The Talking Hedge

The Talking Hedge

Your cannabis business podcast covering cannabis products, business news, interviews, investments & events.

Episodes

July 15, 2021 10 min

China is already recognised as the world’s largest hemp producer (growing more than two-thirds of the planet’s output), though it exports nearly all of that while strictly maintaining prohibition of high-THC cannabis. Following years as the USA’s main source of hemp imports, China is now being required under a new trade deal to buy a lot more of the nonintoxicating cannabis crop from the U.S.

China has domestically clamped down on ...

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Canadian adult-use cannabis sales grew by 86% to nearly $2.2 billion in 2020. BDSA estimates that total spending in Canada reached more than $2.6 billion in 2020.

Canada’s legal cannabis industry saw only limited, short-term negative effect from the pandemic in 2020, including an increase in physical retail share of total sales— nearly 90%.

Valuations of Canadian-focused operators are still trading at a premium on sales compared to...

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July 13, 2021 10 min

Arizonans legalized adult-use cannabis as part of the five-state green wave that occurred in the November 2020 election. Since then, the state has stood out from the pack by quickly implementing and launching its adult-use market in February 2021.

Arizona became the 10th state with adult-use cannabis retail. The state is already home to one of the most developed medical cannabis markets in the country, as BDSA’s retail sales tracki...

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Harborside Inc. (OTCQX: HBORF) finalized its previously announced purchase of an Oakland-based cannabis manufacturer Sublimation Inc. (“Sublime”) for $43.8 million.

Sublime has been in business for five years, during which it has developed popular and affordable Fuzzies branded pre-rolls. These pre-rolls are said to be a leading brand in the Golden state with a 7.9% California pre-roll market share in 2020.

Sublime was acquired for...

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While cannabis cultivation required relatively trivial amounts of land and water, a tremendous amount of value is being produced for the burgeoning commodity. In the United States, a wholesale pound of quality smokable cannabis flower can fetch between $1,500 and $3,000 or more, while a pound of coffee or tobacco cost $1.78 and $2.05 per pound, respectively.

An in-depth look at water usage in the regulated cannabis cultivation mark...

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Mexico's Supreme Court voted that laws prohibiting the use of recreational marijuana were unconstitutional. The court ruling ordered the Mexican government to issue permits for personal marijuana use and the cultivation of small amounts of cannabis plants for any citizen 18 or older who applies.

Multinational cannabis operator, Clever Leaves Holdings Inc. (NASDAQ:CLVR) is poised to enter the Mexican market through a supply deal...

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July 4th celebrations involve pairings of friends, food and festivities. Independence Day and cannabis go hand-in-hand with the top occasions for cannabis consumption being “daytime fun” and well as “celebrating special events.”

4th of July, 2021 is expected to bring in over $206,000,000 in legal cannabis sales across the United States. Last year’s 4th of July report anticipated an 87% increase in sales over the 4th of July weekend...

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Last year, the cannabis industry experienced multiple unique sales accelerators, and those catalysts have carried into 2021.

The total number of retail stores and dispensaries in the United States grew nearly 21% last year while nationwide growth maintained through 2021. Mature markets such as Colorado, Oregon and Washington state are averaging 26% year-over-year sales growth; at the same time, newer states such as Illinois, Massac...

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Carol Ortega Algarra is the founder & CEO of Muisca Capital Group, a highly distinguished and accomplished business professional with experience in finance, accounting, and business development and is the founder of the first “Shark Tank” type platform in LATAM called Latino Investment Summit.

Summary:
*Ending cannabis' stigma, incl. "cartel cannabis"
*LatAm social equity applicants in LA
*Over production in U.S. VS...

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June 30, 2021 9 min

U.S. marijuana multistate operators reported banner revenue growth in the first three months of this year, boosted by good execution and strong consumer demand in established and newer markets.

