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 | Weekly Extract
Welcome to the Weekly Extract, parsing key information out of the week’s cannabis headlines. This week’s Extract includes the following topics: Recently Published Comp Tables, as of Feb. 22nd 3Q21 Earnings Reviews 1Q22 Survey Results. Extract subscribers...
by Mike and Colin | Dec 10, 2021 | Weekly Extract
Welcome to the Weekly Extract, parsing key information out of the week’s cannabis headlines. This week’s Extract covers: Investments & Partnerships Trulieve debuts Bhang edibles in Florida Agrify enters into an LOI for PurePressure Tilray acquires...
by Mike and Colin | Dec 3, 2021 | Weekly Extract
Welcome to the Weekly Extract, parsing key information out of cannabis headlines. This week’s Extract covers: M&A and Investment Schwazze’s $95M raise and NM acquisitions Bespoke Financial’s $125M raise Chicago Atlantic’s IPO as a REIT...
by Mike and Colin | Nov 19, 2021 | Company Analysis, Free, M&A / Capital Raise
Schwazze Shifts Strategy and Grows via M&A As we have noted in the past, Schwazze is a Colorado consolidation story run by Justin Dye who previously consolidated Albertsons and Safeway at Cerebus. The company acquired the highly profitable Star Buds chain, and it...
