4Twenteezs with Pablo Zuanic

<p>Renowned analyst <strong>Pablo Zuanic</strong> conducts insightful interviews with key figures in the cannabis and hemp industry, helping investors better understand the dynamic sectoral landscape and gain first-hand knowledge of the various operators.</p><p><strong>Zuanic & Associates</strong> is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.</p><p><strong>Follow us on</strong></p><p><a href="http://zuanicassociates.com" rel="noopener noreferrer nofollow" target="_blank">http://zuanicassociates.com</a></p><p><a href="mailto:pablo.zuanic@zuanicgoup.com" rel="noopener noreferrer nofollow" target="_blank">pablo.zuanic@zuanicgoup.com</a> in</p><p>X <a href="https://x.com/420Odysseus" rel="noopener noreferrer nofollow" target="_blank">https://x.com/420Odysseus</a></p><p><a href="https://www.linkedin.com/company/zuanic-associates-llc" rel="noopener noreferrer nofollow" target="_blank">https://www.linkedin.com/company/zuanic-associates-llc</a></p><p></p><p><em>Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.</em></p><p></p>

251125 Panel to Discuss the MSO Sector's Next Catalysts

Speakers:Jon Levine, CEO, MariMedAnthony Coniglio, CEO, NewLake Capital PartnersJim Cacioppo, CEO, Jushi Holdings Discussion PointsWith MSO stocks back at historical lows, what are investors getting wrong?Quantifying the upside for the regulated cannabis operators from the ban on hemp derivatives, on sales as well as on pricingThe potential for a pardon of 280e tax liabilities, or at least for a partial pardon and long-term payment agreementsThe potential for phasing out 280e even without reschedulingThe timing, process, and structure of rescheduling; and the benefits beyond taxesDescheduling vs. reschedulingThe Supreme Court angle and the recent Koch Brothers amicus brief filed with the courtState level catalysts (there are several)#CannabisIndustry #CannabisInvesting #MSOs #280E #CannabisRescheduling #CannabisStocks #HempTHC #CannabisRegulation #MariMed #NLCP #JushiFollow us on http://zuanicassociates.compablo.zuanic@zuanicgoup.com inX https://x.com/420Odysseushttps://www.linkedin.com/company/zuanic-associates-llcThis video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

11-25
01:06:17

251119 Fireside Chat with Tilray Chairman & CEO, Irwin Simon

Speaker:Irwin Simon. Chairman & CEO, Tilray BrandsDiscussion PointsImpact from spending bill (CR) on HDD9 drinks strategyContinued progress improvement in the beer and liquor businessOutlook for the international medical cannabis business (MMJ)State of Tilray’s position in Canada’s rec marketBalance sheet strength and cash deployment plansA cannabis company or a CPG company?How TLRY can benefit from being the most liquid cannabis stock in NASDAQ?#cannabis #cannabisstocks #cannabisdispensary #Tilray #IrwinDSimonRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.Follow us on http://zuanicassociates.compablo.zuanic@zuanicgoup.com inX https://x.com/420Odysseushttps://www.linkedin.com/company/zuanic-associates-llcDisclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

11-19
58:30

251028 The State Of Rec Sales In Minnesota

Speakers:Amber Shimpa, President, Vireo GrowthZachery Wilson, CEO, Waabigwan MashkikiTim Gordon, Founder/CEO, Gordon CannabisJason Tarasek, Partner, Vicente LLPDiscussion PointsStart of rec in mid September, or just a soft launch? Market momentum?Rec market limitations on the two medical incumbents (Vireo Growth and Green Thumb)The role of the Tribal Nations in the MN cannabis marketTiming for new rec licensees to get up and running (dispensaries, growers, other), and numbersThe hemp derivatives angle and potential regulatory changes#cannabis #cannabisstocks #cannabisdispensary #VireoGrowth #VicenteLLP #GordonCannabis #WaabigwanMashkikiRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.Follow us on http://zuanicassociates.compablo.zuanic@zuanicgoup.com inX https://x.com/420Odysseushttps://www.linkedin.com/company/zuanic-associates-llcDisclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

