Shows
4Twenteezs with Pablo ZuanicThe Reg and Macro Outlook For U.S. CBDSpeakers:Jared Stanley, Co-Founder & Board Member, Charlotte’s WebJoseph Dowling, CEO, CV SciencesJohn 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) p...
2026-02-111h 09
4Twenteezs with Pablo ZuanicFireside Chat with Advanced Flower Capital C-SuiteSpeakers:Daniel Neville, Chief Executive Officer & PartnerRobyn Tannenbaum, Chief Investment Officer & PresidentDiscussion Points:Company outlook post the conversion to BDCDiversification plans away from cannabisRoom to fund loan book growthLikely book size and metrics by YE26Outlook for the mortgage REIT and BDC sector, in generalCannabis sector federal and state outlookState of the book’s non-accrualsManaging interest rate risk and unscheduled early repayments#cannabisstocks #cannabisindustry #AdvanceFlowerCapital #AFCGamma #AFCGRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, he...
2026-02-0958 min
4Twenteezs with Pablo ZuanicFireside Chat with the CEO of NewLake Capital PartnersSpeakers:Anthony Coniglio, Chief Executive Officer, NewLake Capital PartnersDiscussion 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 te...
2026-02-051h 01
4Twenteezs with Pablo ZuanicPanel: Israel Market Outlook, Import & Export PotentialSpeakers:Alex Rabinovich, Chairman and CEO, Intercure LtdMike Gorenstein, Chairman and CEO, Cronos GroupDiscussion Points:The Cronos and Intercure operations in IsraelState of the domestic marketImpact of reforms implemented in 2024Key producers, importers, distributors, and retailersHow the market was impacted by Oct 7Israel’s export potentialThe country’s presumed advantage in geneticsHow Israel can better leverage its pioneering MJ know-how globally#cannabisstocks #cannabisdispensary #globalcannabis #Israelcannabis #cannabislegalization #Intercure #CronosgroupRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dyna...
2026-02-0254 min
4Twenteezs with Pablo Zuanic260127 German MMJ Market OutlookSpeakers:Sascha Mielcarek, CEO, Canify AGConstantin von der Groeben, Co-Founder and Strategic Advisor, DemecanPhilip Schetter, CEO, Cantourage Group SEDiscussion 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 #cannabislegali...
2026-01-271h 05
4Twenteezs with Pablo Zuanic260122 Zoom Panel : Canada Market Outlook with LP CEOsSpeakers:Margaret Brodie, CEO, Rubicon OrganicsHugo Alves, CEO, Auxly Cannabis GroupCyrus Hambaz, CEO, Canadian Clinical CannabinoidsDavid Schwede, CEO, Heritage CannabisDiscussion Points:Industry outlook: volumes; pricing; marginsInnovation trends by key formatsIndustry shake-out coming; or already here?Potential regulatory changes – at the federal and province levelLP dynamics with the boards and retailersExport market potential and impact on domestic pricing#RubiconOrganics #HeritageCann #AuxlyGroup #Cannabis #Cannabisindustry #PabloZuanic #tilray #CanopyGrowth #villagefarms #Aurora_MMJ #cronosgroup #DecibelRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in th...
2026-01-221h 01
4Twenteezs with Pablo Zuanic260113 Fireside Chat with Peter Sack, Managing Partner at Chicago AtlanticSpeaker:Peter Sack, Managing Partner, Chicago AtlanticDiscussion PointsOutlook for the mortgage REIT and BDC sector, in generalCannabis sector federal and state outlookCoordination between REFI, LIEN, and the private side of Chicago Atlantic groupClose look at the loan book of REFI and LIENA review of REFI’s 3-year performance re non-accrualsManaging interest rate risk and unscheduled early repayments #cannabis #cannabisindustry #ChicagoAtlantic #REFI #LIEN #REITs #BDCs #PabloZuanicRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain fi...
2026-01-131h 00
4Twenteezs with Pablo Zuanic260112 US Market Outlook - CEOs PanelSpeaker:Eric Offenberger, CEO, Vext ScienceRobert Groesbeck, Co-CEO, Planet 13 HoldingsJason Vedadi, CEO, Story CompaniesSam Brill, CEO, Ascend Wellness Holdings#CannabisIndustry #USMarket #Cannabisinvesting #StoryCannabis #Planet13 #Vext Science $PLNHF $PLTH $VEXTF $AAWH #AscendholdingsRenowned 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...
