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TitreDateDurée
OGI & ACB CEOs Discuss Transaction05 nov. 202600:31:50

Speakers:

James Yamanaka, Chief Executive Officer, Organigram Holdings

Miguel Martin, Chief Executive Officer, Aurora Cannabis

Discussion Points:

  • Transaction rationale and mechanics
  • Timeline to closing the deal
  • Supply chain as a competitive advantage
  • Potential overlap in European RTM
  • Role of BAT in the transaction
  • Management structure
  • Synergies of $50Mn, both top line and costs?
  • Canadian rec and med leadership

#CannabisStocks #CannabisNews #AuroraCannabis #OrganigramGlobal #CannabisInvesting #CannabisCommunity #Webinar #LiveStream #420Odysseus #pablozuanic #Mergers

Follow us on http://zuanicassociates.com

pablo.zuanic@zuanicgoup.com in

X https://x.com/420Odysseus

https://www.linkedin.com/company/zuanic-associates-llc

Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

Z&A Video on Rubicon's Expansion19 oct. 202600:14:13

CEO Margaret Brodie discussing Rubicon’s Organics $3Mn equity raise to fund a ~30% capacity increase. With 20 tons of premium quality flower capacity by mid 2027 (2x 2024 levels), the company is well positioned to strengthen its lead in the premium end of the market, both domestically and internationally.

Read our report

#pablozuanic #CanadaCannabis #RubiconOrganics $ROMJ $ROMJF #cannabisindustry #Zuanic&Associates

Follow us on http://zuanicassociates.com

pablo.zuanic@zuanicgoup.com in

X https://x.com/420Odysseus

https://www.linkedin.com/company/zuanic-associates-llc

Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

Update on the Dutch Experiment01 oct. 202601:09:09

Speakers:

Orville Bovenschen, President, Global Operations, Village Farms Intl

Rick Bakker, CEO, Hollandse Hootges

Fred van de Wiel, CEO, FYTA Company B.V.

Vladimir Smetanin, CEO & Founder, Essence Investment AG (The Growery)

Discussion Points:

  • Take on government 1-year review
  • Potential changes coming to the pilot
  • Put the recent price decline in context
  • By how much is the market growing
  • Potential for more cities to be added to the pilot
  • Reasons behind the drop in the # of coffeeshops in the pilot

#villagefarms #HollandseHootges #FYTAcompanyBV #pablozuanic #DutchCannabis #VFF #EssenceInvestmentAG #Cannabisindustry #TheGrowery #CannabisCommunity #Webinar #LiveStream #420Odysseus #pablozuanic

Follow us on http://zuanicassociates.com

pablo.zuanic@zuanicgoup.com in

X https://x.com/420Odysseus

https://www.linkedin.com/company/zuanic-associates-llc

Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

Zoom Panel on the Ohio Cannabis Market01 oct. 202600:58:39

Speakers:

Eric Offenberger, CEO, Vext Science

Ed Schmults, CEO, Firelands Scientific

Jared Maloof, CEO, Standard Wellness

Discussion Points:

  • What is driving the market’s strong growth
  • Impact from new regs implemented last fall
  • Recent spike in prices
  • Biomass supply outlook
  • Dispensary count expansion
  • Impact from restrictions on hemp derivatives

#CannabisStocks #CannabisNews #VextScience #FirelandsScientific #StandardWellness #CannabisInvesting #CannabisCommunity #Webinar #LiveStream #420Odysseus #pablozuanic

Follow us on http://zuanicassociates.com

pablo.zuanic@zuanicgoup.com in

X https://x.com/420Odysseus

https://www.linkedin.com/company/zuanic-associates-llc

Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

Outlook Views from Chicago Atlantic & NewLake Capital Partners23 sept. 202601:05:07

Speakers:

Peter Sack, Managing Partner, Chicago Atlantic

Anthony Coniglio, CEO, NewLake Capital Partners

Discussion Points:

· States with the most demand for capital

· Signs of M&A activity pick-up

· Cannabis macro and regulatory outlook

· Trends on demand and supply of capital to cannabis operators

· Investor sentiment on cannabis finance companies

· Views on the direction of interest rates

#CannabisStocks #CannabisNews #ChicagoAtlantic #CannabisInvesting #CannabisCommunity #Webinar #LiveStream #420Odysseus #pablozuanic #NewlakeCapitalPartners

Fireside Chat with Vireo Growth Management25 août 202600:56:03

Speakers:

Tyson Macdonald, Chief Financial Officer

Sam Armenia, Director, Capital Markets

Discussion Points:

  • Differentiated rollup strategy
  • Proforma valuation, factoring all pending deals
  • Overview of deals yet to close
  • Licensed restricted markets vs. matured/low-price markets
  • Why invest in ancillary businesses
  • Balance sheet strength
  • Regulatory outlook

#CannabisStocks #CannabisNews #VireoGrowth $VREO $VREOF #CannabisInvesting #CannabisCommunity #Webinar #LiveStream #420Odysseus #pablozuanic

Why is the market valuing Decibel at less than 2× our projected 2027 EBITDA?21 août 202600:11:41

Why is the market valuing Decibel at less than 2× our projected 2027 EBITDA?

We sat down with Benjamin Sze, CEO of Decibel Cannabis Company, following the company's latest quarterly results.

In this 11-minute conversation, we discuss:

  • Q2 revenue and EBITDA
  • Domestic growth and market-share gains
  • International expansion • EU-GMP processing
  • 50 cultivator customers and 16 overseas distributors
  • Free cash flow generation
  • Raised 2026 guidance
  • The company's strategic value in a consolidating industry

Our latest report rates Decibel Overweight.

Our CY27 estimates imply 0.5× sales and 1.8× EBITDA.

And while Zuanic & Associates does not publish price targets, our analysis shows that applying a 10× EBITDA multiple to our projected 2027 EBITDA would imply greater than 5× upside by December 2026.

Read the full research report and watch the CEO interview for the complete thesis, assumptions and risks.

#Decibel #DecibelCannabis #DB #DBCCF #TSXV #OTCQB #Stocks #Investing #EquityResearch #SmallCapStocks #CanadianStocks #GrowthStocks #MarketAnalysis

Fireside Chat: Curaleaf Offer to Buy Aurora12 août 202600:40:09

Speaker:

Boris Jordan, Chairman & CEO, Curaleaf

Discussion Points

• Why is Aurora the right target, among NASDAQ listed Canadian LPs

• Why now? why not wait for S3 rescheduling and uplisting

• Comparing cultivation scale and international RTM of the larger Canadian LPs

• Mechanics of an OTC company buying a NASDAQ-listed operator? Plan to keep NASDAQ listing?

