You read this week’s publication New Cannabis Ventures Weekly Newsletter we publish from October 2015. We no longer send them. By mail as before but we post this and all newsletters On our website hereA number

Friends,

Every quarter, I refresh the Cannabis Stock Index, which covers active cannabis shares. The index returns at the end of 2012 and developed as the cannabis industry developed. I will share the full update next week, when Q3 is over, but I want to discuss a change in the index on the upcoming re-elexatization, which was based on data on 09/23.

The last quarter, I refreshed that the figure would again have 23 members, which is a typical type of shares. What surprised me about changes was that the MSOS in the index went down 6 to only 3. It is possible that the removal of its low trade in June may have been more shocking. 3 MSOS presented only 13% of the index at 6/30.

This next quarter, the number of shares, which qualifies 28, four new or returning members, are given to MSOS. Returning the indicator will be CRESCO LABS, CURALAF, TERRASCEND and VERANO HOLDINGS. On 7/30, on 7/30, 25% of the 7s index will be presented. Although MSOS’s share has sharply increased, this is not a high percentage. At the end of April 2024, only only only MSOS was 38% of the index when there were 11 MSOS 29.

I have constantly discussed how cannabels and investors can extend their concentration beyond only one part of the cannabis, so “only 25%” do not stand out to me. It’s the same percentage of what Canadian LPS is holding and it is inferior to 39% of assistance. MSOS has a great drawback because they trade on OTC, but they also face 280e taxation, which is combined with the debt of the balance sheet sheet.

The Rebalanced index will include all 5 of the largest MSOS, plus two people. The most interesting thing for me is what will not include. Of course, the heart is no longer in the figure, but there are several msos that are not yet in it, despite their mass income. The one who stands out is Vireo’s growth, which is not described due to its trading volume, which has not increased enough.

The growth of Varo first started trading in early 2019. For some time, it was an increase of kindness, but last summer became a virus. Originally, it was a medical canpian company based in Minnesota and operates in New York before I expanded Maryland. The company had to be united with the review, but the deal was distinguished and remained in court. Bengal Bengal Capital Josh Rosen joined as an interim executive director in early 2023 and became General Director in the summer of 2024 before leaving for October. The current CEO of the company, John Mazarakis, who joined Chicago Atlantic, at the end of 2024 as a company announced a big plan Buy 4 single state operators and collect $ 75 million for one share for $ 0.625. Company actually raised $ 81 millionA number of this was quite impressive.

There have been some people who are discussing Vireo growth, including multiple jacket Aaron Edelheit in many articles, as well as Pablo Zuanic. The company has already closed most of the achievements announced in December and caused $ 48 million, completing the quarter for $ 106 million in cash. Still, it seems that a lot of analyst does not seem coverage. In the past month, the shares on average made a daily trading shares that are lower than $ 400k minimum required.

Perhaps more disappointing than the lack of interest in investors has been the price of prices. At the end of 2024, the shares are currently kept by 10.7% when the company announced that it sold $ 81 million worth $ 0.625. MSOS gathered by 22%, and Cannabis Global Index has purchased 4.9% as of 9/25. Since the company announced transactions, it doubled at prices by 22% with MSOS. While the return of a year in MSOS is a lot, the vodge has been a little advanced.

Of course, Varo’s growth has seen a lot over the past few years. In 2023, it took the low level of all time, but the shares were falling since August. Cannabis investors should consider it. Big capital raising is underwater, and the volume of trade is small compared to the size of its actions.

Commercial volumes have expanded, especially for MSOS, and Varo’s growth has been transformed into itself. Investors, however, seem to be not yet. I continue to control the company’s evolution, but still do not include it in my focus of 19 shares. I want the growth of Viro to the best and hope that the buyers of his shares are approaching the end of the year, now 20%, do not stay in the red.

