4Twenteezs with Pablo Zuanic

CEO Margaret Brodie discussing Rubicon’s Organics $3Mn equity raise to fund a ~30% capacity increase. With 20 tons of premium quality flower capacity by mid 2027 (2x 2024 levels), the company is well positioned to strengthen its lead in the premium end of the market, both domestically and internationally.

Read our report

#pablozuanic #CanadaCannabis #RubiconOrganics $ROMJ $ROMJF #cannabisindustry #Zuanic&Associates

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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.

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.

Speakers:

Orville Bovenschen, President, Global Operations, Village Farms Intl

Rick Bakker, CEO, Hollandse Hootges

Fred van de Wiel, CEO, FYTA Company B.V.

Vladimir Smetanin, CEO & Founder, Essence Investment AG (The Growery)

Discussion Points:

• Take on government 1-year review
• Potential changes coming to the pilot
• Put the recent price decline in context
• By how much is the market growing
• Potential for more cities to be added to the pilot
• Reasons behind the drop in the # of coffeeshops in the pilot

#villagefarms #HollandseHootges #FYTAcompanyBV #pablozuanic #DutchCannabis #VFF #EssenceInvestmentAG #Cannabisindustry #TheGrowery #CannabisCommunity #Webinar #LiveStream #420Odysseus #pablozuanic

Follow us on http://zuanicassociates.com

[email protected] in

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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.

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.

Speakers:

Eric Offenberger, CEO, Vext Science

Ed Schmults, CEO, Firelands Scientific

Jared Maloof, CEO, Standard Wellness

Discussion Points:

• What is driving the market’s strong growth
• Impact from new regs implemented last fall
• Recent spike in prices
• Biomass supply outlook
• Dispensary count expansion
• Impact from restrictions on hemp derivatives

#CannabisStocks #CannabisNews #VextScience #FirelandsScientific #StandardWellness #CannabisInvesting #CannabisCommunity #Webinar #LiveStream #420Odysseus #pablozuanic

Follow us on http://zuanicassociates.com

[email protected] in

X https://x.com/420Odysseus

https://www.linkedin.com/company/zuanic-associates-llc

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.

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.

Speakers:

Peter Sack, Managing Partner, Chicago Atlantic

Anthony Coniglio, CEO, NewLake Capital Partners

Discussion Points:

· States with the most demand for capital

· Signs of M&A activity pick-up

· Cannabis macro and regulatory outlook

· Trends on demand and supply of capital to cannabis operators

· Investor sentiment on cannabis finance companies

· Views on the direction of interest rates

#CannabisStocks #CannabisNews #ChicagoAtlantic #CannabisInvesting #CannabisCommunity #Webinar #LiveStream #420Odysseus #pablozuanic #NewlakeCapitalPartners

Speakers:

Tyson Macdonald, Chief Financial Officer

Sam Armenia, Director, Capital Markets

Discussion Points:

• Differentiated rollup strategy
• Proforma valuation, factoring all pending deals
• Overview of deals yet to close
• Licensed restricted markets vs. matured/low-price markets
• Why invest in ancillary businesses
• Balance sheet strength
• Regulatory outlook

#CannabisStocks #CannabisNews #VireoGrowth $VREO $VREOF #CannabisInvesting #CannabisCommunity #Webinar #LiveStream #420Odysseus #pablozuanic

Why is the market valuing Decibel at less than 2× our projected 2027 EBITDA?

We sat down with Benjamin Sze, CEO of Decibel Cannabis Company, following the company's latest quarterly results.

In this 11-minute conversation, we discuss:

• Q2 revenue and EBITDA
• Domestic growth and market-share gains
• International expansion • EU-GMP processing
• 50 cultivator customers and 16 overseas distributors
• Free cash flow generation
• Raised 2026 guidance
• The company's strategic value in a consolidating industry

Our latest report rates Decibel Overweight.

Our CY27 estimates imply 0.5× sales and 1.8× EBITDA.

And while Zuanic & Associates does not publish price targets, our analysis shows that applying a 10× EBITDA multiple to our projected 2027 EBITDA would imply greater than 5× upside by December 2026.

Read the full research report and watch the CEO interview for the complete thesis, assumptions and risks.

#Decibel #DecibelCannabis #DB #DBCCF #TSXV #OTCQB #Stocks #Investing #EquityResearch #SmallCapStocks #CanadianStocks #GrowthStocks #MarketAnalysis

Speaker:

Boris Jordan, Chairman & CEO, Curaleaf

Discussion Points

• Why is Aurora the right target, among NASDAQ listed Canadian LPs

• Why now? why not wait for S3 rescheduling and uplisting

• Comparing cultivation scale and international RTM of the larger Canadian LPs

• Mechanics of an OTC company buying a NASDAQ-listed operator? Plan to keep NASDAQ listing?

• Will regulators in several countries have to approve the deal?

• Plan B for Curaleaf if ACB bid fails • Could this trigger more Canada/US M&A? But more LP greater than MSO than MSO greater than LP

#Curaleaf #ACB #AuroraCannabis #CannabisMerger #CannabisIndustry #MergersAndAcquisitions #CannabisNews

Speakers:

Anthony Coniglio, Chief Executive Officer, NewLake Capital Partners

Discussion Points

• Potential for NLCP to uplist in NYSE

• Growth prospects for NLCP, and property book update

• TAM of unencumbered real estate assets in the cannabis ecosystem

• Room to operate outside the US

• Preview of the ALJ hearings and what happens after 7/15

• Will more companies deconsolidate their med v. rec operations

• What will boost institutional investor engagement in the sector

#Cannabis #cannabisstocks #NLCP #REIT #Cannabisinvesting

Speakers:

Orville Bovenschen, President, Village Farms Canadian Cannabis & Leli Holland

Mike Gorenstein, CEO, Cronos Group

Rick Bakker, CEO, Hollandse Hoogtes

Discussion Points:

• Feedback from producers, coffee shop owners, consumers, and town officials, and regulators
• Will the central government add more towns to the pilot in the next 1-2 years
• Enforcement (grey market suppliers; coffee shops)
• Are pilot towns adding more coffee shops
• Consumer traffic from non-pilot towns
• State of the 10 licensed producers in the pilot
• VFF: Leli capacity expansion, new SKUs, listings in coffeeshop menus, leveraging BC expertise
• CRON: Canadelaar integration; facility improvements; market share trends; rolling out new brands
• HH: legacy expertise; recent awards; expansion plans; benchmarking the top 3

#villagefarms #cronosgroup #pablozuanic #DutchCannabis #VFF #CRON #Cannabisindustry

Speaker:

Irwin Simon, Chairman & CEO, Tilray Brands

#tilray #irwinsimon

#cannabisindustry #Cannabisstocks #pablozuanic #zuanicassociates

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain firsthand 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.

Follow us on http://zuanicassociates.com

[email protected] in

X https://x.com/420Odysseus

https://www.linkedin.com/company/zuanic-associates-llc

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.