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2Q21 Fundamentals Disconnected from Stock Moves

2Q21 Fundamentals Disconnected from Stock Moves

by Mike and Colin | Aug 18, 2021 | Comp Table & Market Commentary, Data & Analysis, In the News, Macro

There is a disconnect between fundamental performance and stock performance for U.S. cannabis companies, resulting in compressing valuations for those operations. But multiples on 2022 are nearing past trough levels. Strong second quarter earnings have not yet driven...
Weedmaps, Q2 Review & Updated Model

Weedmaps, Q2 Review & Updated Model

by Mike and Colin | Aug 13, 2021 | Company Analysis, Earnings Report

Premium members can read our analysis on the Q2 2021 results from WM Technology, formerly known as Weedmaps. This article also includes an updated working model with capital structure, valuation, client counts, and more. This article is for subscribers only. Please...
The CME & Cannabis? Valuation review into 2Q21

The CME & Cannabis? Valuation review into 2Q21

by Mike and Colin | Aug 11, 2021 | Comp Table & Market Commentary, Podcast

8th Revolution and the CME? In early June, we were interviewed by 8th Revolution’s Kellan Finney and Bryan Fields, where we discussed the California cultivation supply, sustainability and scalability of margins, Weedmap’s investment thesis and narrative, and Cresco...
Actionable Florida Insights and Pricing/Discounting Data

Actionable Florida Insights and Pricing/Discounting Data

by Mike and Colin | Jul 23, 2021 | Data & Analysis, Macro, Regional Data

The weekly Florida review includes a working model with price checks of every operator’s flower, pre-roll, vape, edibles, and concentrate products, the weekly discounting trends, market share analysis, and all OMMU data.  This review is based on the July 23, 2021 OMMU...
2Q21 Fundamentals Disconnected from Stock Moves

Estimates Up and Stocks Down into 2Q21 Earnings Season

by Mike and Colin | Jul 21, 2021 | Comp Table & Market Commentary

As we enter 2Q21 earnings season, we ask, “what has happened with the stocks prices and estimates since 1Q21”? The estimates for the US-Focused operators have increased, while the stock prices themselves have declined, compressing valuation multiples by about 1 turn....
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