Jesse Redmond

9K posts

Jesse Redmond banner
Jesse Redmond

Jesse Redmond

@jesseredmond

Chief Strategy & Investor Relations Officer @leefbrands. Former hedge fund manager and cannabis analyst. Host of @higherexchanges podcast. $LEEF $LEEEF

Santa Barbara, CA Katılım Ekim 2021
828 Takip Edilen9.5K Takipçiler
Sabitlenmiş Tweet
Jesse Redmond
Jesse Redmond@jesseredmond·
Today is a huge day for LEEF. I work in the industry because I want to do something meaningful with my career and work with great people. Today’s announcement that @aaronvalue and Mindset Capital have made a significant investment in our company and that @jamiemendola has joined the board are big steps forward on both fronts. I’ve known Aaron for years and watched him quickly identify the importance of low-cost supply chains. His investment in LEEF will allow us to complete the remaining 115 acres of the 180-acre permit size at Salisbury Canyon Ranch and accelerate other growth initiatives. Expected to be completed in the fall of 2026, Salisbury Canyon Ranch is projected to be the largest legal cannabis farm in the world. Completing the farm is a game-changer. This is expected to drive higher margins and enable LEEF to rely almost exclusively on its own supply of clean, low-cost biomass to produce concentrates. Adding Jamie Mendola to the board will also be impactful. Jamie is someone I’ve always respected. Every time we talk, I leave thinking…wow, that guy is smart. After Higher Exchanges last year, I called him to talk about LEEF. He came to the ranch; we spent the day exploring the farm and were up late that night, drawing ideas on the whiteboard. Now, he’s joining LEEF’s board, and he will be very valuable in helping take LEEF to the next level. LEEF has leveled up, and I could not be more excited about our future. Full press release: globenewswire.com/news-release/2… $LEEF $LEEEF
Jesse Redmond tweet media
LEEF Brands@LeefBrands

📈 LEEF Has Leveled Up! We've secured a US$4.5M initial closing (up to US$8M) in financing led by Mindset Capital and @aaronvalue — a strong vote of confidence in our vision. This capital will accelerate the full expansion of Salisbury Canyon Ranch — our flagship California cultivation asset set to become one of the largest licensed cannabis farms in the world by fall 2026. With increased internal supply of clean, low-cost, high-quality biomass, we're positioning for better margins, increased product quality, and long-term leadership in producing clean concentrates. We're also thrilled to welcome @jamiemendola to our Board of Directors. Jamie's deep expertise in scaling cannabis operators and navigating capital markets will be invaluable as we grow. As Aaron noted, in a world moving toward federal reform, vertically integrated players like LEEF with secure, pesticide-free inputs will stand out. Excited for what's next — stay tuned for updates as we take LEEF to the next level! Full press release: globenewswire.com/news-release/2… $LEEF $LEEEF

English
5
9
66
7.7K
Jesse Redmond
Jesse Redmond@jesseredmond·
Here’s an update from my visit to Salisbury Canyon Ranch today. Nearly one million plants are in the ground, expansion toward the full 180-acre permit size is underway, and the farm is looking incredible. This is the foundation of what we’re building at LEEF — large-scale, clean, low-cost cultivation feeding our extraction platform as we continue to scale. $LEEF $LEEEF
English
0
2
4
56
Jesse Redmond
Jesse Redmond@jesseredmond·
"For the first time in history, the federal government may be making the value of the products we make more valuable, not less valuable." Love this quote from our CEO, @micah_A_leef. If you missed the earnings call, catch the recording here: edge.media-server.com/mmc/p/cc98s8zk/, and we'll see you for an earnings review and DEA export update with our CEO and CFO on X and LinkedIn at 6:30 PM EST today! $LEEF $LEEF
English
1
6
19
910
Jesse Redmond
Jesse Redmond@jesseredmond·
@aaronvalue @micah_A_leef Thanks, Aaron. Shoutout to the whole team--I get to report the news, but there are so many talented, hardworking people helping make this all possible. We really appreciate your support!
English
0
0
5
154
Jesse Redmond retweetledi
jungle.java
jungle.java@junglejava1·
LEEF Brands Reports Strongest Quarter in Company History With Record Gross Profit, Margins, and Adjusted EBITDA $LEEF $LEEEF globenewswire.com/news-release/2…
English
2
5
29
1.5K
Jesse Redmond retweetledi
Aaron Edelheit
Aaron Edelheit@aaronvalue·
Fantastic results with only one-third of Salisbury Canyon Ranch turned on. And this is with California pricing. Prices are anywhere from 4X-8X higher for distillate in other states. The scale and leverage here is incredible.
LEEF Brands@LeefBrands

Q1 2026 was the strongest quarter in LEEF Brands history. This quarter highlights the power of Salisbury Canyon Ranch, strong sales momentum, and our vertically integrated platform operating at scale: • Revenue of $9.4M, flat year-over-year, strong unit growth was offset by pricing pressure in the California distillate market. • Gross profit of $4.6M, up 119% year-over-year. • Gross margin of 49%, compared to 22% last year. • Adjusted EBITDA of $2.4M, compared to $(0.7)M in Q1 2025. • Positive operating cash flow despite ~$1.2M of seasonal licensing and startup costs. Even in the toughest wholesale concentrate market in the country, we grew unit volumes 60% and delivered record profitability. We are now scaling Salisbury Canyon Ranch toward its full 180-acre permitted capacity, expanding our branded platform with the Himalaya acquisition, and actively preparing for potential interstate and global export opportunities through DEA licensing initiatives. ☎️ Earnings Call (Today) 📅 Wednesday, May 6, 2026 ⏰ 5:00 PM EST 💻 Webcast: edge.media-server.com/mmc/p/cc98s8zk At 6:30 PM EST, @jesseredmond will be interviewing our CEO, @micah_A_leef, and CFO, Kevin Wilson, live on X and LinkedIn. The recording will be available on our YouTube channel: @LEEF_Brands" target="_blank" rel="nofollow noopener">youtube.com/@LEEF_Brands Full press release: globenewswire.com/news-release/2… $LEEF $LEEEF