• Will regulators in several countries have to approve the deal?

• Plan B for Curaleaf if ACB bid fails • Could this trigger more Canada/US M&A? But more LP greater than MSO than MSO greater than LP

#Curaleaf #ACB #AuroraCannabis #CannabisMerger #CannabisIndustry #MergersAndAcquisitions #CannabisNews

Fireside Chat with the CEO of NewLake Capital Partners01 juil. 202600:57:57

Speakers:

Anthony Coniglio, Chief Executive Officer, NewLake Capital Partners

Discussion Points

  • Potential for NLCP to uplist in NYSE
  • Growth prospects for NLCP, and property book update
  • TAM of unencumbered real estate assets in the cannabis ecosystem
  • Room to operate outside the US
  • Preview of the ALJ hearings and what happens after 7/15
  • Will more companies deconsolidate their med v. rec operations
  • What will boost institutional investor engagement in the sector

#Cannabis #cannabisstocks #NLCP #REIT #Cannabisinvesting

Panel Discussion on the State of the Dutch Experiment25 juin 202601:08:36

Speakers:

Orville Bovenschen, President, Village Farms Canadian Cannabis & Leli Holland

Mike Gorenstein, CEO, Cronos Group

Rick Bakker, CEO, Hollandse Hoogtes

Discussion Points:

  • Feedback from producers, coffee shop owners, consumers, and town officials, and regulators
  • Will the central government add more towns to the pilot in the next 1-2 years
  • Enforcement (grey market suppliers; coffee shops)
  • Are pilot towns adding more coffee shops
  • Consumer traffic from non-pilot towns
  • State of the 10 licensed producers in the pilot
  • VFF: Leli capacity expansion, new SKUs, listings in coffeeshop menus, leveraging BC expertise
  • CRON: Canadelaar integration; facility improvements; market share trends; rolling out new brands
  • HH: legacy expertise; recent awards; expansion plans; benchmarking the top 3

#villagefarms #cronosgroup #pablozuanic #DutchCannabis #VFF #CRON #Cannabisindustry

Z&A Interview with Tilray Chairman & CEO Irwin Simon10 juin 202600:28:48

Speaker:

Irwin Simon, Chairman & CEO, Tilray Brands

#tilray #irwinsimon

#cannabisindustry #Cannabisstocks #pablozuanic #zuanicassociates

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain firsthand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

Follow us on http://zuanicassociates.com

pablo.zuanic@zuanicgoup.com in

X https://x.com/420Odysseus

https://www.linkedin.com/company/zuanic-associates-llc

Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

Fireside Chat with Village Farms President & CEO07 mai 202600:47:20

Speakers:

Michael DeGiglio, President & CEO, Village Farms International

Discussion Points:

· VFF US plans following S3 rescheduling

· Options to enter the Texas medical cannabis market

· VFF participation in the CMS CBD pilot program

· Canadian capacity expansion

· Update on the Dutch operations and 4x capacity increase

· Plans to forward integrate overseas (downstream investments)

· Domestic rec performance and portfolio gaps (if any)

#Villagefarms #VFF #cannabisstocks #cannabisindustry #MSOS #pablozuanic #280e #rescheduling

Fireside Chat with Cresco Labs CEO Charlie Bachtell 28 avr. 202600:41:17

Speaker:

Charlie Bachtell, CEO & Director, Cresco Labs

Discussion Points:

· A reminder of why rescheduling is so relevant

· Unpacking the DOJ’s General Order of 4/23

· Why the 6/29 hearing is necessary to reach the Final Order stage

· Cresco’s exposure to med and rec

· Treasury/IRS guidance on 280e

· Implications of registering with the DEA at the federal level

· FDA oversight vs. state med regulators

· Path to custody, banking services, uplisting

#crescolabs #charliebachtell #cannabisstocks #cannabisindustry #MSOS #pablozuanic #280e #rescheduling

Recap of MSO Earnings and Outlook: Coniglio & Zuanic01 avr. 202601:00:30

Speakers:

Pablo Zuanic, Managing Partner, Zuanic & Associates

Anthony Coniglio, CEO, NewLake Capital Partners

Discussion Points: Pablo and Anthony will discuss the 4Q earnings season and sector outlook for the MSO group.

· Recap of 4Q MSOs performance across key metrics

· Benchmarking MSOs B/S and CF

· CY26 sector and company outlook

· Upside from regulatory unlocks (federal/state)

· Potential for M&A

· International angle if applicable

#MRMD #PLTH #VEXT #JUSHF #VREOF #CNTMF #CURAF #GTBIF #VRNO #TCNNF $NLCP #cannabisindustry #Cannabisstocks #pablozuanic #zuanicassociates

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain firsthand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

Follow us on http://zuanicassociates.com

pablo.zuanic@zuanicgoup.com in

X https://x.com/420Odysseus

https://www.linkedin.com/company/zuanic-associates-llc

Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

International Consolidation – Discussing the Canify AG and MG Health Merger24 mars 202600:47:39

Speakers:

Sascha Mielcarek, CEO, Canify AG

Luke Van der Nest, Commercial Director, MG Health Ltd

Discussion Points:

  • description of the deal details
  • rationale and expectations
  • proforma financials
  • brief description about both companies, and track records
  • projections for the German MMJ market (and rest of Europe)
  • what gaps would be left to fill (with future M&A) for the new company

#Canify #MGHealth #Merger #EuropeanCannabis #GermanyCannabis #Pharma #TLRY #ACB #CGC #CRON #VFF #DBCC #ROMJF #Cannabisindustry #PabloZuanic

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain firsthand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

Follow us on http://zuanicassociates.com

pablo.zuanic@zuanicgoup.com in

X https://x.com/420Odysseus

https://www.linkedin.com/company/zuanic-associates-llc

Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

Fireside Chat with Decibel Cannabis Company C-Suite26 févr. 202600:58:52

Speakers:

Benjamin Sze, CEO

Stuart Boucher, CFO

Discussion Points:

  • International growth outlook and plans
  • Benefits from AgMedica integration
  • Canadian supply chain
  • Performance of infused pre-rolls
  • Trends in vape segment
  • Cash flow trends and balance sheet

#cannabisstocks #cannabisindustry #DecibelCannabis #DB #DBCCF

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain firsthand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

Follow us on http://zuanicassociates.com

pablo.zuanic@zuanicgoup.com in

X https://x.com/420Odysseus

https://www.linkedin.com/company/zuanic-associates-llc

Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

The Reg and Macro Outlook For U.S. CBD11 févr. 202601:09:45

Speakers:

Jared Stanley, Co-Founder & Board Member, Charlotte’s Web

Joseph Dowling, CEO, CV Sciences

John Harloe, General Counsel, Village Farms International (CBDistillery)

Discussion Points:

· Reconciling the CR (11/12) and 12/18 Oval Office announcements (EO signing)

· On the various “emerging” hemp-related bills (Griffiths, etc)

· Will the CR be amended with various “carve-outs” (for non-intoxicating CBD? HDD9 bevs? etc)

· Or will implementation (CR) be delayed (as with the Farm Bill?)

