The Talking Hedge

The cannabis edibles market is expected to surpass $10 billion in sales by 2025.

In Canada #Edibles held a 5.0% market share while in the US captured 10.2% market share in the same time period.

Colorado has the most #marketshare to Edibles at 13.9%, while Saskatchewan has the least at 4.3%.

When we breakdown Edible sales by segments, we find that the majority of sales go to the Gummies segment in both the US (71.1%) and Canada (65.1%).

The majority of sales in both countries go to package sizes with the maximum legal #THC potency, but these maximums vary in the US and Canada.

Looking at demographic data, we see that Edibles are more popular among older groups of consumers, and within each age group, Female customers have a higher affinity for Edibles than their Male counterparts.

Episode 842 The #TalkingHedge dives into Headset’s & Brightfield Group’s report... https://youtu.be/SsrhVXL8Jyc

In 2012, Bob Fireman saw an opportunity to advise operators and licensees on the design, development, operations, and financing of new cannabis #cultivation centers and #dispensaries nationwide. He co-founded MariMed Advisors.

As the market and his experience grew, the business evolved into #MariMed Inc, a premier seed-to-consumer vertically integrated multi state operator.

Summary:

20,000mg brownie WORLD RECORD

Product acquisition strategy

280E's impact on stock price

$0 debt, undervalued stock?

Strategic partnerships, M&A strategy

New vs Existing Markets

The #TalkingHedge interviews Bob Fireman MariMed..

https://youtu.be/wCe1oME5l_E

Vahan Ajamian is a Capital Markets professional and one of the first analysts to cover the North American #cannabis sector.

High Tide is a leading retail-focused cannabis company with bricks and mortar as well as global #ecommerce assets. The Company is the largest Canadian retailer of recreational cannabis as measured by revenue.

#HITI spent the last decade developing an intimate understanding of cannabis consumers and a suite of retail experiences to service their interests, uniquely positioning #HighTide for international expansion through emerging legal markets.

Summary:

learning from #Medmen

#1 cannabis retailer in Canada (by revenue)

Are same store sales decreasing?

Ecommerce, discounts & the supply chain 

Episode 839 The #TalkingHedge interviews Vahan Ajamian, Capital Markets Advisor at Hight Tide Inc....

https://youtu.be/05HsaO3lMLQ

Engineer, Project Manager and Hemp Supply Chain Analyst, Robert Palma is passionate about sustainable development, creating a purpose-driven initiatives to accelerate the world's transition to sustainable living with The Hemp OZ Fund.

Hemp OZ Fund is 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 Industrial Real Estate into Hemp processing factories. The major advantage of the Hemp OZ Fund 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 tax free growth structure for the next 25 years!

Guest: Robert Palma, Managing Partner at Hemp OZ Fund https://www.linkedin.com/in/robert-palma-369420/

Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/

Episode 837 The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, and more. https://www.theTalkingHedgepodcast.com

Music Info: Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats

Keywords: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. This is only entertainment.

When we look at pricing trends in new and mature markets, we see some patterns emerge. In markets that are in early stages of development, we usually see total sales and product assortment grow together.

We see this reflected in the Michigan cannabis market, where sales have grown to $171M from December 2019 to July 2021 and product assortment has grown by 25 times in the same time period to nearly 9,000 products.

Prices can start out high in new markets, but as supply catches up to demand and competition builds, prices begin to decline. In Michigan, for example, the average item price of cannabis products has fallen by 40% from October 2020 to 2021.

Prices can fall in more established markets too. For example, the average price of a gram of Flower in California decreased by 30% from September 2020 to 2021.

We also see patterns in discount strategies in more mature markets and newer markets. In California, discount strategies seem relatively stable with a few retail outliers. In Michigan, however, we see discount strategies shift more significantly since the market is young and in flux.

Show Notes: Examining cannabis pricing trends & discount strategies https://www.headset.io/industry-reports/examining-cannabis-pricing-trends-discount-strategies

Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/

Episode 838 The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, and more. https://www.theTalkingHedgepodcast.com

Music Info: Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats

Keywords: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. This is only entertainment.

Cannabis discovery marketplace Leafly aims to help more than 125 million people discover cannabis this year. Their ecommerce tools help shoppers make informed purchase decisions and empower cannabis businesses to attract and retain loyal customers through advertising and technology services.

Yoko Miyashita was appointed CEO of Leafly in August 2020 after serving as the company’s General Counsel since 2019. Yoko has spent her career serving mission-driven companies navigating complex global regulatory environments in order to bring meaningful and compelling products to market.

