-
市場
-
產品
-
資訊
-
Moo社區
-
課堂
-
查看更多
-
功能介紹
-
費用費用透明,無最低余額限制
投資選擇、功能介紹、費用相關信息由Moomoo Financial Inc.提供
- English
- 中文繁體
- 中文简体
- 深色
- 淺色
EXCLUSIVE: Cannabis Debt Market Execs Debate Best States To Target, Seaport's Mascone Says 'New York Is Very Investable'
EXCLUSIVE: Cannabis Debt Market Execs Debate Best States To Target, Seaport's Mascone Says 'New York Is Very Investable'
One key component for U.S. cannabis investors is which markets to target in a complicated and convoluted environment in which each state has its own unique set of rules, regulations and laws.
"It's not static," John Lykouretzos, CEO of FocusGrowth Asset Management, said during a panel discussion on the cannabis debt market Thursday at the Benzinga Cannabis Capital Conference at Fontainebleau Miami Beach.
"We love the limited license states that are medical only."
The panel discussion included Lykouretzos; Travis Goad, managing partner at Pelorus Equity; Jack Mascone, head of capital markets at Seaport Global (NASDAQ:SGIIW); and Len Tannenbaum, CEO of AFC Gamma Inc (NASDAQ:AFCC).
Cannabis Investing State-By-State: Lykouretzos said he likes well-run companies in some of the early states to legalize cannabis.
"I'm not afraid of some of the OG states. I like Oregon, and I like Colorado," he said.
Tannenbaum said even the limited license states change, so investors have to watch the market dynamics closely.
"We have a lot of data and data collection. Pennsylvania prices are plummeting in terms of grows, so the grow in Pennsylvania is a lot less attractive than it was a year or two ago, but the dispensaries are still great," Tannenbaum said.
At the same time, Tannenbaum said he's excited about New Jersey, Missouri and Ohio and prefers companies that are vertical, operating as both growers and dispensaries.
New York Opportunities: New York legalized recreational cannabis in 2021, and licensed sales are expected to begin in 2022 or 2023.
Unfortunately, investing in the New York market is difficult at this point because of repeated delays and uncertainties, but Mascone said there are still opportunities in The Empire State.
"From a lending case, New York is very investable, and institutional participants are excited about New York. I think those risks manifest themselves a lot more through the equity market valuation. But when you're at the top of the capital structure, New York is very viable," Mascone said.
Goad is also bullish on New York.
"We're actively targeting stuff in New York and looking at deals now. It's very investible," Goad said.
Learn more about this and other upcoming Benzinga Cannabis events at this link.
Photo by Dez Smith.
One key component for U.S. cannabis investors is which markets to target in a complicated and convoluted environment in which each state has its own unique set of rules, regulations and laws.
對於美國大麻投資者來説,一個關鍵因素是在每個州都有自己獨特的一套規則、法規和法律的複雜而錯綜複雜的環境中,瞄準哪些市場。
"It's not static," John Lykouretzos, CEO of FocusGrowth Asset Management, said during a panel discussion on the cannabis debt market Thursday at the Benzinga Cannabis Capital Conference at Fontainebleau Miami Beach.
週四,在邁阿密海灘楓丹白露舉行的本辛加大麻資本會議上,FocusGrowth資產管理公司首席執行官約翰·萊庫雷佐斯在一次關於大麻債務市場的小組討論中表示:“這不是靜態的。”
"We love the limited license states that are medical only."
“我們喜歡僅限醫療服務的有限執照州。”
The panel discussion included Lykouretzos; Travis Goad, managing partner at Pelorus Equity; Jack Mascone, head of capital markets at Seaport Global (NASDAQ:SGIIW); and Len Tannenbaum, CEO of AFC Gamma Inc (NASDAQ:AFCC).
小組討論包括Lykouretzos;特拉維斯·戈德,Pelorus Equity的管理合夥人;傑克·馬斯科內,資本市場主管環球海港(納斯達克:新加坡國際基建公司);以及Len Tannenbaum,首席執行官AFC Gamma Inc.(納斯達克:AFCC)。
Cannabis Investing State-By-State: Lykouretzos said he likes well-run companies in some of the early states to legalize cannabis.
各國大麻投資情況:Lykouretzos説,他喜歡一些早期州運營良好的公司將大麻合法化。
"I'm not afraid of some of the OG states. I like Oregon, and I like Colorado," he said.
“我不怕一些俄亥俄州。我喜歡俄勒岡州,我喜歡科羅拉多州,”他説。
Tannenbaum said even the limited license states change, so investors have to watch the market dynamics closely.
Tannenbaum説,即使是有限的許可證狀態也會發生變化,因此投資者必須密切關注市場動態。
"We have a lot of data and data collection. Pennsylvania prices are plummeting in terms of grows, so the grow in Pennsylvania is a lot less attractive than it was a year or two ago, but the dispensaries are still great," Tannenbaum said.
Tannenbaum説:“我們有大量的數據和數據收集。賓夕法尼亞州的房價在種植方面正在直線下降,所以賓夕法尼亞州的增長比一兩年前的吸引力要小得多,但藥房仍然很棒。”
At the same time, Tannenbaum said he's excited about New Jersey, Missouri and Ohio and prefers companies that are vertical, operating as both growers and dispensaries.
與此同時,坦南鮑姆説,他對新澤西州、密蘇裏州和俄亥俄州感到興奮,他更喜歡垂直的公司,既是種植者,也是藥房。
New York Opportunities: New York legalized recreational cannabis in 2021, and licensed sales are expected to begin in 2022 or 2023.
紐約機遇:紐約州於2021年將娛樂性大麻合法化,特許銷售預計將於2022年或2023年開始。
Unfortunately, investing in the New York market is difficult at this point because of repeated delays and uncertainties, but Mascone said there are still opportunities in The Empire State.
不幸的是,由於一再的延遲和不確定性,目前投資紐約市場很困難,但馬斯科內表示,在帝國州仍有機會。
"From a lending case, New York is very investable, and institutional participants are excited about New York. I think those risks manifest themselves a lot more through the equity market valuation. But when you're at the top of the capital structure, New York is very viable," Mascone said.
馬斯科內表示:“從放貸的角度來看,紐約非常適合投資,機構參與者對紐約感到興奮。我認為,這些風險更多地體現在股市估值上。但當你處於資本結構的頂端時,紐約是非常可行的。”
Goad is also bullish on New York.
Goad也看好紐約。
"We're actively targeting stuff in New York and looking at deals now. It's very investible," Goad said.
Goad説:“我們正在積極瞄準紐約的業務,現在正在考慮交易。這是非常有投資價值的。”
Learn more about this and other upcoming Benzinga Cannabis events at this link.
通過此鏈接瞭解更多關於這一活動和其他即將舉行的本辛加大麻活動的信息。
Photo by Dez Smith.
照片由德茲·史密斯拍攝。
moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
風險及免責聲明
moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
- 分享到weixin
- 分享到qq
- 分享到facebook
- 分享到twitter
- 分享到微博
- 粘贴板
使用瀏覽器的分享功能,分享給你的好友吧