WSUM Daily Newscast
WSUM
Podcast
4Twenteezs with Pablo Zuanic
Pablo Zuanic
Renowned analyst Pablo Zuanic 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.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...
Episódios
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Z&A Video on Rubicon's Expansion
· 14 min
CEO Margaret Brodie discussing Rubicon’s Organics $3Mn equity raise to fund a ~30% capacity increase. With 20 tons of premium quality flower capacity by mid 2027 (2x 2024 levels), the company is well positioned to strengthen its lead in the premium end of the market, both domestically and internationally.Read our report#pablozuanic #CanadaCannabis #RubiconOrganics $ROMJ $ROMJF #cannabisindustry #Z...
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Update on the Dutch Experiment
· 1 h 09 min
Speakers:Orville Bovenschen, President, Global Operations, Village Farms IntlRick Bakker, CEO, Hollandse HootgesFred van de Wiel, CEO, FYTA Company B.V.Vladimir Smetanin, CEO & Founder, Essence Investment AG (The Growery)Discussion Points:Take on government 1-year reviewPotential changes coming to the pilotPut the recent price decline in contextBy how much is the market growingPotential for more c...
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Zoom Panel on the Ohio Cannabis Market
· 58 min
Speakers:Eric Offenberger, CEO, Vext ScienceEd Schmults, CEO, Firelands ScientificJared Maloof, CEO, Standard WellnessDiscussion Points:What is driving the market’s strong growthImpact from new regs implemented last fallRecent spike in pricesBiomass supply outlookDispensary count expansionImpact from restrictions on hemp derivatives #CannabisStocks #CannabisNews #VextScience #FirelandsScientific #...
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Outlook Views from Chicago Atlantic & NewLake Capital Partners
· 1 h 05 min
Speakers:Peter Sack, Managing Partner, Chicago AtlanticAnthony Coniglio, CEO, NewLake Capital PartnersDiscussion Points:· States with the most demand for capital· Signs of M&A activity pick-up· Cannabis macro and regulatory outlook· Trends on demand and supply of capital to cannabis operators· Investor sentiment on cannabis finance companies· Views on the direction of...
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Fireside Chat with Vireo Growth Management
· 56 min
Speakers:Tyson Macdonald, Chief Financial OfficerSam Armenia, Director, Capital MarketsDiscussion Points:Differentiated rollup strategyProforma valuation, factoring all pending dealsOverview of deals yet to closeLicensed restricted markets vs. matured/low-price marketsWhy invest in ancillary businessesBalance sheet strengthRegulatory outlook#CannabisStocks #CannabisNews #VireoGrowth $VREO $VREOF #...
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Why is the market valuing Decibel at less than 2× our projected 2027 EBITDA?
· 11 min
Why is the market valuing Decibel at less than 2× our projected 2027 EBITDA?We sat down with Benjamin Sze, CEO of Decibel Cannabis Company, following the company's latest quarterly results. In this 11-minute conversation, we discuss: Q2 revenue and EBITDA Domestic growth and market-share gainsInternational expansion • EU-GMP processing50 cultivator customers and 16 overseas distributorsFree cash...
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Fireside Chat: Curaleaf Offer to Buy Aurora
· 40 min
Speaker: Boris Jordan, Chairman & CEO, Curaleaf Discussion Points • Why is Aurora the right target, among NASDAQ listed Canadian LPs • Why now? why not wait for S3 rescheduling and uplisting • Comparing cultivation scale and international RTM of the larger Canadian LPs • Mechanics of an OTC company buying a NASDAQ-listed operator? Plan to keep NASDAQ listing? • Will regulators in several countrie...
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Fireside Chat with the CEO of NewLake Capital Partners
· 57 min
Speakers:Anthony Coniglio, Chief Executive Officer, NewLake Capital PartnersDiscussion PointsPotential for NLCP to uplist in NYSEGrowth prospects for NLCP, and property book updateTAM of unencumbered real estate assets in the cannabis ecosystemRoom to operate outside the USPreview of the ALJ hearings and what happens after 7/15Will more companies deconsolidate their med v. rec operationsWhat will...
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Panel Discussion on the State of the Dutch Experiment
· 1 h 08 min
Speakers:Orville Bovenschen, President, Village Farms Canadian Cannabis & Leli HollandMike Gorenstein, CEO, Cronos GroupRick Bakker, CEO, Hollandse HoogtesDiscussion Points:Feedback from producers, coffee shop owners, consumers, and town officials, and regulatorsWill the central government add more towns to the pilot in the next 1-2 yearsEnforcement (grey market suppliers; coffee shops)Are pilot t...
