Tag: marijuana
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![1933 Industries (TGIF.C) vs 1964 Supply Co (Rubicon): Will heritage/art branding land with consumers?]()
1933 Industries (TGIF.C) vs 1964 Supply Co (Rubicon): Will heritage/art branding land with consumers?
We’ve written a lot about branding as it pertains to the cannabis space, and the challenges that will face any licensed producer as it transitions from growing to marketing to retail. Those challenges are plentiful; chiefly among them, you’re not allowed to market your weed brand in Canada. Can’t do it. Against the law. Not…
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Tilray (TLRY.Q) plummets $9.76 after insano run, because shorters are animals
When a new listing goes on a $25 to $95 run in the space of nearly three weeks, the forces of gravity building up over the top of it are always going to collect to breaking point. Observe Tilray (TLRY.Q), which IPOed on the Nasdaq at US$17 per share, and then went on the rip…
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MedMen (MMEN.C) legal demands clearer: Half a billion dollars from EquityGuhahahahaha
The Streisand Effect is what happens when a person or company sends out legal threats to stop people from seeing something and, in turn, makes that thing they didn’t want seen go viral. MedMen’s lawyers probably should have talked to their clients about this before they started sending us weird legal demands because wow, you…
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iAnthus Capital (IAN.C) bucks the downward weed trends with US dispensary plans
I missed it. Y’all can point and laugh, but when folks said to me a year ago, “Hey, what about iAnthus Capital?” (IAN.C), I shrugged and said, “I can’t keep an eye on everyone,” and went back to my toys because it was small and US focused and meh. iAnthus, to me, back then, was…
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![C21 Investments (CXXI.C) makes big $25m+ acquisition of Nevada grower, dispensary pioneer]()
C21 Investments (CXXI.C) makes big $25m+ acquisition of Nevada grower, dispensary pioneer
The market is enjoying news released by C21 Investments (CXXI.C) that it has agreed to acquire Silver State Relief LLC and Silver State Cultivation LLC, for a sum that dwarfs any previous Canada-buys-US-assets deal, and adds nicely to its growing portfolio of US cannabis assets. President and CEO of C21 Robert Cheney stated: “Our entire C21…
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Green Organic Dutchman (TGOD.T) ex-CEO recovering, likely to return
Suffice to say, reports of Rob Anderson’s plan to slip away to Panama on a cigarette boat with a keel full of hundy’s and a trailing mist of martini mist and cocaine dust are greatly overstated. The Green Organic Dutchman (TGOD.T) put out a note yesterday that CEO Rob Anderson had stepped down unexpectedly due…
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![Brands, brands, brands: You want ’em, we got ’em, but some aren’t what you think]()
Brands, brands, brands: You want ’em, we got ’em, but some aren’t what you think
In 2014, I said before a crowd at one of the first cannabis company conferences, ‘forget growing weed – nobody invested hard in barley and hops after prohibition ended – they wanted to invest in brands, the Seagrams and Canadian Clubs and Budweisers, that got the maximum margin out of every ingredient.’ I’ve said similar…
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![Livestream: Chris Parry rants to MidasLetter’s James West about MedMen, as company pulls plug on bonuses]()
Livestream: Chris Parry rants to MidasLetter’s James West about MedMen, as company pulls plug on bonuses
You get me on camera on a Friday afternoon and ask me about shitty market deals, you better make sure you have a lot of tape. I talked to James West of MidasLetter today about mostly the MedMen (MMEN.C) deal, but also Green Organic Dutchman (TGOD.T), Aurora (ACB.T), FSD Pharma (HUGE.C), Namaste (N.V), hookers and blow…
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CROP Infrastructure (CROP.C) buys 30% stake in US grow facility at bargain price
If you got a phone call from an exec at Cronos Group (CRON.T) and said exec offered to let you buy 30% of their entire grow, which we have down as 42k sq ft, on current market cap ($1.6 billion) they’d likely be looking for around $500m for it. If you got another call from…
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Namaste Technologies (N.V) will buy you a beer if you don’t sell their stock while it’s being blown out
I’m serious. That’s the pledge from Namaste Technologies (N.V); they’ll throw a party for anyone who doesn’t sell their stock over the next three months. Namaste Technologies Inc., the owner of online stores that sell vaporizers and bongs, is taking unusual steps to stabilize its share price and thwart an attack on its business by…
