MJResearchCo by Mike Regan

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MJResearchCo by Mike Regan

MJResearchCo by Mike Regan

@mjresearchco

Independent financial analysis of the legal cannabis industry. Acquired by Excelsior Equities By @MikeReganInvest & @SavingPlants in 2021 Not investment advice.

Colorado Katılım Ocak 2021
95 Takip Edilen432 Takipçiler
MJResearchCo by Mike Regan retweetledi
Mike Regan
Mike Regan@MikeReganInvest·
Senator @SenatorHick touting lame duck #SAFE, AND legislating a task force for #marijuana legalization = important LT to ensure Federal normalization momentum continues Had CO task force 10 yrs ago too reluctantly set up Adult Use but now embraces, admits fears proved unfounded
John Schroyer@Johnschroyer

"We’re going to introduce legislation in the next month that will create ... a national task force through legislation, so that we pave the way and make sure that when that change occurs ... that we’re ready for it," Hickenlooper said about federal #cannabis legalization.

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MJResearchCo by Mike Regan retweetledi
Mike Regan
Mike Regan@MikeReganInvest·
Need >1 #cannabis store / 15k people for 75%+ licensed market share per @leafly @Whitney_Econ Outlawing #cannabis just shifts consumption to unlicensed market If legal stores too far & tax too high, unlicensed satisfies demand CO=6k/store CA=38k IL=115k NJ=358k! report ⬇️
Leafly@Leafly

Did you know that when states legalize cities or counties can decide not to participate in the legal market? By opting out they make it possible for the illicit market to thrive. Find out more in the Opt-Out Report 2022: bit.ly/3UHLEVI

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MJResearchCo by Mike Regan retweetledi
Mike Regan
Mike Regan@MikeReganInvest·
My #280E report goes into the rev & margin math vs excise taxes, & has a spreadsheet to use your own assumptions. It’s not as simple as it seems most competitive biz see price ⬇️ & expenses ⬆️ post tax cuts excise = more transparent & no tax on losses mjresearchco.com/2021/03/26/inv…
Jesse Redmond@jesseredmond

I participated in the Needham virtual conference today. In separate meetings, 2 tier-one CEOs were not just bullish on SAFE, but said there may be a path to uplisting and 280E removal... “they figured out a revenue-neutral way to do it…” Please see my disclaimer below. #MSOGang

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MJResearchCo by Mike Regan retweetledi
Mike Regan
Mike Regan@MikeReganInvest·
Congrats to my former editor @JenelJSH joining @GreenMarketRpt ! Jenel is a fantastic editor and hire for @WallandBroad . Looking forward to great reporting from the new team! Be sure to follow them if you care about #cannabisinvesting
Debra Borchardt@WallandBroad

My team at @GreenMarketRpt keeps growing. Today we welcome none other than Jenel Stelton--Holtmeier as our new Managing Editor. She was most recently at @MJBizDaily and their loss is truly our gain!

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MJResearchCo by Mike Regan retweetledi
Emily Paxhia
Emily Paxhia@empax1·
This is a solid piece, supported by strong data points written by the Editorial Board of @USATODAY. It is encouraging to see work being done like this around #Cannabis. @PoseidonInvest @MorganPaxhia @patrickrea @SavingPlants @TylerGreif 🌊🌱
Ben Kovler@Bkov9

Legalize It, Don't Criticize It 🪴 "The consequences for the lives and livelihoods of the American people have become too widespread and absurd to ignore." 🇺🇸 @USATODAY usatoday.com/in-depth/opini…

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MJResearchCo by Mike Regan retweetledi
Mike Regan
Mike Regan@MikeReganInvest·
✅Good to remove 280E which = ~12% of rev at 55% GM, so 5-12.5% of rev is tax REDUCTION for small-mid size biz, & 10% is reduction for large biz too. 25% big maybe keeps independent? What are $ size definitions? ✅Remove cannabis from CSA Some interstate decided by states?
Marijuana Moment@MarijuanaMoment

Senate Bill To Federally Legalize Marijuana And Promote Social Equity Finally Filed By Schumer, Booker And Wyden: “For far too long, the federal prohibition on cannabis and the War on Drugs has been a war on people." marijuanamoment.net/senate-bill-to…