English
0
3
20
2.2K
Jesse Redmond retweetledi
LEEF Brands
LEEF Brands@LeefBrands·
Q1 2026 was the strongest quarter in LEEF Brands history. This quarter highlights the power of Salisbury Canyon Ranch, strong sales momentum, and our vertically integrated platform operating at scale: • Revenue of $9.4M, flat year-over-year, strong unit growth was offset by pricing pressure in the California distillate market. • Gross profit of $4.6M, up 119% year-over-year. • Gross margin of 49%, compared to 22% last year. • Adjusted EBITDA of $2.4M, compared to $(0.7)M in Q1 2025. • Positive operating cash flow despite ~$1.2M of seasonal licensing and startup costs. Even in the toughest wholesale concentrate market in the country, we grew unit volumes 60% and delivered record profitability. We are now scaling Salisbury Canyon Ranch toward its full 180-acre permitted capacity, expanding our branded platform with the Himalaya acquisition, and actively preparing for potential interstate and global export opportunities through DEA licensing initiatives. ☎️ Earnings Call (Today) 📅 Wednesday, May 6, 2026 ⏰ 5:00 PM EST 💻 Webcast: edge.media-server.com/mmc/p/cc98s8zk At 6:30 PM EST, @jesseredmond will be interviewing our CEO, @micah_A_leef, and CFO, Kevin Wilson, live on X and LinkedIn. The recording will be available on our YouTube channel: @LEEF_Brands" target="_blank" rel="nofollow noopener">youtube.com/@LEEF_Brands Full press release: globenewswire.com/news-release/2… $LEEF $LEEEF
LEEF Brands tweet media
English
2
12
34
6.1K
Jesse Redmond retweetledi
LEEF Brands
LEEF Brands@LeefBrands·
It's earnings day! Please join our call live at 5 PM EST using this link: edge.media-server.com/mmc/p/cc98s8zk Following the call, we'll be doing a live earnings review on socials and YouTube at 6:30 PM EST. Hope to see everyone later today! $LEEF $LEEEF
Jesse Redmond@jesseredmond

We only get four earnings days a year, so let's make the most of it! Here's the schedule for @LeefBrands: 1. Earnings press release out at 4 PM EST. 2. Earnings call at 5 PM EST. Please join us here: edge.media-server.com/mmc/p/cc98s8zk 3. I'm going live on X, LinkedIn, and YouTube with our CEO, Micah Anderson, and CFO, Kevin Wilson, at 6:30 PM EST. See you soon! $LEEF $LEEEF

English
0
5
23
1.6K
Jesse Redmond
Jesse Redmond@jesseredmond·
We only get four earnings days a year, so let's make the most of it! Here's the schedule for @LeefBrands: 1. Earnings press release out at 4 PM EST. 2. Earnings call at 5 PM EST. Please join us here: edge.media-server.com/mmc/p/cc98s8zk 3. I'm going live on X, LinkedIn, and YouTube with our CEO, Micah Anderson, and CFO, Kevin Wilson, at 6:30 PM EST. See you soon! $LEEF $LEEEF
English
1
3
28
2.6K
Jesse Redmond retweetledi
LEEF Brands
LEEF Brands@LeefBrands·
Good morning, check out this fresh Blue Nerdz running through the hydrocarbon line! Hydrocarbon is often associated with live resin, but it’s one of the most versatile and highest-quality extraction methods we run, and it’s been a major driver for us this year. Market data is starting to reflect that shift. According to @headset_io, hydrocarbon extracts (primarily liquid live resin) have overtaken distillate as the most popular vape category in California. That matters. It aligns directly with where we’ve invested—high-quality hydrocarbon capacity that commands stronger pricing and margins. See all of our over 100 fractions on the menu at leeflabs.com $LEEF $LEEEF
English
0
4
20
559
Aaron Miles
Aaron Miles@_AaronMiles_·
Proud of our Q1 results: $208 M in rev, consecutive topline growth, & announced $20 M share buyback program w/ expected cash flow increases in 2H of '26. As a U.S-based org on a sr. exchange & following the game-changing #S3 med news, we're prepared for future opps ahead. $VRNO
Investor Relations at Verano@Verano_IR

We were proud to announce our first quarter 2026 financial results, highlighted by $208 million in revenue and consecutive revenue growth driven by retail performance. We were also pleased to announce a $20 million share repurchase authorization this morning, which provides Verano further optionality to deploy capital in pursuit of growth initiatives. $VRNO Read more in our press release here: tinyurl.com/4c7k5s5w

English
5
3
38
3.9K
Jesse Redmond retweetledi
LEEF Brands
LEEF Brands@LeefBrands·
Garlic Juice Live Resin Budder just dropped in California. Made from fresh-frozen flowers and processed to preserve the full terpene profile, this is a true-to-plant extract with nothing lost in translation. Flavor and aroma of savory garlic, diesel, herbal notes, and a touch of sweet tropical fruit. If you’re a brand in California looking for high-quality live resin at scale, we’ve got you covered. Full menu: leeflabs.com $LEEF $LEEEF
English
1
3
10
917