10-28
01:02:40

251023 The State of The Ohio Cannabis Market

Speakers:Trent Woloveck, Chief Strategy Director, Jushi HoldingsJared Maloof, CEO, Standard WellnessEdward Schmults, CEO, Firelands ScientificDiscussion PointsIs growth stalling? deflation creeping in?Pace of new store openings? not near saturation?Waiting for AU regsRollout of pre-rollsImpact from hemp derivatives market#cannabis #cannabisstocks #cannabisdispensary #Jushiholdings #StandardWellnessCo #FirelandsScientificRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.Follow us on http://zuanicassociates.compablo.zuanic@zuanicgoup.com inX https://x.com/420Odysseushttps://www.linkedin.com/company/zuanic-associates-llcDisclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

10-23
01:01:27

251021 The Canadian Pre-Roll Segment

Speakers:Adam Coates, Chief Revenue Officer, Decibel CannabisScott Lough, VP Product Management & Marketing, Canopy GrowthBradley Gunter, SVP of Sales, Organigram HoldingsDiscussion PointsHow pre-rolls became the largest category in Canada, overtaking flowerLeading brands and latest innovationThe rise of infused pre-rolls, and new entrantsJoints vs. blunts; variety packsShopper behaviorQuebec rolling out pre-rolls#cannabis #cannabisstocks #cannabisdispensary #DecibelCannabis #Organigram #CanopyGrowthRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.Follow us on http://zuanicassociates.compablo.zuanic@zuanicgoup.com inX https://x.com/420Odysseushttps://www.linkedin.com/company/zuanic-associates-llcDisclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

10-21
59:11

251016 The State of the Florida MMJ Market

Speaker:Robert Groesbeck, Co-CEO, Planet 13 HoldingsDaniel Firtel, President, TRP Co/ Cookies FloridaAaron Bloom, CEO, DocMJ ClinicsDiscussion points:Operators’ strategies in FLRoom to increase “store rev yield”State of the FL market (more stores and capacity?)Pricing climateHemp competition, and new rulesNov 26 ballot?#cannabis #cannabisstocks #cannabisdispensary #Planet 13 #TRPCo #cookiesFL #DOCMJRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.Follow us on http://zuanicassociates.compablo.zuanic@zuanicgoup.com inX https://x.com/420Odysseushttps://www.linkedin.com/company/zuanic-associates-llcDisclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

10-16
01:01:33

251025 Fireside Chat With Aurora Cannabis CEO, Miguel Martin

Speaker:Miguel Martin, CEO, Aurora CannabisDiscussion Points· Challenges and opportunities in Germany· How delays in Portugal benefit ACB· Growth potential in the UK and Poland· State of the Australian business· Room to expand Canada medical· Opportunities in biotech/pharma· Optionality in the US#cannabis #cannabisstocks #cannabisdispensary #vextRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.Follow us on http://zuanicassociates.compablo.zuanic@zuanicgoup.com inX https://x.com/420Odysseushttps://www.linkedin.com/company/zuanic-associates-llc/

10-16
54:13

251009 Fireside Chat with FLUENT Corp CEO

Speaker: Dave Vautrin, CEO, FLUENT CorpAbout FLUENT Cannabis FLUENT Corp. is a vertically-integrated cannabis Company with licenses and operations in Florida, Pennsylvania, Texas, and New York. In FL, Fluent is the 7th largest operator with 35 dispensaries, and has several ini2a2ves in place to boost revenue per store. In NY, the company has a growing wholesale business and is actively supplying the state’s new rec stores (it is the licensee for Alien Labs) out of a Chestertown facility; a new facility in Buffalo should have its first harvest by 4Q25 (see here). In PA, Fluent has three medical dispensaries. In Texas, the company is one of only three licensed operators. Per company disclosure, in 2Q25, FL accounted for 72% of sales, PA 15%, and NY 13%. Fluent is dedicated to being one of the highest-quality cannabis providers in the communities it serves, driven by an unrelinquishing commitment to operational excellence in cultivation production, distribution, and retail. FLUENT is headquartered in Tampa, Florida. FLUENT Corp's common shares trade on the CSE under the symbol “FNT.U” and on the OTCQB under the symbol “OTCQB: CNTMF”.#cannabis #cannabisstocks #cannabisdispensary #FluentCannabisRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.Follow us on http://zuanicassociates.compablo.zuanic@zuanicgoup.com inX https://x.com/420Odysseushttps://www.linkedin.com/company/zuanic-associates-llc

