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Dispensaries

Harborside (HBOR.C) adds to San Francisco dispensary portfolio

On October 19, 2020 Harborside (HBOR.C) announced that it has reached a definitive agreement to acquire 50.1% of FGW Haight – a California co. that has the “conditional-use approval” to operate a cannabis dispensary and related businesses in the iconic Haight Ashbury area of San Francisco, Calif.

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Vext Science (VEXT.C) seizes the opportunity in Arizona

“Medical marijuana dispensary owners who opted to expand into the adult-use market largely would do so in their existing physical locations,” stated The Phoenix New Times, “adding new staff and providing separate sales counters for medical and retail customers.”

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iAnthus (IAN.C) defaults on debenture payments – but is that a weakness or a tactic?

Long time readers know, a year or two back, we wrote a lot about a US multi-state operator (MSO) in the cannabis dispensary space, iAnthus (IAN.C). We liked the company as it accelerated its dispensary acquisition program but stopped coverage in early 2019, with the shareprice in the $5 range, as it began to overpay for assets in a land grab with competitors we believed would ultimately have few winners. Today, iAnthus has put out some uncomfortable news announcing that, because it is involved in a lawsuit with creditors, it has chosen to default on debenture interest payments.

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Vext Science (VEXT.C) cannabis chart defies gravity

“The core business, which is derived from an Arizona licensed vertically integrated model, generated USD $13 million in revenues during the first two quarters of 2019,” confirmed Equity Guru’s Sam Bourgi last October.

Ironically, VEXT is a healthy cannabis business, and investors are quickly gaining confidence in it.

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2019 weed wrap: The end of the cannabis cycle of cannabis cycles

Like the old Twilight Zone episode where helpful aliens leave behind a book called ‘To Serve Man’, only for us to find out later it’s a cookbook, investors have been welcomed and fattened up nicely by alpha predators as they unwittingly await their slaughter, not realizing that, they’re at the predator’s table because they’re the main course.

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Deathwatch: MedMen (MMEN.C) is cutting out everything but the cancer that is killing it

If you’ve been around this joint for a while, you’ll have seen us arguing folks would be silly to invest in MedMen (MMEN.C) if hanging on to your money is a thing you aspire to do.

That’s not because we have a hate on for the dude-bros running the show, or because they’re not a client, or because we’re short sellers, or any of the other 50 or so reasons MedMen homers have thrown at us over the last few years as a rationale for us not seeing the company in the same rose-coloured way they do.

It’s because MedMen is, and has always been, shit.

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