous investment analysis of the legal cannabis industry to professional allocators of capital, institutional investors and company executives.
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Professional research on the cannabis space, with out pay-to-play articles or banking relationships.
Canopy-Wana & Cronos-Pharmacann Options: Smart for Sellers, but do Canadian LPs get?
Canopy is paying $297.5M for the right to buy Wana 5 years after it is “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...
How Much Trulieve Can Harvest Founders Sell Now?
We learned this week that Harvest founders Steve White and Jason Vedadi (who left the company last year) own a total of 6.5 million shares of Trulieve worth $57 million as of October 4. How much is locked up, how much could be sold immediately, and when does the rest...
RIV Capital, A Well Capitalized Shell for Private US Operators
RIV Capital (OTC:CNPOF, CSE:RIV) is is a public held investment fund with multiple near-term catalysts and a compelling valuation. Premium Members (sign up here) can read about this opportunity, with both bull and bear cases, valuation, and download a working model...
Michigan, August Pricing and Market Share Insights
Michigan published the August 2021 data for their cannabis market, and we have organized an update on market share in the state; this article includes a monthly state data review for Michigan, complete with a working model of supply and pricing trends, inventory...
Glass House Brands: A De-Risked Opportunity to Invest in Scaled Production
Glass House Brands is a SPAC that has traded down to $5.00 on funding and pricing concerns, but they recently closed on the acquisition of the 5.5 million square foot Camarillo greenhouse in Ventura California. We think this is a very interesting opportunity for a...
US cannabis trading volume levels after first-quarter spike
Average daily trading volumes for U.S. cannabis operators appear to be bottoming out at about $80 million per day, a level not seen since October 2020. Trading volumes have declined 75% since peaking in February. Despite the drop, the volume remains nearly triple the...
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