4Twenteezs with Pablo Zuanic – Details, episodes & analysis
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Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis and hemp 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.
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Publication history
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Post Election Scenario for the Debt Capital Partners
Season 1 · Episode 26
mardi 5 novembre 2024 • Duration 59:46
We will discuss the regulatory outlook, the post election scenarios for the US cannabis industry, and the potential opportunities for debt capital providers (AFCG, FiSai, and REFI)
Speakers:
Peter Sack, Managing Partner, Chicago Atlantic Group
Dan Neville, CEO, Advanced Flower Capital
Erich Griffin-Mauff, Partner, FiSai Investments
About Chicago Atlantic Group
Chicago Atlantic Real Estate Finance, Inc. (REFI) is an externally managed commercial mortgage real estate investment trust, incorporated on 3/30/21, that became public via an IPO in Dec’21. REFI’s loan portfolio is primarily comprised of senior loans to state-licensed operators in the cannabis industry, secured by real estate, equipment, receivables, licenses, and/or other assets of the borrowers. REFI is externally managed by Chicago Atlantic REIT Manager, LLC (wholly owned by Chicago Atlantic Group, LP), which is paid management fees and incentive compensation.
About Advanced Flower Capital
Advanced Flower Capital is the first NASDAQ-listed commercial mortgage REIT (AFCG) that provides institutional loans to state law compliant cannabis operators in the United States. It aims to provide attractive risk-adjusted returns through investments with significant collateral, modest loan to value and favorable pricing, driving target average portfolio gross yields of 12% – 20%+. It targets direct lending and bridge loan opportunities typically ranging from $10Mn to $100Mn. According to management, AFCG’s robust investment review process includes market research, management underwriting and in-depth due diligence. The management team has collectively structured over $15 billion in loan transactions and taken four companies public. AFCG’s BBB+ investment grade rating was affirmed by Egan-Jones in September 2023. The company is based in West Palm Beach, Florida.
About FiSai Investments
FiSai Investments is a U.S.-focused private cannabis fund with approximately $240mm AUM, targeting top Multi-State Operators (MSOs) through primarily senior secured debt, ensuring substantial asset coverage and downside protection. Our mission is to capitalize on emerging opportunities in the rapidly growing cannabis sector while exploring additional investment avenues, including leveraging existing positions, bridge financing, restructurings, equity, and convertible securities.
#cannabis #cannabisstocks #marijuana #marijuanastocks #stocks #financemotivation #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.
Follow us on http://zuanicassociates.com
The Growing Hemp-Derived Delta 9 Drinks Market
Season 1 · Episode 25
mardi 5 novembre 2024 • Duration 01:06:52
Call them "weed drinks", hemp-derived Delta 9 drinks, or "alternate drinks", the buzz around the category is real. Also, unlike flower, vape, and edibles, THC drinks remain a very small part of dispensary sales less than 2%, whereas HDD9 drinks have found a large "niche" online and at age-gating retailers (and have garnered the interest of large established distributors) in states where legal.
Speakers:
Christopher Lackner, Founder/President, Hemp Beverage Alliance
Adam Terry, CEO & co-Founder, Cantrip
Brandon Harshbarger, President, Cheech & Chong
Art Massolo, VP Business Development, Cycling Frog
#THCDrinks #HempBeverages #weedDrinks #Hempindustry #HDD9Drinks #Cannabis #DrinkAlternatives #cyclingfrog #cheechandchong #cantrip
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
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 Former Congressman Ed Permutter
Season 1 · Episode 16
lundi 5 août 2024 • Duration 57:14
We discussed the evolution of the SAFE Banking bill over the years, and the potential for passage this year. We also covered the political landscape, and scenarios for cannabis (rescheduling; new DOJ memo, and more).
#cannabisstocks #hempcommunity #cannabislegalization #cannabisdispensary #cannabisinvestment #cannabis #safebanking #cannabis
Follow us on http://zuanicassociates.com
pablo.zuanic@zuanicgoup.com in
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 AFC Gamma C-Suite
Season 1 · Episode 15
vendredi 26 juillet 2024 • Duration 01:03:49
Speakers:
Dan Neville, Chief Executive Officer
Robyn Tannenbaum, President
Company description
AFC Gamma, 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 Gamma targets direct lending and bridge loan opportunities typically ranging from $10 million to $100 million across multiple real estate sectors, with a specialization in lending to state-law compliant cannabis operators. It is based in West Palm Beach, Florida.
#stockinvesting #cannabisstocks #cannabisdispensary #marijuanalaws #cannabisstocks #commercialrealestateinvestor
Follow us on
pablo.zuanic@zuanicgoup.com in
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 Planet 13 C-Suite
Season 1 · Episode 14
vendredi 26 juillet 2024 • Duration 56:43
Speakers:
Robert Groesbeck, Co-CEO
Larry Scheffler, Co-CEO
Dennis Logan, CFO
Company description Planet 13 is a differentiated retailer unlike any other. Planet 13 is a leader and innovator in the cannabis industry, transforming the way consumers buy and interact with cannabis by pairing amazing quality products with out-of-this-world shopping and entertainment experiences. In 2022, Planet 13 generated positive cashflow amongst a sea of unprofitable cannabis companies. It has a clean balance sheet with no debt, strong growth prospects and a unique strategy. With its most recent dispensary opening near Chicago, Planet 13 is now operating in Illinois, California and Nevada. Next up is Florida, where Planet 13 recently announced the acquisition of VidaCann and its 26 dispensaries bringing Planet 13’s Florida total to 30 dispensaries, once complete.
