Avsnitt
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We discussed the evolution of the SAFE Banking bill over the years, and the potential for passage this year. We also covered the political landscape, and scenarios for cannabis (rescheduling; new DOJ memo, and more).
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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.
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Speakers:
Robert Groesbeck, Co-CEO
Larry Scheffler, Co-CEO
Dennis Logan, CFO
Company description Planet 13 is a differentiated retailer unlike any other. Planet 13 is a leader and innovator in the cannabis industry, transforming the way consumers buy and interact with cannabis by pairing amazing quality products with out-of-this-world shopping and entertainment experiences. In 2022, Planet 13 generated positive cashflow amongst a sea of unprofitable cannabis companies. It has a clean balance sheet with no debt, strong growth prospects and a unique strategy. With its most recent dispensary opening near Chicago, Planet 13 is now operating in Illinois, California and Nevada. Next up is Florida, where Planet 13 recently announced the acquisition of VidaCann and its 26 dispensaries bringing Planet 13’s Florida total to 30 dispensaries, once complete.
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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.
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Saknas det avsnitt?
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Speakers:
Dan Neville, Chief Executive Officer
Robyn Tannenbaum, President
Company description
AFC Gamma, Inc. (NASDAQ:AFCG) is a publicly-traded, institutional lender that originates, structures and underwrites loans secured by commercial real estate and other types of financing solutions. AFC Gamma targets direct lending and bridge loan opportunities typically ranging from $10 million to $100 million across multiple real estate sectors, with a specialization in lending to state-law compliant cannabis operators. It is based in West Palm Beach, Florida.
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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.
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Speakers:
Michael A. DeGiglio – President & CEO
Stephen Ruffini – EVP & CFO
Ann Gillin Lefever – COO
Company description
Village Farms leverages decades of experience as a large-scale, Controlled Environment Agriculture-based, vertically integrated supplier for high-value, high-growth plant-based Consumer Packaged Goods opportunities, with a strong foundation as a leading fresh produce supplier to grocery and large-format retailers throughout the US and Canada, and new high-growth opportunities in the cannabis and CBD categories in North America and selected markets internationally. In Canada, the Company’s wholly-owned Canadian subsidiary, Pure Sunfarms, is one of the single largest cannabis operations in the world, the lowest-cost greenhouse producer, and one of Canada’s best-selling brands. The Company also owns 70% of Québec-based, Rose LifeScience, a leading third-party cannabis products commercialization expert in the Province of Québec. In the US, wholly-owned Balanced Health Botanicals is one of the leading CBD brands and ecommerce platforms in the country. Subject to compliance with all applicable US federal and state laws and stock exchange rules, Village Farms plans to enter the US high-THC cannabis market via multiple strategies, leveraging one of the largest greenhouse operations in the country (more than 5.5 million square feet in West Texas), as well as the operational and product expertise gained through Pure Sunfarms’ cannabis success in Canada.
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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.
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We realize investor focus may be on Chevron, Boies, S3 path and potholes..., but Europe MMJ is rising and LPs like Organigram (with BAT's support) are investing to expand their presence overseas.
Panelists:
Beena Goldenberg, CEO, Organigram Holdings
Finn Age Hansel, CEO, Sanity Group
About Organigram
OrganiGram Holdings, Inc. engages in the provision of high-quality, indoor-grown cannabis for patients and adult recreational consumers and developing international business partnerships to extend the company’s global footprint. Its brands include Edison, Big Bag O’ Buds, SHRED, Monjour, and Trailblazer. The company was founded on July 5, 2010 and is headquartered in Toronto, Canada.
About Sanity Group Sanity Group, a Berlin based health and life-science company aims to improve people’s quality of life through the use of cannabinoids and the utilization of the endocannabinoid system. The company focuses both on pharmaceuticals and medical products (Sanity Medical) and the cannabinoid-based consumer goods (Sanity Care)
Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.
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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.
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About Curaleaf Inc::
The Company is a leading producer and distributor of consumer products in cannabis, with a mission to improve lives by providing clarity around cannabis and confidence around consumption. As a vertically integrated, high-growth cannabis operator known for quality, expertise and reliability, the Company and its brands, including Curaleaf, Select and Grassroots, provide industry-leading services, product selection and accessibility across the medical and adult-use markets in the United States (“U.S.”). Internationally, the Company has a fully integrated medical cannabis business with licensed cultivation in Portugal, three pharma grade cannabis processing and manufacturing facilities in Spain, the United Kingdom (“U.K.”) and Germany, licensed medical cannabis distribution in the U.K., Germany and Switzerland. In the U.K., the Company also holds a pharmacy license and operates medical cannabis clinics in England and Scotland, enabling the supply of medical cannabis directly to the patient. Additionally, the Company supplies medical cannabis on a wholesale basis across Europe, including into Italy and Germany.
Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.
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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.
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The sponsors of the state Senate and House bills discuss the potential for Pennsylvania to legalize AU cannabis sales.
State Sen. Sharif Street (D)
State Sen. Daniel Laughlin (R)
State Rep. Amen Brown (D)
Host : Pablo Zuanic. Senior Analyst, Zuanic & Assoicates
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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.
