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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 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 42: The Second Coming of the Cannabis Bellwether

CANOPY GROWTH CORP (CGC): THE SECOND COMING OF THE CANNABIS BELLWETHER We believe Constellation Brands’ (STZ) purchase of an additional stake in Canopy Growth Corp. (CGC) reaffirms investors’ faith in the cannabis legalization story. On May 1, global beer, wine, and spirits major Constellation Brands exercised an aggregate of 18.8 million warrants to purchase additional shares [...]

2020-07-15T19:13:01+00:00May 13th, 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 34: Coronavirus and its Impact on the Cannabis Industry Value Chain

CORONAVIRUS AND ITS IMPACT ON THE CANNABIS INDUSTRY VALUE CHAIN Coronavirus (COVID-19) is crippling the cannabis industry value chain, especially businesses focused on the vaping and packaging segments. The number of people infected with COVID-19 across the globe has topped 118,000 as the outbreak spreads to more countries, resulting in more than 4,200 deaths and causing [...]

2020-03-30T13:51:35+00:00March 11th, 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|
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