The Botanicals Podcast

Cannabis Shares Underperform Going Into Year-End Amid U.S. Regulatory Logjam

John Lothian — Fri, 17 Dec 2021 14:17:00 +0000

Although adult-use sales of cannabis remain robust in U.S. states where it is legal, Nasdaq IR Intelligence analyst Saleem Daya sees continued stock underperformance across the Cannabis space going into year-end, building on activity in the second and third quarters of 2021.

Cannabis shares pull back in Q2 as U.S. regulatory momentum fizzles

John Lothian — Wed, 21 Jul 2021 17:23:00 +0000

Nasdaq IR Intelligence analyst Saleem Daya explains why the sector's heated year-end performance has cooled; cites rising yields, retail investor fatigue as action on U.S federal legislation remains stalled.

‘Weed Out the Dreamers’ to Make Hemp Sustainable

John Lothian — Wed, 21 Jul 2021 17:21:00 +0000

In a midyear update with JLN, PanXchange CEO Julie Lerner says the hemp industry needs to turn its focus to farm economics; sees continued promise in carbon credits.

Looking for 'the Right Type of Disruption' in the Wild West of Hemp

John Lothian — Sat, 05 Jun 2021 02:34:00 +0000

After a long career in exchange-traded derivatives, GSCG Chairman Jack Bouroudjian is doing an about-face, turning to blockchain technology and tokenized settlement.

Institutions Build Presence In Cannabis Investments

John Lothian — Thu, 15 Apr 2021 15:41:00 +0000

John Lothian News talks to Nasdaq IR Intelligence analyst Saleem Daya about the evolving cannabis stock sector, including a steady pick up in institutional interest as the year 2021 begins to unfold.

Podcast Index:

How investment trends of 2020 are playing out in the new year - 0:44 mark

Notable Q1 canabis stock performers and ETF inflows - 5:31 mark|

Retail-led volatility and options volume - 8:40 mark

Impact of New York's legalization of recreational cannabis - 10:45 mark

The Hemp/CBD market and the regulation landscape - 13:24 mark

Tracking asset flows across cannabis benchmarks - 18:18 mark

Retail Traders Wade Into Cannabis Shares, Add Volatility

John Lothian — Mon, 15 Mar 2021 12:55:00 +0000

Nasdaq IR Intelligence analyst Saleem Daya sat down to talk with JLN about a recent jump in cannabis stock price volatility. He also explained what is behind the rise in mergers and acquisitions in the space.

Hemp In 'Year of Transition,' PanXchange CEO Says

John Lothian — Fri, 19 Feb 2021 20:32:00 +0000

Julie Lerner, the CEO of PanXchange, recently sat down with JLN's Thom Thompson for an in-depth discussion of the industrial hemp market. Her view of current supply vs. demand may surprise you.

Cannabis Shares Pick Up Pace As 2021 Regulatory Momentum Eyed

John Lothian — Tue, 12 Jan 2021 16:08:00 +0000

Saleem Daya, an analyst with Nasdaq IR Intelligence in Toronto, sees U.S. cannabis regulation poised for a rehaul in 2021 given Democrats' U.S. Senate win. While he acknowledges some uncertainly, he told JLN that U.S. reform and the implications of Mexico's legalization efforts are expected to provide new opportunities for sector growth.

Hemp: 'An Economic Experiment on a Grand Scale'

John Lothian — Fri, 11 Dec 2020 15:10:00 +0000

JLN Editor Thom Thompson explains the twists and turns of the 2020 hemp market and looks ahead to 2021.

U.S. Election Seen As Possible Pivot Point for Cannabis Legislation

John Lothian — Wed, 28 Oct 2020 20:35:00 +0000

Initiatives to legalize marijuana are on the ballot in five states this Election Day, giving voters the chance to move the industry toward wider acceptance. In addition, several Senate and gubernatorial races are seen as key to unlocking stalled legislation. JLN talks with Kerry Jordan, co-founder and managing partner of Supercritical, about how the vote is expected to impact the cannabis landscape.

Revolution Scores Big Wins In First-Ever Illini Cannabis Cup

John Lothian — Thu, 01 Oct 2020 19:12:00 +0000

Chicago-based Revolution Global took first place in six out of seven categories in a recent "Peoples Choice" competition judged by more than 200 consumers. John Lothian News talked with Revolution COO Dustin Shroyer to get the details.

Cannabis sector outperforms S&P 500 as U.S. sales grow

John Lothian — Tue, 29 Sep 2020 19:39:00 +0000

Saleem Daya, analyst at Nasdaq corporate solutions in Toronto, updates John Lothian News on the Q2 performance of listed cannabis shares amid strong U.S. sales and waning COVID-driven volatility.

Were Illinois' Social Equity Applicants Burned?

John Lothian — Thu, 10 Sep 2020 20:36:00 +0000

Heated debate and a lawsuit quickly followed the release on September 3 of a list of 21 finalists for the state's social equity cannabis dispensary licenses. Winners are expected to be chosen by lottery later this month. John Lothian News talked to Sparky Rose of the consultancy Supercritical to make sense of the social equity application process and learn why things have blown up.

Chicago NORML: Social Equity Licenses Just the Start

John Lothian — Mon, 31 Aug 2020 15:30:00 +0000

Stephen Simpson, executive secretary of the cannabis advocacy group Chicago NORML, spoke with John Lothian News about the group's social equity agenda and why the imminent awarding of 75 new dispensary licenses is just one item on a long checklist.

Publicly Traded Cannabis Stocks See Volume, Volatility as Sector Matures

John Lothian — Tue, 28 Jul 2020 17:11:00 +0000

Saleem Daya, analyst with Nasdaq IR Intelligence in Toronto, breaks down early 2020 trends in cannabis-related stocks for John Lothian News, and talks about active investors in the space and why some certain stock names have had greater appeal, both in the U.S. and Canada.

Cannabis Education Efforts Go Full Throttle Despite COVID-Related Roadblocks

John Lothian — Mon, 20 Jul 2020 20:11:00 +0000

In an interview with Kerry Jordan, co-founder of the consultancy Supercritical, and Amanda Gettes, director of strategic initiatives at Chicago's Olive Harvey College, JLN provides a midyear update on the state's nascent cannabis industry, including the delay in Illinois' new social-equity licenses, college training for dispensary workers, why sales are booming, and a preview of the education-directed Sparklist Summit.

State Rep. Kelly Cassidy: Illinois Legislators Take Notice of Strong Cannabis Revenues

John Lothian — Thu, 28 May 2020 16:31:00 +0000

By Suzanne Cosgrove | May 28, 2020
John Lothian News caught up with Illinois State Rep. Kelly Cassidy (D-Chicago) on Wednesday, May 27, just days after the finish of a special state legislative session. Amid talk of a budget deficit and pandemic-related business closures, the healthy revenue stream provided by the state's adult-use cannabis sales through April stood out, she said.

JLN checks in with Supercritical on banking relief and a scramble for new canna licenses

John Lothian — Thu, 07 May 2020 19:07:00 +0000

In the latest JLN update on the legal cannabis marketplace, Thom Thompson interviews Sparky Rose and Kerry Jordan, principals of the consultancy Supercritical, about possible legislative relief for cannabis banking as well as the impact of added Illinois licenses for craft growers and infusers.