4Twenteezs with Pablo Zuanic

Call them "weed drinks", hemp-derived Delta 9 drinks, or "alternate drinks", the buzz around the category is real. Also, unlike flower, vape, and edibles, THC drinks remain a very small part of dispensary sales less than 2%, whereas HDD9 drinks have found a large "niche" online and at age-gating retailers (and have garnered the interest of large established distributors) in states where legal.

Speakers:

Christopher Lackner, Founder/President, Hemp Beverage Alliance

Adam Terry, CEO & co-Founder, Cantrip

Brandon Harshbarger, President, Cheech & Chong

Art Massolo, VP Business Development, Cycling Frog

#THCDrinks #HempBeverages #weedDrinks #Hempindustry #HDD9Drinks #Cannabis #DrinkAlternatives #cyclingfrog #cheechandchong #cantrip

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:

Robert Groesbeck, co-CEO, Planet 13 Holdings

Robert Beasley, CEO, Cansortium Inc.

Michael Minardi, Senior Partner, Minardi Law

About Robert Groesbeck:

Mr. Groesbeck played a key role in the supporting and founding of several businesses. He is a long-time Nevada resident and a seasoned entrepreneur and legal professional with over 30 years of experience, including service as the Mayor of the City of Henderson from 1993 to 1997. Planet 13 is a vertically integrated multi-state cannabis company, with award-winning cultivation, production and dispensary operations across its locations in California, Nevada, Illinois, and Florida. Home to the nation's largest dispensary, located just off The Strip in Las Vegas, Planet 13 continues to innovate with the recent debut of its first consumption lounge in Las Vegas, DAZED!

About Robert Beasley:

As the leader of Florida-based FLUENT and parent company Cansortium Inc., Robert Beasley provides deep expertise in cannabis law and business development for the multistate operator. FLUENT is one of Florida’s top cannabis companies and has licenses in Pennsylvania, Michigan and Texas. The native Floridian got his start in cannabis by working closely with lawmakers and regulators to initiate the medical cannabis program in his home state. From there, he pivoted his law practice to focus on the cannabis industry and served as a consultant, overseeing the development of businesses within the emerging cannabis marketplace in multiple states. After serving the Board of Directors for FLUENT as a consultant and assisting in the revitalization of one of Florida’s largest vertically integrated medical cannabis companies, Robert was appointed CEO in September 2020. His background includes working with cannabis companies in Oregon, California and Washington, D.C., on licensure, establishing financial networks and construction of multiple cultivation and processing facilities.

About Michael Minardi:

Michael C. Minardi is the Senior Partner at Minardi Law. For over 20 years, Michael has dedicated his practice to fighting for clients charged with cannabis crimes and advocating for cannabis law reform and personal freedoms. His passion has driven him to learning and understanding medical and legal cannabis laws in the State of Florida and throughout the country. Michael’s practice represents clients in corporate cannabis consulting, application preparation, lobbying, forfeiture matters, civil litigation, and criminal matters. He has won many medical cannabis cases, including several landmark high-profile cases in Florida. He won the first and second jury trials in Florida presenting the medical necessity defense to cultivation and possession of cannabis charges. Michael is leading the charge to legalize marijuana as the Campaign Manager of Regulate Florida. Michael continues to be at the forefront in Florida in educating the public on the safety of cannabis and bringing light to the harm being perpetuated by current laws.

#planet13 #cannabisstocks #cannabisinvestment #cannabisdispensary #floridacannabis #FLUENT #Cansortium #cannabis

Follow us on

http://zuanicassociates.com

[email protected] i

n X https://x.com/420Odysseus

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

About Tilray Brands

With annualized revenues of US$920Mn (May qtr annualized run rate), Tilray Brands has built a diversified portfolio of complementary assets in the cannabis, drinks (alcohol mostly, but not only), hemp food, and pharma distribution businesses. Exiting FY24, we believe the cannabis and drinks unit will each contribute about 40% of the company’s gross profits. How these various categories complement each other now, and in the future, will depend on regulatory changes and how these changes “blur the lines” between product types (say, hemp and or THC drinks). For example, a) TLRY’s expertise in medical cannabis could be a competitive advantage as more countries “liberalize” their MMJ programs (Germany and Israel are making their MMJ programs less restrictive). Also, lessons learned from the competitive Canadian rec market (where TLRY is #1) will help as more countries legalize rec (although we think the medical opportunity is the more realistic source of top line upside in the short and medium term); b) TLRY’s eco-system in Germany, comprised by a pharmaceutical products distribution unit, domestic production complemented by cultivation in Canada and Portugal, and local sales force, should be an edge as that market sees a ramp up in demand; c) The company’s alcohol brands (mostly beer), hemp food brands, and 3rd party distribution system in the US, could represent relevant synergies for the sale and distribution of rec cannabis in the future (depending on how the US legalizes rec). In the short term, the company may leverage those assets to sell hemp-derived drinks. In the short term, the alcohol business is also a relevant source of cash flow, profitability, and greater stability.

#tilray #tilraystock #tilraystockanalysis #tilraystockprice #cannabisstocks #cannabisdispensary #cannabis #cannabisinvestment #hempbeverages #Hempderiveddrinks

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

Speakers:

Christopher Lackner, President/CEO, Hemp Beverage Alliance

JD McCormick, Chairman, American Healthy Alternatives Association

Jonathan Miller, General Counsel, US Hemp Roundtable

About Hemp Beverage Alliance:

Hemp Beverage Alliance are brands, distributors, supply chain partners, professional service providers, non-profit associations and retailers working together to create a hemp beverage marketplace that is transparent, sustainable, and provides consumers with the highest quality products.

