Agrify: Proxy Insights & Customer insights

Agrify: Proxy Insights & Customer insights

Agrify’s 2021 Proxy came out this morning, and there is more information regarding the ownership of the largest customer (as detailed in this post on 4/1/21), as well as the share authorization. This also includes the takeaways from Benzinga, insights into the new...
Agrify’s Biggest Customer is a What?

Agrify’s Biggest Customer is a What?

Agrify’s 2021 10K came out last night, and there is a surprising new disclosure regarding customer concentration. We expect this to impact the way investors think about the valuation of the company going forward. This post been UPDATED on 4/4/2022 with additional...
3Q21 Earnings Reviews in Extract Archive

Weekly Extract Feb. 7, 2022

Welcome to the Weekly Extract, parsing key information out of the week’s cannabis headlines. This week’s Extract covers …. Recently Published: MJResearchCo presentation on SPACs from Fall 2021 Cannabis trades at valuations where consumer companies...