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 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 | Dec 10, 2021 | 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 | Nov 19, 2021 | Extract
Welcome to the Weekly Extract, parsing key information out of the week’s cannabis headlines. This week’s Extract covers 3Q21 earnings reviews of Hyrdofarm, GrowGen, Agrify, Urban-Gro, Columbia Care, Trulieve, Verano, and Jushi, Eaze, and also looks at Rx...
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...