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MJResearchCo by Mike Regan retweetledi
Mike Regan
Mike Regan@MikeReganInvest·
2015 article on descheduling vs legislative routes for #cannabislegalization FDA would decide based on studies, which catch-22 don’t exist bc illegal @SavingPlants & I noted “regulatory waiting room” at FDA as risk to THC in our Nov 21 Bear Case w @patrickrea ‘s insight
Mike Regan tweet media
Spence Byer@spencebyer

Given chatter today, this 2015 article is worth reading. Legislative route is cleaner than HHS/AG to re/de-schedule weed brookings.edu/blog/fixgov/20…

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MJResearchCo by Mike Regan retweetledi
Mike Regan
Mike Regan@MikeReganInvest·
Ascend $AAWH 's @AbnerKurtin just said $AAWH did $9m of sales "last week" on @MorganPaxhia @empax1 @PoseidonInvest 's Closing Bell Spaces re why he's personally buying stock $9m/wk = $117m run rate/Q Consensus Rev est: 2Q22 $91.5m 3Q22 $112.4m 4Q22 $129.6m
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MJResearchCo by Mike Regan retweetledi
Mike Regan
Mike Regan@MikeReganInvest·
My TLDR $BGXX=NOT a consumer #cannabis biz but hopes to be supplier to pharma for research IF it raises $ & executes @suesisleymd notes “minimal” end mkt & “not a lucrative biz model” No read through to $MSOS $PSDN $CURLF $TCNNF $GTBIF $CRLBF $VRNOF $AYRWF $AAWH $JUSHF $GLASF
MJBiz@MJBizDaily

NEW: Bright Green Corp. made history last month as the first plant-touching #marijuana business to trade on a major U.S. stock exchange. But the Florida-based company’s shares have since plunged on the Nasdaq, from nearly $60 to the low single digits. mjbizdaily.com/medical-cannab…

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MJResearchCo by Mike Regan retweetledi
Mike Regan
Mike Regan@MikeReganInvest·
We also talked about $SSIC ‘s $170m loan to @WeAreShryne - impressive funding amidst a market correction to an already cash constrained industry
Patrick Rea@patrickrea

We discussed private market valuations in cannabis, layoffs at eaze/dutchie/akerna, slowed fundraising/investor interest, and the end of limited license state. Special appearances from @MikeReganInvest and @weed_watchers too! (@SavingPlants co hosting)

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MJResearchCo by Mike Regan retweetledi
Mike Regan
Mike Regan@MikeReganInvest·
Thanks @RenaSherbill for having me & @SavingPlants on @SeekingAlpha 's @canpod1 ! Always fun to discuss the #cannabis industry with you, and thanks for producing a consistently great podcast.
CanPod@canpod1

Thanks @MikeReganInvest + @SavingPlants for another fun and actionable conversation! What investors need to understand about valuations Grading California's main players $GRAMF $GLASF EBIDA over EBITDA #cannabis #CannabisCommunity #cannabisindustry seekingalpha.com/article/451462…

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MJResearchCo by Mike Regan retweetledi
Mike Regan
Mike Regan@MikeReganInvest·
$SAM launches #cannabis beverage TeaPot in Canada, follow-through on their 5/21 subsid & 8/21 $ETRGF partnership While not a surprise (in $SAM 10K), it is another example of alcohol's view of cannabis growth & fear of cannibalization #EatYourOwnLunch prn.to/3NsuuH9
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MJResearchCo by Mike Regan retweetledi
Mike Regan
Mike Regan@MikeReganInvest·
Potential #cannabis legalization via Supreme Court to be filed by @AbnerKurtin $AAWH Justice Thomas has already said of fed laws: “contradictory and unstable state of affairs strains basic principles of federalism” How can a Union exist with 74% of the states breaking fed law?
Fernando Moraes@Fernand89055128

@DeeSing81894844 @megstats @MorganPaxhia Abner is filing a lawsuit in the next 2-3 months (estimated) to argue CSA is invalidly being applied to state-legal cannabis companies. States right issues where similar supreme court decisions support that interpretation. Talking to other MSO's and state AG's on this. Huge news

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Keşfet

@SenatorHick @ZhangMona @natsfert @leafly @Whitney_Econ @SavingPlants @JenelJSH @WallandBroad