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Z&A Interview with Tilray Chairman & CEO Irwin Simon
· 28 min
Speaker: Irwin Simon, Chairman & CEO, Tilray Brands#tilray #irwinsimon #cannabisindustry #Cannabisstocks #pablozuanic #zuanicassociatesRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain firsthand knowledge of the various operators. Zuanic & Associates is a boutique equit...
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Fireside Chat with Village Farms President & CEO
· 47 min
Speakers:Michael DeGiglio, President & CEO, Village Farms InternationalDiscussion Points:· VFF US plans following S3 rescheduling· Options to enter the Texas medical cannabis market· VFF participation in the CMS CBD pilot program· Canadian capacity expansion· Update on the Dutch operations and 4x capacity increase· Plans to forward integrate overseas (downstream...
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Fireside Chat with Cresco Labs CEO Charlie Bachtell
· 41 min
Speaker:Charlie Bachtell, CEO & Director, Cresco LabsDiscussion Points:· A reminder of why rescheduling is so relevant· Unpacking the DOJ’s General Order of 4/23· Why the 6/29 hearing is necessary to reach the Final Order stage· Cresco’s exposure to med and rec· Treasury/IRS guidance on 280e· Implications of registering with the DEA at the federal level· F...
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Recap of MSO Earnings and Outlook: Coniglio & Zuanic
· 1 h 01 min
Speakers:Pablo Zuanic, Managing Partner, Zuanic & AssociatesAnthony Coniglio, CEO, NewLake Capital PartnersDiscussion Points: Pablo and Anthony will discuss the 4Q earnings season and sector outlook for the MSO group.· Recap of 4Q MSOs performance across key metrics· Benchmarking MSOs B/S and CF· CY26 sector and company outlook· Upside from regulatory unlocks (federal/state...
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International Consolidation – Discussing the Canify AG and MG Health Merger
· 47 min
Speakers:Sascha Mielcarek, CEO, Canify AGLuke Van der Nest, Commercial Director, MG Health LtdDiscussion Points:description of the deal detailsrationale and expectationsproforma financialsbrief description about both companies, and track recordsprojections for the German MMJ market (and rest of Europe)what gaps would be left to fill (with future M&A) for the new company#Canify #MGHealth #Merger #E...
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Fireside Chat with Decibel Cannabis Company C-Suite
· 58 min
Speakers:Benjamin Sze, CEOStuart Boucher, CFODiscussion Points:International growth outlook and plansBenefits from AgMedica integrationCanadian supply chainPerformance of infused pre-rollsTrends in vape segmentCash flow trends and balance sheet#cannabisstocks #cannabisindustry #DecibelCannabis #DB #DBCCFRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis i...
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The Reg and Macro Outlook For U.S. CBD
· 1 h 09 min
Speakers:Jared Stanley, Co-Founder & Board Member, Charlotte’s WebJoseph Dowling, CEO, CV SciencesJohn Harloe, General Counsel, Village Farms International (CBDistillery)Discussion Points:· Reconciling the CR (11/12) and 12/18 Oval Office announcements (EO signing)· On the various “emerging” hemp-related bills (Griffiths, etc)· Will the CR be amended with various “carve-outs” (fo...
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Fireside Chat with Advanced Flower Capital C-Suite
· 58 min
Speakers:Daniel Neville, Chief Executive Officer & PartnerRobyn Tannenbaum, Chief Investment Officer & PresidentDiscussion Points:Company outlook post the conversion to BDCDiversification plans away from cannabisRoom to fund loan book growthLikely book size and metrics by YE26Outlook for the mortgage REIT and BDC sector, in generalCannabis sector federal and state outlookState of the book’s non-ac...
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Fireside Chat with the CEO of NewLake Capital Partners
· 1 h 01 min
Speakers:Anthony Coniglio, Chief Executive Officer, NewLake Capital PartnersDiscussion Points· How potential regulatory changes at the federal (s3) and state (TX, VA, etc) level are impacting demand for credit so far from cannabis (MJ) companies· Sizing up the competition (other sale leaseback; mortgage REITS; BDCs; regional banks)· Has sale lease back lost its edge vs. other cre...
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Panel: Israel Market Outlook, Import & Export Potential
· 54 min
Speakers:Alex Rabinovich, Chairman and CEO, Intercure LtdMike Gorenstein, Chairman and CEO, Cronos GroupDiscussion Points:The Cronos and Intercure operations in IsraelState of the domestic marketImpact of reforms implemented in 2024Key producers, importers, distributors, and retailersHow the market was impacted by Oct 7Israel’s export potentialThe country’s presumed advantage in geneticsHow Israel...
