The Talking Hedge

The Talking Hedge

By Josh KincaidBusinessNewsInvestingBusiness News
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The Talking Hedge episodes

  • U.S. Hemp Market Update

    According to Coherent Market Insights, the global cannabis extract market is estimated to be valued at $10.74 billion in 2022 and is expected to exhibit a CAGR of 17.3% over the forecast period (2022-2030).

    The key players operating in the market are focusing on formulating new product offerings infused with CBD oil to provide consumers with easy access. 

    A hemp survey collected data for hemp found:

    *Planted area for industrial hemp grown in the open for all utilizations in the 

    *United States totaled 54,152 acres.

    *Area harvested for all utilizations totaled 33,480 acres.

    *The value of U.S. hemp production in the open totaled $712 million.

    Episode 898 The #TalkingHedge looks at Benzinga’s article...

    https://youtu.be/hIksZ48oaF4

    9 min
  • Cannabis Cafes & Cannabis Tech Intersect

    Social cannabis use reform is the next frontier for activism efforts across the globe. For those that do not know what social use reform is, it largely relates to cannabis clubs and lounges.

    Public use of cannabis is illegal across the globe, even in jurisdictions where cannabis is now legal for adult use.

    It creates a problem for patients and consumers. They can legally purchase cannabis and possess it, but still have to find a place to legally consume it.

    That is where social use reform comes into play. Rather than having people consuming their legal cannabis in an alley or hotel room, social use reform creates venues where consumption is legal and out of public view.

    As you can imagine, social use venues are extremely popular among consumers and patients both because they provide a safe place to consume as well as serve as a place to socialize.

    In the future, these establishments will also be an ideal place to debut new cannabis consumption technology.

    Rather than companies paying enormous sums to promote their new technologies, they can provide demonstration models to social-use venues. This would place products in front of potential purchasers in a more efficient and effective fashion.

    Episode 897 The #TalkingHedge looks at CannaTech Today’s article...

    https://youtu.be/m2oyWU_9OKU

    19 min
  • THC-V, the Anti-Munchie Strain?

    THCV, or tetrahydrocannabivarin, is a compound in cannabis that offers a unique array of effects and medical benefits that sets it apart from other cannabinoids like THC and CBD. 

    THCV has potential to suppress appetite in people struggling to lose weight, regulate blood sugar levels in those with type 2 diabetes, reduce epilepsy-related seizures, delay neurodegeneration associated with Parkinson's disease and ameliorate the symptoms of schizophrenia. 

    Episode 896 The #TalkingHedge looks at Leafly’s article...