10-10
56:56

251006 The Canadian Flower Segment

Speakers: Margaret Brodie, CEO, Rubicon Organics Orville Bovenschen, President of Village Farms Canadian Cannabis Cyrus Hambaz, CEO, Canadian Clinical Cannabinoids Alex Smith, CEO, Canada’s Island GardenAbout Rubicon Organics Rubicon Organics was founded in 2015, to grow premium quality, certified organic flower out of their Pacifica facility in Delta BC, Canada. Since that time, they have become known as the most premium and trusted licensed producer in Canada and have grown to a 200+ workforce, with a portfolio of leading premium brands, across multiple product categories.About Pure Sunfarms Pure Sunfarms is a global leader in cultivation, operating one of the largest cannabis facilities in the world. Known as a top-selling brand of recreational dried flower across Canada, as well as a top licensed producer, Pure Sunfarms is renowned for producing popular cultivars like its Pink Kush.About Canadian Clinical Cannabinoids Stand at the forefront of cannabis craftsmanship, renowned as a leading licensed producer, co-manufacturer, and processor. As a brand house, their portfolio showcases an array of top-tier, innovative, and handcrafted cannabis products that set industry benchmarks for quality and creativity. About Canada’s Island Garden Canada’s Island Garden Inc., known through their brands FIGR and Piper’s Punch, is a 100% PEI-owned and operated licensed cannabis producer located in the Charlottetown BioCommons Research Park. #stockinvesting #cannabisstocks #cannabisdispensary #PureSunfarms $VFF $ROMJF $ROMJ #RubiconOrganics #villagefarms #cannabis #cannabisindustryFollow us on http://zuanicassociates.compablo.zuanic@zuanicgoup.com inX https://x.com/420Odysseushttps://www.linkedin.com/company/zuanic-associates-llc

10-09
01:03:14

250918 Wholesaling, Distribution, and the Power of Brands

Speakers:Ryan Crandall, Chief Commercial Officer, MariMedDavid Gacom, Chief Commercial Officer, Ascend WellnessWesley Hein, Co-Founder, Mammoth DistributionAbout MariMedMariMed is a multi-state cannabis operator in the United States. They develop, own and manage seed to sale state-licensed, state-of-the-art, regulatory-compliant facilities for the cultivation, production and dispensing of medical and adult-use cannabis. Their award-winning portfolio of trusted cannabis brands, crafted with quality and innovation, are recognized and loved by consumers across the country. With a commitment to excellence, MariMed continues to drive growth and set new standards in the cannabis industry.About Ascend WellnessAWH is a vertically integrated multistate cannabis operator with licenses and assets in Illinois, Michigan, Ohio, Massachusetts, New Jersey, Pennsylvania, and Maryland. AWH owns and operates dispensaries and seven state-of-the-art cultivation facilities, growing award-winning strains and producing a curated selection of products for retail and wholesale customers. AWH produces and distributes its in-house Simply Herb, Ozone, Common Goods, Effin' and Royale branded products. AWH also manufactures and distributes products on behalf of its brand partners including Miss Grass, Lowell Smokes, Flower by Edie Parker, 1906, and AiroPro.About Mammoth DistributionMammoth Distribution was one of the first vertically-integrated cannabis companies founded in the US. Since 1996, Mammoth has focused on building out a diverse portfolio of brands that includes Almora, Heavy Hitters, Higher, Lift Tickets, Spacestation, Sunsmoke, and Surplus. Family-owned & operated from the beginning, Heavy Hitters alone has sold over 10 million carts, making it the best-selling premium vape every year since inception. Their brands can now be found in 600+ retail locations across California, Nevada, and New York as they focus on expanding their reach with like-minded, best-in-class partners.#stockinvesting #cannabisstocks #cannabisdispensary #MariMed #AscendWellness #wholesaling #Distribution #brandingRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.Follow us on http://zuanicassociates.compablo.zuanic@zuanicgoup.com inX https://x.com/420Odysseushttps://www.linkedin.com/company/zuanic-associates-llc

