by Mike Regan | Sep 23, 2022 | Comp Table & Market Commentary, Company Analysis, Data & Analysis, Macro, Thematic Research, Weekly Extract
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, Weekly 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 | Nov 24, 2021 | Weekly Extract
The Weekly Extract: Parsing key info out of cannabis headlines. This week’s Extract covers news on Gage, AYR Wellness, Uber/Fyllo, MedMen, and Pennsylvania, with earnings reviews of Terrascend, 4Front Ventures, Riv Capital, Planet 13, Lowell Farms, The Parent...
by Mike and Colin | Jul 30, 2021 | Data & Analysis, Macro, Regional Data
This article reviews the state of Nevada, including wholesale pricing trends among various products, asset counts and economics, implied market share, and state sales. This article is for subscribers only. Please log in or subscribe to read the full article. Username...
