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The Stash, Volume 52: Hempcrete – leading Cannabis’ sustainability revolution

HEMPCRETE: LEADING CANNABIS’ SUSTAINABILITY REVOLUTION A negative carbon footprint, favorable thermal and structural properties, and wide-ranging construction applications make Hempcrete a truly disruptive building material. According to American Lime Technology, hempcrete is a bio-composite made of the inner woody core of the hemp plant (Shiv) mixed with a lime-based binder. The hemp core has a high [...]

2020-08-13T17:48:39+00:00July 15th, 2020|

The Stash, Volume 49: SSOs outperforming MSOs in brand presence, market share, capital efficiency

SSOs OUTPERFORMING MSOs IN BRAND PRESENCE, MARKET SHARE, CAPITAL EFFICIENCY The distinction between single state operators (SSOs) and multi state operators (MSOs) in the U.S. cannabis industry is unlikely to matter in the long term, but in the near- to medium-term SSOs and state leaders are emerging as winners and are in a better position to [...]

2020-07-15T19:09:39+00:00June 24th, 2020|

The Stash, Volume 47: Green Thumb Industries – The Cannabis MSO that generates profits

GREEN THUMB INDUSTRIES: THE CANNABIS MSO THAT GENERATES PROFITS Green Thumb Industries (GTBIF) is fast establishing itself as the national leader in cannabis consumer products and the U.S. MSO to watch out for, thanks to its best-in-class brand portfolio and a strategically expanding retail footprint. Illinois-headquartered Green Thumb manufactures and distributes a portfolio of branded cannabis [...]

2020-07-15T19:10:33+00:00June 10th, 2020|

The Stash, Volume 44: Safe Banking Act: One step closer to reality

SAFE BANKING ACT: ONE STEP CLOSER TO REALITY The passage of the SAFE Banking Act by the U.S. House of Representatives as part of the $3 trillion coronavirus stimulus bill suggests that cannabis legalization is moving from being a socio-political issue to an economic one. On Friday May 14, the U.S. House of Representatives passed – [...]

2020-07-15T19:12:03+00:00May 20th, 2020|

The Stash, Volume 39: COVID-19 is a Net Positive for Cannabis. Here’s why.

COVID-19 IS A NET POSITIVE FOR CANNABIS. HERE’S WHY. COVID-19’s impact on the cannabis industry is more positive than negative. While COVID-19 is a net negative for most industries, cannabis is among those where the net impact is positive. There are three reasons that bring us to this conclusion: 1) emergence of cannabis as an essential/staple, [...]

2020-04-15T19:48:06+00:00April 15th, 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 35: Big Brands Key Contenders for the Billion-Dolllar CBD Beauty Opportunity

BIG BRANDS KEY CONTENDERS FOR THE BILLION-DOLLAR CBD BEAUTY OPPORTUNITY Driven by cannabidiol’s (CBD) wellness and cosmetic benefits, the U.S. CBD Beauty market is expected to grow to $1 billion+ in annual sales by 2025. Overall CBD sales in the U.S. are expected to grow from $1.8 billion in 2018 to $20 billion+ by 2024, according [...]

2020-03-30T13:50:43+00:00March 18th, 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 31: The Valens Company – Extracting Value for Investors

THE VALENS COMPANY: EXTRACTING VALUE FOR INVESTORS The Valens Company (VLNCF) is one of the best cannabis extraction and testing names for investors to follow. Valens provides best-in-class proprietary services, including CO2, ethanol, hydrocarbon, solvent-less and terpene extraction, analytical testing, formulation, and white-label product development and manufacturing to leading Canadian and international cannabis brands. It has [...]

2020-03-30T14:00:46+00:00February 19th, 2020|
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