The Talking Hedge

Thousands of Canadian #marijuana industry workers have lost or left their jobs since early 2020. Some large, licensed producers shrank their workforces almost as fast as they built them. All told, roughly 6,000 people lost or left their jobs at licensed #cannabis producers since the end of 2019, representing 30% of some 20,000 positions tracked by MJBizDaily. Canopy shook up its management after r...

Pantry Food Co. was conceived in partnership with the creative services agency Green Street, which is 50% owned by Gary Vaynerchuk. Pantry has also partnered with award-winning chefs, Frank Castronovo and Frank Falcinelli, to create a unique line of low-dosage, delectable products. Prior to starting Pantry, CEO and founder Scott Jennings spent nearly a decade on Wall Street investing on behalf of...

When we look at market share trends over the last few years, we notice that market share of Pre-Rolls in Canadian markets is much higher than in US markets. Over the last year market share of Pre-Rolls in Canada had an average of 18.6%, while in the US, market share of Pre-Rolls was an average of 9.5%. When we look at market share by individual states and provinces, we see that Pre-Roll market sha...

A global inventor & entrepreneur with 30+ years facilitating China manufacturing and over 600 products brought to market. Directed international product launches, built 70+ large scale projects in China and produced China's first X Games.  Inspired by the vision and tenacity of Renaissance innovator Leonardo da Vinci, Cortney Smith founded DaVinci Tech in 2011 with the desire to change the world’s...

The highest returning #cannabis sector is Biotech/Pharma which has an estimated 13% gain YTD. The lowest returning sector is #Hemp with an approximate 45% loss YTD. Sector M&A activity is up sharply 2021 with 31 transactions YTD compared to only 1 in 2020, however, business fundamentals still lag, as #CBD sales in retail have not bounced back to pre-COVID levels. #AgricultureTechnology is in conso...

Harvest Direct Enterprises, LLC (“HDE”) is a #cannabis biotech and #intellectualproperty development company & the first company in the world to develop a manufacturing method: LACY (Lossless Activation Chamber Y) that lets you capture an entire cannabis strain - with all of its distinct effects and medical benefits - in any product form. Specifically, losslessly processed #capsules, #tinctures, #...

Episode 824 of the #TalkingHedge sits down with Jessica Lukas, Sr VP Commercial Development at BDSA and John Manlove, Founder & CEO of Apex Trading to discuss retail & wholesale cannabis data and pricing trends. Summary: 00:00 - intro 01:00 - Cannabis industry drivers 02:37 - Edible's rise in popularity 06:45 - Pricing trending downwards 10:45 - Flowers decreasing marketshare 15:35 - D8's impact o...

Publicist with 5+ years of experience working with clients from hospitality, entertainment, and tech industries to bring them exposure in print, radio, television, and social media, in addition to event planning with an eagle eye for detail. I specialize in coming out of left field and bringing real creativity and vigor to my work while remaining upbeat and approachable. I have brought measurable...

#RSO #FECO #SOPs Matthew Friedlander is the owner and CEO of Skagit Organics, a state licensed cannabis company founded with the purpose of serving the medical cannabis community within the Washington State recreational market. Skagit Organics is a processor of high-quality flower and alcohol extracted cannabis oils in Washington State. Their mission is to create clean consistent cannabis products...

Total capital raised YTD in 2021 is $11.3B, averaging $48.2M with only one debt issue closed for a total proceed of $150 million. US equity raises are up 109%, and US debt raises are up 7,735% compared to 2018. Canadian raises are off sharply, with equity raises down 75% and debt down 15%. It's expected that capital raises continue to tilt towards debt issuance. Companies with positive cash flow s...

Banking giant JPMorgan Chase & Co. informed its brokerage clients they’ll no longer be allowed to purchase cannabis-related stocks and securities. & Canadian cannabis producer Tilray has seen around one-third of its market share in Canada evaporate since it merged with Aphria in May, new data suggests, while rival Auxly Cannabis Group has more than doubled its position over the same period. Not a...

Elad Barrak is an experienced leader in business development and fundraising with a demonstrated history of success, including Voyager's proprietary dispenser and pod technology- prepared to give you the ability to control your experience with just the tap of a finger. ​ Founded in 2019 and based in Toronto, Voyager's goal is to make cannabis available for use anytime, anywhere. Whether it’s for r...