2026-01-121h 04
4Twenteezs with Pablo Zuanic251222 Fireside Chat: CBD Executive Order Implications for CWEBSpeaker:Bill Morachnick, CEO, Charlotte’s WebDiscussion PointsInterpretation of the Executive Order, and what it actually means for CBDCongress 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 he...
2025-12-2258 min
4Twenteezs with Pablo Zuanic251217 The Dutch Experiment UpdateSpeakers:Mike Gorenstein, CEO, Cronos GroupRick Bakker, CEO, Hollandse HoogtesBastiaan Swager, CEO & Co-Founder, Legacy BrandsVladimir Smetanin, CEO, The GroweryDiscussion PointsThe legal, grey, and illicit markets in HollandSizing up and projecting the pilot marketDemand from outside pilot townsFeedback from consumers and coffeeshop ownersPricing and economics dynamicsAbout the 10 licensed producersPolitical risk#cannabis #cannabisindustry #Netherlands #CronosGroup #Cronos #CannabisstocksRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first...
2025-12-171h 07
4Twenteezs with Pablo Zuanic251211 A Close Look at Canada's Vape CategorySpeakers:Margaret Brodie, CEO, Rubicon OrganicsAdam Coates, Chief Revenue Officer, Decibel CannabisBorna Zlamalik, SVP Innovation & International R&D, Organigram HoldingsDiscussion PointsWhy does vape under index in Canada vs. key US marketsBrands gaining/losing shareWhat are consumers looking forThe continued segment gain of AIOs vs. cartsNew subsgements: live resin; live rosin; liquid diamondsTrends in 510 carts – size sprawl beyond 0.95mlWhy closed-loop systems have not gotten tractionThe recent rollout of vapes in Quebec province#cannabis #cannabisstocks #cannabisdispensary #RubiconOrganics #DecibelCC #OrganigramFollow us on http://zu...
2025-12-1158 min
4Twenteezs with Pablo Zuanic251204 Fireside Chat: The Expansion of the Texas MMJ MarketSpeaker:Richard Cheng, Managing Member, Ritter Spencer Cheng PLLCDiscussion PointsHow HB 46 expanded the state’s MMJ market (conditions, formats, access)Caps on flagship stores and satellite pick-up locations per LDO, per regionWho are the new 9 licensees? By when could they be up and runningAbout the next three licenses to be issued in AprilCan 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 #cannabislawRenowned analyst Pablo Zuanic conducts insightful in...
2025-12-0450 min
4Twenteezs with Pablo Zuanic251125 Panel to Discuss the MSO Sector's Next CatalystsSpeakers:Jon Levine, CEO, MariMedAnthony Coniglio, CEO, NewLake Capital PartnersJim Cacioppo, CEO, Jushi Holdings Discussion PointsWith 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 pricingThe potential for a pardon of 280e tax liabilities, or at least for a partial pardon and long-term payment agreementsThe potential for phasing out 280e even without reschedulingThe timing, process, and structure of rescheduling; and the benefits beyond taxesDescheduling vs...
2025-11-251h 06
4Twenteezs with Pablo Zuanic251119 Fireside Chat with Tilray Chairman & CEO, Irwin SimonSpeaker:Irwin Simon. Chairman & CEO, Tilray BrandsDiscussion PointsImpact from spending bill (CR) on HDD9 drinks strategyContinued progress improvement in the beer and liquor businessOutlook for the international medical cannabis business (MMJ)State of Tilray’s position in Canada’s rec marketBalance sheet strength and cash deployment plansA cannabis company or a CPG company?How TLRY can benefit from being the most liquid cannabis stock in NASDAQ?#cannabis #cannabisstocks #cannabisdispensary #Tilray #IrwinDSimonRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, help...