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260127 German MMJ Market Outlook
· 1 h 05 min
Speakers:Sascha Mielcarek, CEO, Canify AGConstantin von der Groeben, Co-Founder and Strategic Advisor, DemecanPhilip Schetter, CEO, Cantourage Group SEDiscussion Points:• A look back at 2025: market growth; pricing; segmentation• How imports and the supply chain are evolving• Will the Bundestag modify the MOH proposal• How companies will adapt to the potential changes• Is there more financing avai...
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260122 Zoom Panel : Canada Market Outlook with LP CEOs
· 1 h 01 min
Speakers:Margaret Brodie, CEO, Rubicon OrganicsHugo Alves, CEO, Auxly Cannabis GroupCyrus Hambaz, CEO, Canadian Clinical CannabinoidsDavid Schwede, CEO, Heritage CannabisDiscussion Points:Industry outlook: volumes; pricing; marginsInnovation trends by key formatsIndustry shake-out coming; or already here?Potential regulatory changes – at the federal and province levelLP dynamics with the boards an...
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260113 Fireside Chat with Peter Sack, Managing Partner at Chicago Atlantic
· 1 h 01 min
Speaker:Peter Sack, Managing Partner, Chicago AtlanticDiscussion PointsOutlook for the mortgage REIT and BDC sector, in generalCannabis sector federal and state outlookCoordination between REFI, LIEN, and the private side of Chicago Atlantic groupClose look at the loan book of REFI and LIENA review of REFI’s 3-year performance re non-accrualsManaging interest rate risk and unscheduled early repaym...
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260112 US Market Outlook - CEOs Panel
· 1 h 04 min
Speaker:Eric Offenberger, CEO, Vext ScienceRobert Groesbeck, Co-CEO, Planet 13 HoldingsJason Vedadi, CEO, Story CompaniesSam Brill, CEO, Ascend Wellness Holdings#CannabisIndustry #USMarket #Cannabisinvesting #StoryCannabis #Planet13 #Vext Science $PLNHF $PLTH $VEXTF $AAWH #AscendholdingsRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping...
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251222 Fireside Chat: CBD Executive Order Implications for CWEB
· 58 min
Speaker:Bill Morachnick, CEO, Charlotte’s WebDiscussion PointsInterpretation of the Executive Order, and what it actually means for CBDCongress to “update the statutory definition of final hemp-derived cannabinoid products to allow Americans to benefit from access to appropriate full-spectrum CBD products”Consultation with appropriate executive departments and agencies and authorities to develop “...
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251217 The Dutch Experiment Update
· 1 h 07 min
Speakers:Mike Gorenstein, CEO, Cronos GroupRick Bakker, CEO, Hollandse HoogtesBastiaan Swager, CEO & Co-Founder, Legacy BrandsVladimir Smetanin, CEO, The GroweryDiscussion PointsThe legal, grey, and illicit markets in HollandSizing up and projecting the pilot marketDemand from outside pilot townsFeedback from consumers and coffeeshop ownersPricing and economics dynamicsAbout the 10 licensed produc...
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251211 A Close Look at Canada's Vape Category
· 58 min
Speakers:Margaret Brodie, CEO, Rubicon OrganicsAdam Coates, Chief Revenue Officer, Decibel CannabisBorna Zlamalik, SVP Innovation & International R&D, Organigram HoldingsDiscussion PointsWhy does vape under index in Canada vs. key US marketsBrands gaining/losing shareWhat are consumers looking forThe continued segment gain of AIOs vs. cartsNew subsgements: live resin; live rosin; liquid diamondsTr...
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251204 Fireside Chat: The Expansion of the Texas MMJ Market
· 50 min
Speaker:Richard Cheng, Managing Member, Ritter Spencer Cheng PLLCDiscussion PointsHow HB 46 expanded the state’s MMJ market (conditions, formats, access)Caps on flagship stores and satellite pick-up locations per LDO, per regionWho are the new 9 licensees? By when could they be up and runningAbout the next three licenses to be issued in AprilCan the three incumbents sell their licenses? and the ne...
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251125 Panel to Discuss the MSO Sector's Next Catalysts
· 1 h 06 min
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 p...
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251119 Fireside Chat with Tilray Chairman & CEO, Irwin Simon
· 58 min
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 fr...
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251028 The State Of Rec Sales In Minnesota
· 1 h 02 min
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...
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