Frankly,

Alan

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Based on the Houston, Alan cries out his experience as the founder of the online community 420 InvestorThe first and still the biggest decent diligent platform focused on the shares sold in the cannabis industry. Alan continues to find new ways to connect industry and facilitate its sustainable growth in the Canepuni community. Approximately New hemp enterprisesHe is responsible for content development and strategic alliances. Until the early 2013 focuses on the cannabis industry, Alan, who began his career in Wall Street, worked as more than two decades of research and portfolio. Article 650 of the Article 650 published in 2007 Looking for alphaWhere he has 70,000 followers, Alan is a frequent speaker for industry conferences and a Frequent source The media, including NY Times, Wall Street Journal, Fox Business and Bloomberg TV. Contact Alan. Ration | Facebook | Connection | Email

You read this week’s publication New Cannabis Ventures Weekly Newsletter we publish from October 2015. We no longer send them. By mail as before but we post this and all newsletters On our website hereA number

Friends,

The Cannabis Global stock index had a rough beginning until September. After 45.5% growth in August and increased by 54.2% after the end of the month, the figure decreased from 7.74 to 6.99 in just two days. The result is now only 1.6% per annum. The Great Cannabis Etf MSOS, which is 21.0%, decreased by 17.2% in late August.

Currently there are 23 shares in the Global Cannabis stock index, and they are now 39.2% now. The return frame is from -19.6% to + 186.0%.

There are more than doubled three shares in late June and 13 are two-digit winners. In the last 2nds of June, two shares that have been added to the index are double digit dismantling.

Leading three shares are Canadian LPs, and this newsletter has called the best two coats this year this year. Of course, I alerted here TILRAY is a dangerous stock On August 20, and while he fell a lot from his last peak, it is still higher than at that time (and it is dangerous to stay.)

Today I want to give some caution on some of these names and explain why I’m worried. I have written articles about some, looking for alpha, which are carbon (Tilre and farms), and I continue to be very negative on MSOS ETF (bad diversification). I will celebrate the shares that are in the Global Cannabis stock index, which depict me in alphabetical order.

• Aurora Cannabis (ACB)I was closely following this one but it’s no longer on my focus list to 420 investors. The company exploded it in Canada’s adult market, but it has expanded internationally medical hemp. I don’t think the General Director has done a good job, and the shares that make up 15.4% a year as if they are not attractive.
• Canopy growth (CGC): I’m closely following CGC and I have been very negative on it for a while. It has become exclusively cannabis, but it continues to harm its actions and fight with many debts. The share decreased by 49.1% to time, and I design it will post a new time low.
• Glass Home Brands (Glasf)I don’t contain this one in my focus list, but I pay attention to it, because it is only three MSOS index. I like the CEO, but I think the stock is overestimated. Two investors have been supported who support the Fund very loudly. Glasf is 21.7% per annum.
• Rhythm (force): This one, who was known as Agri, was difficult to start in September, but it is 23.0% per annum. I wrote about it before here and I’ve watched it even though it’s not in my focus list. I am interested, because the green thumb industry has such a large share. While I love the idea of ​​haunting beverage-based drinks, the company has a lot of work to do to justify its mass assessment.
• SNDL (SNDL): I don’t contain this one in my focus list, but I said to the CEO I like me. The company has what I consider bad MSOS, and it now trades on the value of a tangible book. It makes 40.5% a year.
• TILRAY brands (TLRY): I started providing Tlry for a long time since I was not satisfied. I appreciate the better balance and likes what the company does with the drinks in the United States, but the fund, which now goes down by 10.9%, seems very expensive. Share-Count has exploded. One year from now on my target is essentially below if the shares trade and the company does not benefit from transformation.
• Trulieve (TCNNF)To date, 44.7%, shares are cheaply designed with adjusted EBITDA. I think that the margins expected by analysts are too high, and I am very careful for Florida, where it is quite large. I also don’t like the balance sheet that has many tax liabilities. If 280E tax is clinging around, this one will fall sharply.
• Village farms (VFF)Although it has fallen from the last peak, it still ends 234.6% a year. I think it’s a good company and looks like a transformation, but the fund looks ahead of her. The company could receive a medical cannabis license in Texas, but it may not be. I loved it under $ 1. While I don’t expect it to be a lot I think it could fall a lot.