09-21
59:31

250815 Rescheduling Cannabis Discussion with Shane Pennington

Speaker:Shane Pennington, Partner, Blank Rome LLPDiscussion Points• Path to rescheduling; the options for President Trump• An entirely new rulemaking process?• Or just complete the one started by the President Biden’s DOJ• How could the process be expedited • Potential timeline? Potential legal challenges?• What about descheduling? And or federally legalizing medical cannabis?About Shane PenningtonShane counsels clients on federal regulatory issues involving a number of industries, including energy, pharmaceuticals, controlled substances, aviation, and agriculture. A former law clerk to federal judges on the D.C. Circuit, the Fifth Circuit, and the D.C. District Court, Shane brings unique insight and strategic thinking to assist clients facing complex regulatory issues.Rated “One to Watch” and a “Rising Star” in appellate law by The Best Lawyers in America and Super Lawyers, respectively, Shane has argued cases in the U.S. Courts of Appeals for the First, Fifth, Ninth, and D.C. Circuits, securing landmark results for clients. In a series of cases on behalf of veterans and scientists, for example, Shane raised a novel claim under the Freedom of Information Act to uncover a secret 2018 Opinion of the Office of Legal Counsel that revealed the unlawfulness of a longstanding agency policy that had obstructed cannabis research for over half a century. Shane regularly litigates cases concerning federal and state agencies that involve the Administrative Procedure Act; the Controlled Substances Act; and the Federal Food, Drug and Cosmetic Act.#cannabis #cannabisstocks #Schedule3 # #cannabislaw #rescheduleFollow us onhttp://zuanicassociates.compablo.zuanic@zuanicgoup.com inX https://x.com/420Odysseus/ zuanic-associates-llchttps://www.linkedin.com/company/zuanic-associates-llc

08-16
01:15:09

250716. Texas: New Medical Cannabis & Hemp Regulations

Speakers: Aaron Bloom, CEO, DocMJ Robert Beasley, CEO, Fluent Cannabis Richard Cheng, Managing Member, Ritter Spencer Cheng PLLC Discussion Points • New medical cannabis (MMJ) regulations • How many more MMJ licenses? And when will they be awarded • Expansion of MMJ conditions • The banned hemp regulations • What are the next steps on hemp post the Governor’s veto #cannabis #cannabisstocks #cannabisdispensary #FluentCannabis #DocMj #cannabislaw #RitterSpencerChengPLLC Follow us on http://zuanicassociates.com pablo.zuanic@zuanicgoup.com in X https://x.com/420Odysseus / zuanic-associates-llc

07-21
57:34

250423 Fireside Chat with Vext Science C-Suite

Speakers:Eric Offenberger, CEO/COOTrevor Scott, CFOScott Everett, General CounselAbout Vext ScienceVext Science, Inc. is a U.S.-based cannabis operator. Vext’s expertise spans from cultivation through to retail operations in its core markets of Arizona and Ohio.Based out of Arizona, Vext owns and operates state-of-the-art cultivation facilities, fully built-out manufacturing facilities as well as dispensaries in both Arizona and Ohio. The company manufactures Vapen™, one of the leading THC concentrates, edibles, and distillate cartridge brands in Arizona. Its selection of award-winning products are created with Vext’s in-house, high-quality flower and distributed across Arizona and Ohio, as well as through Vext’s partnerships in other states.#cannabis #cannabisstocks #cannabisdispensary #vextRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.Follow us on http://zuanicassociates.compablo.zuanic@zuanicgoup.com inX https://x.com/420Odysseus/ zuanic-associates-llc

04-24
50:09

Q&A With Anthony Coniglio, NLCP's CEO

Speaker:Anthony Coniglio, CEO, NewLake Capital PartnersDiscussion PointsGrowth outlook given MJ industry landscapeQuality of the tenant bookOn Calypso and Revolutionary ClinicsRead across from defaults disclosed by industry peer IIPRPotential catalysts for NLCP sharesOpportunities outside the USAbout NewLake Property PartnersNewLake Capital Partners, Inc. is an internally-managed real estate investment trust that provides real estate capital to experienced state-licensed cannabis operators through sale-leaseback transactions, third-party purchases as well as funding for expansions and build-to-suit projects. NewLake currently owns a portfolio of 31 cultivation facilities and dispensaries across 12 states that are leased to single tenants on a triple-net basis.#stockinvesting #cannabisstocks #cannabisdispensary #cannabisstocks #commercialrealestateinvestorRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.Follow us onhttp://zuanicassociates.compablo.zuanic@zuanicgoup.com inX https://x.com/420Odysseushttps://www.linkedin.com/company/zuanic-associates-llcDisclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