In the past several months, there has been an increase in both capital raising and M&A as multistate operators seek to strengthen and expand their footprints in high-potential markets.

Canadian Mergers & Acquisitions ground to a near...

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Not all joint rolling machines are created equal! Some twist the tops, others fold them. Some offer different sizes, a tamper, or build in check-weigh system. Others have an accuracy of .01g and can work continuously as long as it's supplied with enough ground cannabis. One of them sucks!

The convenience of pre-rolled ready-to-smoke joints is so irresistible to many cannabis consumers that pre-roll sales grew 59% last year, fro...

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IWG Plc ($IWGFF) is a leading global workspace and co-working provider, offering fully equipped office space to companies in over 1200 cities in over 120 countries. Post-Covid it has more to do with providing employees more space and more locations to work.

CEO and Founder Mark Dixon joins us to discuss how they're different from WeWork (WE) and the benefits of hybrid flex work model - lower costs, no geographic restrictions, f...

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June 25, 2021 4 min

Some view crypto as a possible solution to the cannabis industry’s banking problem of essentially forcing cannabis companies to operate outside of insured banking systems. As such, many are wondering if cryptocurrency might be the way to bypass regular banking systems without a federal bill?

The main issues cannabis tokens encounter are adoption, market capitalization and aiming. Instead of bringing new tech along with innovative p...

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June 24, 2021 7 min

The total U.S. economic impact from marijuana sales in 2021 is expected to reach $92 billion – up more than 30% from last year – and upwards of $160 billion in 2025, according to analysis from the newly published #MJBizFactbook.

For every $1 consumers and patients spend at retail locations, an additional $2.50 will be injected into the economy, much of it at the local level. That impact comes directly from the day-to-day needs of w...

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The new bill introduced into the House of Representatives aims to stop treating people suffering from drug abuse disorders as criminals, but rather introduce them into the healthcare system.

The measure not only aims to eliminate criminal penalties for drug use and possession but is geared towards shifting the perception around drug abuse, moving it from a law enforcement problem to a public health issue.

It would also expunge reco...

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Alvaro Torres is an entrepreneur and executive with over 15 years of experience in the Latin American market, including infrastructure projects and project finance, management strategy, team development, and mergers and acquisitions. He's overseen the development of projects totaling over $1 billion in capital expenditure, including the development and construction of Colombia’s tallest skyscraper.

Khiron Life Sciences Corp'...

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June 21, 2021 11 min

Sales across North America were dominated by California (again), pulling in a whopping $429.7MM last month while CO, WA, ORIL, MA, & MI all came in over $100MM each.

Ontario's YOY sales growth was an astounding 326%, while the West Coast was all under 10% (CA 9%, OR 8%, CO 4%, WA 0.8%).

Although the number of transactions continue to increase, the average amount customers are spending is decreasing. Brand consolidation, on ...

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The Green New Deal and Vanadium batteries could produce 100% carbon-free electricity by 2035

Summary
*Global renewable energy regulations creating an increased demand for energy storage.
*Largo Resources is a vertically integrated vanadium company focused on the advancement of renewable energy storage solutions.
*CEO Paulo Misk talks competing with Elon Musk and Tesla on home energy storage and batteries.
*Vanadium redox batteries&...

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There were three fewer capital raises and a $319.2 million lower volume this week than in the prior week. The average deal size was $19.6 million this week vs. $7.1 million in the same week last year. Total capital raised YTD in 2021 is approximately $262M lower than the same period in 2019.

Cap Raises by Sector:
*One of the companies came from the Cultivation & Retail sector
*The other came from Infused Products & Extracts

...

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The US CBD market was not immune to the economic impacts of the pandemic. CBD brand strategy was upended by store closures, changes in consumer needs, and drops in the price of CBD. The industry has been rebounding ever since its fall in Q2 2020, but the landscape looks much different than before.

The brands that focused on boosting their ecommerce have proven to be the most successful. Increased online sales made website visitors ...

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