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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 51: Cannabis deal making continues to struggle as cash crunch intensifies

CANNABIS DEAL MAKING CONTINUES TO STRUGGLE AS CASH CRUNCH INTENSIFIES In our Dec. 18, 2019, Stash report, we said that balance sheet strength will matter more than ever in 2020 as the cannabis industry funding environment tightens and deals dry up. Capital market trends in 1H20 validate our thesis. Data from Viridian Capital Advisors shows that [...]

2020-07-15T19:08:41+00:00July 8th, 2020|

The Stash, Volume 50: Clever Leaves – global cannabis leader in the making

CLEVER LEAVES: GLOBAL CANNABIS LEADER IN THE MAKING Favorable growing conditions and low production cost position Colombia as a key cannabis-exporting nation. Annual cannabis exports from the country are expected to grow >20x to $2.3 billion in a decade. Colombia’s location near the equator provides an even 12-hour day and night cycle, quality soil, abundant water, [...]

2020-07-15T19:09:11+00:00July 1st, 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 48: Russell 3000 rebalancing sets stage for greater institutional ownership of cannabis names

RUSSELL 3000 REBALANCING SETS STAGE FOR GREATER INSTITUTIONAL OWNERSHIP OF CANNABIS NAMES We believe the inclusion of GrowGeneration Corp. (GRWG) and Akerna (KERN) in the Russell 3000 index is indicative of the rising interest of institutional investors in the cannabis space. GrowGeneration, the largest chain of stand-alone specialty hydroponic and organic garden centers in the U.S., [...]

2020-07-15T19:10:05+00:00June 19th, 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 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 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|
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