4Twenteezs with Pablo Zuanic

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 m...

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...

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 Potent...

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 #FirelandsSc...

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 #...

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 $VR...

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 ca...

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 count...

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 W...

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)...

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 bout...

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...

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 re...

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...

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 #MGHea...

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...

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-i...

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...

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 alternati...

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...

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 finan...

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...

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 earl...

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,...

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 deve...