by Mike and Colin | Nov 18, 2021 | Company Analysis, Data & Analysis, In the News, M&A / Capital Raise, Macro
On October 19, 2019, Mike Regan presented on SPACs (Special Purpose Acquisition Corps) at the MJBizCon Finance Forum. The presentation walked through: Key risks to investing in SPACs How to invest across the SPAC lifecycle process The players and incentives during the...
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 | Oct 29, 2021 | Company Analysis, Earnings Report
Hydrofarm (HYFM), a NASDAQ traded supplier and distributor of hydroponics products with high exposure to the legal cannabis industry, guided 3Q21 and 2021 sales down on Octboer 26 as they increased their credit line to $125 million and acquired Innovative Growers...
by Mike and Colin | Oct 15, 2021 | Company Analysis, M&A / Capital Raise, Macro
Canopy is paying $297.5M for the right to buy Wana Brands when it “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...
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...
