Cresco CEO Charlie Bachtell joined us this week to discuss the proposed rule on Schedule III and the company's recent earnings results. Cresco is active in Washington, and Charlie shared his perspective on Schedule III’s next steps, timing, and impact on Cresco's business. We also dug into Cresco's progress. 2023 was the year of the core, and Charl…

Ahead of the Louisiana Energy Conference (May 28-30), Tim Gerdeman interviews the WTR team that will be attending, including Shawn Severson, Jeff Robertson, Chris Degner, and Peter Gastreich. The team discusses what to watch for, including at the conference panels, and also addresses the broader implications of energy evolution for companies in the…

Canada-based Pineapple Financials’ CEO and Co-Founder Shubha Dasgupta joins WTR's Tim Regan and Curtis Shauger to provide an overview of Pineapple’s business model, market opportunity, product pipeline and Maui, its recent AI product launch.

In this episode we are joined by Dan from The Chart Guys to compare cannabis investing strategies. With several potential key upcoming catalysts we compare short term trading vs longer term investing and our game plans for the coming months. Big thanks to Dan for joining us for another great discussion. Follow Dan / The Chart Guys On Twitter: ⁠⁠htt…

Verano Co-Founder, Chairman, and CEO George Archos joined the show to discuss the company's recent quarter. The business is beginning to generate significant cash flow, and George shared how he expects revenue to grow and opportunities to use the financial flexibility. We also asked about optimizing Florida assets ahead of the potential adult-use t…

Emily and Morgan Paxhia are the co-founders of Poseidon, one of the most experienced cannabis investment managers. They joined WTR’s head of cannabis, Jesse Redmond, to discuss the recent news that the DEA has agreed with the HHS’ recommendation to move cannabis from Schedule I to Schedule III. The conversation covers implications for the industry,…

BLGO’s CEO Dennis Calvert joins Dmitry Silversteyn and Tim Gerdeman to discuss the company’s science-driven approach to developing and commercializing innovative solutions to address critical environmental problems such as “forever chemicals”, air and water quality and cost-effective power storage.By Water Tower Research

In this episode (recorded pre-DEA announcement) we discuss the risk/reward of the industry along with our game plans for going forward. Let us know what topics you want to hear the most about in the coming weeks!

Today, we heard the welcome news that the DEA is agreeing with the HHS recommendation to move cannabis from Schedule I to Schedule III. Boris Jordan, Executive Chairman of Curaleaf, joins at the top of the show to share his thoughts on the next steps in the process, the timing of a final ruling, potential risks along the way, implications for insti…

It's a quieter time in cannabis, but this was a fun show. We started by reviewing the 4/20 holiday, focusing on the revenue lift and which categories performed best. Beverages were a top seller, and the guys debated the category's future and who will drive its growth. We debuted a new game called "buy or sell" that led to several fun debates on res…

Join WTR’s Tim Regan, Curtis Shauger, Dr. John Roy and as they chat about Crypto, AI, and the recent WTR AI and Technology Investor Conference.By Water Tower Research

The trichome trio is home from the Benzinga Cannabis Capital Conference in Florida and the show starts with their biggest takeaways from the event. The conversation evolves into a spirited discussion on where we stand on Schedule III. The guys debate the probability of landing on Schedule III and the time frame in which it may happen. The episode c…

In this special episode, Nicole is joined by industry experts Tim Regan and Tim Gerdeman from Water Tower Research. Together, they embark on a dynamic conversation delving into the latest trends, challenges, and opportunities in women's health. They discuss continued progress on the markets adoption of the Company’s OvaSuite products and other area…

Focus on the fundamentals! In this episode we are joined by our friend Nick Gastevich (aka CannaVestments) who is a long time private and public cannabis investor. In this Financial Review we cover: - How each operator stands to benefit from Florida Rec - Cash flow, future growth & 280E benefits - Thoughts on MSOs valuations; financial metrics; bal…

2024 is the year of potential cannabis catalysts and we had Hirsh Jain, Founder of Ananada Strategy join us to discuss a bevy of federal and state-level opportunities. Next week is 4/20, and one potential time that the DEA could respond to the HHS' Schedule III recommendation. The trio debates the probability of a response and the implications to s…

TMC’s CFO Craig Shesky and the company’s Head of Stakeholder Engagement Corey McLachlan join WTR’s Dmitry Silversteyn and Tim Gerdeman to discuss the importance of deep-sea mining as a source of critical metals for global energy transition with the least possible negative impact on the planet and the people, and look at the current state of the ind…

This week's show starts with a recap of adult use making the ballot in Florida and what it may mean to the industry. Morgan shares his perspective after recently visiting the Sunshine State. We cover the pros can cons of the mandatory vertical market and opportunities for smaller companies like Sunburn to expand if adult use succeeds. Toby gives hi…

