by Mike Regan | Jun 2, 2022 | Comp Table & Market Commentary, Company Analysis, Extract, Free, In the News, Macro, Podcast, Regional Data
Thanks to Rena Sherbill of Seeking Alpha’s Cannabis Investing Podcast for interviewing Mike and thanks to Colin Ferrian for joining our chat and getting the band back together for a one-off conversation. To quote the summary and transcript (available here) of...
by Mike and Colin | Feb 14, 2022 | Extract
Welcome to the Weekly Extract, parsing key information out of the week’s cannabis headlines. This week’s Extract covers …. Recently Published 1Q22 Survey Results published to Premium Members. Extract subscribers will be able to access the results on...
by Mike and Colin | Dec 3, 2021 | Extract
Welcome to the Weekly Extract, parsing key information out of cannabis headlines. This week’s Extract covers: M&A and Investment Schwazze’s $95M raise and NM acquisitions Bespoke Financial’s $125M raise Chicago Atlantic’s IPO as a REIT...
by Mike and Colin | Nov 16, 2021 | Company Analysis, Earnings Report
MAPS guided significantly below prior guidance for 4Q21 and 2022, blaming softness on a demand shift to the illicit market and slower than expected license issuances. Our more detailed review and updated model for Premium Members can be found below. While the...
by Mike and Colin | Sep 17, 2021 | Company Analysis
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...