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David Culver, SVP Public Affairs, US Cannabis Council
Kelly Fair, Partner, Dentons
John Sullivan, EVP Public Affairs, Cresco Labs
Hosted by Pablo Zuanic, Senior Analyst, Zuanic & Associates LLC
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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.
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Note: This call is relevant to all companies competing in the cannabis vaping space (and competing formats) as well as to companies supplying the vaping hardware, and to investors that follow the space.
Speakers
Tim Conder, CEO, TILT Holdings
Josh Hirschey, President, Timeless Refinery
Richard Yost, CEO, Airo Brand
Hosted By: Pablo Zuanic, Senior Analyst
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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.
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Speakers:
Trent Woloveck, Chief Strategy Director, Jushi Holdings
Eric Offenberger, CEO, Vext Science
Jeremy Unruh, SVP Public and Regulatory Affairs, PharmaCann
Hosted By:
Pablo Zuanic, Senior Analyst
Talking points
Short and medium term demand outlookMechanics of “grandfathering” by license typesLottery system for new storesNew licensees and store count by YE25Proposed changes to current rulesExpansion plansFollow us on
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Germany's MMJ market has seen explosive growth since April 1st (change in narcotics law, as part of Pillar I). Hence, this Zoom call with the largest online pharmacy, one of the largest clinic networks, and a leading producer.
Our 3 panelists are
Sven-Roger von Schilling, Gruenhorn Online Apotheke, CFO
Niklas Kouparanis, Bloomwell Clinics, CEO
Philip Schetter, Cantourage, CEO
Host :Pablo Zuanic, lead analyst, Zuanic & Associates
Estimating the MMJ Upside
Talking points
Growth ramp since 4/1
What and who is driving recent growth
Risk of home growth in 3-4 months
Impact of social clubs
Impact from decriminalization
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SNDL is a public company whose shares are traded on Nasdaq under the symbol "SNDL." SNDL is the largest private-sector liquor and cannabis retailer in Canada with retail banners that include Ace Liquor, Wine and Beyond, Liquor Depot, Value Buds, Spiritleaf, Superette and Firesale Cannabis. SNDL is a licensed cannabis producer and one of the largest vertically integrated cannabis companies in Canada specializing in low-cost biomass sourcing, premium indoor cultivation, product innovation, low-cost manufacturing facilities, and a cannabis brand portfolio that includes Top Leaf, Contraband, Citizen Stash, Sundial Cannabis, Palmetto, Bon Jak, Spiritleaf Selects, Versus Cannabis, Value Buds, Vacay and Grasslands.
Zach George joined SNDL as Chief Executive Officer in January 2020 and has over 20 years of experience in alternative investments and evaluating opportunities across the capital structure of North American companies with a focus on real assets. He has worked in management and board capacities focused on restructurings and operational turnarounds, affecting corporate action, and implementing governance policies to maximize shareholder value. (Company's website)
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Pablo Zuanic hosted legal scholar Shane Pennington from Porter Wright Morris & Arthur to discuss the various cannabis RESCHEDULING scenarios. The podcast is sponsored by NewLake Capital Partners. Their CEO, Anthony Coniglio, co-hosted the program as well.
@admindotlaw
Shane's Magnum Opus on the subject of Cannabis rescheduling is here
https://digitalcommons.law.ou.edu/cgi/viewcontent.cgi?article=2296&context=olr
Shane is a partner in the Litigation Department, where he counsels clients on federal regulatory issues involving a number of industries, including energy, pharmaceuticals, controlled substances, aviation, and agriculture. As a former law clerk to federal judges on the D.C. Circuit, the Fifth Circuit, and the D.C. District Court, Shane brings unique insight and strategic thinking to assist clients facing complex regulatory issues.
Rated “One to Watch” and a “Rising Star” in appellate law by The Best Lawyers in America and Super Lawyers, respectively,
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California Panel
Laurie Holcomb, CEO of Gold Flora
Arden Lee, CFO of West Coast Cure
Wesley Hein, President of Cabbabis Dist Assoc, Mammoth Distribution
Gold Flora is a California-licensed premium cannabis company. Founded in 2017 in Southern California, it is also one of the few cannabis brands that is vertically integrated and woman-owned and operated.
West Coast Cure. Top selling California legacy brand best known for our super terpy, high potency, and crazy fire cannabis products.
Mammoth Distribution was one of the first vertically integrated cannabis companies founded in the US. Since 1996, Mammoth has focused on building a diverse portfolio of brands including Almora, Heavy Hitters, Higher, Lift Tickets, Spacestation, Sunsmoke, and Surplus.
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Tilray Brands, Inc. (Nasdaq: TLRY and TSX: TLRY) is a leading global cannabis-lifestyle and consumer packaged goods company with operations in Canada, the United States, Europe, Australia, and Latin America.
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We discuss the latest news leak from the DEA regarding the rescheduling of Cannabis from an S1 to S3 drug. This news opens up a wealth of opportunities for the industry. Pablo and Charlie navigate the news and dissect the good and potential hurdles that arise with this rescheduling event.
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