by Mike Regan | Apr 29, 2022 | Company Analysis
Agrify’s 2021 Proxy came out this morning, and there is more information regarding the ownership of the largest customer (as detailed in this post on 4/1/21), as well as the share authorization. This also includes the takeaways from Benzinga, insights into the new...
by Mike Regan | Apr 1, 2022 | Company Analysis
Agrify’s 2021 10K came out last night, and there is a surprising new disclosure regarding customer concentration. We expect this to impact the way investors think about the valuation of the company going forward. This post been UPDATED on 4/4/2022 with additional...
by Mike Regan | Mar 22, 2022 | Company Analysis
Agrify announced that it borrowed $65 million under a new $135 million senior secured note, and yet the stock dropped 25% shortly after the announcement. Why did the stock drop? Why did they borrow $65 million when they already had $100 million of cash on hand? What...
by Mike and Colin | Feb 24, 2022 | Company Analysis, Earnings Report
Weedmaps reported 4Q21 earnings (presentation) and updated guidance for 2022; revenue beat the reduced expectations of 3Q21, revenue guidance for 2022 was reiterated, while profitability guidance was significantly lower than expected as the company increases...
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...
