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The Next Five Years and 10 Stories From New Cannabis Ventures

 

 

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Alan Brochstein, CFA via gmail.mcsv.net	Sep 6, 2020, 8:02 AM (20 hours ago)
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Friends,

This week, we quietly celebrated the fifth anniversary of the launch of New Cannabis Ventures. We said at launch that we expected our platform would save investors, entrepreneurs, media and regulatory authorities time as they work to stay on top of the industry, and we believe we have stayed true to this mission thus far.

The Heart of NCV

Despite starting at a time when investors were enduring a brutal bear market and giving up hope, we were optimistic that we could provide unique value to our readers and that this was an industry with a bright future. In the beginning, our focus was almost entirely smartly curated content published around the web, providing a valuable time savings service to help our readers discover news quickly that would help them stay on top of the industry, and soon after we moved to provide more exclusive content. While we still publish the most important qualified company press releases and distribute them across our website and mobile app platform, our published content has evolved substantially since the early days.

In addition to a thought-provoking newsletter delivered every Sunday, we have created important institutional-level proprietary resources that industry readers rely on, such as:

• Six Professionally Managed Cannabis Indexes which are the industry's most accurate and longest running indexes that are still being maintained.
   
• The widely followed Public Cannabis Company Revenue & Income Tracker, and its summarized monthly updates, which provides much needed transparency for investors and sets the bar for operators
   
• A reliable Cannabis Earnings Conference Call Calendar and important tracking tools for Cannabis IPOs, New Issues and SPACs
   
• Over 180 industry interviews published with a wide variety of operators and investors and several dozens of informative articles from qualified guest contributors
   
• More recently, we have started to profile different state cannabis markets

New Cannabis Ventures continues to be the leading dedicated news source where content is driven from a sophisticated financial analysis and fundamental research perspective. Our headlines are succinct, and strive for published exclusive content to be fact-driven and reliable. 

The Next Five Years

We are excited to think about the next five years. For New Cannabis Ventures, our readers can expect us to remain true to our mission of saving them time, providing valuable information and resources, helping them learn about companies finding success in the industry and further evolving our content. One thing we want our readers to know is that we will not be diluting our focus with coverage of psychedelics. In fact, we are glad to see others head in that direction, following many of the failed opportunists that have plagued our industry for years.

As we assess the industry outlook, one thing seems certain: Expect the future to have lots of ups and downs. As we have detailed in the past, we believe a new bull market began in the depths of despair in March, and we are encouraged to see early signs that the promise for the industry has brightened. We don't expect full legalization in the next few years in the U.S., but we believe that federal policies may be rationalized, especially if the Senate control flips. We remind readers, though, that the bull thesis is one of status quo, as continued advancement state-by-state without any sort of federal interference can be very positive by itself. Potential regulatory reforms at the federal level add to the underlying positive outlook.

Other Trends We Anticipate

There are many things we look forward to seeing play out. For one, we believe investors have given up on Canada prematurely and that market could very much surprise many who have written it off as the slow-motion roll out finally hits its stride. The same can be said for California. We also think that the global markets have been slow to develop, but the next five years should see substantial expansion around the world and expect our attention will reflect more coverage of these markets. We have discussed the risks and opportunities of an alternative way of producing cannabinoids, biosynthesis, but we think regulatory challenges will limit the growth (think about CBD and the FDA). Finally, we anticipate more strategic partnerships and investments in the coming years between cannabis companies and mainstream companies, including pharmaceutical, tobacco, alcohol and CPG companies.

We want to thank our readers, the many cannabis operators and investors working to make this a great industry and the companies that have directly supported NCV for helping to make our first five years so gratifying, and we look forward to being your trusted source of news and data for the next five.