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IgniteIt

Intelligence

The story behind the story.

Every week, Managing Editor Nico Rodriguez and the IgniteIt editorial team go past the headline to the reasoning underneath it — the deals, the capital and the policy shaping the cannabis business. Read the archive below.

Issue #44

Sept 17, 2026

Curaleaf’s Bid for Aurora Is Trading Like a Deal That Won’t Close.

Aurora’s cash covers 43% of the purchase price, leaving Curaleaf paying roughly 0.7x revenue for EU-GMP indoor capacity — generous and cheap at the same time.

Read the issue →
Issue #43

Sept 11, 2026

Cannabis Is Going Global. The Hard Part Is Getting Product Across the Border.

International demand is no longer theoretical. Converting it into revenue still depends on certification, testing and logistics most operators underestimate.

Read the issue →
Issue #42

Sept 4, 2026

The $4 Question: Can Curaleaf Convince Aurora Shareholders to Sell?

Three numbers decide the hostile bid: 50%, 66⅔% and 90%. García breaks down whether Curaleaf can actually get there.

Read the issue →
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