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Merida Capital Partners
Cannabis-focused PE Fund powering leading cannabis companies: New Frontier, Canndescent, Henry's Original, Simplifya et al.
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Merida Capital Partners 18h
Don't know the economics of the $3.3MM sale and no opinion on the stock, but like showing progress on international front, finally has something to show for its work (and spending) in Portugal, and the delivery to Germany is to be lauded as a notable accomplishment.
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Merida Capital Partners 19h
Re kids and poison control issue discussed widely a few days ago-it would be interesting to see numbers of poison control calls for prescription meds consumed, otc meds like aspirin, other consumer products (like alcohol), other illegal drugs, and household cleaners.
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Merida Capital Partners 19h
Replying to @MeridaCap
However, in non-limited states like California where localities drove decision making on licensing, that might be where you see specific issues worth the FBI's time.
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Merida Capital Partners 19h
Replying to @MeridaCap
that incompetence of inexperienced reviewers or emphasis on less impt areas drive decisions, not out and out corruption. Not 100% certain of this but lawsuits challenging limited state decisions in places like MD/FL/PA has show serious incompetence but negligible corruption.
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Merida Capital Partners 19h
Replying to @MeridaCap
worth investigating in states with competitive municipal licensing but not statewide limited licensing because it would be far easier to find undue influence on local level. Limited states (CT/MN/MD/PA/NY/FL/IL/OH/NJ) had tons of scrutiny as part of oligopolistic structure
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Merida Capital Partners 19h
Our $.02-this will lead to tons of random tips by ppl who thought they were "DA BEST" in limited states venting that they didn't get a license and a questionable use of time and money as the FBI chases mostly dead ends but ironically, they might find stuff
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Merida Capital Partners 22h
Replying to @cannabis_times
this isn't a cannabis article and has zero to do with cannabis-it crushes the seeds of weeds that threaten soybean crops or other staples so they can't regrow.
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Merida Capital Partners 22h
Replying to @grassreporter
you better be skillfully combining it with those ingredients!
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Merida Capital Partners 22h
Last thought-as an investor in (and now (which has amazing QA/QC process), we have been trying lots of CBD brands Conclusion-all formulations are not the same and we find many CBD brands are just not very good. So expect lots of cos. to flame out there.
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Merida Capital Partners 23h
Replying to @CharterWM
Exactly. Would have loved an analyst to ask how much inventory is sitting in their vaults in Illinois ready to hit shelves as patient count grows. 5K patients added this mo. It took 40 months to hit 75K. Fingerprinting killed patient count and its gone.
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Merida Capital Partners 23h
Replying to @MeridaCap
They talked about going deeper in sts like Ill and PA in hyper growth due to patient growth and only 1 Q&A analyst even touched on the magnitude of it and how limited license is a massive value driver. They can't go into HSR so analysts should ask better ?s about Ill growth etc
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Merida Capital Partners 23h
2-Continue to be impressed by and they way they go about their business. Yes, its now in the Merida family through their NY acq. but its a damn good co that runs a smart, lean ship. SG&A is under control and growing only in the context of revenue growth. Great Q.
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Merida Capital Partners 23h
Replying to @NYSE
The biggest trades in going forward will be ppl who either have, or think they have, inside information on a bid or Hlth Cda's ruling. There is no business to assess and trade on. So , why exactly is trading still?
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Merida Capital Partners 23h
Been a busy few days so catching up on some recent news-a few random thoughts 1-only in Canada could a company like Canntrust be exposed as non-compliant in their core mandate and it still takes nearly 10 weeks to issue an order barring management from trading (MCTO).
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Merida Capital Partners Aug 20
Replying to @Taylor_West
I'm not sure those numbers are even fully correct because they went back 8 yrs to have a 4 yrs pre/4 yrs post as a comparison but some of the ways they qualified this really stretch the credibility of any of these studies.
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Merida Capital Partners Aug 20
Replying to @MeridaCap
Assuming other data not listed in article is similarly weak in identifying outliers, the anecdote of 2 teenagers who called poison control after smoking "what they thought was mj". Seriously? If someone took crack and called poison control and said it was mj it would be in here
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Merida Capital Partners Aug 20
This study is a joke of messy, cherry picked info leading to silly conclusions...but operators who we often tell that edibles and gummies are at risk in federal legislation usually say they have never heard anyone even whisper that...yet signs are there
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Merida Capital Partners Aug 19
Replying to @Dkarbowitz
Exhibiting at an Expo is like selling sweatshirts from a car?
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Merida Capital Partners Aug 19
Had a great time at the Hamptons Cannabis Expo last night. Sat on a great panel with Mark Z. from Tuatara and Mark M. From . And our portco Her Highness was definitely one of the busier exhibitors. Beautiful wares/products!
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Merida Capital Partners Aug 19
Replying to @KPRC2Vincent
Did I misplace an S and not carry the 1?
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