Another Sign of Industry Maturation and 8 Stories from New Cannabis Ventures

This is a copy of the May 13th edition of our weekly Newsletter, which we have been publishing since October, 2015.


Four years ago, cannabis stocks were for the most part aspirational, at best. Our readers who have been following the industry for a while certainly know what we are talking about and can appreciate the contrast between then and today, when we have dozens of publicly-traded companies that are more reflective of the industry, raising substantial capital and generating significant revenue.

With the improvement in the leadership of these companies, their capital position and their business prospects, we have seen better communication between the companies and investors. It’s now almost mandatory that cannabis companies include an investor deck on their website, and many companies are now hosting quarterly conference calls. Just in the week ahead, two companies that are included in the official Public Cannabis Company Revenue Tracker will each host a call on Tuesday afternoon to discuss Q1 financial results, GrowGeneration and CV Sciences. Also on Tuesday, Cronos Group will host a call in the morning. We can’t recall when three companies in the industry have held calls on a single day.

We are also seeing an increase in the number of events that allow investors to meet with management. This week, Organigram is chartering a flight from Toronto to Moncton for analysts, portfolio managers and accredited investors to tour its facilities. There is also an event in NYC on Thursday that will allow accredited and institutional investors to meet with the management teams at iAnthus, Khiron and LiveWell.

Finally, while the event itself is limited to clients of the firm, Canaccord Genuity is hosting its 2nd Cannabis Conference in NYC on Thursday. The good news for all of our readers is that many of the presentations will be webcast.

As the industry normalizes, we should expect to see further enhancements to investor relations and corporate communication.This is great news for investors, who will be able to make more informed decisions.

Click to buy tickets to the Lift & Co. Cannabis Business Conference on 5/24 in Toronto for your opportunity to join and thrive in the discussion around both the fast-growing medical and upcoming adult-use markets in Canada.

New Cannabis Ventures publishes curated articles as well as exclusive news. Here is some of the most interesting business content from this week:

If you are in NYC and are an accredited investor, there is a great opportunity to meet with iAnthus, Khiron and LiveWell on May 17th. These are all Canadian companies, with iAnthus focused on the U.S., Khiron on Colombia and Latin America and LiveWell, which has a partnership with Canopy Growth, on Canada. To RSVP, please click here.

To get real-time updates download our free mobile app for Android or Appledevices, like our Facebook page, or follow Alan on Twitter. Share and discover industry news with like-minded people on the largest cannabis investor and entrepreneur group on LinkedIn.

Use the suite of professionally managed NCV Cannabis Stock Indices to monitor the performance of publicly-traded cannabis companies within the day or over longer time-frames. In addition to the comprehensive Global Cannabis Stock Index, we offer a family of indices to track Canadian licensed producers.

View the Public Cannabis Company Revenue Tracker, which ranks the top revenue producing cannabis stocks that generate industry sales of more than $2.5m per quarter.

Consider subscribing to 420 Investor, Alan’s comprehensive stock due diligence platform since 2013 for more in-depth information and market intelligence about the publicly traded cannabis sector, including insights into Canadian, American, German and Australian opportunities.

Alan & Joel

Exclusive article by Alan Brochstein, CFA
Alan Brochstein, CFA
Based in Houston, Alan leverages his experience as founder of online community 420 Investor, the first and still largest due diligence platform focused on the publicly-traded stocks in the cannabis industry. With his extensive network in the cannabis community, Alan continues to find new ways to connect the industry and facilitate its sustainable growth. At New Cannabis Ventures, he is responsible for content development and strategic alliances. Before shifting his focus to the cannabis industry in early 2013, Alan, who began his career on Wall Street in 1986, worked as an independent research analyst following over two decades in research and portfolio management. A prolific writer, with over 650 articles published since 2007 at Seeking Alpha, where he has 70,000 followers, Alan is a frequent speaker at industry conferences and a frequent source to the media, including the NY Times, the Wall Street Journal, Fox Business, and Bloomberg TV. Contact Alan: Twitter | Facebook | LinkedIn | Email

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