After spending nearly two decades in the hospitality industry, Jon Spadafora pivoted to the cannabis industry in 2015, building out the initial brand and marketing strategy for Veritas Fine Cannabis. He specializes in experiential marketing strategy and creating events that elevate the customer experience. Jon’s professional background includes work with top hospitality and entertainment companies...

As cannabis regulation rolls on, more people are treating cannabis usage as a social activity to be shared not just with friends but strangers too. Something akin to lounges crossed with dispensaries, a cannabis cafe allows customers of legal age can find a comfortable place to sit and relax while enjoying food, drink, and a hearty smoke. Whether or not you can purchase cannabis itself at the esta...

Bryan Buckley is an accomplished sales and operations leader. Distinguished background in leadership, policy, training, management, operations and strategic decision making. Adept in negotiation, alliance formation and organizational communication. HVGC was founded by United States Special Operations Veterans (Marine Raiders). Since its inception, HVGC has been in discussions with some of the cann...

New adult-use markets usually see tremendous growth when sales begin. For example, sales in Illinois have grown to $127.8M in July 2021. The impact on medical sales depends on the market. In Illinois, medical sales have remained fairly consistent since adult-use sales began. In Michigan, however, medical sales grew by 75% from January 2020 to July 2021. One key difference we found between medical...

Dymapak's patented, innovative child-resistant solutions are designed for the safety, security and cutting-edge needs of global businesses. Headquartered in Greenwich, CT, with satellite offices outside Miami, Los Angeles and Portland. Dedicated to cover three distinct markets: Home/Recreation, Pharmaceutical/Medical, and Cannabis. Experts in manufacturing and product development with direct acces...

Louisiana has one of the most restrictive frameworks in the nation, but poised for much stronger growth in January when its nine dispensaries will begin selling cannabis flower instead of only tinctures, topicals and portable vaporizers. Edibles and “metered-dose” vaporizers and delivery became available in 2020, and those products immediately were popular, despite regulatory red tape that hindere...

Adam Young is a sales professional who thrives in fast-paced environments with success in generating sales growth in the financial services, distribution, construction, and retail industries. Adam is an activist, volunteer, and former caregiver, and passionate about the cannabis industry and the therapeutic applications of cannabinoids. Realm of Caring improves lives through research, education, a...

Cannabis stocks could become hot again on Wall Street Bets after Marijuana Moment reported Friday a new Republican-led congressional marijuana legalization bill is "imminent." If new legalization is filed in the near term, WSB will be all over pot stocks. The reality is the Canadian LP basket is the only one that is up for the year with a gain of 2.5%, while MSOs, the darlings of the market, are t...

Cheeba Chews began as an experiment in a home kitchen and grew into one of the biggest successes of Colorado’s medical marijuana industry, winning awards and attracting fans with the promise of being “potent, consistent and discreet.” Born in Colorado in 2009, Cheeba Chews is known far and wide for its consistently delicious award-winning confections. From original chocolate and caramel chews to n...

Between January and September 2021, Arizona saw $1.6B in total cannabis sales (including both medical and adult-use sales). When we compare Arizona to other medical cannabis markets that have recently legalized adult-use sales, such as Michigan and Illinois, we find that Arizona shows strong year over year growth, growing 110% YoY in September 2021. Concentrates hold a significant market share in...

Founded by Rick and Richard Batenburg in Denver CO in 2015, Cliintel Capital Management Group was created to provide funding to emerging market companies. Being in venture capital means being the centralized ignition point to connect ideas, people and resources. Creating something where there was nothing is the best way we know how to contribute to our society that has given us so much. CCMG was d...

Although still a young market, Michigan is surpassing more mature markets in sales. From January to July 2021, Michigan has reached $970.4M in sales, exceeding both Washington and Oregon markets. When we break down Michigan's medical and adult-use cannabis markets, we find that in January, Michigan’s medical sales made up 38% of total sales but decreased to 27% of sales in July. When compared to o...

Canadian #cannabis giant #CanopyGrowth Corp and the owners of cannabis gummy maker Wana said they have struck an almost $300 million deal contingent on U.S. Federal legalization. Mike Hennesy is the Vice President of Innovation at Wana Brands where he oversees their research and development program, new product design, educational training content, and growing partnerships with new cannabis techno...