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.

Five years of cannabis SEC filingsIssue #46

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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Cannabis retail expansion under falling pricesIssue #45

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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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.

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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.

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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.

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