An expert in policy and advocacy, as General Counsel, she led Leafly’s position on key regulatory, compliance and government affairs issues. She has focused on progressing Leafly’s reputation as a trusted and authoritative cannabis resource and leveraged an understanding of current cannabis regulations, and opportunities for change, to help scale Leafly’s product and sales strategy.

Guest: Yoko Miyashita, Chief Executive Officer at Leafly https://www.linkedin.com/in/yoko-miyashita-4829161/

Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/

Episode 836 The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, and more. https://www.theTalkingHedgepodcast.com

Music Info: Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats

Keywords: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. This is only entertainment.

Cannabis could bring Germany $5 billion a year.

Legalizing cannabis could bring Germany annual tax revenues and cost savings of about 4.7 billion euros ($5.34 billion) and create 27,000 new jobs.

Imports of medical cannabis flower into Germany hit record highs in Q4 of 2020, closing the year with a 37% year-on-year growth.

As cannabis supply into Germany increases, so too does the competition for producers and wholesalers.

Although the German medical cannabis market is at an early stage, it has shown great potential, and its future seems promising. However, it will take time to see how domestic production will affect imports, and how medical cannabis development in Germany will influence the growth of other European markets.

Show Notes: Getting a Gauge on Germany’s Latest Engagement with Legal Cannabis https://newfrontierdata.com/cannabis-insights/getting-a-gauge-on-germanys-latest-engagement-with-legal-cannabis/

Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/

Episode 835 The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, and more. https://www.theTalkingHedgepodcast.com

Music Info: Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats

Keywords: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. This is only entertainment.

GABY Founder, President and CEO Margot Micallef of vertically integrated cannabis company GABY Inc. has ambitious growth plans for the California market.

GABY is a California-focused retailer with its own proprietary brands in the market. GABY has relationships with over 200 retailers in the mainstream sales channel, and over 200 in the licensed channel, bridging the gap between the licensed dispensary and mainstream markets. A pioneer in the industry with a multi-vertical retail foundation, GABY owns a significant majority of its supply channels including manufacturing, distribution, and retail. GABY is an employee-owned company, with 100% of full-time employees owning shares in the Company. GABY's shares trade on the Canadian Securities Exchange ("CSE") under the symbol "GABY" and on the OTCQB under the symbol "GABLF".

Ms. Micallef is also the President of Oliver Capital Partners, a company she founded in 2003 to invest in private companies looking for expansion capital or an outright sale. Since its inception, Oliver Capital Partners has directly and indirectly invested in a number of diverse businesses including: broadcasting, publishing, food manufacturing and real estate and manages or has managed the franchise development rights for a number of well known quick service restaurant brands.

Guest: Margot Micallef, Founder & CEO of Gaby Inc.

Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/

Episode 834 The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, and more. https://www.theTalkingHedgepodcast.com

Music Info: Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats

Keywords: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. This is only entertainment.

Delivery of food and alcohol boomed during the pandemic, and some think cannabis is next, especially with hopes for federal legalization.

California-based cannabis delivery app Eaze, which saw new customer sign ups increase by over 70%, said on average orders were placed every eight seconds.

90% of respondents in a survey said they used online ordering and delivery services to purchase cannabis. Around 60% reported that online ordering and delivery would continue to be their preferred method of purchase post-pandemic.

Cannabis businesses that provide pickup or delivery options made around 22% more in sales on average than businesses without those options.

Show Notes: Uber and the delivery war could be headed to cannabis dispensaries https://www.cnbc.com/2021/05/30/weedshare-uber-and-the-hazy-economics-of-cannabis-delivery.html

Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/

Episode 833 The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, and more. https://www.theTalkingHedgepodcast.com

Music Info: Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats

Keywords: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. This is only entertainment.

MainStem’s founders, a strategist and a cultivator, were inspired by the exciting, albeit challenging, opportunity to join an industry from the ground up and knew it would be the combination of their unique skills that would drive their success.

MainStem, the cannabis industry's only marketplace and combined purchasing platform, began as a cannabis-centric marketplace for products in 2014. In direct response to customer needs, the company launched Purchase Pro, its SaaS purchasing platform, which allows cannabis operators to perform 100% of their purchasing from one cohesive dashboard.

Co-founder and CEO Alen Nguyen launched MainStem because he saw a marked gap in the corporate cannabis industry. Today, Nguyen is delighted to announce the addition of 130 net new locations in Q2 2021 alone, all of which will utilize MainStem's Integrated Procurement across 22 states.

Episode 831 The #TalkingHedge interviews Alen Nguyen, Co-Founder & CEO at MainStem... https://youtu.be/hzlveld9yI8