04-18
49:38

The Dutch Pilot Opportunity for VFF

Speakers:Michael DeGiglio, President & CEO, Village Farms InternationalOrville Bovenschen, President, Pure Sunfarms & Leli Holland DivisionsAbout Village Farms InternationalVillage Farms leverages decades of experience as a large-scale, Controlled Environment Agriculture-based, vertically integrated supplier for high-value, high-growth plant-based Consumer Packaged Goods opportunities, with a strong foundation as a leading fresh produce supplier to grocery and large-format retailers throughout the US and Canada, and new high-growth opportunities in the cannabis and CBD categories in North America and selected markets internationally. In Canada, the Company’s wholly-owned Canadian subsidiary, Pure Sunfarms, is one of the single largest cannabis operations in the world, the lowest-cost greenhouse producer, and one of Canada’s best-selling brands. The Company also owns 70% of Québec-based, Rose LifeScience, a leading third-party cannabis products commercialization expert in the Province of Québec. In the US, wholly-owned Balanced Health Botanicals is one of the leading CBD brands and e-commerce platforms in the country. Subject to compliance with all applicable US federal and state laws and stock exchange rules, Village Farms plans to enter the US high-THC cannabis market via multiple strategies, leveraging one of the largest greenhouse operations in the country (more than 5.5 million square feet in West Texas), as well as the operational and product expertise gained through Pure Sunfarms’ cannabis success in Canada.About Leli Holland About Leli Holland: They are one of the 10 license holders, selected by the Dutch government, to produce cannabis for the coffeeshops that take part in the first trial to produce cannabis responsibly. Their major shareholder, Village Farms, is one of the leader in the global cannabis sector.#cannabisstocks #cannabisdispensary #globalcannabis #cannabislegalization #villagefarmsFollow us onhttp://zuanicassociates.compablo.zuanic@zuanicgoup.comX https://x.com/420Odysseushttps://www.linkedin.com/company/zuanic-associates-llcDisclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes.This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

04-18
54:40

Fireside Chat with Germany's Canify AG’s C-Suite

Speakers:Sascha Mielcarek, CEO Sebastian Pötzsch, CFO Arne Wilkens, CCO Silvia von Pistor, CIODiscussion Points • Company’s expansion plans and performance • Supply chain and RTM capabilities • Overall German MMJ market outlook • Plans to expand in the reimbursed segment • Partnerships with pharma companies for novel products • Upcoming capital raise • Plans outside GermanyAbout CanifyCanify Ag is a licensed pharmaceutical company focusing on medical cannabis. Products based on the latest research, sophisticated manufacturing technologies, and comprehensive control processes from production to practical use of cannabis – They believe that every person deserves high-quality care, individually and specifically tailored to their own needs. Their approach to sales and distribution is to make the Canna-Biz as easy and convenient as possible for pharmacies and wholesalers. They also offer tailor-made manufacturing and market access solutions for 3rd party collaborators, setting standards in terms of quality, production capacity and delivery time. Their manufacturing excellence meets the highest standards set by European GACP and GMP guidelines, so they can deliver transparency and traceability from the grow room to the patient.#cannabisstocks #cannabisdispensary #globalcannabis #germanycannabis #cannabislegalization #canify