· On the CMMS pilot program giving seniors access to CBD

· Companies (speaking here) plans for 2026

· FDA producing list of various cannabinoids (per CR mandate?)

· Note: To watch the signing of the Executive Order: https://www.youtube.com/watch?v=DTVbPs1RoKo

Fireside Chat with Advanced Flower Capital C-Suite09 févr. 202600:58:22

Speakers:

Daniel Neville, Chief Executive Officer & Partner

Robyn Tannenbaum, Chief Investment Officer & President

Discussion Points:

  • Company outlook post the conversion to BDC
  • Diversification plans away from cannabis
  • Room to fund loan book growth
  • Likely book size and metrics by YE26
  • Outlook for the mortgage REIT and BDC sector, in general
  • Cannabis sector federal and state outlook
  • State of the book’s non-accruals
  • Managing interest rate risk and unscheduled early repayments

#cannabisstocks #cannabisindustry #AdvanceFlowerCapital #AFCGamma #AFCG

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain firsthand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

Follow us on http://zuanicassociates.com

pablo.zuanic@zuanicgoup.com in

X https://x.com/420Odysseus

https://www.linkedin.com/company/zuanic-associates-llc

Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

Fireside Chat with the CEO of NewLake Capital Partners05 févr. 202601:01:42

Speakers:

Anthony Coniglio, Chief Executive Officer, NewLake Capital Partners

Discussion Points

· How potential regulatory changes at the federal (s3) and state (TX, VA, etc) level are impacting demand for credit so far from cannabis (MJ) companies

· Sizing up the competition (other sale leaseback; mortgage REITS; BDCs; regional banks)

· Has sale lease back lost its edge vs. other credit alternatives vs. 5 years ago

· Potential opportunities to fund expansion in Europe

· Quality of the NLCP tenant book, and benchmarking with IIPR

· A discussion of all key tenants, and any problem areas

· Ability to cover the dividend

· NLCP diversifying outside cannabis

· Potential catalysts for NLCP shares

#cannabisstocks #cannabisindustry #NewLakeCapital #REIT #NLCP

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain firsthand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

Follow us on http://zuanicassociates.com

pablo.zuanic@zuanicgoup.com in

X https://x.com/420Odysseus

https://www.linkedin.com/company/zuanic-associates-llc

Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

Panel: Israel Market Outlook, Import & Export Potential02 févr. 202600:54:15

Speakers:

Alex Rabinovich, Chairman and CEO, Intercure Ltd

Mike Gorenstein, Chairman and CEO, Cronos Group

Discussion Points:

  • The Cronos and Intercure operations in Israel
  • State of the domestic market
  • Impact of reforms implemented in 2024
  • Key producers, importers, distributors, and retailers
  • How the market was impacted by Oct 7
  • Israel’s export potential
  • The country’s presumed advantage in genetics
  • How Israel can better leverage its pioneering MJ know-how globally

#cannabisstocks #cannabisdispensary #globalcannabis #Israelcannabis #cannabislegalization #Intercure #Cronosgroup

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain firsthand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

Follow us on http://zuanicassociates.com

pablo.zuanic@zuanicgoup.com in

X https://x.com/420Odysseus

https://www.linkedin.com/company/zuanic-associates-llc

Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

260127 German MMJ Market Outlook27 janv. 202601:05:46

Speakers:

Sascha Mielcarek, CEO, Canify AG

Constantin von der Groeben, Co-Founder and Strategic Advisor, Demecan

Philip Schetter, CEO, Cantourage Group SE

Discussion Points:

• A look back at 2025: market growth; pricing; segmentation

• How imports and the supply chain are evolving

• Will the Bundestag modify the MOH proposal

• How companies will adapt to the potential changes

• Is there more financing available for the German companies

• M&A and consolidation outlook?

• Plans outside Germany

#cannabisstocks #cannabisdispensary #globalcannabis #germanycannabis #cannabislegalization #canify #DEMECAN #Cantourage

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

Follow us on http://zuanicassociates.com

pablo.zuanic@zuanicgoup.com in

X https://x.com/420Odysseus

https://www.linkedin.com/company/zuanic-associates-llc

Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

260122 Zoom Panel : Canada Market Outlook with LP CEOs22 janv. 202601:01:37

Speakers:

Margaret Brodie, CEO, Rubicon Organics

Hugo Alves, CEO, Auxly Cannabis Group

Cyrus Hambaz, CEO, Canadian Clinical Cannabinoids

David Schwede, CEO, Heritage Cannabis

Discussion Points:

  • Industry outlook: volumes; pricing; margins
  • Innovation trends by key formats
  • Industry shake-out coming; or already here?
  • Potential regulatory changes – at the federal and province level
  • LP dynamics with the boards and retailers
  • Export market potential and impact on domestic pricing

#RubiconOrganics #HeritageCann #AuxlyGroup #Cannabis #Cannabisindustry #PabloZuanic #tilray #CanopyGrowth #villagefarms #Aurora_MMJ #cronosgroup #Decibel

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

260113 Fireside Chat with Peter Sack, Managing Partner at Chicago Atlantic13 janv. 202601:00:32

Speaker:

Peter Sack, Managing Partner, Chicago Atlantic

Discussion Points

  • Outlook for the mortgage REIT and BDC sector, in general
  • Cannabis sector federal and state outlook
  • Coordination between REFI, LIEN, and the private side of Chicago Atlantic group
  • Close look at the loan book of REFI and LIEN
  • A review of REFI’s 3-year performance re non-accruals
  • Managing interest rate risk and unscheduled early repayments

#cannabis #cannabisindustry #ChicagoAtlantic #REFI #LIEN #REITs #BDCs #PabloZuanic

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

Follow us on http://zuanicassociates.com

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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

260112 US Market Outlook - CEOs Panel12 janv. 202601:04:13

Speaker:

