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 | Dec 20, 2021 | Weekly Extract
Welcome to the Weekly Extract, parsing key information out of the week’s cannabis headlines. This week’s Extract covers …. Recently Published What’s left of Curaleaf’s $425m new debt after refis? State & Internationa News New York...
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 | Weekly Extract
Welcome to the Weekly Extract, parsing key information out of cannabis headlines. This week’s Extract recap covers Curaleaf & Tryke, Verano-Willow Brook, Tuatara-Springbig, Fyllo, earnings from GTI, Cresco, Curaleaf, Goodness, Glass House, and Ascend, and...
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...
