Andrew Cuomo

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The Stash, Volume 46: Market Share gains, profitability make Trulieve a standout cannabis name

MARKET SHARE GAINS, PROFITABILITY MAKE TRULIEVE A STANDOUT CANNABIS NAME Trulieve’s (TCNNF) continued market share gains validate our thesis that capital-efficient state leaders are best placed to emerge as winners in the U.S. cannabis market. Our analysis of data from the Florida Office of Medical Marijuana Use suggests that Trulieve’s dominance of Florida’s cannabis market continues [...]

2020-07-15T19:11:03+00:00June 3rd, 2020|

The Stash, Volume 45: Aurora Cannabis is up 176% in two weeks; will the rally sustain?

AURORA CANNABIS (ACB) IS UP 176% IN TWO WEEKS; WILL THE RALLY SUSTAIN? The acquisition of U.S. hemp retailer Reliva LLC gives Aurora Cannabis (ACB) a foothold into the $24 billion U.S. CBD market and is one of the key catalysts of the sharp appreciation in ACB’s stock price over the last couple of weeks. On [...]

2020-07-15T19:11:33+00:00May 27th, 2020|

The Stash, Volume 41: The two stocks best positioned to benefit from growing OK and OR cannabis markets

THE TWO STOCKS BEST POSITIONED TO BENEFIT FROM GROWING OK AND OR CANNABIS MARKETS In our Stash report last week, we discussed why Oklahoma (OK) and Oregon (OR) are well-positioned to benefit from cannabis’ essential industry status. This week, we highlight the two companies that are in a strong position in these markets and should be [...]

2020-07-15T19:13:35+00:00April 29th, 2020|

The Stash, Volume 38: Cannabis Legalization in 2020: A COVID-19 Casualty

CANNABIS LEGALIZATION IN 2020: A COVID-19 CASUALTY Cannabis legalization – key to the $50 billion+ illicit-to-legal value migration in the industry – is emerging as one of the casualties of the COVID-19 pandemic. In the last three weeks, we have discussed the impact that the spread of coronavirus is having on the cannabis industry, ranging from [...]

2020-04-08T15:44:35+00:00April 8th, 2020|

The Stash, Volume 37: Cannabis – The New Essential

CANNABIS: THE NEW ESSENTIAL Cannabis’ “essential” designation will drive sales higher even during the COVID-19 pandemic. We discussed in last week’s Stash report how cannabis sales saw a sharp surge in March as part of consumers’ stay-at-home strategy. These sales are likely to be boosted further by the classification of marijuana – especially medical marijuana – [...]

2020-04-01T16:44:50+00:00April 1st, 2020|

The Stash, Volume 32: New York Legalization Prospects and the Two Companies Best Placed to Win

NEW YORK LEGALIZATION PROSPECTS AND THE TWO COMPANIES BEST PLACED TO WIN Governor Andrew Cuomo’s efforts to legalize adult-use cannabis, if successful, will make New York one of the top three state markets in the U.S. by 2025. Cuomo – through his FY21 budget – has revived the prospects for legalizing recreational marijuana sales in 2020 [...]

2020-03-30T13:52:29+00:00February 26th, 2020|

The Stash, Volume 28: Medipharm Labs – The Global Cannabis Extraction Leader in the Making

MEDIPHARM LABS: THE GLOBAL CANNABIS EXTRACTION LEADER IN THE MAKING MediPharm Labs (MEDIF) is well positioned to benefit from growth of the global cannabis extraction market to $23.7 billion by 2025. The launch of cannabis products in Canada in December has put the spotlight on Canadian cannabis players and their readiness to benefit from the expansion [...]

2020-03-30T14:03:36+00:00January 29th, 2020|

The Stash, Volume 27: Hemp – Driving Sustainable Growth in the Cannabis Industry

HEMP: DRIVING SUSTAINABILE GROWTH IN THE CANNABIS INDUSTRY Hemp’s sustainable properties are expected to drive the 34% CAGR in the global industrial hemp market to $26.6 billion over the next five years. Hemp commonly refers to the industrial/commercial use of the cannabis stalk and seed for textiles, food, paper, body care products, detergents, plastics, and building [...]

2020-03-30T14:03:56+00:00January 22nd, 2020|

The Stash, Volume 24: Cannabis 3Q19 Earnings and 2020 Outlook

CANNABIS 3Q19 EARNINGS AND 2020 OUTLOOK: THE STORY IN 33 CHARTS AND 5 TAKEAWAYS As 2019 draws to a close and we move into 2020, we analyze the latest earnings, management guidance, and CY20 revenue estimates of cannabis companies to identify trends that will matter the most in the coming year. As the industry tries to [...]

2020-03-30T14:04:40+00:00December 18th, 2019|
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