Eric Offenberger, CEO, Vext Science

Robert Groesbeck, Co-CEO, Planet 13 Holdings

Jason Vedadi, CEO, Story Companies

Sam Brill, CEO, Ascend Wellness Holdings

#CannabisIndustry #USMarket #Cannabisinvesting #StoryCannabis #Planet13 #Vext Science $PLNHF $PLTH $VEXTF $AAWH #Ascendholdings

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

Follow us on http://zuanicassociates.com

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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

251222 Fireside Chat: CBD Executive Order Implications for CWEB22 déc. 202500:58:33

Speaker:

Bill Morachnick, CEO, Charlotte’s Web

Discussion Points

  • Interpretation of the Executive Order, and what it actually means for CBD
  • Congress to “update the statutory definition of final hemp-derived cannabinoid products to allow Americans to benefit from access to appropriate full-spectrum CBD products”
  • Consultation with appropriate executive departments and agencies and authorities to develop “a regulatory framework for hemp-derived cannabinoid products, including development of guidance on an upper limit on milligrams of THC per serving with considerations on per container limits and CBD to THC ratio requirements”
  • HHS, FDA, CMMS, and NIH to “improve access to hemp-derived cannabinoid products”
  • Reconciling all this with the recent CR (section 781 of Public Law 119-37)
  • How will CBD research be increased
  • The EO did not include a call for a formal program in which seniors can rely on Medicare to cover the CBD expenses, if prescribed by a doctor?

#CBD #Charlottesweb #cannabis #cannabisindustry #Cannabisstocks

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

Follow us on http://zuanicassociates.com

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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

251217 The Dutch Experiment Update17 déc. 202501:07:04

Speakers:

Mike Gorenstein, CEO, Cronos Group

Rick Bakker, CEO, Hollandse Hoogtes

Bastiaan Swager, CEO & Co-Founder, Legacy Brands

Vladimir Smetanin, CEO, The Growery

Discussion Points

  • The legal, grey, and illicit markets in Holland
  • Sizing up and projecting the pilot market
  • Demand from outside pilot towns
  • Feedback from consumers and coffeeshop owners
  • Pricing and economics dynamics
  • About the 10 licensed producers
  • Political risk

#cannabis #cannabisindustry #Netherlands #CronosGroup #Cronos #Cannabisstocks

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

Follow us on http://zuanicassociates.com

pablo.zuanic@zuanicgoup.com in

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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

251211 A Close Look at Canada's Vape Category11 déc. 202500:58:02

Speakers:

Margaret Brodie, CEO, Rubicon Organics

Adam Coates, Chief Revenue Officer, Decibel Cannabis

Borna Zlamalik, SVP Innovation & International R&D, Organigram Holdings

Discussion Points

  • Why does vape under index in Canada vs. key US markets
  • Brands gaining/losing share
  • What are consumers looking for
  • The continued segment gain of AIOs vs. carts
  • New subsgements: live resin; live rosin; liquid diamonds
  • Trends in 510 carts – size sprawl beyond 0.95ml
  • Why closed-loop systems have not gotten traction
  • The recent rollout of vapes in Quebec province

#cannabis #cannabisstocks #cannabisdispensary #RubiconOrganics #DecibelCC

#Organigram

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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

251204 Fireside Chat: The Expansion of the Texas MMJ Market04 déc. 202500:50:34

Speaker:

Richard Cheng, Managing Member, Ritter Spencer Cheng PLLC

Discussion Points

  • How HB 46 expanded the state’s MMJ market (conditions, formats, access)
  • Caps on flagship stores and satellite pick-up locations per LDO, per region
  • Who are the new 9 licensees? By when could they be up and running
  • About the next three licenses to be issued in April
  • Can the three incumbents sell their licenses? and the new awardees?
  • Impact from new hemp rules

#cannabis #cannabisstocks #cannabisdispensary #Ritter_Spencer

#Trulieve #Verano #FluentCannabis #SNDL #TexasCannabis #cannabislaw

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

Follow us on http://zuanicassociates.com

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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

251125 Panel to Discuss the MSO Sector's Next Catalysts25 nov. 202501:06:17

Speakers:

Jon Levine, CEO, MariMed

Anthony Coniglio, CEO, NewLake Capital Partners

Jim Cacioppo, CEO, Jushi Holdings

Discussion Points

  • With MSO stocks back at historical lows, what are investors getting wrong?
  • Quantifying the upside for the regulated cannabis operators from the ban on hemp derivatives, on sales as well as on pricing
  • The potential for a pardon of 280e tax liabilities, or at least for a partial pardon and long-term payment agreements
  • The potential for phasing out 280e even without rescheduling
  • The timing, process, and structure of rescheduling; and the benefits beyond taxes
  • Descheduling vs. rescheduling
  • The Supreme Court angle and the recent Koch Brothers amicus brief filed with the court
  • State level catalysts (there are several)

#CannabisIndustry #CannabisInvesting #MSOs #280E #CannabisRescheduling #CannabisStocks #HempTHC #CannabisRegulation #MariMed #NLCP #Jushi

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This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

251119 Fireside Chat with Tilray Chairman & CEO, Irwin Simon19 nov. 202500:58:30

Speaker:

Irwin Simon. Chairman & CEO, Tilray Brands

Discussion Points

  • Impact from spending bill (CR) on HDD9 drinks strategy
  • Continued progress improvement in the beer and liquor business
  • Outlook for the international medical cannabis business (MMJ)
  • State of Tilray’s position in Canada’s rec market
  • Balance sheet strength and cash deployment plans
  • A cannabis company or a CPG company?
  • How TLRY can benefit from being the most liquid cannabis stock in NASDAQ?

#cannabis #cannabisstocks #cannabisdispensary #Tilray #IrwinDSimon

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

Follow us on http://zuanicassociates.com

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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

251028 The State Of Rec Sales In Minnesota28 oct. 202501:02:40

Speakers:

Amber Shimpa, President, Vireo Growth

Zachery Wilson, CEO, Waabigwan Mashkiki

Tim Gordon, Founder/CEO, Gordon Cannabis

Jason Tarasek, Partner, Vicente LLP

Discussion Points

  • Start of rec in mid September, or just a soft launch? Market momentum?
  • Rec market limitations on the two medical incumbents (Vireo Growth and Green Thumb)
  • The role of the Tribal Nations in the MN cannabis market
  • Timing for new rec licensees to get up and running (dispensaries, growers, other), and numbers
  • The hemp derivatives angle and potential regulatory changes

#cannabis #cannabisstocks #cannabisdispensary #VireoGrowth #VicenteLLP #GordonCannabis #WaabigwanMashkiki

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

Follow us on http://zuanicassociates.com

pablo.zuanic@zuanicgoup.com in

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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

