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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 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 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 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 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|

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 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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