IgniteIt Intelligence: The Weekly Cannabis Business Briefing for Executives and Investors

Patrick Lane

IgniteIt Intelligence is a weekly cannabis business briefing for executives, operators and investors. Each issue takes one important development, such as a deal, an earnings report, a pricing trend or a policy change, and explains what it means for strategy, cash flow and valuation.

It’s designed for readers who already know the headlines and want the analysis behind them.

Who it’s for

  • Operators and executives who need to understand competitors, capital and market conditions
  • Investors and lenders evaluating public and private cannabis companies
  • Advisers and service providers, including bankers, attorneys and consultants who work with cannabis companies

What each issue covers

Each issue focuses on a single question and backs the answer with numbers from filings, deal terms, pricing data and research. Recent issues include:

  • Issue #46: “Revenue Grew. Did Your Share of the Company Grow?” How tax-position liabilities and share counts change what growth means for shareholders, using Trulieve and Green Thumb.
  • Issue #45: “Prices Fell in 16 of 17 Markets. Everyone Kept Expanding Anyway.” Why MariMed, TerrAscend and Curaleaf expanded into falling prices, and how their bets differ.
  • Issue #44: Curaleaf’s bid for Aurora. Why the deal is trading like one that won’t close, and what Curaleaf would effectively pay for Aurora’s EU-GMP capacity.
  • Issue #43: International cannabis. Why demand overseas is real, but turning it into revenue still depends on certification and logistics.

Read the full archive.

How Intelligence fits with IgniteIt’s news and events

Intelligence is one part of IgniteIt’s business coverage:

How it compares with data providers

Data providers such as Headset, BDSA, Hoodie Analytics and Viridian supply the raw numbers on sales, prices and deals. IgniteIt Intelligence explains what those numbers mean for business decisions. Many readers use both. See our guide to cannabis market intelligence and data providers.

Frequently asked questions

How often is IgniteIt Intelligence published?

Weekly. Issues are numbered and archived at igniteit.com/intelligence.

Who writes it?

IgniteIt’s editorial team, which covers cannabis capital markets, M&A and policy daily.

How do I get it?

Read the archive online, or sign up for IgniteIt’s newsletter on the homepage.