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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 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|

The Stash, Volume 43: Cannabis 2.0 is here and COVID-19 is accelerating the transition

CANNABIS 2.0 IS HERE AND COVID-19 IS ACCELERATING THE TRANSITION Market share gains for marijuana products like edibles and vapor pens in Canada suggest that the transition from Cannabis 1.0 to Cannabis 2.0 is happening at a rapid pace, with stay-at-home restrictions imposed due to COVID-19 acting as an additional catalyst. The launch of cannabis products [...]

2020-07-15T19:12:30+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 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|

The Stash, Volume 29: Canna Finance – Set to Emerge from the Trough of Disillusionment?

CANNA FINANCE: SET TO EMERGE FROM THE TROUGH OF DISILLUSIONMENT? 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. We expand on this subject this week by analyzing how cannabis companies went from being [...]

2020-03-30T14:02:42+00:00February 5th, 2020|
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