#stockinvesting #cannabisstocks #cannabisdispensary #Planet13 #marijuanalaws #lasvegas #cannabis
Follow us on
pablo.zuanic@zuanicgoup.com in
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 C-Suite
Season 1 · Episode 13
samedi 20 juillet 2024 • Duration 01:03:15
Speakers:
Michael A. DeGiglio – President & CEO
Stephen Ruffini – EVP & CFO
Ann Gillin Lefever – COO
Company description
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 ecommerce 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.
#stockinvesting #cannabisstocks #cannabisdispensary #marijuanalaws #canabiscanada #cannabisstocks
Follow us on
pablo.zuanic@zuanicgoup.com in
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 CEOs of Organigram & Sanity Group
Season 1 · Episode 12
samedi 20 juillet 2024 • Duration 01:06:15
We realize investor focus may be on Chevron, Boies, S3 path and potholes..., but Europe MMJ is rising and LPs like Organigram (with BAT's support) are investing to expand their presence overseas.
Panelists:
Beena Goldenberg, CEO, Organigram Holdings
Finn Age Hansel, CEO, Sanity Group
About Organigram
OrganiGram Holdings, Inc. engages in the provision of high-quality, indoor-grown cannabis for patients and adult recreational consumers and developing international business partnerships to extend the company’s global footprint. Its brands include Edison, Big Bag O’ Buds, SHRED, Monjour, and Trailblazer. The company was founded on July 5, 2010 and is headquartered in Toronto, Canada.
About Sanity Group Sanity Group, a Berlin based health and life-science company aims to improve people’s quality of life through the use of cannabinoids and the utilization of the endocannabinoid system. The company focuses both on pharmaceuticals and medical products (Sanity Medical) and the cannabinoid-based consumer goods (Sanity Care)
#stockinvesting #cannabisstocks #cannabisdispensary #marijuanalaws #cannabisstocks #canadacannabis
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
pablo.zuanic@zuanicgoup.com in
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 Curaleaf Chairman, Boris Jordan
Season 1 · Episode 11
vendredi 12 juillet 2024 • Duration 01:05:11
About Curaleaf Inc::
The Company is a leading producer and distributor of consumer products in cannabis, with a mission to improve lives by providing clarity around cannabis and confidence around consumption. As a vertically integrated, high-growth cannabis operator known for quality, expertise and reliability, the Company and its brands, including Curaleaf, Select and Grassroots, provide industry-leading services, product selection and accessibility across the medical and adult-use markets in the United States (“U.S.”). Internationally, the Company has a fully integrated medical cannabis business with licensed cultivation in Portugal, three pharma grade cannabis processing and manufacturing facilities in Spain, the United Kingdom (“U.K.”) and Germany, licensed medical cannabis distribution in the U.K., Germany and Switzerland. In the U.K., the Company also holds a pharmacy license and operates medical cannabis clinics in England and Scotland, enabling the supply of medical cannabis directly to the patient. Additionally, the Company supplies medical cannabis on a wholesale basis across Europe, including into Italy and Germany.
#stockinvesting #cannabisstocks #cannabisdispensary #marijuanalaws #cannabisstocks #globalcannabis
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
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.
Pennsylvania Legalization of Adult Use Cannabis
Season 1 · Episode 10
vendredi 28 juin 2024 • Duration 01:05:41
The sponsors of the state Senate and House bills discuss the potential for Pennsylvania to legalize AU cannabis sales.
State Sen. Sharif Street (D)
State Sen. Daniel Laughlin (R)
State Rep. Amen Brown (D)
Host : Pablo Zuanic. Senior Analyst, Zuanic & Assoicates
#cannabisstocks #hempcommunity #cannabislegalization #cannabisdispensary #cannabisinvestment #cannabis #safebanking #cannabis #pennsylvaniacannabis
Follow us on www.zuanicassociates.com
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.
US Cannabis Rescheduling Process and Timeline
Season 1 · Episode 9
vendredi 28 juin 2024 • Duration 01:04:13
David Culver, SVP Public Affairs, US Cannabis Council
Kelly Fair, Partner, Dentons
John Sullivan, EVP Public Affairs, Cresco Labs
Hosted by Pablo Zuanic, Senior Analyst, Zuanic & Associates LLC
#cannabisstocks #hempcommunity #cannabislegalization #cannabisdispensary #cannabisinvestment #cannabis #safebanking #cannabis
Follow us on www.zuanicassociates.com
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.









