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 Regan | Jun 6, 2022 | Company Analysis
This is a follow-up to the January 16, 2022 article analyzing the contractually mandated dilution due to existing contracts at the Parent Company, which noted the potential signaling by the recipients. The 1Q22 10Q answers that question: This article is for...
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...
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 | Feb 14, 2022 | Extract
Welcome to the Weekly Extract, parsing key information out of the week’s cannabis headlines. This week’s Extract covers …. Recently Published 1Q22 Survey Results published to Premium Members. Extract subscribers will be able to access the results on...