251023 The State of The Ohio Cannabis Market23 oct. 202501:01:27

Speakers:

Trent Woloveck, Chief Strategy Director, Jushi Holdings

Jared Maloof, CEO, Standard Wellness

Edward Schmults, CEO, Firelands Scientific

Discussion Points

  • Is growth stalling? deflation creeping in?
  • Pace of new store openings? not near saturation?
  • Waiting for AU regs
  • Rollout of pre-rolls
  • Impact from hemp derivatives market

#cannabis #cannabisstocks #cannabisdispensary #Jushiholdings #StandardWellnessCo #FirelandsScientific

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

251021 The Canadian Pre-Roll Segment21 oct. 202500:59:11

Speakers:

Adam Coates, Chief Revenue Officer, Decibel Cannabis

Scott Lough, VP Product Management & Marketing, Canopy Growth

Bradley Gunter, SVP of Sales, Organigram Holdings

Discussion Points

  • How pre-rolls became the largest category in Canada, overtaking flower
  • Leading brands and latest innovation
  • The rise of infused pre-rolls, and new entrants
  • Joints vs. blunts; variety packs
  • Shopper behavior
  • Quebec rolling out pre-rolls

#cannabis #cannabisstocks #cannabisdispensary #DecibelCannabis #Organigram #CanopyGrowth

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

Follow us on http://zuanicassociates.com

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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

251016 The State of the Florida MMJ Market16 oct. 202501:01:33

Speaker:

Robert Groesbeck, Co-CEO, Planet 13 Holdings

Daniel Firtel, President, TRP Co/ Cookies Florida

Aaron Bloom, CEO, DocMJ Clinics

Discussion points:

  • Operators’ strategies in FL
  • Room to increase “store rev yield”
  • State of the FL market (more stores and capacity?)
  • Pricing climate
  • Hemp competition, and new rules
  • Nov 26 ballot?

#cannabis #cannabisstocks #cannabisdispensary #Planet 13 #TRPCo #cookiesFL #DOCMJ

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

Follow us on http://zuanicassociates.com

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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

251025 Fireside Chat With Aurora Cannabis CEO, Miguel Martin16 oct. 202500:54:13

Speaker:

Miguel Martin, CEO, Aurora Cannabis

Discussion Points

· Challenges and opportunities in Germany

· How delays in Portugal benefit ACB

· Growth potential in the UK and Poland

· State of the Australian business

· Room to expand Canada medical

· Opportunities in biotech/pharma

· Optionality in the US

#cannabis #cannabisstocks #cannabisdispensary #vext

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

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251009 Fireside Chat with FLUENT Corp CEO10 oct. 202500:56:56

Speaker:

Dave Vautrin, CEO, FLUENT Corp

About FLUENT Cannabis

FLUENT Corp. is a vertically-integrated cannabis Company with licenses and operations in Florida, Pennsylvania, Texas, and New York. In FL, Fluent is the 7th largest operator with 35 dispensaries, and has several ini2a2ves in place to boost revenue per store. In NY, the company has a growing wholesale business and is actively supplying the state’s new rec stores (it is the licensee for Alien Labs) out of a Chestertown facility; a new facility in Buffalo should have its first harvest by 4Q25 (see here). In PA, Fluent has three medical dispensaries. In Texas, the company is one of only three licensed operators. Per company disclosure, in 2Q25, FL accounted for 72% of sales, PA 15%, and NY 13%. Fluent is dedicated to being one of the highest-quality cannabis providers in the communities it serves, driven by an unrelinquishing commitment to operational excellence in cultivation production, distribution, and retail. FLUENT is headquartered in Tampa, Florida. FLUENT Corp's common shares trade on the CSE under the symbol “FNT.U” and on the OTCQB under the symbol “OTCQB: CNTMF”.

#cannabis #cannabisstocks #cannabisdispensary #FluentCannabis

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

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251006 The Canadian Flower Segment09 oct. 202501:03:14

Speakers:

Margaret Brodie, CEO, Rubicon Organics

Orville Bovenschen, President of Village Farms Canadian Cannabis

Cyrus Hambaz, CEO, Canadian Clinical Cannabinoids

Alex Smith, CEO, Canada’s Island Garden

About Rubicon Organics

Rubicon Organics was founded in 2015, to grow premium quality, certified organic flower out of their Pacifica facility in Delta BC, Canada. Since that time, they have become known as the most premium and trusted licensed producer in Canada and have grown to a 200+ workforce, with a portfolio of leading premium brands, across multiple product categories.

About Pure Sunfarms

Pure Sunfarms is a global leader in cultivation, operating one of the largest cannabis facilities in the world. Known as a top-selling brand of recreational dried flower across Canada, as well as a top licensed producer, Pure Sunfarms is renowned for producing popular cultivars like its Pink Kush.

About Canadian Clinical Cannabinoids

Stand at the forefront of cannabis craftsmanship, renowned as a leading licensed producer, co-manufacturer, and processor. As a brand house, their portfolio showcases an array of top-tier, innovative, and handcrafted cannabis products that set industry benchmarks for quality and creativity.

About Canada’s Island Garden

Canada’s Island Garden Inc., known through their brands FIGR and Piper’s Punch, is a 100% PEI-owned and operated licensed cannabis producer located in the Charlottetown BioCommons Research Park.

#stockinvesting #cannabisstocks #cannabisdispensary #PureSunfarms $VFF $ROMJF $ROMJ #RubiconOrganics #villagefarms #cannabis #cannabisindustry

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250918 Wholesaling, Distribution, and the Power of Brands21 sept. 202500:59:31

Speakers:

Ryan Crandall, Chief Commercial Officer, MariMed

David Gacom, Chief Commercial Officer, Ascend Wellness

Wesley Hein, Co-Founder, Mammoth Distribution

About MariMed

MariMed is a multi-state cannabis operator in the United States. They develop, own and manage seed to sale state-licensed, state-of-the-art, regulatory-compliant facilities for the cultivation, production and dispensing of medical and adult-use cannabis. Their award-winning portfolio of trusted cannabis brands, crafted with quality and innovation, are recognized and loved by consumers across the country. With a commitment to excellence, MariMed continues to drive growth and set new standards in the cannabis industry.

About Ascend Wellness

AWH is a vertically integrated multistate cannabis operator with licenses and assets in Illinois, Michigan, Ohio, Massachusetts, New Jersey, Pennsylvania, and Maryland. AWH owns and operates dispensaries and seven state-of-the-art cultivation facilities, growing award-winning strains and producing a curated selection of products for retail and wholesale customers. AWH produces and distributes its in-house Simply Herb, Ozone, Common Goods, Effin' and Royale branded products. AWH also manufactures and distributes products on behalf of its brand partners including Miss Grass, Lowell Smokes, Flower by Edie Parker, 1906, and AiroPro.