2025-11-1958 min
4Twenteezs with Pablo Zuanic251028 The State Of Rec Sales In MinnesotaSpeakers:Amber Shimpa, President, Vireo GrowthZachery Wilson, CEO, Waabigwan MashkikiTim Gordon, Founder/CEO, Gordon CannabisJason Tarasek, Partner, Vicente LLPDiscussion PointsStart 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 marketTiming for new rec licensees to get up and running (dispensaries, growers, other), and numbersThe hemp derivatives angle and potential regulatory changes#cannabis #cannabisstocks #cannabisdispensary #VireoGrowth #VicenteLLP...
2025-10-281h 02
4Twenteezs with Pablo Zuanic251023 The State of The Ohio Cannabis MarketSpeakers:Trent Woloveck, Chief Strategy Director, Jushi HoldingsJared Maloof, CEO, Standard WellnessEdward Schmults, CEO, Firelands ScientificDiscussion PointsIs growth stalling? deflation creeping in?Pace of new store openings? not near saturation?Waiting for AU regsRollout of pre-rollsImpact from hemp derivatives market#cannabis #cannabisstocks #cannabisdispensary #Jushiholdings #StandardWellnessCo #FirelandsScientificRenowned 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...
2025-10-231h 01
4Twenteezs with Pablo Zuanic251021 The Canadian Pre-Roll SegmentSpeakers:Adam Coates, Chief Revenue Officer, Decibel CannabisScott Lough, VP Product Management & Marketing, Canopy GrowthBradley Gunter, SVP of Sales, Organigram HoldingsDiscussion PointsHow pre-rolls became the largest category in Canada, overtaking flowerLeading brands and latest innovationThe rise of infused pre-rolls, and new entrantsJoints vs. blunts; variety packsShopper behaviorQuebec rolling out pre-rolls#cannabis #cannabisstocks #cannabisdispensary #DecibelCannabis #Organigram #CanopyGrowthRenowned 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...
2025-10-2159 min
4Twenteezs with Pablo Zuanic251016 The State of the Florida MMJ MarketSpeaker:Robert Groesbeck, Co-CEO, Planet 13 HoldingsDaniel Firtel, President, TRP Co/ Cookies FloridaAaron Bloom, CEO, DocMJ ClinicsDiscussion points:Operators’ strategies in FLRoom to increase “store rev yield”State of the FL market (more stores and capacity?)Pricing climateHemp competition, and new rulesNov 26 ballot?#cannabis #cannabisstocks #cannabisdispensary #Planet 13 #TRPCo #cookiesFL #DOCMJRenowned 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 boutiq...
2025-10-161h 01
4Twenteezs with Pablo Zuanic251025 Fireside Chat With Aurora Cannabis CEO, Miguel MartinSpeaker:Miguel Martin, CEO, Aurora CannabisDiscussion 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 #vextRenowned 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...
2025-10-1654 min
4Twenteezs with Pablo Zuanic251009 Fireside Chat with FLUENT Corp CEOSpeaker: Dave Vautrin, CEO, FLUENT CorpAbout 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 (se...
2025-10-1056 min
4Twenteezs with Pablo Zuanic251006 The Canadian Flower SegmentSpeakers: 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 GardenAbout 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.Ab...
2025-10-091h 03
4Twenteezs with Pablo Zuanic250918 Wholesaling, Distribution, and the Power of BrandsSpeakers:Ryan Crandall, Chief Commercial Officer, MariMedDavid Gacom, Chief Commercial Officer, Ascend WellnessWesley Hein, Co-Founder, Mammoth DistributionAbout MariMedMariMed 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...
2025-09-2159 min
4Twenteezs with Pablo Zuanic250815 Rescheduling Cannabis Discussion with Shane PenningtonSpeaker:Shane Pennington, Partner, Blank Rome LLPDiscussion 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 PenningtonShane 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 jud...
2025-08-161h 15
4Twenteezs with Pablo Zuanic250716. Texas: New Medical Cannabis & Hemp RegulationsSpeakers: 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 Follow us on http://zuanicassociates.com pablo.zuanic@zuanicgoup.com in X...
2025-07-2157 min
4Twenteezs with Pablo Zuanic250423 Fireside Chat with Vext Science C-SuiteSpeakers:Eric Offenberger, CEO/COOTrevor Scott, CFOScott Everett, General CounselAbout Vext ScienceVext 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...
