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PODCAST

4Twenteezs with Pablo Zuanic

Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis and hemp industry, helping investors better understand the dynamic sectoral landscape and gain first-hand knowledge of the various operators.Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and

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All Episodes

62:40

251028 The State Of Rec Sales In Minnesota

4Twenteezs with Pablo Zuanic ·

2025/10/28

Speakers:Amber Shimpa, President, Vireo GrowthZachery Wilson, CEO, Waabigwan MashkikiTim Gordon, Founder/CEO, Gordon CannabisJason Tarasek, Partner, Vicente LLPDiscussion PointsStart of rec in mid September, or just a soft launch? Market momentum?Rec market limitations on the two medical incumbents (Vireo Growth and Green Thumb)The role of the Tribal Nations in the MN cannabis marketTiming for new rec licensees to get up and running (dispensaries, growers, other), and numbersThe hemp derivatives

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61:27

251023 The State of The Ohio Cannabis Market

4Twenteezs with Pablo Zuanic ·

2025/10/23

Speakers:Trent Woloveck, Chief Strategy Director, Jushi HoldingsJared Maloof, CEO, Standard WellnessEdward Schmults, CEO, Firelands ScientificDiscussion PointsIs growth stalling? deflation creeping in?Pace of new store openings? not near saturation?Waiting for AU regsRollout of pre-rollsImpact from hemp derivatives market#cannabis #cannabisstocks #cannabisdispensary #Jushiholdings #StandardWellnessCo #FirelandsScientificRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in

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59:11

251021 The Canadian Pre-Roll Segment

4Twenteezs with Pablo Zuanic ·

2025/10/21

Speakers:Adam Coates, Chief Revenue Officer, Decibel CannabisScott Lough, VP Product Management & Marketing, Canopy GrowthBradley Gunter, SVP of Sales, Organigram HoldingsDiscussion PointsHow pre-rolls became the largest category in Canada, overtaking flowerLeading brands and latest innovationThe rise of infused pre-rolls, and new entrantsJoints vs. blunts; variety packsShopper behaviorQuebec rolling out pre-rolls#cannabis #cannabisstocks #cannabisdispensary #DecibelCannabis #Organigram

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61:33

251016 The State of the Florida MMJ Market

4Twenteezs with Pablo Zuanic ·

2025/10/16

Speaker:Robert Groesbeck, Co-CEO, Planet 13 HoldingsDaniel Firtel, President, TRP Co/ Cookies FloridaAaron Bloom, CEO, DocMJ ClinicsDiscussion points:Operators’ strategies in FLRoom to increase “store rev yield”State of the FL market (more stores and capacity?)Pricing climateHemp competition, and new rulesNov 26 ballot?#cannabis #cannabisstocks #cannabisdispensary #Planet 13 #TRPCo #cookiesFL #DOCMJRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis

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54:13

251025 Fireside Chat With Aurora Cannabis CEO, Miguel...

4Twenteezs with Pablo Zuanic ·

2025/10/16

Speaker:Miguel Martin, CEO, Aurora CannabisDiscussion Points· Challenges and opportunities in Germany· How delays in Portugal benefit ACB· Growth potential in the UK and Poland· State of the Australian business· Room to expand Canada medical· Opportunities in biotech/pharma· Optionality in the US#cannabis #cannabisstocks #cannabisdispensary #vextRenowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors

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56:56

251009 Fireside Chat with FLUENT Corp CEO

4Twenteezs with Pablo Zuanic ·

2025/10/10

Speaker: Dave Vautrin, CEO, FLUENT CorpAbout FLUENT Cannabis FLUENT Corp. is a vertically-integrated cannabis Company with licenses and operations in Florida, Pennsylvania, Texas, and New York. In FL, Fluent is the 7th largest operator with 35 dispensaries, and has several ini2a2ves in place to boost revenue per store. In NY, the company has a growing wholesale business and is actively supplying the state’s new rec stores (it is the licensee for Alien Labs) out of a Chestertown facility; a new