Join WTR’s Tim Regan and Dr. John Roy and as they chat about Crypto and AI, and the hype surrounding it, and which Crypto and AI companies are presenting at the WTR AI and Technology Investor Conference on April 10 and 11th.By Water Tower Research

In this episode we go "boots on the ground" into Florida's Cannabis Market. Our guest Real Estate Randy is an expert in helping Florida operators expand their footprint. He has years of experience dealing with some of the largest MSOs and brings unique insight on their innerworkings as well as the local market nuances. In this episode: - Why Randy …

Jesse starts the show by sharing his experiences visiting LEEF Brands and Gold Flora. LEEF is a leading producer of concentrates in California and he went to see their 12,500-square-foot extraction facility in Northern California. Gold Flora is a top vertically integrated California company and Jesse shared his experience seeing their stores and cu…

Canada-based PharmAla Biotech's Founding CEO and President Nick Kadysh joins WTR's Tim Regan and Robert Sassoon to discuss PharmAla's focus on MDMA, the regulatory environment, and the company's recipe for success in the psychedelics space. Founded three years ago, the company reported annualized revenue of C$3 million and achieved a first-time pro…

The show kicks off with Toby sharing his experience at the ROTH Conference this week in Dana Point, California. We discuss how institutions are beginning to look at cannabis, but it will take federal reform for most to spend more time and resources on due diligence. Jesse and Morgan also talk about things it takes to win in the difficult California…

Wastewater treatment technologies, such as aerobic granular sludge (AGS) continue to evolve to meet new regulations and affordability concerns. In this episode of Innovation Alley, we’ve brought together representative from two heavily involved groups: the engineering community and equipment systems suppliers to share insights on this important top…

Doug talks about factors impacting the very soft start to 2024 for the publicly traded direct selling stocks, with forward earnings being sharply reduced coming out of the 2023 4Q earnings cycle and forward multiples remaining at generational lows. However, Doug notes that these companies have been around for a while and have seen tough stretches b…

In this episode we are joined by Jesse Redmond of Water Tower Research to discuss Rescheduling Rumours, Cannabis Catalysts & Earnings Take-Aways. Jesse has a unique background as a former hedge fund manager AND a cannabis dispensary operator. He shares insights on specific names and outlines a game plan depending on your risk tolerance. In this epi…

We are deep in Q4 2023 earnings season and this week's show starts with Jesse, Morgan, and Toby sharing their biggest takeaways from the results so far. Jesse covers how margins are evolving, Morgan complements that with cash-flow conversion metrics, and Toby gives his perspective on the various 280E tax strategies we are seeing utilized. Ascend CE…

Tim Regan is joined by Peter Gastreich and Chris Degner to discuss the changing landscape for the oil & gas industry in Latin America and Colombia. Among the key themes discussed include strategies of onshore independent operators and natural gas in the context of energy transition.By Water Tower Research

This week's show had an all-star cast to review recent earnings. CannaVestments shared his thoughts on the federal and state-level catalysts in 2024 and contrasted this against eroding investor sentiment. He also gave his perspective on the recent results from GTI, Verano, and Trulieve. Boris Jordan, Executive Chairman of Curaleaf, joined the show …

This episode of Innovation Alley focuses on artificial intelligence. Hosts Tim O’Rourke and Dave White are joined by artificial intelligence experts from YegaTech for a discussion on how AEC firms can navigate the world of AI and leverage this important tool to enhance business and bring value to clients.…

WTR’s Tim Regan and Jesse Redmond were joined by Benzinga’s Elliot Lane to recap the company’s recent Cannabis Spotlight event in Los Angeles. This was Benzinga’s first regional event, and the group discussed the sentiment among operators, favorite moments, and biggest takeaways. The episode concludes by looking forward to Benzinga’s Cannabis Capit…

In this episode we are joined by Will Muecke who is Co-Founder and Managing Member at Artemis Growth Partners. Artemis Growth Partners is one of the largest and most active private investors in cannabis with ~$400M+ under management exclusively in cannabis. Will and his team have invested throughout the cannabis value chain including MSOs, Brands a…

GTI, Trulieve, and Verano reported Q4 2023 earnings this week and the guys dig deep into the results. To discuss Verano, they are joined by the company's President Darren Weiss, CIO Aaron Miles, and CFO Brett Summerer. Plus, Morgan asks Grok about cannabis bear Mitch McConnell's retirement and what it means for the cannabis sector…

BayMedica is the commercial business arm of rare cannabinoids-based drug developer InMed Pharmaceuticals (NASDAQ: INM). BayMedica produces and sells synthesized high purity and consistent rare cannabinoid ingredients to the Health & Wellness sector. BayMedica’s business has quickly grown its annual revenues to more than $5 million over the last 12 …