2025-04-2450 min
4Twenteezs with Pablo ZuanicQ&A With Anthony Coniglio, NLCP's CEOSpeaker:Anthony Coniglio, CEO, NewLake Capital PartnersDiscussion PointsGrowth outlook given MJ industry landscapeQuality of the tenant bookOn Calypso and Revolutionary ClinicsRead across from defaults disclosed by industry peer IIPRPotential catalysts for NLCP sharesOpportunities outside the USAbout NewLake Property PartnersNewLake 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...
2025-04-1849 min
4Twenteezs with Pablo ZuanicThe Dutch Pilot Opportunity for VFFSpeakers:Michael DeGiglio, President & CEO, Village Farms InternationalOrville Bovenschen, President, Pure Sunfarms & Leli Holland DivisionsAbout Village Farms InternationalVillage 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 on...
2025-04-1854 min
4Twenteezs with Pablo ZuanicFireside Chat with Germany's Canify AG’s C-SuiteSpeakers:Sascha Mielcarek, CEO Sebastian Pötzsch, CFO Arne Wilkens, CCO Silvia von Pistor, CIODiscussion 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 GermanyAbout CanifyCanify Ag is a licensed pharmaceutical company focusing on medical cannabis. Products based on the latest research, sophisticated manufacturing tec...
2025-04-1358 min
4Twenteezs with Pablo ZuanicGermany MMJ Market Growth & the New GovernmentSpeakers: 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 e...
2025-03-121h 02
4Twenteezs with Pablo ZuanicThe National & Global Appeal of California Cannabis BrandsSpeakersKeith Cich, Co-Founder, Kanha/SunderstormTheo Terris, CEO, Uncle Arnie'sWesley Hein, Head of Global Brand Expansion, Mammoth Distribution (Heavy Hitters; Papa & Barkley)Chris Lane, Chief Marketing Officer, Gold FloraAbout 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...
2025-02-281h 04
4Twenteezs with Pablo ZuanicLending in the Cannabis SpaceSpeakers:Anthony Coniglio, CEO, NewLake Capital PartnersDan Neville, CEO, Advanced Flower CapitalPeter Sack, Managing Partner, Chicago Atlantic GroupAbout NewLake Property PartnersNewLake 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...
2025-02-281h 00
4Twenteezs with Pablo ZuanicOhio Upcoming CatalystsSpeakerEric Offenberger, CEO, Vext Science IncTrent Woloveck , Chief Strategy Director, Jushi Holdings IncAbout Vext ScienceVext 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 prod...
2025-02-161h 01
4Twenteezs with Pablo ZuanicMSO CFOs Discuss State of the IndustrySpeakers:Dennis Logan, CFO, Planet 13 HoldingsMario Pinho, CFO, MariMed IncRoman Nemchenko, CFO, Ascend Wellness HoldingsAbout MariMed IncMariMed 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...
2025-02-1655 min
4Twenteezs with Pablo ZuanicCANOPY GROWTH USA STRATEGYSpeakers David Klein, CEO, Canopy Growth Judy Hong, CFO, Canopy GrowthAbout 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...
2024-11-2254 min
4Twenteezs with Pablo ZuanicPost Election Scenario for the Debt Capital PartnersWe 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 InvestmentsAbout 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 s...
2024-11-0559 min
4Twenteezs with Pablo ZuanicThe Growing Hemp-Derived Delta 9 Drinks MarketCall 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
2024-11-051h 06
4Twenteezs with Pablo ZuanicFlorida Post Nov 5thSpeakers:Robert Groesbeck, co-CEO, Planet 13 HoldingsRobert Beasley, CEO, Cansortium Inc.Michael Minardi, Senior Partner, Minardi LawAbout Robert Groesbeck:Mr. Groesbeck played a key role in the supporting and founding of several businesses. He is a long-time Nevada resident and a seasoned entrepreneur and legal professional with over 30 years of experience, including service as the Mayor of the City of Henderson from 1993 to 1997. 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...
