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...
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...
by Mike and Colin | Jul 2, 2021 | Company Analysis
ParentCo’s $50 million investment in Glass House, which included a biomass purchase offtake agreement and cross-retail agreement, was “terminated by both parties”. Premium Member can read our take on this below, following up on our reports on the...
by Mike and Colin | Apr 22, 2021 | Company Analysis, Free
This article was first published to Premium Members Only, and became available to Free Members on July 21, 2021. The model download remains Premium Member Only. This report includes detailed financial and operational analysis, and a working model. The model includes...
by Colin Ferrian | Dec 18, 2020 | Macro, Regional Data, Thematic Research
As we close out the year 2020, the US cannabis industry is on a trajectory previously unseen for the sector. The country demonstrated their overwhelming support for legalization, the top companies displayed positive cashflows and compelling margins, and consumer...
