by Mike Regan | Oct 26, 2022 | Company Analysis, Extract, Macro
Canopy Growth announced a series deals and new share structures to enable Canopy to acquire its US cannabis targets (Wana, Jetty, Acreage, and possibly some of Terrascend) by September 2023. Canopy stock is up 43% on the news and Constellation is up 4%. What are the...
by Mike Regan | Jul 25, 2022 | Company Analysis
Weedmaps is again in the news for servicing unlicensed operators in southern California, this time with delivery apps that either do not have a license, or are illegally renting someone else’s license. See this article by veteran reporter John Schroyer at MJBizDaily...
by Mike Regan | Jun 30, 2022 | Company Analysis, Extract
Canopy Growth (CGC) is issuing between 56.7-78.4 million shares to retire C$255.4 million of its C$600 million convertible note due 2023. The conversion price for this redemption works out to somewhere between US$2.50-3.50, and will be based on the 10 day average...
by Mike Regan | Jun 6, 2022 | Comp Table & Market Commentary, Company Analysis
You may have heard about the roller coaster direct listing (NOT an IPO) of Bright Green Corp (BGXX), a company that plans to cultivate cannabis for pharmaceutical research under a license from the DEA. This has little read through to the rest of the US cannabis...
by Mike Regan | Jun 2, 2022 | Comp Table & Market Commentary, Company Analysis, Extract, Free, In the News, Macro, Podcast, Regional Data
Thanks to Rena Sherbill of Seeking Alpha’s Cannabis Investing Podcast for interviewing Mike and thanks to Colin Ferrian for joining our chat and getting the band back together for a one-off conversation. To quote the summary and transcript (available here) of...