2024-11-011h 04
4Twenteezs with Pablo ZuanicFireside Chat with Tilray's CEO, Irwin SimonAbout Tilray BrandsWith annualized revenues of US$920Mn (May qtr annualized run rate), Tilray Brands has built a diversified portfolio of complementary assets in the cannabis, drinks (alcohol mostly, but not only), hemp food, and pharma distribution businesses. Exiting FY24, we believe the cannabis and drinks unit will each contribute about 40% of the company’s gross profits. How these various categories complement each other now, and in the future, will depend on regulatory changes and how these changes “blur the lines” between product types (say, hemp and or THC drinks). For example, a) TLRY’s expertise in medic...
2024-10-301h 03
4Twenteezs with Pablo ZuanicThe Hemp Derivatives AdvocatesSpeakers:Christopher Lackner, President/CEO, Hemp Beverage AllianceJD McCormick, Chairman, American Healthy Alternatives AssociationJonathan Miller, General Counsel, US Hemp RoundtableAbout Hemp Beverage Alliance:Hemp Beverage Alliance are brands, distributors, supply chain partners, professional service providers, non-profit associations and retailers working together to create a hemp beverage marketplace that is transparent, sustainable, and provides consumers with the highest quality products.About American Healthy Alternatives Association:The American Healthy Alternatives Association proudly champions a mission rooted in patriotism, advocating for science-driven, equitable, and inclusive...
2024-10-251h 01
4Twenteezs with Pablo ZuanicThe German Medical Marijuana MarketApparent torrid MMJ growth in Germany (3x since March, as per speakers at CB Expo in Dortmund last week) should be garnering more attention, in our view. Hence, this Zoom invite (relevant to most Canadian LPs and CURLF).Speakers:Sascha Mielcarek, Canify AG, CEOBenedikt Sons, Cansativa GmbH, CEOConstantin von der Groeben, Demecan GmbH, Managing DirectorRenowned 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...
2024-09-301h 06
4Twenteezs with Pablo ZuanicThe Dutch Experiment (Dutch Cannabis Market)Cannabis is a global Industry. Learn more about the Dutch Pilot Program and Village Farms' venture there.Speakers:Jaap Erkelens - Bedrocan, CEOSimone van Breda - Union of Coffee Shop Retailers, ChairmanOrville Bovenschen - Village Farms Intl, President at Leli Holland (85% VFF-owned)#cannabisstocks #cannabisdispensary #globalcannabis #marijuanalaws #Dutchcannabis #cannabislegalizationRenowned 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...
2024-09-301h 02
4Twenteezs with Pablo Zuanic Will DEA Complete the Rescheduling Process?Speakers Kelly Fair, Partner, DentonsMorgan Fox, Political Director, NORMLHosted By: Pablo Zuanic, Senior AnalystAnthony Coniglio, CEO, NewLake Capital Partners (guest co-host)About Kelly Fair :Kelly Fair is a partner in Dentons' Cannabis and Health Care practices and focuses on regulatory compliance, corporate transactions, corporate governance, and public policy, primarily in the cannabis and hemp industries. With 18 years of in-house and major law firm experience advising high-growth, disruptor industry companies and boards, Kelly has an understanding and appreciation of the broad range of legal, regulatory...
2024-09-281h 07
4Twenteezs with Pablo ZuanicAre Hemp Derivatives Here to StaySpeakersMichelle Bodian, Partner, Vicente LLPHosted By:Pablo Zuanic, Senior AnalystBio:Michelle Bodian serves as a partner in Vicente LLP’s Boston and New York offices, where she is co-chair of the firm’s Hemp and Cannabinoids Department and is a leading member of the firm’s cannabis licensing and regulatory compliance efforts in Connecticut and New York. In addition, Michelle leads the firm’s Environment, Health & Safety practice group.She advises hemp and CBD clients on how to navigate through the complex and interconnected federal, state, a...
2024-09-2852 min
4Twenteezs with Pablo ZuanicFireside Chat: MariMed CEO, Jon LevineAbout MeriMed Inc.MariMed Inc., a multi-state cannabis operator, is a dedicated to improving lives everyday through its high-quality products, its actions, and its values. The company develops, owns, and manages seed to sale state-licensed cannabis facilities, which are models of excellence in horticulturural priniples, 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 top-selling and award-winning brands, including Betty’s Eddies, Nature’s Heritage, InHouse, Bubby’...