I covered here just stocks that are in Cannabis Global Stock Index, although there are shares that are not in the indumin. I wrote about some of them while looking for Alpha and I recently parted the post in my blog some cannabis shares that refer to meA number

If I didn’t mention a share with me I don’t want readers to believe the name I like at the current price. My model portfolio has 19.3% cash in the 420 investors, which is about 20%, and positions in two Canadian LPS, two MSOS and three auxiliary names. I try to create a portfolio that has less flaws than Cannabis Global Stock Index.

Any trader or investor that counts 280e taxes can see this to happen. I don’t suppose that it will be, but luck for all those who bet it will be.

Frankly,

Alan

This week’s newsletter is sponsored by Paul. Sapperstein Co.

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Interested parties can contact Michael Saperstein 617-227-6553 or email msaperstein@pesco.comA number

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To get real-time updates as our Facebook page or follow Alan RationSharing a number and discover industry news along with supporters, the largest hemp group and entrepreneurs group ConnectionA number

Watch Revenue and Revenue Search Engine:which occupies the best income producing Cannabis shares.

Stay on top of some important communications of public companies by watching upcoming Cannabis Investor Calendar:A number

Based on the Houston, Alan cries out his experience as the founder of the online community 420 InvestorThe first and still the biggest decent diligent platform focused on the shares sold in the cannabis industry. Alan continues to find new ways to connect industry and facilitate its sustainable growth in the Canepuni community. Approximately New hemp enterprisesHe is responsible for content development and strategic alliances. Until the early 2013 focuses on the cannabis industry, Alan, who began his career in Wall Street, worked as more than two decades of research and portfolio. Article 650 of the Article 650 published in 2007 Looking for alphaWhere he has 70,000 followers, Alan is a frequent speaker for industry conferences and a Frequent source The media, including NY Times, Wall Street Journal, Fox Business and Bloomberg TV. Contact Alan. Ration | Facebook | Connection | Email

Cannabis shares, as measured by Cannabis Global FOCK index, 2024. The index increased by 11.5% in April, and in June, by 3.8%, and in July before 6.0% rally. In August, it ended at 7.74, increasing 45.5%.

After the first collapse of Q4, the figure decreased by 21.8% and 6.88 in Q1, then only 0.2% in Q2. The Cannabis Global Stock Index, which now has 23 members, grow by 54.2% in the first quarter and increased by 12.5%.

Since the top of February 2021, the Global Cannabis stock index decreased by 91.6% from 92.48.

The strongest 3 names of August increased by more than 102%.

In 2025, Tlry gets a little above and VFF is great. TCNNF earned 69.8% a year.

The most weakening of August 3 was more than 2%.

Each of these shares is an elderly day, especially the IPW.

In one month, we will again summarize the performance of the index. In April, we combined what two articles were released, and we refresh the other indicators that the newly established women’s companies continue to maintain the American Canadian Canadian index.

American Cannabis Operator Index:

In August, ACOI scored 116.4%, increasing from 6.97 to 15.08. It grows by 80.4% a year, increasing from 8.36.

In August, the strongest fund was VERANO HOLDINGS (OTC: VRNOF) (CSE: VRNO), which increased by 200.3%. The weakest, Jushi Holdings (OTC: Jushf) (CSE: Jush), which increased by 34.3%.

In September, the figure will rise by ten members, growing holdings (OTC. Aawh.u) and Planet 13 (CSE: PLTTH)

Auxiliary Cannabis Postcode:

In August, the centers rose by 21.9%, as the index rose decreased from 11.02 to 13.43. Until now, the figure decreased by 2.5%, from 13:77 to 1325.

The strongest fund in August was Cultivation (NASDAQ. GRWG), which increased by 81.8%. The weakest, Scotts Miracle-Gro, decreased by 7.2%.

In September, the figure will have an additional member, as Norlak’s capital (NLCP) has been re-qualified.

Canadian Cannabis LP index

In August, the Canadian LPS increased by 31.8%, as the figure increased from 56.25 to 74.16. The index received 48.0% from 50.11.

The strongest Canadian LP was in August TILRAY Brands:which increased by 139.2%. Adastra Holdings: (CSE. XTRX) was the weakest, falls 30.6%.

In September, the index will have the same dozens of members.