The Cannabis Investing Podcast

4Front Ventures: Cash flow break-even probably the only KPI that matters


Listen Later

4Front Ventures' (FFNTF) Brandon Mills joins us to discuss how they're making it work in an incredibly challenging environment. In California, not being vertically integrated, or even partially vertically integrated is a business model that's really tough to sustain (5:00), addressing the multitude of headwinds (11:40), cultivation, gross margins and Glass House (GLASF) (15:00), Illinois growth opportunity (22:00) and balancing debt, growth and profitability (31:00).

Our links:
The Cannabis Investing Podcast
The Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.

Seeking Alpha Premium
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.

Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.

Twitter
Instagram

Show links:
4Front Ventures
4Front Stock Quote page
4Front Ventures Corp. (FFNTF) Q1 2023 Earnings Call Transcript
...more
View all episodesView all episodes
Download on the App Store

The Cannabis Investing PodcastBy Seeking Alpha

  • 4.2
  • 4.2
  • 4.2
  • 4.2
  • 4.2

4.2

204 ratings


More shows like The Cannabis Investing Podcast

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

225,542 Listeners

Hidden Brain by Hidden Brain, Shankar Vedantam

Hidden Brain

43,337 Listeners

Behind The Idea by Seeking Alpha

Behind The Idea

74 Listeners

SA For FAs by Seeking Alpha

SA For FAs

72 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,016 Listeners

Marketplace Roundtable by Seeking Alpha

Marketplace Roundtable

48 Listeners

Let's Talk ETFs by Seeking Alpha

Let's Talk ETFs

89 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,276 Listeners

Alpha Trader by Seeking Alpha

Alpha Trader

93 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,200 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

28,531 Listeners

The Daily Punch by Punchbowl News

The Daily Punch

697 Listeners