260112 US Market Outlook - CEOs Panel

Описание: Speaker:
Eric Offenberger, CEO, Vext Science
Robert Groesbeck, Co-CEO, Planet 13 Holdings
Jason Vedadi, CEO, Story Companies
Sam Brill, CEO, Ascend Wellness Holdings

Discussion Points:
• Quantifying the tax impact from S3 rescheduling
• US macro and regulatory outlook
• Key market trends at the state level
• Retail and wholesale dynamics for each MSO
• M&A trends
• Changing investor and lender interest?

#CannabisIndustry #CannabisInvesting #MSOs #280E #CannabisRescheduling #CannabisStocks #PabloZuanic #Plantet13 #Storycannabis #Vextscience #Ascendholdings

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

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Disclaimer:
The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees.

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

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0:00 - Welcome & CEO introductions
3:00 - Rescheduling – 280E tax impact & timeline
11:00 - Capital-markets reaction – equity, debt, M&A, SAFER Banking
19:30 - Hemp-derivatives threat – state crack-downs & market size
29:30 - Company deep-dives – state rankings, store counts, strategy
50:30 - 2026 crystal-ball – FDA, uplisting, PA rec, investor message
58:00 - Closing pitches – why now, what to look for, reverse-split caution
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(Time stamps and Chapters are AI-generated, may contain mistakes.)