2024-09-0934 min
4Twenteezs with Pablo ZuanicFireside Chat with Former Congressman Ed PermutterWe 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 #cannabisFollow us on http://zuanicassociates.compablo.zuanic@zuanicgoup.com inX https://x.com/420Odysseushttps://www.linkedin.com/company/zuanic-associates-llcDisclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due di...
2024-08-0557 min
4Twenteezs with Pablo ZuanicFireside Chat with Planet 13 C-SuiteSpeakers:Robert Groesbeck, Co-CEOLarry Scheffler, Co-CEODennis Logan, CFOCompany 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...
2024-07-2656 min
4Twenteezs with Pablo ZuanicFireside Chat with AFC Gamma C-SuiteSpeakers:Dan Neville, Chief Executive OfficerRobyn Tannenbaum, PresidentCompany descriptionAFC 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 #commercialrealestateinvestorFollow...
2024-07-261h 03
4Twenteezs with Pablo ZuanicFireside Chat with Village Farms C-SuiteSpeakers:Michael A. DeGiglio – President & CEOStephen Ruffini – EVP & CFOAnn Gillin Lefever – COOCompany descriptionVillage 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 sing...
2024-07-211h 03
4Twenteezs with Pablo ZuanicFireside Chat with CEOs of Organigram & Sanity GroupWe 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 HoldingsFinn Age Hansel, CEO, Sanity GroupAbout OrganigramOrganiGram 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...
2024-07-211h 06
The Cannabis Investing PodcastCannabis investing in the age of legalization with Julian Lin, Tim Seymour and Pablo ZuanicOn June 18 at our Seeking Alpha Investing Summit, Pablo Zuanic, Tim Seymour, and Julian Lin discussed how to best invest in the sector (0:20). Best metrics to use when evaluating cannabis stocks (4:40). At this point in time, what is the best way to get into the sector? (19:00) Rescheduling, the Trump factor, investing in an election year (26:40). Originally published here with video.Cannabis Growth PortfolioShow Notes:NewLake Capital, IIPR And Cannabis REITsCannabis ETF Deep DiveA New Age For CryptoMarijuana rescheduling proposed rule comments due by July 22Ep...
2024-07-1834 min
4Twenteezs with Pablo ZuanicFireside Chat with Curaleaf Chairman, Boris JordanAbout 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 Spai...
2024-07-121h 05
Cannabis Investing Network#197 - Catalysts & Upside are coming to Cannabis (ft. Pablo Zuanic of Zuanic & Associates)In this episode we are joined by Pablo Zuanic of Zuanic & Associates. Pablo was a long time cannabis analyst at a leading investment bank before starting his own firm.
He has published numerous pieces on key catalysts such as Rescheduling, Florida, Industry upside and coverage on many companies.
In this episode we discuss:
- Institutional Investment: what will it take?
- Rescheduling: has the equation changed?
- Key risks to the S3 process
- How does the Biden/Trump/Harris question change the dynamic?
...
2024-07-101h 01
4Twenteezs with Pablo ZuanicPennsylvania Legalization of Adult Use CannabisThe 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 #pennsylvaniacannabisFollow us on www.zuanicassociates.compablo.zuanic@zuanicgoup.comX @420Odysseushttps://www.linkedin.com/company/zuanic-associates-llcDisclaimer: The content presented in...
2024-06-281h 05
4Twenteezs with Pablo ZuanicUS Cannabis Rescheduling Process and TimelineDavid Culver, SVP Public Affairs, US Cannabis CouncilKelly Fair, Partner, DentonsJohn Sullivan, EVP Public Affairs, Cresco LabsHosted by Pablo Zuanic, Senior Analyst, Zuanic & Associates LLC#cannabisstocks #hempcommunity #cannabislegalization #cannabisdispensary #cannabisinvestment #cannabis #safebanking #cannabisFollow us on www.zuanicassociates.compablo.zuanic@zuanicgoup.comX @420Odysseushttps://www.linkedin.com/company/zuanic-associates-llcDisclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The vi...
