4Twenteezs with Pablo Zuanic

Speakers:

Trent Woloveck, Chief Strategy Director, Jushi Holdings

Jared Maloof, CEO, Standard Wellness

Edward Schmults, CEO, Firelands Scientific

Discussion Points

• Is growth stalling? deflation creeping in?
• Pace of new store openings? not near saturation?
• Waiting for AU regs
• Rollout of pre-rolls
• Impact from hemp derivatives market

#cannabis #cannabisstocks #cannabisdispensary #Jushiholdings #StandardWellnessCo #FirelandsScientific

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.

Speakers:

Adam Coates, Chief Revenue Officer, Decibel Cannabis

Scott Lough, VP Product Management & Marketing, Canopy Growth

Bradley Gunter, SVP of Sales, Organigram Holdings

Discussion Points

• How pre-rolls became the largest category in Canada, overtaking flower
• Leading brands and latest innovation
• The rise of infused pre-rolls, and new entrants
• Joints vs. blunts; variety packs
• Shopper behavior
• Quebec rolling out pre-rolls

#cannabis #cannabisstocks #cannabisdispensary #DecibelCannabis #Organigram #CanopyGrowth

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:

Robert Groesbeck, Co-CEO, Planet 13 Holdings

Daniel Firtel, President, TRP Co/ Cookies Florida

Aaron Bloom, CEO, DocMJ Clinics

Discussion points:

• Operators’ strategies in FL
• Room to increase “store rev yield”
• State of the FL market (more stores and capacity?)
• Pricing climate
• Hemp competition, and new rules
• Nov 26 ballot?

#cannabis #cannabisstocks #cannabisdispensary #Planet 13 #TRPCo #cookiesFL #DOCMJ

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:

Miguel Martin, CEO, Aurora Cannabis

Discussion Points

· Challenges and opportunities in Germany

· How delays in Portugal benefit ACB

· Growth potential in the UK and Poland

· State of the Australian business

· Room to expand Canada medical

· Opportunities in biotech/pharma

· Optionality in the US

#cannabis #cannabisstocks #cannabisdispensary #vext

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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Speaker:

Dave Vautrin, CEO, FLUENT Corp

About FLUENT Cannabis

FLUENT Corp. is a vertically-integrated cannabis Company with licenses and operations in Florida, Pennsylvania, Texas, and New York. In FL, Fluent is the 7th largest operator with 35 dispensaries, and has several ini2a2ves in place to boost revenue per store. In NY, the company has a growing wholesale business and is actively supplying the state’s new rec stores (it is the licensee for Alien Labs) out of a Chestertown facility; a new facility in Buffalo should have its first harvest by 4Q25 (see here). In PA, Fluent has three medical dispensaries. In Texas, the company is one of only three licensed operators. Per company disclosure, in 2Q25, FL accounted for 72% of sales, PA 15%, and NY 13%. Fluent is dedicated to being one of the highest-quality cannabis providers in the communities it serves, driven by an unrelinquishing commitment to operational excellence in cultivation production, distribution, and retail. FLUENT is headquartered in Tampa, Florida. FLUENT Corp's common shares trade on the CSE under the symbol “FNT.U” and on the OTCQB under the symbol “OTCQB: CNTMF”.

#cannabis #cannabisstocks #cannabisdispensary #FluentCannabis

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

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Speakers:

Margaret Brodie, CEO, Rubicon Organics

Orville Bovenschen, President of Village Farms Canadian Cannabis

Cyrus Hambaz, CEO, Canadian Clinical Cannabinoids

Alex Smith, CEO, Canada’s Island Garden

About Rubicon Organics

Rubicon Organics was founded in 2015, to grow premium quality, certified organic flower out of their Pacifica facility in Delta BC, Canada. Since that time, they have become known as the most premium and trusted licensed producer in Canada and have grown to a 200+ workforce, with a portfolio of leading premium brands, across multiple product categories.

About Pure Sunfarms

Pure Sunfarms is a global leader in cultivation, operating one of the largest cannabis facilities in the world. Known as a top-selling brand of recreational dried flower across Canada, as well as a top licensed producer, Pure Sunfarms is renowned for producing popular cultivars like its Pink Kush.

About Canadian Clinical Cannabinoids

Stand at the forefront of cannabis craftsmanship, renowned as a leading licensed producer, co-manufacturer, and processor. As a brand house, their portfolio showcases an array of top-tier, innovative, and handcrafted cannabis products that set industry benchmarks for quality and creativity.

About Canada’s Island Garden

Canada’s Island Garden Inc., known through their brands FIGR and Piper’s Punch, is a 100% PEI-owned and operated licensed cannabis producer located in the Charlottetown BioCommons Research Park.

