Understanding the Cannabis Market in Germany & IIPR Earnings | Trade To Black
Understanding the Cannabis Market in Germany & IIPR Earnings | Trade To Black
Welcome back to the Trade To Black Podcast today’s episode we talk about understanding the Germany cannabis market with Pablo Zuanic, a seasoned equity analyst renowned for his expertise in the cannabis and psychedelics sectors. In our headlines, we will cover IIPR earnings and tax enforcement in Canada.
#Germanylegalization #Cannabisnews #TLRYstock
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Key Points:
Tax Enforcement in Canada: Analysis of the CRA’s actions against delinquent cannabis producers and the impact on the industry, highlighting the debt owed and potential repercussions for companies.
Canadian Finance Committee Recommendations: Discussion on the proposed excise tax change and its significance for licensed producers, potentially easing financial burdens.
IIPR’s Earnings Report: Detailed review of IIPR’s financial health and expansion strategies, emphasizing their presence in 19 states and the focal points of their growth.
Germany’s Cannabis Regulation: In-depth conversation with Pablo Zuanic on Germany’s recent cannabis legislation, addressing misconceptions and the actual state of legalization, including its effect on medical and adult-use markets.
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Great show. Really informative. If alcohol consumption is high over, TLRY also has infused alcohol/cannabis beverages too. May help their bottom line
These guys are a must follow on Social Media
There is no bigger brand in marijuana than Aurora cannabis in the entire world. Despite your dislike of them these are the facts. Nobody in the world knows who in the hell true leaf or green thumb is trust me. Aurora cannabis will most likely be bought by one of the big bigger msos or merge to take advantage of this status and e u g m p certification …people get on board or be left behind. FYI… Don’t be surprised to see Canadian LPS with the eugmp status selling in medical dispensaries in your US cities soon once FDA makes its statements
SNDL and NOVA are up to date with all their taxes. This might be Canada’s watershed moment, causing accelerated consolidation.
I lived in Germany (British) They love beer but are also quite bohemian and I could easily see them enjoying a Dutch cannabis style nightlife. Some parts of southern Germany are very religously conservative.
Anthony…I was a little surprised by your reaction to the tax story. We’re waiting for consolidation so our top lp’s can start to shine. This to me is a similar situation to New York where one group follows the rules and another group doesn’t. Sure we feel bad for investors and founders, but allowing some to get away with not paying taxes is upsetting the natural balance of the market. This is part of the reason why the Lp’s are struggling to attain profitability.
On a second note, if this new tax reduction happens, this could be the Canadian version of 280e going away. Take Vff for example, they just broke free cash flow positive on the cannabis portion of the operation, when you take away the produce they book approx 150m and if they kept an extra 25% that would add an extra $40m straight to the bottom line. Assuming I’m correct, that would be approximately .35c/share
Watch McConnell join the board of a cannabis company like Beohner. Might be too sick but I bet he will invest for his family. Hypocrite!
Sndl Good 🚀🚀
Always love hearing from Pablo Zuanic. He should be a regular on the show
Zuanic likes Marimed also, then why doesn’t he post a report on either company? O yeah wait for earnings then you have an excuse….great analyst? I think not!!
Pablo is the goat! you guys are alright i guess
Another informative podcast.
This was an excellent show. Thanks TDR
Womt canopy be in Germany as well?
Does Pablo know that the private local German company Demecan was a joint venture result with Maricann Group / Wayland Group?
Where do they get their 95% import from?
By the way – Who knows where Mr. Ward is?🫢
Hey folks, have you heard about Katherine C Boone? She’s been getting a lot of buzz lately for her portfolio management skills 0:30
Thank you guys. Why is it that no one mentions SNDL. I bet they have paid their Canadian taxes already, it’s a smart company 😂
Great information – Europe is just beginning
These TDR hoddies r the Big Dic Vic of hoodies 😁
CRA is tyrant
18:09 haha someone is in the way
While Simon builds his wealth, we all take it on the chin. Terrible CEO !
Pablo has volumes of first class information but talks too d… fast . Please ask him to slow down and inform like a professor. I have followed him in print for years and consider him the top MJ analyst in North America.
Someday MSOS will split