by Mike Regan | Mar 29, 2022 | Company Analysis, M&A / Capital Raise
Cresco Labs (CRLBF) announced a stock-swap merger with Columbia Care (CCHWF) on the day of its 4Q21 earnings, and Columbia Care gave disappointing guidance the next day. Our analysis of the deal, the quarterly reports, and the comments regarding asset sales and market...
by Mike and Colin | Feb 23, 2022 | Company Analysis, Earnings Report, Weekly Extract
3Q Earnings Reviews from the Weekly Extract Archive for Extract Subs As we enter 4Q21 earnings season, we have consolidated the 29 cannabis company earnings reports from the 3Q21 earnings season published in the Extract Archive into a single note to help investors...
by Mike and Colin | Nov 19, 2021 | Weekly Extract
Welcome to the Weekly Extract, parsing key information out of the week’s cannabis headlines. This week’s Extract covers 3Q21 earnings reviews of Hyrdofarm, GrowGen, Agrify, Urban-Gro, Columbia Care, Trulieve, Verano, and Jushi, Eaze, and also looks at Rx...
by Mike and Colin | May 19, 2021 | Comp Table & Market Commentary
Premium Members can download our pro forma in-the-money diluted comp tables below. Cultivation is in vogue At this point in the industry, most operators need to own most pieces of the supply chain because there isn’t a consistent, robust, and reliable supply...