#stockinvesting #cannabisstocks #cannabisdispensary #PureSunfarms $VFF $ROMJF $ROMJ #RubiconOrganics #villagefarms #cannabis #cannabisindustry

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Speakers:

Ryan Crandall, Chief Commercial Officer, MariMed

David Gacom, Chief Commercial Officer, Ascend Wellness

Wesley Hein, Co-Founder, Mammoth Distribution

About MariMed

MariMed is a multi-state cannabis operator in the United States. They develop, own and manage seed to sale state-licensed, state-of-the-art, regulatory-compliant facilities for the cultivation, production and dispensing of medical and adult-use cannabis. Their award-winning portfolio of trusted cannabis brands, crafted with quality and innovation, are recognized and loved by consumers across the country. With a commitment to excellence, MariMed continues to drive growth and set new standards in the cannabis industry.

About Ascend Wellness

AWH is a vertically integrated multistate cannabis operator with licenses and assets in Illinois, Michigan, Ohio, Massachusetts, New Jersey, Pennsylvania, and Maryland. AWH owns and operates dispensaries and seven state-of-the-art cultivation facilities, growing award-winning strains and producing a curated selection of products for retail and wholesale customers. AWH produces and distributes its in-house Simply Herb, Ozone, Common Goods, Effin' and Royale branded products. AWH also manufactures and distributes products on behalf of its brand partners including Miss Grass, Lowell Smokes, Flower by Edie Parker, 1906, and AiroPro.

About Mammoth Distribution

Mammoth Distribution was one of the first vertically-integrated cannabis companies founded in the US. Since 1996, Mammoth has focused on building out a diverse portfolio of brands that includes Almora, Heavy Hitters, Higher, Lift Tickets, Spacestation, Sunsmoke, and Surplus. Family-owned & operated from the beginning, Heavy Hitters alone has sold over 10 million carts, making it the best-selling premium vape every year since inception. Their brands can now be found in 600+ retail locations across California, Nevada, and New York as they focus on expanding their reach with like-minded, best-in-class partners.

#stockinvesting #cannabisstocks #cannabisdispensary #MariMed #AscendWellness #wholesaling #Distribution #branding

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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Speaker:

Shane Pennington, Partner, Blank Rome LLP

Discussion Points

• Path to rescheduling; the options for President Trump

• An entirely new rulemaking process?

• Or just complete the one started by the President Biden’s DOJ

• How could the process be expedited • Potential timeline? Potential legal challenges?

• What about descheduling? And or federally legalizing medical cannabis?

About Shane Pennington

Shane counsels clients on federal regulatory issues involving a number of industries, including energy, pharmaceuticals, controlled substances, aviation, and agriculture. 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, Shane has argued cases in the U.S. Courts of Appeals for the First, Fifth, Ninth, and D.C. Circuits, securing landmark results for clients. In a series of cases on behalf of veterans and scientists, for example, Shane raised a novel claim under the Freedom of Information Act to uncover a secret 2018 Opinion of the Office of Legal Counsel that revealed the unlawfulness of a longstanding agency policy that had obstructed cannabis research for over half a century. Shane regularly litigates cases concerning federal and state agencies that involve the Administrative Procedure Act; the Controlled Substances Act; and the Federal Food, Drug and Cosmetic Act.

#cannabis #cannabisstocks #Schedule3 # #cannabislaw #reschedule

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Speakers:

Aaron Bloom, CEO, DocMJ

Robert Beasley, CEO, Fluent Cannabis

Richard Cheng, Managing Member, Ritter Spencer Cheng PLLC

Discussion Points

• New medical cannabis (MMJ) regulations

• How many more MMJ licenses? And when will they be awarded

• Expansion of MMJ conditions

• The banned hemp regulations

• What are the next steps on hemp post the Governor’s veto

#cannabis #cannabisstocks #cannabisdispensary #FluentCannabis #DocMj #cannabislaw #RitterSpencerChengPLLC

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Speakers:

Eric Offenberger, CEO/COO

Trevor Scott, CFO

Scott Everett, General Counsel

About Vext Science

Vext Science, Inc. is a U.S.-based cannabis operator. Vext’s expertise spans from cultivation through to retail operations in its core markets of Arizona and Ohio.Based out of Arizona, Vext owns and operates state-of-the-art cultivation facilities, fully built-out manufacturing facilities as well as dispensaries in both Arizona and Ohio. The company manufactures Vapen™, one of the leading THC concentrates, edibles, and distillate cartridge brands in Arizona. Its selection of award-winning products are created with Vext’s in-house, high-quality flower and distributed across Arizona and Ohio, as well as through Vext’s partnerships in other states.

#cannabis #cannabisstocks #cannabisdispensary #vext

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

/ zuanic-associates-llc