About American Healthy Alternatives Association:

The American Healthy Alternatives Association proudly champions a mission rooted in patriotism, advocating for science-driven, equitable, and inclusive laws and regulations that support industries focused on healthy alternatives. From agriculture to oilseed, fiber, and wellness-promoting extracts and supplements, we strive to establish a robust, sustainable supply chain that embodies responsible commerce in America.

About US Hemp Roundtable:

The U.S. Hemp Roundtable is the nation’s leading hemp business advocacy organization. Their membership boasts dozens of leading companies committed to safe hemp and CBD products, while their advocacy partnerships represent the industry’s major national grassroots organizations. Together, they are leading the way forward for the hemp and CBD industries through education and action.

#hempbeverages #hempcbd #hempcommunity #cannabisstocks #cannabis

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]

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.

#Hemp #cannabis

Apparent torrid MMJ growth in Germany (3x since March, as per speakers at CB Expo in Dortmund last week) should be garnering more attention, in our view. Hence, this Zoom invite (relevant to most Canadian LPs and CURLF).

Speakers:

Sascha Mielcarek, Canify AG, CEO

Benedikt Sons, Cansativa GmbH, CEO

Constantin von der Groeben, Demecan GmbH, Managing Director

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.

#cannabisstocks #cannabisdispensary #globalcannabis #marijuanalaws #germanycannabis #cannabislegalization #canify #Cansativa #DEMECAN

Follow us on

http://zuanicassociates.com

[email protected]

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.

Cannabis is a global Industry. Learn more about the Dutch Pilot Program and Village Farms' venture there.

Speakers:

Jaap Erkelens - Bedrocan, CEO

Simone van Breda - Union of Coffee Shop Retailers, Chairman

Orville Bovenschen - Village Farms Intl, President at Leli Holland (85% VFF-owned)

#cannabisstocks #cannabisdispensary #globalcannabis #marijuanalaws #Dutchcannabis #cannabislegalization

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]

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 Kelly Fair, Partner, Dentons

Morgan Fox, Political Director, NORML

Hosted By: Pablo Zuanic, Senior Analyst

Anthony Coniglio, CEO, NewLake Capital Partners (guest co-host)

About Kelly Fair :

Kelly Fair is a partner in Dentons' Cannabis and Health Care practices and focuses on regulatory compliance, corporate transactions, corporate governance, and public policy, primarily in the cannabis and hemp industries. With 18 years of in-house and major law firm experience advising high-growth, disruptor industry companies and boards, Kelly has an understanding and appreciation of the broad range of legal, regulatory, operational and financial considerations involved when working with clients in the cannabis and hemp markets.

About Morgan Fox

Morgan Fox is the Political Director at NORML, focusing on congressional lobbying and changing federal cannabis laws. As a professional cannabis policy reform advocate since 2008, Morgan has been directly involved in dozens of successful state ballot initiative campaigns to establish medical and adult use cannabis programs, as well as legislative victories at the local, state, and federal levels.

#cannabisstocks #hempcommunity #cannabislegalization #cannabisdispensary #cannabisinvestment #cannabis

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]

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

Michelle Bodian, Partner, Vicente LLP

Hosted By:

Pablo Zuanic, Senior Analyst

Bio:

Michelle Bodian serves as a partner in Vicente LLP’s Boston and New York offices, where she is co-chair of the firm’s Hemp and Cannabinoids Department and is a leading member of the firm’s cannabis licensing and regulatory compliance efforts in Connecticut and New York. In addition, Michelle leads the firm’s Environment, Health & Safety practice group.

• She advises hemp and CBD clients on how to navigate through the complex and interconnected federal, state, and local regulatory frameworks. In addition, she counsels tri-state (Connecticut, New York, and New Jersey) clients on all aspects of cannabis licensing and regulatory matters. Her clients include existing medical operators throughout the tri-state, as well as businesses and individuals seeking new adult-use, medical, and cannabinoid hemp licenses.
• Michelle also advises cannabis and hemp clients on environmental, health and safety federal and state laws through identification, prevention, mitigation, and resolution of relevant issues.
• Before joining Vicente LLP, Michelle served as the land use counsel for the Massachusetts Department of Agricultural Resources, and before that was an associate at an environmental and real estate law firm in Milford, Connecticut.
• In 2022, Michelle was recognized as one of Boston's top lawyers by Boston magazine. Michelle is recognized by Best Lawyers: Ones to Watch for her Administrative / Regulatory Law work in Boston. She is a member of the American Herbal Products Association Cannabis Committee and has spoken at many cannabis industry events. Michelle is often quoted in media publications related to the tri-state markets and has authored several articles on cannabis, hemp- and CBD-related topics.
• In addition, she volunteers on her town's Zoning Board of Appeals

#cannabis #hemp #THCDrinks #HempBeverages #weedDrinks #Hempindustry #HDD9Drinks #DrinkAlternatives #cannabislegalization

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.

About MeriMed Inc.

MariMed Inc., a multi-state cannabis operator, is a dedicated to improving lives everyday through its high-quality products, its actions, and its values. The company develops, owns, and manages seed to sale state-licensed cannabis facilities, which are models of excellence in horticulturural priniples, cannabis cultivation, cannabis-infused products, and dispensary operations. MariMed has an experienced management team that has produced consistent growth and success for the company and its managed business units. Proprietary formulations created by the company’s technicians are embedded in its top-selling and award-winning brands, including Betty’s Eddies, Nature’s Heritage, InHouse, Bubby’s Baked, K Fusion, and Vibations: High+ Energy.

#cannabis #cannabisstocks #marijuana #marijuanastocks #stocks #marimed

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.

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).

#cannabisstocks #hempcommunity #cannabislegalization #cannabisdispensary #cannabisinvestment #cannabis #safebanking #cannabis

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.