This week's show begins by discussing the Benzinga cannabis conference in Los Angeles. Morgan and Jesse left inspired by the strength of brands, the quality of products, and the lack of focus on politics. Boris Jordan, Executive Chairman of Curaleaf, joined to discuss the recent events in Germany. He shares how he sees the program evolving and the …

Grown Rogue CEO Obie Strickler joined WTR’s Jesse Redmond to discuss how it grows low-cost craft cannabis at scale. The company has found success in historically different markets like Oregon and Michigan and Strickler shared the steps it has taken to compete in these open-license states. Grown Rogue is expanding, and he explained why it chose New …

In this episode we are joined by a special guest who brings a unique perspective on trading cannabis stocks through technical analysis. Charting Man Dan of The Chart Guys is a well known cannabis personality who specializes in chart reading. Dan is a veteran cannabis trader but also regularly trades broader indices and crypto. Dan is a wealth of ho…

Morgan's on the road, so Jesse and Toby start the show reviewing the recent pullback in cannabis stocks and the corresponding drop in sentiment. Toby also shares his experience at the Cannacord webinar and Jesse explains how the institutional investments in cannabis compare to more mature sectors. Sam Armenia, known as Sammy J on Twitter and VP of …

LifeVantage CEO Steve Fife and CFO Carl Aure join WTR’s Tim Regan and Doug Lane to talk about the company’s recent Global Kickoff event, featuring the introduction of this year’s “Rise ERA” theme to its Consultant base worldwide. Also covered is the announcement of Phase 2 of its LV360 initiatives this year, as well as a recap of Phase 1 introduced…

Jesse, Toby, and Morgan begin the show by catching up on the latest cannabis-investing news. Sentiment around the timing of the DEA's response continues to improve and this is driving inflows into the US cannabis MSOS ETF. The group also covers the addition of Ascend to the MSOS portfolio. The bulk of the conversation is around the importance of va…

Tim Regan is joined by Dmitry Silversteyn to recap what has happened in the chemicals and materials technology industries in 2023 and to provide an outlook for the industry in 2024.By Water Tower Research

In this episode we are joined by special guest Hirsh Jain. Hirsh is a cannabis policy expert and shares in depth analysis about: - DEA Rescheduling: Is Sooner or Later better for Biden? - How do state level cannabis programs affect elections? - Florida: Why Hirsh is bullish - VA / OH / PA & Texas - How important is cannabis really for voters? Don't…

Jesse, Morgan, and Toby are back together to discuss the improving environment for US cannabis stocks. This is the fifth consecutive week of gains and broad US cannabis benchmarks are up over 50% this year. The boys analyze and appreciate the recent run in cannabis stocks and discuss how the space has evolved since the HHS announcement. They review…

Join WTR’s Jesse Redmond and John Roy and as they chat with Bakkt’s Head of Institutional Solutions, Ray Kamrath, about how Bakkt’s custody capabilities are key for its institutional clients, and how the recent approval by the SEC of several Bitcoin ETFs is changing the US market.By Water Tower Research

Tim Regan is joined by Budd Bugatch and Rex Henderson, who recap the 2024 WTR Furniture/Furnishings Virtual Conference and provide their takeaways from the event and their insights and outlook for the Consumer Hardlines sector.By Water Tower Research

This week's show starts with Jesse, Morgan, and Toby discussing the strong start to 2024. The group evaluates what's been driving the positive returns and inflows to the MSOS and MSOX ETFs. Verano President Darren Weiss and CIO Aaron Miles join 20 minutes into the episode. Darren and Aaron react to the contents of the HHS recommendation and also up…

In this episode we are joined by Mike aka MJ Stock Trader on Twitter. Mike has become a leading voice on CannaTwitter over the past 3 years and shares a unique perspective on social media's importance in cannabis investing. In this episode we discuss: - The importance of psychology and sentiment - How 2024 has started for investors - What's Next? K…

Join Tim Regan, Lynne Collier, and Doug Lane as they discuss their takeaways from the recent ICR Conference.By Water Tower Research

This week Jesse, Morgan, and Toby discussed the release of the HHS rescheduling recommendation. For the first half hour, Brady Cobb, Founder and CEO of Sunburn Cannabis, shares his perspective on the contents and timing of the release. He also adds his thoughts on the implications of 280E removal and how he thinks about it from an operator's perspe…

This week's show begins by talking about how Jesse is seeing increased interest in companies wanting to tell their stories ahead of a potential increase in the investor base. This is complemented by observations that the cannabis capex cycle may be improving. On the state level, new Illinois data shows the state had a strong year, which is contrast…

Join Tim Regan and Jesse Redmond as Jesse discusses the tumultuous year for cannabis and what to look for going into 2024. Then Tim talks to Robert Sassoon to gauge the outlook on psychedelics and the progress being made with psychiatric treatments.By Water Tower Research