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63:14

251006 The Canadian Flower Segment

4Twenteezs with Pablo Zuanic ·

2025/10/09

Speakers: Margaret Brodie, CEO, Rubicon Organics Orville Bovenschen, President of Village Farms Canadian Cannabis Cyrus Hambaz, CEO, Canadian Clinical Cannabinoids Alex Smith, CEO, Canada’s Island GardenAbout Rubicon Organics Rubicon Organics was founded in 2015, to grow premium quality, certified organic flower out of their Pacifica facility in Delta BC, Canada. Since that time, they have become known as the most premium and trusted licensed producer in Canada and have grown to a 200+ workforce,

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59:31

250918 Wholesaling, Distribution, and the Power of...

4Twenteezs with Pablo Zuanic ·

2025/09/21

Speakers: Ryan Crandall, Chief Commercial Officer, MariMed David Gacom, Chief Commercial Officer, Ascend Wellness Wesley Hein, Co-Founder, Mammoth DistributionAbout MariMed MariMed is a multi-state cannabis operator in the United States. They develop, own and manage seed to sale state-licensed, state-of-the-art, regulatory-compliant facilities for the cultivation, production and dispensing of medical and adult-use cannabis. Their award-winning portfolio of trusted cannabis brands, crafted with

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75:09

250815 Rescheduling Cannabis Discussion with Shane...

4Twenteezs with Pablo Zuanic ·

2025/08/16

Speaker:Shane Pennington, Partner, Blank Rome LLPDiscussion Points • Path to rescheduling; the options for President Trump • An entirely new rulemaking process? • Or just complete the one started by the President Biden’s DOJ • How could the process be expedited • Potential timeline? Potential legal challenges? • What about descheduling? And or federally legalizing medical cannabis?About Shane Pennington Shane counsels clients on federal regulatory issues involving a number of industries, including

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57:34

250716. Texas: New Medical Cannabis & Hemp Regulations

4Twenteezs with Pablo Zuanic ·

2025/07/21

Speakers: Aaron Bloom, CEO, DocMJ Robert Beasley, CEO, Fluent Cannabis Richard Cheng, Managing Member, Ritter Spencer Cheng PLLC Discussion Points • New medical cannabis (MMJ) regulations • How many more MMJ licenses? And when will they be awarded • Expansion of MMJ conditions • The banned hemp regulations • What are the next steps on hemp post the Governor’s veto #cannabis #cannabisstocks #cannabisdispensary #FluentCannabis #DocMj #cannabislaw #RitterSpencerChengPLLC Follow us on

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50:09

250423 Fireside Chat with Vext Science C-Suite

4Twenteezs with Pablo Zuanic ·

2025/04/24

Speakers:Eric Offenberger, CEO/COOTrevor Scott, CFOScott Everett, General CounselAbout Vext ScienceVext Science, Inc. is a U.S.-based cannabis operator. Vext’s expertise spans from cultivation through to retail operations in its core markets of Arizona and Ohio.Based out of Arizona, Vext owns and operates state-of-the-art cultivation facilities, fully built-out manufacturing facilities as well as dispensaries in both Arizona and Ohio. The company manufactures Vapen™, one of the leading THC

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49:38

Q&A With Anthony Coniglio, NLCP's CEO

4Twenteezs with Pablo Zuanic ·

2025/04/18

Speaker: Anthony Coniglio, CEO, NewLake Capital PartnersDiscussion Points Growth outlook given MJ industry landscape Quality of the tenant book On Calypso and Revolutionary Clinics Read across from defaults disclosed by industry peer IIPR Potential catalysts for NLCP shares Opportunities outside the US About NewLake Property Partners NewLake Capital Partners, Inc. is an internally-managed real estate investment trust that provides real estate capital to experienced state-licensed cannabis operators

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54:40

The Dutch Pilot Opportunity for VFF

4Twenteezs with Pablo Zuanic ·

2025/04/18

Speakers:Michael DeGiglio, President & CEO, Village Farms InternationalOrville Bovenschen, President, Pure Sunfarms & Leli Holland DivisionsAbout Village Farms InternationalVillage Farms leverages decades of experience as a large-scale, Controlled Environment Agriculture-based, vertically integrated supplier for high-value, high-growth plant-based Consumer Packaged Goods opportunities, with a strong foundation as a leading fresh produce supplier to grocery and large-format retailers

