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Cresco-Columbia Care Merger & Earnings

Cresco-Columbia Care Merger & Earnings

by Mike Regan | Mar 29, 2022 | Company Analysis, M&A / Capital Raise

Cresco Labs (CRLBF) announced a stock-swap merger with Columbia Care (CCHWF) on the day of its 4Q21 earnings, and Columbia Care gave disappointing guidance the next day. Our analysis of the deal, the quarterly reports, and the comments regarding asset sales and market...
What is ParentCo Cash / Share? The problem of guaranteed dilution

What is ParentCo Cash / Share? The problem of guaranteed dilution

by Mike and Colin | Jan 16, 2022 | Company Analysis

As a friendly reminder that per page 35 of the September 30, 2021 report, 33 million ParentCo shares will unlock on January 28, 2022. UPDATE on Jan 28, 2021, the management voluntarily extended the lock-up by one year, but this lockup expires if any US plant-touching...
Cannabis SPAC Analysis – November 2021

Cannabis SPAC Analysis – November 2021

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...
How Much Trulieve Can Harvest Founders Sell Now?

How Much Trulieve Can Harvest Founders Sell Now?

by Mike and Colin | Oct 8, 2021 | Company Analysis, M&A / Capital Raise

We learned this week that Harvest founders Steve White and Jason Vedadi (who left the company last year) own a total of 6.5 million shares of Trulieve worth $184 million as of October 4. How much is locked up, how much could be sold immediately, and when does the rest...
RIV Capital, A Well Capitalized Shell for Private US Operators

RIV Capital, A Well Capitalized Shell for Private US Operators

by Mike and Colin | Sep 24, 2021 | Company Analysis

RIV Capital (OTC:CNPOF, CSE:RIV) is is a public held investment fund with multiple near-term catalysts and a compelling valuation. Premium Members (sign up here) can read about this opportunity, with both bull and bear cases, valuation, and download a working model...
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