The Talking Hedge

Despite the beginning of 2020, COVID presented unprecedented opportunities for companies in the right industries: specifically #cannabis.

According to a report by the United Nations Conference on Trade and Development (UNCTD), e-commerce sales spiked on a global scale.

Latin America, Africa, China, & Thailand all experienced huge sales volume increases, sometimes up to 50% compared to the previous quarter.

North America told a similar story with Amazon recording profits of $6 billion, marking a 200% increase since the onset of the pandemic.

For reasons that may be more complicated than accessibility, most of the #cannabisindustry missed out on that opportunity. One study reports that in Canada, cannabis consumption increased by as much as 50% after the pandemic began. Another report shows that cannabis users sustained this increase as the pandemic prolonged.

With an unprecedented demand for an easier pathway to consumer products, the key to delving into the industry’s untapped potential lies, in part, at the hands of #ecommerce integration.

Episode 849 The #TalkingHedge dives into Benzinga's article...

https://youtu.be/VWqv6_x3oHs

Brightfield Group conducted an online  survey to determine which #cannabisbrands resonate with  budtenders and why, as well as identify what factors #budtenders consider before recommending certain brands.

Summary:

• How are budtenders influencing purchases?
• How does budtender cannabis use impact their recommendations?
• How can budtenders be influenced?
• How do budtenders feel about the industry and their jobs?
• Key takeaways

Episode 848 The #TalkingHedge dives into Brightfield Group’s report…

https://youtu.be/OhU_JD1eEWA

#CannabisData #CannabisAnalytics

Cannabis sales peaked in August, falling four consecutive months across all 15 markets Headset currently tracks, with the exception of Ontario who went from $86M in sales in January to $117M in December for a total of $1.095B in sales for 2021.

California led the way with $5.066B, while CO, WA, OR, IL, MA, MI, & ON all broke the BILLION dollar mark for 2021 #cannabissales. However NV, WA, OR, AB, & SK all ended the year with negative growth.

Average basket size started decreasing after June, while the number of transactions increased- indicating consumers were going to #potshops more often, but spending less per transaction.

Brand concentration has remained relatively steady, however, it's anticipated that consolidation will pick up as Canadian companies and #privateequity and #venturecapitalists come into the space in anticipation of U.S. Federal legalization to snap up under-valued cannabis prospects in hopes of a #legalization rally that'll spark the next wave of #potstock speculation.

Episode 847 The #TalkingHedge dives into Headset’s data…

https://youtu.be/blgpfB2vJuo

#CannabisData #CannabisAnalytics #CannabisSalesData

Our 7 tips to a successful investment pitch deck looks at the Hemp OZ Fund, the first and only Industrial Hemp focused Opportunity Zone Fund in the world, investing in Industrial Real Estate and manufacturing in the Hemp Industry.

Hemp OZ Fund is solving the lack of processing infrastructure by providing the expertise and capital to develop #CRE into #Hemp processing factories. The major advantage of the #HempOZfund is being able to multiply investor capital while protecting the principal.

By owning assets in the Hemp Industry growing at a CAGR of 34% and providing investors the only chance to own these assets in a #taxfree growth structure for the next 25 years!

Episode 846 The #TalkingHedge dives into the #OpportunityZoneFund with Katrina Glogowski, Seattle #Attorney & #AngelInvestor...

https://youtu.be/5veh8JUpT8s #PitchDeck #InvestmentDeck #PitchBook #InvestmentPitch #AlternativeInvestors #CannabisIndustry #AngelInvestors #FamilyOffices #HighNetWorthInvestors #WealthManagers #PrivateBankers #FinancialAdvisors #PrivateEquity #VentureCapital #AssetManagers #fundmanagement #cannabisinvesting #limitedpartners #growthcapital #CBD #VC #Capital #InvestmentBanking

A spate of violent robberies targeting marijuana businesses in the San Francisco Bay Area last month have thrown into question the survival of several small businesses, with the combined losses of those operators estimated to be at least $5 million.

The prime takeaway from the most recent rash of thefts and vandalizations, insiders said, is the fragility of the companies targeted and the fact that they’re targeted with disturbing regularity by criminals looking to make an easy buck.

