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In this Market Update we discuss how we are right in the middle of a perfect storm of negativity and uncertainty:
- How we got here (CannTrust > Recession Fears > Canopy Earnings > Vapegate)
- Why the Vape Issue is really a Black Market Problem
- How Vaping should be solved and the unfortunate knee jerk reaction
- Emergency Financing: Why Prices Dropped 20-30% in the last week
- KushCo (KSHB) Raises $30M USD at a steep discount
- Ianthus (IAN) Raises $20M USD from Gotham Green on a 13% convertible note
- What happened to Harvest's (HARV) $225M USD Debt Financing? (Torian Capital deal explained)
- Data: How much have Vape Sales declined? Less than you might think...
- How much of this is priced in already? Is this Sentiment or True Risk?
- Closing: What Stocks Manish Sold and Why
- Selling: Medmen/CVSI/IAN/HARV/KHSB
- Booking Tax Loss consideration ahead of others (risks and reward of this)
- What to look for Going Forward (important of cash and cash flow)
By CIN Podcast4.6
6767 ratings
In this Market Update we discuss how we are right in the middle of a perfect storm of negativity and uncertainty:
- How we got here (CannTrust > Recession Fears > Canopy Earnings > Vapegate)
- Why the Vape Issue is really a Black Market Problem
- How Vaping should be solved and the unfortunate knee jerk reaction
- Emergency Financing: Why Prices Dropped 20-30% in the last week
- KushCo (KSHB) Raises $30M USD at a steep discount
- Ianthus (IAN) Raises $20M USD from Gotham Green on a 13% convertible note
- What happened to Harvest's (HARV) $225M USD Debt Financing? (Torian Capital deal explained)
- Data: How much have Vape Sales declined? Less than you might think...
- How much of this is priced in already? Is this Sentiment or True Risk?
- Closing: What Stocks Manish Sold and Why
- Selling: Medmen/CVSI/IAN/HARV/KHSB
- Booking Tax Loss consideration ahead of others (risks and reward of this)
- What to look for Going Forward (important of cash and cash flow)

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