About Mammoth Distribution

Mammoth Distribution was one of the first vertically-integrated cannabis companies founded in the US. Since 1996, Mammoth has focused on building out a diverse portfolio of brands that includes Almora, Heavy Hitters, Higher, Lift Tickets, Spacestation, Sunsmoke, and Surplus. Family-owned & operated from the beginning, Heavy Hitters alone has sold over 10 million carts, making it the best-selling premium vape every year since inception. Their brands can now be found in 600+ retail locations across California, Nevada, and New York as they focus on expanding their reach with like-minded, best-in-class partners.

#stockinvesting #cannabisstocks #cannabisdispensary #MariMed #AscendWellness #wholesaling #Distribution #branding

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

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250815 Rescheduling Cannabis Discussion with Shane Pennington16 août 202501:15:09

Speaker:

Shane Pennington, Partner, Blank Rome LLP

Discussion Points

• Path to rescheduling; the options for President Trump

• An entirely new rulemaking process?

• Or just complete the one started by the President Biden’s DOJ

• How could the process be expedited • Potential timeline? Potential legal challenges?

• What about descheduling? And or federally legalizing medical cannabis?

About Shane Pennington

Shane counsels clients on federal regulatory issues involving a number of industries, including energy, pharmaceuticals, controlled substances, aviation, and agriculture. A former law clerk to federal judges on the D.C. Circuit, the Fifth Circuit, and the D.C. District Court, Shane brings unique insight and strategic thinking to assist clients facing complex regulatory issues.

Rated “One to Watch” and a “Rising Star” in appellate law by The Best Lawyers in America and Super Lawyers, respectively, Shane has argued cases in the U.S. Courts of Appeals for the First, Fifth, Ninth, and D.C. Circuits, securing landmark results for clients. In a series of cases on behalf of veterans and scientists, for example, Shane raised a novel claim under the Freedom of Information Act to uncover a secret 2018 Opinion of the Office of Legal Counsel that revealed the unlawfulness of a longstanding agency policy that had obstructed cannabis research for over half a century. Shane regularly litigates cases concerning federal and state agencies that involve the Administrative Procedure Act; the Controlled Substances Act; and the Federal Food, Drug and Cosmetic Act.

#cannabis #cannabisstocks #Schedule3 # #cannabislaw #reschedule

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250716. Texas: New Medical Cannabis & Hemp Regulations21 juil. 202500:57:34

Speakers:

Aaron Bloom, CEO, DocMJ

Robert Beasley, CEO, Fluent Cannabis

Richard Cheng, Managing Member, Ritter Spencer Cheng PLLC

Discussion Points

• New medical cannabis (MMJ) regulations

• How many more MMJ licenses? And when will they be awarded

• Expansion of MMJ conditions

• The banned hemp regulations

• What are the next steps on hemp post the Governor’s veto

#cannabis #cannabisstocks #cannabisdispensary #FluentCannabis #DocMj #cannabislaw #RitterSpencerChengPLLC

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250423 Fireside Chat with Vext Science C-Suite24 avr. 202500:50:09

Speakers:

Eric Offenberger, CEO/COO

Trevor Scott, CFO

Scott Everett, General Counsel

About Vext Science

Vext Science, Inc. is a U.S.-based cannabis operator. Vext’s expertise spans from cultivation through to retail operations in its core markets of Arizona and Ohio.Based out of Arizona, Vext owns and operates state-of-the-art cultivation facilities, fully built-out manufacturing facilities as well as dispensaries in both Arizona and Ohio. The company manufactures Vapen™, one of the leading THC concentrates, edibles, and distillate cartridge brands in Arizona. Its selection of award-winning products are created with Vext’s in-house, high-quality flower and distributed across Arizona and Ohio, as well as through Vext’s partnerships in other states.

#cannabis #cannabisstocks #cannabisdispensary #vext

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

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Q&A With Anthony Coniglio, NLCP's CEO18 avr. 202500:49:38

Speaker:

Anthony Coniglio, CEO, NewLake Capital Partners

Discussion Points

Growth outlook given MJ industry landscape

Quality of the tenant book

On Calypso and Revolutionary Clinics

Read across from defaults disclosed by industry peer IIPR

Potential catalysts for NLCP shares

Opportunities outside the US

About NewLake Property Partners

NewLake Capital Partners, Inc. is an internally-managed real estate investment trust that provides real estate capital to experienced state-licensed cannabis operators through sale-leaseback transactions, third-party purchases as well as funding for expansions and build-to-suit projects. NewLake currently owns a portfolio of 31 cultivation facilities and dispensaries across 12 states that are leased to single tenants on a triple-net basis.

#stockinvesting #cannabisstocks #cannabisdispensary #cannabisstocks #commercialrealestateinvestor

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

The Dutch Pilot Opportunity for VFF18 avr. 202500:54:40

Speakers:

Michael DeGiglio, President & CEO, Village Farms International

Orville Bovenschen, President, Pure Sunfarms & Leli Holland Divisions

About Village Farms International

Village Farms leverages decades of experience as a large-scale, Controlled Environment Agriculture-based, vertically integrated supplier for high-value, high-growth plant-based Consumer Packaged Goods opportunities, with a strong foundation as a leading fresh produce supplier to grocery and large-format retailers throughout the US and Canada, and new high-growth opportunities in the cannabis and CBD categories in North America and selected markets internationally. In Canada, the Company’s wholly-owned Canadian subsidiary, Pure Sunfarms, is one of the single largest cannabis operations in the world, the lowest-cost greenhouse producer, and one of Canada’s best-selling brands. The Company also owns 70% of Québec-based, Rose LifeScience, a leading third-party cannabis products commercialization expert in the Province of Québec. In the US, wholly-owned Balanced Health Botanicals is one of the leading CBD brands and e-commerce platforms in the country. Subject to compliance with all applicable US federal and state laws and stock exchange rules, Village Farms plans to enter the US high-THC cannabis market via multiple strategies, leveraging one of the largest greenhouse operations in the country (more than 5.5 million square feet in West Texas), as well as the operational and product expertise gained through Pure Sunfarms’ cannabis success in Canada.

About Leli Holland About Leli Holland: They are one of the 10 license holders, selected by the Dutch government, to produce cannabis for the coffeeshops that take part in the first trial to produce cannabis responsibly. Their major shareholder, Village Farms, is one of the leader in the global cannabis sector.