How much targeting by gangs can small businesses withstand?

The sources also said the robberies could spell the end for many businesses. Moreover, they don’t see an immediate end to the trend because the underlying causes aren’t easily solved.

The spate of robberies merely reflects how the criminal justice system doesn't work under progressive rule.

Episode 844 of The #TalkingHedge... https://youtu.be/cLOrD9UdAa4

Canna-Global Acquisition Corp. (Nasdaq: CNGLU) is a special purpose acquisition company (#SPAC) that raised $200M in an #IPO to target companies involved in the growing #MMJ or #cannabinoid industry.

#CNGLU is looking for M&A's with #MSOs operating across key markets globally, from #cultivation to production and processing, productization, sales and distribution.

After a recent acquisition spree, HEXO Corp. (NASDAQ: #HEXO) says it is streamlining its operations to core facilities as part of its ongoing integration plan.

Berner's Cookies enters Europe via #strategicpartnership with #InterCure, will open stores In Austria & U.K.

Defining #brandvalue with Brightfields M&A brand checklist shows you what to look for when acquiring a #cannabisbrand—or what companies will look for when acquiring your brand.

Episode 845 The #TalkingHedge mjbizdaily, benzinga & brightfield group’s report... https://youtu.be/Y1aT56zhSPU

The #VapePen category in California sees a high amount of brand loyalty with 45% of customers repurchasing their brand after six months.

When we look at wallet share, we see that 38% of the average Vapor Pen customer's wallet goes to their #1 Vapor Pen brand, while only 6% of their wallet goes to their #2 brand, and 5% going to their #3 brand.

When looking at brands, companies like STIIIZY and #PlugPlay have customers who are exceedingly loyal. 48.6% of #STIIIZY customers and 41.45% of Plug Play customers are completely loyal to these brands

Episode 843 The #TalkingHedge dives into Headset’s data… https://youtu.be/tmY2zOCTcq8 #CannabisIndustry #CannabisData #MarijuanaData #CannabisAnalytics #MarijuanaAnalytics #CannabisSalesData #MarijuanaSalesData

Janet Yellen Says 'Of Course' Cannabis Companies Banking Their Billions Would Help The IRS.

U.S. Senate Majority Leader Chuck Schumer said his federal marijuana legalization bill is intended to provide opportunities to small businesses and minorities, not the “big boys.”

Yet the largest cannabis companies are relatively small. #BUD & #MO each have more than 10X the market cap of the largest U.S. MSO Curaleaf. BUD has enough cash to write a check for Curaleaf and could finance the $25B purchase of the top five competitors.  

Schumer’s goal of keeping big companies from dominating the cannabis business represents either naivety or political posturing. The industry will inevitably be swept up in a wave of consolidation post-legalization: the economics are too powerful to deny.

Episode 842 The #TalkingHedge dives into The Fed's New #Marijuana Bill...

https://youtu.be/kWFxBN

Green Mill Supercritical's CEO Wes Reynolds discusses how their system incorporates scientific advancements over some of the early work in supercritical CO₂ #extraction, with designs customized for the needs of the rapidly evolving essential oils industry.

Summary:

Growing in Florida

#Infused Beverages

#CannabisBranding

Concentrate #Trends

Mobile Processing

Future of #concentrates

#MJbizCon Recap

East Coast VS West Coast

Episode 841 The #TalkingHedge interviews Wes Reynolds, President and CEO at Green Mill Supercritical...

https://youtu.be/J45Spt0jDB8

Futura Farms is a #Tech Enabled #Cannabis Company with a mission to promote #health, #wellness and quality of life by democratizing access to medical cannabis, through their Patient-Centric Ecosystem, providing 100% #digital experience.

Summary:

Cannabis in #Peru

#MMJ #telemedicine

#THC #Import & #Export

Price & quality ($.15/g)

S.A. consumer behavior 

#D8, Tourism & #Investor sentiment

R&D, Data & Demographics

Expanding into the U.S.

Episode 842 The #TalkingHedge interviews Jose I. Escalante, CEO at Futura Farms...

https://youtu.be/hAGVXbC8y_M