04-13
58:27

Germany MMJ Market Growth & the New Government

Speakers: Dr. Constantin von der Groeben, MD & Co-Founder, Demecan Stefan Fritsch, Founder, Grünhorn Sascha Mielcarek, CEO, Canify AG About Demecan Demecan is the German market leader for medicinal cannabis. As pioneers in the industry, DEMECAN stands as Germany's premier provider of medicinal cannabis. They specialize in the sustainable cultivation and wholesale of medicinal cannabis, offering comprehensive solutions for the German medical cannabis industry. Their focus lies in quality, innovation, and service. With an unwavering goal of providing patients across Germany with top-tier medicinal cannabis, we continuously strive to enhance the quality of life for our customers and broaden access to safe, effective, and sustainable cannabis products. About Grünhorn Grünhorn is the largest German cannabis group, founded in 2020 in Leipzig. It includes, among others, the largest online mail-order pharmacy for cannabis, Schurer Pharma & Kosmetik GmbH (automated fulfillment and logistics services for pharmacies carrying cannabis), as well as canymed GmbH, a pharmaceutical wholesaler and manufacturer of medical cannabis products. Grünhorn represents strictly controlled, high-quality products and research in the cannabis sector. About Canify AG Canify AG is a licensed pharmaceutical company focussing on medical cannabis. Their products are based on scientific data, high-end technology, and an ambition to help patients. Their approach to sales and distribution is to make the Canna-Biz as easy and convenient as possible for pharmacies and wholesalers. They also offer tailor-made manufacturing and market access solutions for 3rd party collaborators, setting standards in terms of quality, production capacity, and delivery time. Their manufacturing excellence meets the highest standards set by European GACP and GMP guidelines, so we can deliver transparency and traceability from the grow room to the patient. #cannabisstocks #cannabisdispensary #globalcannabis #germanycannabis #canify #DEMECAN #Grünhorn

03-12
01:02:21

The National & Global Appeal of California Cannabis Brands

SpeakersKeith Cich, Co-Founder, Kanha/SunderstormTheo Terris, CEO, Uncle Arnie'sWesley Hein, Head of Global Brand Expansion, Mammoth Distribution (Heavy Hitters; Papa & Barkley)Chris Lane, Chief Marketing Officer, Gold FloraAbout Keith Cich Keith Cich is co-founder of Sunderstorm, a leading cannabis company that manufactures and distributes award winning Kanha gummies. The Company revolutionized edibles with nano, fast acting gummies and launched the first line of functional edibles that are doctor formulated. In 2024, Sunderstorm entered the D9 hemp market and opened in Thailand. Prior to founding Sunderstorm, Mr. Cich spent more than a decade on Wall Street in fixed income sales and trading for Merrill Lynch and Barclay Investments. Mr. Cich moved to Northern California and managed commercial real estate projects, including retail, office, and urban in-fill development. Mr. Cich has a B.A. in Economics from Stanford University and an MBA from New York University.About Theo Terris Theo is CEO of Uncle Arnie’s. Uncle Arnie's is a California-based beverage company “changing the way people perceive, consume and enjoy cannabis”. The company’s mission is to create the world’s most approachable, accessible, and iconic cannabis brand. Per the company website, “we launched our fine line of THC beverages in May 2020. Something about those days seemed ripe for escape to greener pastures. Well, we were right! People love this stuff a million times over! Here’s the secret: Uncle’s Arnie’s tastes terrific, feels fantastic, and costs about as much as a medium soft drink at the megaplex. But unlike a soft drink, it’s fizz-free. And unlike the megaplex, you can talk during this movie! Sometimes people ask, “Who is Uncle Arnie?” Uncle Arnie’s all of us, none of us… it’s an idea, see, about being free to tune in to the frequency of your own station and stay there awhile. No commercial interruptions! Life’s a trip. Drink it up.”About Wesley Hein Wesley Hein the President of the CDA and currently heads up Mammoth Distribution / Heavy Hitters’ Global Brand Initiatives which includes handling the company's strategic relationships, as well as its legal, licensing and government affairs departments. Wesley has extensive experience in managing high growth companies. Past experience includes co-founder & President of Enigma Records (acquired by EMI), Executive Vice President of the Walt Disney Company's Hollywood Records division, co-founder of Cineaste Software (merged into Kodak), and co-founder of Enigma Digital (acquired by Clear Channel Communications). Wesley also serves on the board of directors of the California Cannabis Manufacturers Association (CCMA), is Head of the Steering Committee of Legal Cannabis for Consumer Safety (LCCS) and is a member of the California Advisory Board of Americans for Safe Access (ASA).About Chris Lane Chris Lane is Gold Flora’s Chief Marketing Officer, responsible for brand, creative and growth strategy across retail and product businesses. With a background in global creative strategy and brand building, he focuses on building consumer empathy in brands and driving simultaneous top and bottom funnel growth. Previously, Chris was the CMO of Airfield Supply Company, which was acquired by Gold Flora in 2022; and prior the Global Head of Brand at Fiverr (NYSE: FVRR). Chris has worked with many of the leading companies in the world while leading creative agency practices and strategy teams at Method, Bite, WPP, and Edelman. He holds degrees from Santa Clara University in Fine Art and Strategic Communication.#stockinvesting #cannabisstocks #cannabisdispensary #cannabisstocks #commercialrealestateinvestor @goldflora_ca

