by Mike Regan | Sep 23, 2022 | Comp Table & Market Commentary, Company Analysis, Data & Analysis, Extract, Macro, Thematic Research
As valuations and liquidity have declined since the first quarter 2021 (when the industry raised over $3 billion in equity), debt has become a go-to source of financing. What is the leverage in cannabis? It may be higher than you think. There are also debates on if...
by Mike and Colin | Feb 23, 2022 | Company Analysis, Earnings Report, 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 | Jan 7, 2022 | Extract
Welcome to the Weekly Extract, parsing key information out of the week’s cannabis headlines. This week’s Extract covers …. You can sign up to receive the Weekly Extract here. Each week you will receive an email of about ~3,000 words of real-time...
by Mike and Colin | Nov 16, 2021 | 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 | Nov 3, 2021 | Comp Table & Market Commentary, Free
Cannabis stocks cannot catch a bid. As the small-cap index IWM rose 3% in October, the average US cannabis stock declined 13%, the Ancillary operators declined 7%, and the Canadian LPs declined 9%. A heatmap of stock performance can be downloaded here The US operators...
