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Glass House Brands: A De-Risked Opportunity to Invest in Scaled Production

Glass House Brands: A De-Risked Opportunity to Invest in Scaled Production

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...
ParentCo PIPE in Glass House Terminated

ParentCo PIPE in Glass House Terminated

by Mike and Colin | Jul 2, 2021 | Company Analysis

ParentCo’s $50 million investment in Glass House, which included a biomass purchase offtake agreement and cross-retail agreement, was “terminated by both parties”. Premium Member can read our take on this below, following up on our reports on the...
Cultivation En Vogue, Thoughts on Vertical Integration & Comp Tables Priced 5/14/21 & 5/17/2021

Cultivation En Vogue, Thoughts on Vertical Integration & Comp Tables Priced 5/14/21 & 5/17/2021

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...
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