In the last post in this series, we looked at the 'Retail' link in the value chain. This series is to remind the reader that recent ebullience in sector prices must be tempered by the fact that a read more

In the last post in this series, we looked at the 'Retail' link in the value chain. This series is to rem read more

Financials are going to be coming fast and furiously - the fast turn following from so many year ends, and COVID related delays from others. MSO seasonality is also one of the reasons - and the ti read more

Financials are going to be coming fast and furiously - the fast turn following from so many year ends, and CO read more

Curaleaf is an interesting outfit to say the least. Sporting some 50 stores across 12 states, they can validly claim to being one of the most pre-eminent multi-state operators around. And due to the read more

Curaleaf is an interesting outfit to say the least. Sporting some 50 stores across 12 states, they can validl read more

‘PT Mass’. Management Fees. Notes Payable (2019 & 2021). Share price volatility, an average of $10MM per storefront on-boarded, and longer range deals in states just getting up to speed on re read more

‘PT Mass’. Management Fees. Notes Payable (2019 & 2021). Share price volatility, an average of $10MM read more