    https://youtu.be/w3rQxyFUdqs

    6 min
  • Crypto & Cannabis?
    Cryptocurrency went from obscurity to U.S. national security, but can it work for the Cannabis Industry?
    On the one hand, the vast majority of citizens support cannabis legalization, both medicinally and recreationally. We see this reflected every year in local elections that bring more and more parts of the country into the legal cannabis fold.
    And yet, despite broad public support, marijuana remains illegal at the federal level. Not only does this give cannabis businesses a complicated legal status even in states that have approved them, but it also makes banking impossible.
    Crypto has the potential to help unbanked cannabis businesses enjoy more autonomy and security.
    Cutting through the storm is the simple clarity of cryptocurrencies. For businesses that want enhanced safety and simple customer friendliness, no other option provides half so many benefits.
    Is crypto a fix-all? It certainly is not. For one thing, it tends to solve some accounting problems while creating others. Business owners are responsible for converting their cryptocurrency into dollar equivalencies to pay taxes.
    Episode 895 The #TalkingHedge looks at benzinga’s article…
    https://youtu.be/daGy5M9aaag
    10 min
  • Airport Pot Shops, Eh?
    The Prince George Airport in British Columbia is one step closer to hosting what reportedly would be the world’s first in-airport cannabis store.
    Air travelers may legally bring cannabis on domestic Canadian flights. Although the airport is a nonsmoking zone, they plan a designated cannabis consumption area for the responsible consumption of cannabis products.
    “It’s not necessarily because we view cannabis as a way to get intoxicated before traveling – it’s that cannabis is a product that people use to relieve stress and travel is a stressful experience, and it’s a practice that already exists.”
    Duty-free cannabis sales, however, would require international destinations that allow travelers to bring marijuana into the country.
    Episode 894 The #TalkingHedge looks at mjbizdaily article…
    https://youtu.be/9rERiyboIus
    12 min
  • Cannabis' February Sales Data
    California hits $420M in monthly sales, while Illinois took in more tax dollars from cannabis receipts than alcohol during 2021. However, retail and wholesale prices continue to decline every month since August 2020 with the exception of January 2021.
    For example, after hitting a record in December of $140 million, Illinois adult-use cannabis sales plunged 15% to $117.3 million in January. Still, it’s a year-over-year increase of 32%.
    Canada saw retail prices declined throughout 2021 as well, with the biggest declines seen in:
    Concentrates, -35%
    Vape pens, -35%
    Capsules, -20%
    Pre-rolls, -19%
    Flower, -16%
    In 2021, adult-use cannabis sales in Illinois amounted to nearly $1.4 billion – more than double the figure from the opening year of sales in 2020. Sales officially exceeding $1 billion in November 2021, which was the ninth consecutive month that adult-use cannabis sales surpassed $100 million.
    Interestingly, Illinois also took in more tax dollars from cannabis receipts than alcohol in 2021, as recreational cannabis taxes in the state exceeded liquor taxes by nearly $100 million.
    Episode 893 The #TalkingHedge looks at Headset’s data…
    #CannabisIndustry #CannabisData #MarijuanaData #CannabisAnalytics #MarijuanaAnalytics #CannabisSalesData #MarijuanaSalesData
    https://youtu.be/yJ9hm34Gh50
    16 min
  • The Cannabis Supply Chain
    In the midst of the post-pandemic recession, governments argue the cannabis industry could diversify regional economies, add value to the flower at source and improve local wages.
    Although the cannabis market is growing faster than that of wine, beer, tobacco combined, the development of the industry and its economy is held back by the burden of draconian regulations and the lack of coherent political reforms.
    The federal prohibition of marijuana affects in particular the efficiency of the cannabis supply chain. That is the network of suppliers, producers, traders, goods, services, and information that make legal cannabis production possible at scale.
    As with other products such as oil, meat, corn, dairy products, or medicines, an incomplete supply chain generates price increases, reduces the quality of the product available to local consumers, reduces technological progress, and stimulates illegal trade.
    Although there are no recipes to create an efficient and equitable cannabis supply chain, there are some key factors such as technology and organic certifications that must be taken into account when regulating this industry from scratch.
    Episode 892 The #TalkingHedge looks at benzinga’s article…
    https://youtu.be/VeahAquNjlU
    23 min
  • M&A and Capital Raises in the Cannabis Industry
    Capital raise activity jumped upward based on renewed hopes of enacting the Safe Act. Total capital raises for the first five weeks of 2022 total $766M, down 48% from last year's total.
    The average capital raise was $46.8 million last week versus $13.4 million in the same week last year.
    2022 M&A activity is up about 83.6% from 2021, with $1.12BM in transactions. Nine M&A transactions closed with a total transaction value of $617.5M compared to five deals for $24.4M in the prior year.
    Four transactions greater than $100M account for 81% of YTD closed deals, including this week's $445M Leafly despacking transaction and a $137M acquisition of a German Biotech company.
    Episode 891 The #TalkingHedge looks at Viridian Capital Advisors report...
    https://youtu.be/itDXcMhB7gI
    15 min
  • PreRoll Data & Performance Report

    Time to examine how Prerolls are sold: singles or multiples within a pack. When you compare the market share in the US and Canada, Multi-Packs of Pre-Rolls are more popular in Canada than single Pre-Rolls. For example, in 2021, Multi-Packs accounted for 79% of Pre-Roll units purchased in Canada, and only 25% in the US.

     

    Focusing on different age groups and how they purchase Pre-Rolls in Canada, you can see that share of Multi-Packs increased as age groups got older.  

     

    Female consumers in Canada also had a larger market share in Multi-Pack Pre-Rolls compared to Males within the same generation. Consumers in the US and Canada seem to prefer different package sizes of Multi-Packs.  

     

    In Canada for example, the most popular package sizes of Multi-Packs are the 3-packs (36%) and 10-packs (27%). In the US however, consumers are purchasing 5-packs (37%) and 2-packs (14%) the most, with 10-packs of Pre-Rolls making up 13% of the market.

     

    Episode 890 The #TalkingHedge looks at Headset’s data...

    https://youtu.be/HJe60WOvaPE

    #CannabisIndustry #CannabisData #MarijuanaData #CannabisAnalytics #MarijuanaAnalytics #CannabisSalesData #MarijuanaSalesData

    9 min
  • Arizona Adult-Use Cannabis Market Update

    We'll take a look at the impressive growth of Arizona’s first year of adult-use sales.

    Witnessing the introduction of adult-use cannabis into a market can be exciting to watch. In markets that are already medically legal, adult-use legalization can result in a drastic increase in the total addressable market for operators and retailers that creates opportunities for growth across the entire supply chain. 

    The launch of recreational sales in Arizona in the beginning of 2021 was no exception. Given a relatively robust medical market that has been active since 2012, the adult-use market in Arizona provided a new frontier of expansion for the cannabis industry. Arizona cannabis consumers showed up with strong sales, spending over $1.9 billion in total annual sales (adult-use and medical combined) in the first year. 

    Episode 889 The #TalkingHedge looks at Headset’s report...

    https://youtu.be/cgp5nWHK4FI

    #CannabisIndustry #CannabisData #MarijuanaData #CannabisAnalytics #MarijuanaAnalytics #CannabisSalesData #MarijuanaSalesData

    8 min

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