#cannabisstocks #cannabisdispensary #globalcannabis #cannabislegalization #villagefarms

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Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

Fireside Chat with Germany's Canify AG’s C-Suite13 avr. 202500:58:27

Speakers:

Sascha Mielcarek, CEO

Sebastian Pötzsch, CFO

Arne Wilkens, CCO

Silvia von Pistor, CIO

Discussion Points

• Company’s expansion plans and performance

• Supply chain and RTM capabilities

• Overall German MMJ market outlook

• Plans to expand in the reimbursed segment

• Partnerships with pharma companies for novel products

• Upcoming capital raise • Plans outside Germany

About Canify

Canify Ag is a licensed pharmaceutical company focusing on medical cannabis. Products based on the latest research, sophisticated manufacturing technologies, and comprehensive control processes from production to practical use of cannabis – They believe that every person deserves high-quality care, individually and specifically tailored to their own needs. Their approach to sales and distribution is to make the Canna-Biz as easy and convenient as possible for pharmacies and wholesalers. They also offer tailor-made manufacturing and market access solutions for 3rd party collaborators, setting standards in terms of quality, production capacity and delivery time. Their manufacturing excellence meets the highest standards set by European GACP and GMP guidelines, so they can deliver transparency and traceability from the grow room to the patient.

#cannabisstocks #cannabisdispensary #globalcannabis #germanycannabis #cannabislegalization #canify

Germany MMJ Market Growth & the New Government12 mars 202501:02:21

Speakers:

Dr. Constantin von der Groeben, MD & Co-Founder, Demecan

Stefan Fritsch, Founder, Grünhorn

Sascha Mielcarek, CEO, Canify AG

About Demecan

Demecan is the German market leader for medicinal cannabis. As pioneers in the industry, DEMECAN stands as Germany's premier provider of medicinal cannabis. They specialize in the sustainable cultivation and wholesale of medicinal cannabis, offering comprehensive solutions for the German medical cannabis industry. Their focus lies in quality, innovation, and service. With an unwavering goal of providing patients across Germany with top-tier medicinal cannabis, we continuously strive to enhance the quality of life for our customers and broaden access to safe, effective, and sustainable cannabis products.

About Grünhorn

Grünhorn is the largest German cannabis group, founded in 2020 in Leipzig. It includes, among others, the largest online mail-order pharmacy for cannabis, Schurer Pharma & Kosmetik GmbH (automated fulfillment and logistics services for pharmacies carrying cannabis), as well as canymed GmbH, a pharmaceutical wholesaler and manufacturer of medical cannabis products. Grünhorn represents strictly controlled, high-quality products and research in the cannabis sector.

About Canify AG Canify AG is a licensed pharmaceutical company focussing on medical cannabis. Their products are based on scientific data, high-end technology, and an ambition to help patients. Their approach to sales and distribution is to make the Canna-Biz as easy and convenient as possible for pharmacies and wholesalers. They also offer tailor-made manufacturing and market access solutions for 3rd party collaborators, setting standards in terms of quality, production capacity, and delivery time. Their manufacturing excellence meets the highest standards set by European GACP and GMP guidelines, so we can deliver transparency and traceability from the grow room to the patient.

#cannabisstocks #cannabisdispensary #globalcannabis #germanycannabis #canify #DEMECAN #Grünhorn

The National & Global Appeal of California Cannabis Brands28 févr. 202501:04:05

Speakers

Keith Cich, Co-Founder, Kanha/Sunderstorm

Theo Terris, CEO, Uncle Arnie's

Wesley Hein, Head of Global Brand Expansion, Mammoth Distribution (Heavy Hitters; Papa & Barkley)

Chris Lane, Chief Marketing Officer, Gold Flora

About Keith Cich

Keith Cich is co-founder of Sunderstorm, a leading cannabis company that manufactures and distributes award winning Kanha gummies. The Company revolutionized edibles with nano, fast acting gummies and launched the first line of functional edibles that are doctor formulated. In 2024, Sunderstorm entered the D9 hemp market and opened in Thailand. Prior to founding Sunderstorm, Mr. Cich spent more than a decade on Wall Street in fixed income sales and trading for Merrill Lynch and Barclay Investments. Mr. Cich moved to Northern California and managed commercial real estate projects, including retail, office, and urban in-fill development. Mr. Cich has a B.A. in Economics from Stanford University and an MBA from New York University.

About Theo Terris

Theo is CEO of Uncle Arnie’s. Uncle Arnie's is a California-based beverage company “changing the way people perceive, consume and enjoy cannabis”. The company’s mission is to create the world’s most approachable, accessible, and iconic cannabis brand. Per the company website, “we launched our fine line of THC beverages in May 2020. Something about those days seemed ripe for escape to greener pastures. Well, we were right! People love this stuff a million times over! Here’s the secret: Uncle’s Arnie’s tastes terrific, feels fantastic, and costs about as much as a medium soft drink at the megaplex. But unlike a soft drink, it’s fizz-free. And unlike the megaplex, you can talk during this movie! Sometimes people ask, “Who is Uncle Arnie?” Uncle Arnie’s all of us, none of us… it’s an idea, see, about being free to tune in to the frequency of your own station and stay there awhile. No commercial interruptions! Life’s a trip. Drink it up.”

About Wesley Hein

Wesley Hein the President of the CDA and currently heads up Mammoth Distribution / Heavy Hitters’ Global Brand Initiatives which includes handling the company's strategic relationships, as well as its legal, licensing and government affairs departments. Wesley has extensive experience in managing high growth companies. Past experience includes co-founder & President of Enigma Records (acquired by EMI), Executive Vice President of the Walt Disney Company's Hollywood Records division, co-founder of Cineaste Software (merged into Kodak), and co-founder of Enigma Digital (acquired by Clear Channel Communications). Wesley also serves on the board of directors of the California Cannabis Manufacturers Association (CCMA), is Head of the Steering Committee of Legal Cannabis for Consumer Safety (LCCS) and is a member of the California Advisory Board of Americans for Safe Access (ASA).

About Chris Lane

Chris Lane is Gold Flora’s Chief Marketing Officer, responsible for brand, creative and growth strategy across retail and product businesses. With a background in global creative strategy and brand building, he focuses on building consumer empathy in brands and driving simultaneous top and bottom funnel growth. Previously, Chris was the CMO of Airfield Supply Company, which was acquired by Gold Flora in 2022; and prior the Global Head of Brand at Fiverr (NYSE: FVRR). Chris has worked with many of the leading companies in the world while leading creative agency practices and strategy teams at Method, Bite, WPP, and Edelman. He holds degrees from Santa Clara University in Fine Art and Strategic Communication.