2024-06-281h 04
4Twenteezs with Pablo ZuanicLatest Trends & Innovation in VapingNote: This call is relevant to all companies competing in the cannabis vaping space (and competing formats) as well as to companies supplying the vaping hardware, and to investors that follow the space.SpeakersTim Conder, CEO, TILT HoldingsJosh Hirschey, President, Timeless RefineryRichard Yost, CEO, Airo BrandHosted By: Pablo Zuanic, Senior Analyst#stockinvesting #cannabisstocks #cannabisdispensary #marijuanalaws #cannabisstocks #vapelife #vapingcommunityFollow us on www.zuanicassociates.compablo.zuanic@zuanicgoup.comin X @420Odysseushttps://www...
2024-06-281h 07
4Twenteezs with Pablo ZuanicThe Start of Ohio Cannabis Rec SalesSpeakers:Trent Woloveck, Chief Strategy Director, Jushi HoldingsEric Offenberger, CEO, Vext ScienceJeremy Unruh, SVP Public and Regulatory Affairs, PharmaCannHosted By:Pablo Zuanic, Senior Analyst#cannabisstocks #hempcommunity #cannabislegalization #cannabisdispensary #cannabisinvestment #cannabis #safebanking #cannabisTalking pointsShort and medium term demand outlookMechanics of “grandfathering” by license typesLottery system for new storesNew licensees and store count by YE25Proposed changes to current rulesExpansion plansFollow us onwww.zuanicassociates.compablo.zuanic@zuanicgoup.com inX @4...
2024-06-071h 00
4Twenteezs with Pablo ZuanicThe First 45 Days of Germany's Pillar 1Germany's MMJ market has seen explosive growth since April 1st (change in narcotics law, as part of Pillar I). Hence, this Zoom call with the largest online pharmacy, one of the largest clinic networks, and a leading producer.Our 3 panelists areSven-Roger von Schilling, Gruenhorn Online Apotheke, CFONiklas Kouparanis, Bloomwell Clinics, CEOPhilip Schetter, Cantourage, CEOHost :Pablo Zuanic, lead analyst, Zuanic & AssociatesEstimating the MMJ UpsideTalking pointsGrowth ramp since 4/1What and who is driving recent growth
2024-05-161h 10
4Twenteezs with Pablo ZuanicLooking beyond Meme | Spaces with Zach George, CEO of SNDLSNDL is a public company whose shares are traded on Nasdaq under the symbol "SNDL." SNDL is the largest private-sector liquor and cannabis retailer in Canada with retail banners that include Ace Liquor, Wine and Beyond, Liquor Depot, Value Buds, Spiritleaf, Superette and Firesale Cannabis. SNDL is a licensed cannabis producer and one of the largest vertically integrated cannabis companies in Canada specializing in low-cost biomass sourcing, premium indoor cultivation, product innovation, low-cost manufacturing facilities, and a cannabis brand portfolio that includes Top Leaf, Contraband, Citizen Stash, Sundial Cannabis, Palmetto, Bon Jak, Spiritleaf Selects, Versus Cannabis, Value Buds, Vacay...
2024-05-1651 min
4Twenteezs with Pablo ZuanicPath to move marijuana from Schedule I to III : In depth discussion with legal scholar, Shane PenningtonPablo Zuanic hosted legal scholar Shane Pennington from Porter Wright Morris & Arthur to discuss the various cannabis RESCHEDULING scenarios. The podcast is sponsored by NewLake Capital Partners. Their CEO, Anthony Coniglio, co-hosted the program as well.@admindotlawShane's Magnum Opus on the subject of Cannabis rescheduling is herehttps://digitalcommons.law.ou.edu/cgi/viewcontent.cgi?article=2296&context=olrShane is a partner in the Litigation Department, where he counsels clients on federal regulatory issues involving a number of industries, including energy, pharmaceuticals, controlled substances, aviation, and agriculture. As...
2024-05-131h 15
4Twenteezs with Pablo ZuanicCalifornia, a case study for the future U.S. cannabis market?California PanelLaurie Holcomb, CEO of Gold FloraArden Lee, CFO of West Coast CureWesley Hein, President of Cabbabis Dist Assoc, Mammoth DistributionGold Flora is a California-licensed premium cannabis company. Founded in 2017 in Southern California, it is also one of the few cannabis brands that is vertically integrated and woman-owned and operated.West Coast Cure. Top selling California legacy brand best known for our super terpy, high potency, and crazy fire cannabis products.Mammoth Distribution was one of the first vertically integrated cannabis...
