4Twenteezs with Pablo Zuanic

Speakers:

Margaret Brodie, CEO, Rubicon Organics

Hugo Alves, CEO, Auxly Cannabis Group

Cyrus Hambaz, CEO, Canadian Clinical Cannabinoids

David Schwede, CEO, Heritage Cannabis

Discussion Points:

• Industry outlook: volumes; pricing; margins
• Innovation trends by key formats
• Industry shake-out coming; or already here?
• Potential regulatory changes – at the federal and province level
• LP dynamics with the boards and retailers
• Export market potential and impact on domestic pricing

#RubiconOrganics #HeritageCann #AuxlyGroup #Cannabis #Cannabisindustry #PabloZuanic #tilray #CanopyGrowth #villagefarms #Aurora_MMJ #cronosgroup #Decibel

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.

Follow us on http://zuanicassociates.com

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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.

Speaker:

Peter Sack, Managing Partner, Chicago Atlantic

Discussion Points

• Outlook for the mortgage REIT and BDC sector, in general
• Cannabis sector federal and state outlook
• Coordination between REFI, LIEN, and the private side of Chicago Atlantic group
• Close look at the loan book of REFI and LIEN
• A review of REFI’s 3-year performance re non-accruals
• Managing interest rate risk and unscheduled early repayments

#cannabis #cannabisindustry #ChicagoAtlantic #REFI #LIEN #REITs #BDCs #PabloZuanic

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.

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.

Speaker:

Eric Offenberger, CEO, Vext Science

Robert Groesbeck, Co-CEO, Planet 13 Holdings

Jason Vedadi, CEO, Story Companies

Sam Brill, CEO, Ascend Wellness Holdings

#CannabisIndustry #USMarket #Cannabisinvesting #StoryCannabis #Planet13 #Vext Science $PLNHF $PLTH $VEXTF $AAWH #Ascendholdings

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.

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.

Speaker:

Bill Morachnick, CEO, Charlotte’s Web

Discussion Points

• Interpretation of the Executive Order, and what it actually means for CBD
• Congress to “update the statutory definition of final hemp-derived cannabinoid products to allow Americans to benefit from access to appropriate full-spectrum CBD products”
• Consultation with appropriate executive departments and agencies and authorities to develop “a regulatory framework for hemp-derived cannabinoid products, including development of guidance on an upper limit on milligrams of THC per serving with considerations on per container limits and CBD to THC ratio requirements”

• HHS, FDA, CMMS, and NIH to “improve access to hemp-derived cannabinoid products”
• Reconciling all this with the recent CR (section 781 of Public Law 119-37)
• How will CBD research be increased
• The EO did not include a call for a formal program in which seniors can rely on Medicare to cover the CBD expenses, if prescribed by a doctor?

#CBD #Charlottesweb #cannabis #cannabisindustry #Cannabisstocks

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.

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.

Speakers:

Mike Gorenstein, CEO, Cronos Group

Rick Bakker, CEO, Hollandse Hoogtes

Bastiaan Swager, CEO & Co-Founder, Legacy Brands

Vladimir Smetanin, CEO, The Growery

Discussion Points

• The legal, grey, and illicit markets in Holland
• Sizing up and projecting the pilot market

• Demand from outside pilot towns
• Feedback from consumers and coffeeshop owners
• Pricing and economics dynamics
• About the 10 licensed producers
• Political risk

#cannabis #cannabisindustry #Netherlands #CronosGroup #Cronos #Cannabisstocks

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.

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.

Speakers:

Margaret Brodie, CEO, Rubicon Organics

Adam Coates, Chief Revenue Officer, Decibel Cannabis

Borna Zlamalik, SVP Innovation & International R&D, Organigram Holdings

Discussion Points

• Why does vape under index in Canada vs. key US markets
• Brands gaining/losing share
• What are consumers looking for
• The continued segment gain of AIOs vs. carts
• New subsgements: live resin; live rosin; liquid diamonds
• Trends in 510 carts – size sprawl beyond 0.95ml
• Why closed-loop systems have not gotten traction
• The recent rollout of vapes in Quebec province

#cannabis #cannabisstocks #cannabisdispensary #RubiconOrganics #DecibelCC

#Organigram

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.

Speaker:

Richard Cheng, Managing Member, Ritter Spencer Cheng PLLC

Discussion Points

• How HB 46 expanded the state’s MMJ market (conditions, formats, access)
• Caps on flagship stores and satellite pick-up locations per LDO, per region
• Who are the new 9 licensees? By when could they be up and running
• About the next three licenses to be issued in April
• Can the three incumbents sell their licenses? and the new awardees?
• Impact from new hemp rules

#cannabis #cannabisstocks #cannabisdispensary #Ritter_Spencer

#Trulieve #Verano #FluentCannabis #SNDL #TexasCannabis #cannabislaw

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.

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.

Speakers:

Jon Levine, CEO, MariMed

Anthony Coniglio, CEO, NewLake Capital Partners

Jim Cacioppo, CEO, Jushi Holdings

Discussion Points

• With MSO stocks back at historical lows, what are investors getting wrong?
• Quantifying the upside for the regulated cannabis operators from the ban on hemp derivatives, on sales as well as on pricing
• The potential for a pardon of 280e tax liabilities, or at least for a partial pardon and long-term payment agreements
• The potential for phasing out 280e even without rescheduling
• The timing, process, and structure of rescheduling; and the benefits beyond taxes
• Descheduling vs. rescheduling
• The Supreme Court angle and the recent Koch Brothers amicus brief filed with the court
• State level catalysts (there are several)

#CannabisIndustry #CannabisInvesting #MSOs #280E #CannabisRescheduling #CannabisStocks #HempTHC #CannabisRegulation #MariMed #NLCP #Jushi

Follow us on http://zuanicassociates.com

[email protected] in

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

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.

Speaker:

Irwin Simon. Chairman & CEO, Tilray Brands

Discussion Points

• Impact from spending bill (CR) on HDD9 drinks strategy
• Continued progress improvement in the beer and liquor business
• Outlook for the international medical cannabis business (MMJ)
• State of Tilray’s position in Canada’s rec market
• Balance sheet strength and cash deployment plans
• A cannabis company or a CPG company?
• How TLRY can benefit from being the most liquid cannabis stock in NASDAQ?

#cannabis #cannabisstocks #cannabisdispensary #Tilray #IrwinDSimon

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.

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.

Speakers:

Amber Shimpa, President, Vireo Growth

Zachery Wilson, CEO, Waabigwan Mashkiki

Tim Gordon, Founder/CEO, Gordon Cannabis

Jason Tarasek, Partner, Vicente LLP

Discussion Points

• Start of rec in mid September, or just a soft launch? Market momentum?
• Rec market limitations on the two medical incumbents (Vireo Growth and Green Thumb)
• The role of the Tribal Nations in the MN cannabis market
• Timing for new rec licensees to get up and running (dispensaries, growers, other), and numbers
• The hemp derivatives angle and potential regulatory changes

#cannabis #cannabisstocks #cannabisdispensary #VireoGrowth #VicenteLLP #GordonCannabis #WaabigwanMashkiki

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.

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.