#stockinvesting #cannabisstocks #cannabisdispensary #cannabisstocks #commercialrealestateinvestor @goldflora_ca

Lending in the Cannabis Space28 févr. 202501:00:45

Speakers:

Anthony Coniglio, CEO, NewLake Capital Partners

Dan Neville, CEO, Advanced Flower Capital

Peter Sack, Managing Partner, Chicago Atlantic Group

About NewLake Property Partners

NewLake Capital Partners, Inc. is an internally-managed real estate investment trust that provides real estate capital to experienced state-licensed cannabis operators through sale-leaseback transactions, third-party purchases as well as funding for expansions and build-to-suit projects. NewLake currently owns a portfolio of 31 cultivation facilities and dispensaries across 12 states that are leased to single tenants on a triple-net basis.

About Advanced Flower Capital

AFC, Inc. (NASDAQ: AFCG) is a publicly-traded, institutional lender that originates, structures and underwrites loans secured by commercial real estate and other types of financing solutions. AFC targets direct lending and bridge loan opportunities typically ranging from $10 million to $100 million across multiple real estate sectors, with a specialization in loans to state-licensed cannabis operators. It is based in West Palm Beach, Florida.

About Chicago Atlantic

Chicago Atlantic is a market-leading publicly traded commercial mortgage REIT utilizing significant real estate, credit and cannabis expertise to originate senior secured loans primarily to state-licensed cannabis operators in limitedlicense states in the U.S. We utilize an institutional approach to origination and a “credit-first’ underwriting process with stringent criteria centered around operator performance and strength, collateral, regulatory and market environments, and other factors. Over the years, we have developed a strong reputation among borrowers for delivering on commitments made. Operators choose Chicago Atlantic for our brand recognition, ability to execute on a timely basis, efficient deal process, in-depth industry knowledge, and strong ties to financial sponsors active in the cannabis space.

#stockinvesting #cannabisstocks #cannabisdispensary #cannabisstocks #commercialrealestateinvestor

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

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Ohio Upcoming Catalysts16 févr. 202501:01:26

Speaker

Eric Offenberger, CEO, Vext Science Inc

Trent Woloveck , Chief Strategy Director, Jushi Holdings Inc

About Vext Science

Vext Science, Inc. is a U.S.-based cannabis operator. Vext’s expertise spans from cultivation through to retail operations in its core markets of Arizona and Ohio. Based out of Arizona, Vext owns and operates state-of-the-art cultivation facilities, fully built-out manufacturing facilities as well as dispensaries in both Arizona and Ohio. The company manufactures Vapen™, one of the leading THC concentrates, edibles, and distillate cartridge brands in Arizona. Its selection of award-winning products are created with Vext’s in-house, high-quality flower and distributed across Arizona and Ohio, as well as through Vext’s partnerships in other states.

About Jushi Holdings

Jushi is a vertically integrated, multi‑state cannabis operator engaged in retail, cultivation, manufacturing, and processing operations in both medical and adult‑use markets. The Company is focused on building a diverse portfolio of cannabis assets through opportunistic investments, acquisitions, and pursuing application opportunities in attractive limited license markets. Jushi strives to maximize shareholder value while delivering high-quality products across all levels of the cannabis ecosystem.

#cannabisstocks #marijuana #marijuanastocks #stocks #msos #ohio #cannabisindustry

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

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MSO CFOs Discuss State of the Industry16 févr. 202500:55:58

Speakers:

Dennis Logan, CFO, Planet 13 Holdings

Mario Pinho, CFO, MariMed Inc

Roman Nemchenko, CFO, Ascend Wellness Holdings

About MariMed Inc

MariMed Inc., a multi-state cannabis operator, is dedicated to improving lives every day through its high-quality products, its actions, and its values. The company develops, owns, and manages seed-to-sale of state-licensed cannabis facilities, which are models of excellence in horticultural principles, cannabis cultivation, cannabis-infused products, and dispensary operations. MariMed has an experienced management team that has produced consistent growth and success for the company and its managed business units. Proprietary formulations created by the company’s technicians are embedded in its topselling and award-winning brands, including Betty’s Eddies, Nature’s Heritage, InHouse, Bubby’s Baked, K Fusion, and Vibations: High+ Energy.

About Planet 13 Holdings

Planet 13 is a vertically integrated multi-state cannabis company, with award-winning cultivation, production and dispensary operations across its locations in California, Nevada, Illinois, and Florida. Home to the nation’s largest dispensary, located just off The Strip in Las Vegas, Planet 13 continues to innovate with the recent debut of its first consumption lounge in Las Vegas, DAZED!

About Ascend Wellness Holdings

AWH is a vertically integrated multistate cannabis operator with licenses and assets in Illinois, Michigan, Ohio, Massachusetts, New Jersey, Pennsylvania, and Maryland. AWH owns and operates dispensaries and seven state-of-the-art cultivation facilities, growing award-winning strains and producing a curated selection of products for retail and wholesale customers. AWH produces and distributes its in-house Simply Herb, Ozone, Common Goods, 'Effin and Royale branded products. AWH also produces and distributes products on behalf of its brand partners including Miss Grass, Lowell Smokes, Flower by Edie Parker, 1906, and AiroPro.

#cannabisstocks #marijuana #marijuanastocks #stocks #financemotivation #msos

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

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CANOPY GROWTH USA STRATEGY22 nov. 202400:54:20

Speakers

David Klein, CEO, Canopy Growth

Judy Hong, CFO, Canopy Growth

About Canopy Growth:

Canopy Growth Corporation, together with its subsidiaries, engages in the production, distribution, and sale of cannabis and hemp-based products for recreational and medical purposes primarily in the United States, Canada, Germany, and internationally. It operates through Canada Cannabis, International Markets Cannabis, and Storz & Bickel segments. The company offers dried flower, pre-rolled joints, oils, softgel capsules, infused beverages, edibles comprising gummies, and topical formats, as well as vaporizer devices. It sells its products under the Tweed, 7ACRES, DOJA, Deep Space, HiWay, Maitri, Twd., Vert, Spectrum Therapeutics, Canopy Medical, Storz & Bickel, Martha Stewart, and Wana brands. The company was formerly known as Tweed Marijuana Inc. and changed its name to Canopy Growth Corporation in September 2015. Canopy Growth Corporation was incorporated in 2009 and is headquartered in Smiths Falls, Canada.

#canopygrowth #cannabisstocks #cannabisdispensary #cannabis #cannabisinvestment

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

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