IgniteIt · Cannabis Capital ConferenceMIAMI 2027March 24–26 · The Diplomat Beach Resort, Hollywood FL
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.
Oct 28, 2026
The IRS Is Financing Cannabis. What Happens When It Collects?
$685 million of the $905 million in 2025 operating cash flow at 12 public cannabis operators came from federal taxes recorded but not paid.
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Oct 21, 2026
Village Farms Builds. Vireo Buys. Who Keeps the Cash?
Vireo grew revenue 265% through acquisitions while its margin fell; Village Farms grew 5% and widened its margin. Rolando García asks which growth leaves shareholders with more cash.
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Oct 14, 2026
Cannabis Prices Have a Floor. Who’s Still Above It?
Illinois cannabis sells for $5.61 a gram. Rolando García’s cost model says about $2.20. The $3.40 gap is what limited licenses are worth — and what’s at risk when they aren’t.
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Oct 7, 2026
How Much Does It Cost to Wait?
NewLake gets paid to wait, Vireo pays in shares — and Curaleaf just raised its Aurora bid 25% to $5.
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Sept 30, 2026
Revenue Grew. Did Your Share of the Company Grow?
Trulieve is carrying a $668.4 million tax-position liability and Green Thumb cut its share count 5.6% — what cannabis growth actually cost shareholders.
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Sept 24, 2026
Prices Fell in 16 of 17 Markets. Everyone Kept Expanding Anyway.
Retail prices fell in 16 of the 17 markets Zuanic tracks — and MariMed, TerrAscend and Curaleaf all expanded into it anyway. Three companies, three completely different bets.
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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.
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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.
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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.
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