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58:27

Fireside Chat with Germany's Canify AG’s C-Suite

4Twenteezs with Pablo Zuanic ·

2025/04/13

Speakers:Sascha Mielcarek, CEO Sebastian Pötzsch, CFO Arne Wilkens, CCO Silvia von Pistor, CIODiscussion Points • Company’s expansion plans and performance • Supply chain and RTM capabilities • Overall German MMJ market outlook • Plans to expand in the reimbursed segment • Partnerships with pharma companies for novel products • Upcoming capital raise • Plans outside GermanyAbout CanifyCanify Ag is a licensed pharmaceutical company focusing on medical cannabis. Products based on the latest research,

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62:21

Germany MMJ Market Growth & the New Government

4Twenteezs with Pablo Zuanic ·

2025/03/12

Speakers: Dr. Constantin von der Groeben, MD & Co-Founder, Demecan Stefan Fritsch, Founder, Grünhorn Sascha Mielcarek, CEO, Canify AG About Demecan Demecan is the German market leader for medicinal cannabis. As pioneers in the industry, DEMECAN stands as Germany's premier provider of medicinal cannabis. They specialize in the sustainable cultivation and wholesale of medicinal cannabis, offering comprehensive solutions for the German medical cannabis industry. Their focus lies in quality,

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64:05

The National & Global Appeal of California Cannabis...

4Twenteezs with Pablo Zuanic ·

2025/02/28

SpeakersKeith Cich, Co-Founder, Kanha/SunderstormTheo Terris, CEO, Uncle Arnie'sWesley Hein, Head of Global Brand Expansion, Mammoth Distribution (Heavy Hitters; Papa & Barkley)Chris Lane, Chief Marketing Officer, Gold FloraAbout Keith Cich Keith Cich is co-founder of Sunderstorm, a leading cannabis company that manufactures and distributes award winning Kanha gummies. The Company revolutionized edibles with nano, fast acting gummies and launched the first line of functional edibles that are

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60:45

Lending in the Cannabis Space

4Twenteezs with Pablo Zuanic ·

2025/02/28

Speakers: Anthony Coniglio, CEO, NewLake Capital Partners Dan Neville, CEO, Advanced Flower Capital Peter Sack, Managing Partner, Chicago Atlantic GroupAbout NewLake Property Partners NewLake Capital Partners, Inc. is an internally-managed real estate investment trust that provides real estate capital to experienced state-licensed cannabis operators through sale-leaseback transactions, third-party purchases as well as funding for expansions and build-to-suit projects. NewLake currently owns a

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61:26

Ohio Upcoming Catalysts

4Twenteezs with Pablo Zuanic ·

2025/02/16

Speaker Eric Offenberger, CEO, Vext Science Inc Trent Woloveck , Chief Strategy Director, Jushi Holdings IncAbout Vext Science Vext Science, Inc. is a U.S.-based cannabis operator. Vext’s expertise spans from cultivation through to retail operations in its core markets of Arizona and Ohio. Based out of Arizona, Vext owns and operates state-of-the-art cultivation facilities, fully built-out manufacturing facilities as well as dispensaries in both Arizona and Ohio. The company manufactures Vapen™, one

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55:58

MSO CFOs Discuss State of the Industry

4Twenteezs with Pablo Zuanic ·

2025/02/16

Speakers: Dennis Logan, CFO, Planet 13 Holdings Mario Pinho, CFO, MariMed Inc Roman Nemchenko, CFO, Ascend Wellness Holdings About MariMed Inc MariMed Inc., a multi-state cannabis operator, is dedicated to improving lives every day through its high-quality products, its actions, and its values. The company develops, owns, and manages seed-to-sale of state-licensed cannabis facilities, which are models of excellence in horticultural principles, cannabis cultivation, cannabis-infused products, and

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54:20

CANOPY GROWTH USA STRATEGY

4Twenteezs with Pablo Zuanic ·

2024/11/22

Speakers David Klein, CEO, Canopy Growth Judy Hong, CFO, Canopy GrowthAbout Canopy Growth: Canopy Growth Corporation, together with its subsidiaries, engages in the production, distribution, and sale of cannabis and hemp-based products for recreational and medical purposes primarily in the United States, Canada, Germany, and internationally. It operates through Canada Cannabis, International Markets Cannabis, and Storz & Bickel segments. The company offers dried flower, pre-rolled joints, oils,

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