2024-05-0858 min
4Twenteezs with Pablo ZuanicStraight Talk with Irwin Simon | CEO of Tilray BrandsTilray Brands, Inc. (Nasdaq: TLRY and TSX: TLRY) is a leading global cannabis-lifestyle and consumer packaged goods company with operations in Canada, the United States, Europe, Australia, and Latin America.Follow us onwww.zuanicassociates.compablo.zuanic@zuanicgoup.com inX @420Odysseushttps://www.linkedin.com/company/zuanic-associates-llc
2024-05-0638 min
4Twenteezs with Pablo ZuanicRescheduling of Cannabis with Charlie Bachtell | CEO Cresco LabsWe discuss the latest news leak from the DEA regarding the rescheduling of Cannabis from an S1 to S3 drug. This news opens up a wealth of opportunities for the industry. Pablo and Charlie navigate the news and dissect the good and potential hurdles that arise with this rescheduling event.Follow us onwww.zuanicassociates.compablo.zuanic@zuanicgoup.com inX @420Odysseushttps://www.linkedin.com/company/zuanic-associates-llc
2024-05-0142 min
Cannabis in 10Pablo Zuanic on Cannabis Stocks: Institutional Strategies for Retail InvestorsInvesting in cannabis stocks is not for the faint of heart. It's common to see these stocks pop only to retrace their gains quickly.Understanding the implications and the strategies that institutional investors will use as they enter the sector, currently dominated by retail, could be a generational difference-maker for so many.This week, we speak with Pablo Zuanic to discuss the following:Cannabis Long-Term Investments:Navigating Market Nuances280E Removal, Germany implicationsSo much moreAbout Pablo Zuanic Pablo Zuanic is a well-known and highly rated consumer sector equity analyst, most rece...
2024-04-0310 min
The DimePablo Zuanic on Cannabis Stocks: Institutional Strategies for Retail InvestorsInvesting in cannabis stocks is not for the faint of heart. It's common to see these stocks pop only to retrace their gains quickly.Understanding the implications and the strategies that institutional investors will use as they enter the sector, currently dominated by retail, could be a generational difference-maker for so many.This week, we speak with Pablo Zuanic to discuss the following:Cannabis Long-Term Investments:Navigating Market Nuances 280E Removal, Germany implications So much more About Pablo Zuanic Pablo Zuanic is a well-known and highly rated consumer sector equity analyst, most re...
2024-03-1456 min
Business of Cannabis: Cannabis News | Cannabis Views | Cannabis TrendsMore adult-use cannabis legalization expected!Today's stories:A veto-proof majority of lawmakers in the U.S. territory voted to send The Virgin Islands Cannabis Act to the desk of Gov. Albert Bryan. The governor is expected to sign the bill into law, according to the Virgin Islands Consortium, writes MJ Biz Daily. “Buy the dip,” says Cantor Fitzgerald analyst Pablo Zuanic in his January 2023 outlook piece on the weed industry, writes Barrons. The Leader Post writes that Canopy Growth Corporation has completed a deal to divest its retail operations across Canada, a transaction the company says will allow it to “focus on achieving profitab...
2023-01-0604 min
The Earnings Podcast from AlphaStreetAphria Inc. (APHA) Q1 2021 Earnings CallAphria Inc. (NYSE: APHA) Q1 2021 earnings call dated Oct. 15, 2020
Transcript: https://news.alphastreet.com/aphria-inc-apha-q1-2021-earnings-call-transcript/
Corporate Participants:
Tamara Macgregor — Chief Corporate Affairs Officer
Irwin D. Simon — Chief Executive Officer
Carl Merton — Chief Financial Officer
Analysts:
W. Andrew Carter — Stifel Financial Group — Analyst
Aaron Grey — Alliance Global Partners — Analyst
Pablo Zuanic — Cantor Fitzgerald — Analyst
Tamy Chen — BMO Capital Markets — Analyst
John Zamparo — CIBC Capital Markets — Analyst
Graeme Kreindler — VIII Capital — Analyst
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2020-10-161h 02