02-28
01:04:05

Lending in the Cannabis Space

Speakers:Anthony Coniglio, CEO, NewLake Capital PartnersDan Neville, CEO, Advanced Flower CapitalPeter Sack, Managing Partner, Chicago Atlantic GroupAbout NewLake Property PartnersNewLake Capital Partners, Inc. is an internally-managed real estate investment trust that provides real estate capital to experienced state-licensed cannabis operators through sale-leaseback transactions, third-party purchases as well as funding for expansions and build-to-suit projects. NewLake currently owns a portfolio of 31 cultivation facilities and dispensaries across 12 states that are leased to single tenants on a triple-net basis.About Advanced Flower CapitalAFC, Inc. (NASDAQ: AFCG) is a publicly-traded, institutional lender that originates, structures and underwrites loans secured by commercial real estate and other types of financing solutions. AFC targets direct lending and bridge loan opportunities typically ranging from $10 million to $100 million across multiple real estate sectors, with a specialization in loans to state-licensed cannabis operators. It is based in West Palm Beach, Florida.About Chicago AtlanticChicago Atlantic is a market-leading publicly traded commercial mortgage REIT utilizing significant real estate, credit and cannabis expertise to originate senior secured loans primarily to state-licensed cannabis operators in limitedlicense states in the U.S. We utilize an institutional approach to origination and a “credit-first’ underwriting process with stringent criteria centered around operator performance and strength, collateral, regulatory and market environments, and other factors. Over the years, we have developed a strong reputation among borrowers for delivering on commitments made. Operators choose Chicago Atlantic for our brand recognition, ability to execute on a timely basis, efficient deal process, in-depth industry knowledge, and strong ties to financial sponsors active in the cannabis space.#stockinvesting #cannabisstocks #cannabisdispensary #cannabisstocks #commercialrealestateinvestorRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.Follow us on http://zuanicassociates.compablo.zuanic@zuanicgoup.com inX https://x.com/420Odysseushttps://www.linkedin.com/company/zuanic-associates-llc

02-28
01:00:45

Ohio Upcoming Catalysts

SpeakerEric Offenberger, CEO, Vext Science IncTrent Woloveck , Chief Strategy Director, Jushi Holdings IncAbout Vext ScienceVext Science, Inc. is a U.S.-based cannabis operator. Vext’s expertise spans from cultivation through to retail operations in its core markets of Arizona and Ohio. Based out of Arizona, Vext owns and operates state-of-the-art cultivation facilities, fully built-out manufacturing facilities as well as dispensaries in both Arizona and Ohio. The company manufactures Vapen™, one of the leading THC concentrates, edibles, and distillate cartridge brands in Arizona. Its selection of award-winning products are created with Vext’s in-house, high-quality flower and distributed across Arizona and Ohio, as well as through Vext’s partnerships in other states.About Jushi HoldingsJushi is a vertically integrated, multi‑state cannabis operator engaged in retail, cultivation, manufacturing, and processing operations in both medical and adult‑use markets. The Company is focused on building a diverse portfolio of cannabis assets through opportunistic investments, acquisitions, and pursuing application opportunities in attractive limited license markets. Jushi strives to maximize shareholder value while delivering high-quality products across all levels of the cannabis ecosystem.#cannabisstocks #marijuana #marijuanastocks #stocks #msos #ohio #cannabisindustryRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.Follow us onhttp://zuanicassociates.compablo.zuanic@zuanicgoup.com inX https://x.com/420Odysseushttps://www.linkedin.com/company/zuanic-associates-llc

02-16
01:01:26

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