Mike Regan (@mikereganinvest) 's Twitter Profile
Mike Regan

@mikereganinvest

Head of Investor Relations & Data Science at Safe Harbor Financial $SHFS; Substack at amcc.live . Not investment advice.

ID: 575044524

linkhttps://substack.com/@mikeregan calendar_today09-05-2012 02:05:13

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John Schroyer (@johnschroyer) 's Twitter Profile Photo

Sen. John Hickenlooper tonight called for the Biden administration to "deschedule" #cannabis. "Legalize #marijuana in America," Hickenlooper said. A 180-degree pivot from 10 years ago.

John Schroyer (@johnschroyer) 's Twitter Profile Photo

Hickenlooper also promised legislation in coming days that would create a federal task force to examine possible federal rules to govern a national #cannabis market. #marijuana

Mike Regan (@mikereganinvest) 's Twitter Profile Photo

Senator Senator John Hickenlooper touting lame duck #SAFE, AND legislating a task force for #marijuana legalization = important LT to ensure Federal normalization momentum continues Had CO task force 10 yrs ago too reluctantly set up Adult Use but now embraces, admits fears proved unfounded

Mike Regan (@mikereganinvest) 's Twitter Profile Photo

Non-cash stock based compensation ultimately shifts cash compensation from “Cash From Ops” to “Cash From Financing” while shifting the timing Buybacks often offset stock comp dilution, and the cash paid rarely = expensed $ People don’t work for free Ht @LogicPrevails_

Tom Angell 🌳📰ⓥ (@tomangell) 's Twitter Profile Photo

BIG: Minnesota's Senate flipped to Democratic control in Tuesday's elections—putting the state at the top of the list of those most likely to legalize marijuana in 2023. Party leaders said today that they'll caucus on the issue this week. marijuanamoment.net/minnesota-sena…

BIG: Minnesota's Senate flipped to Democratic control in Tuesday's elections—putting the state at the top of the list of those most likely to legalize marijuana in 2023.

Party leaders said today that they'll caucus on the issue this week.

marijuanamoment.net/minnesota-sena…
Mike Regan (@mikereganinvest) 's Twitter Profile Photo

$BTI convert at $CWBHF terms not disclosed, but implies US$1.57 strike (140% premium to OTC close) into 36.15m shares for 19.9% given GBP48.2m ($57m today at $1.18/GPB) and 145.5m shares outstanding at Sept. anti dilution provisions would alter shares, FX alters $ strike

Mike Regan (@mikereganinvest) 's Twitter Profile Photo

$8.5b seems to assume 100% illicit market capture: $8.5 excise tax on current ~$30b mkt = uncompetitive 28% rate, but works at ~10% on the $80-100B legal+illegal mkts $8.5 income tax implies $40b pretax inc & 32% net mgn on $100b - very high on full interstate scale & no debt

Mike Regan (@mikereganinvest) 's Twitter Profile Photo

For reference $TSNDF 4Q24 preannounce today is ahead of guidance given in November that implied $70-74m of revenue (4Q came in at $74.4m) and the 50.2% 4Q24 gross margin compares to guide of “stable” gross margins vs 3Q24’s 48.8%

Mike Regan (@mikereganinvest) 's Twitter Profile Photo

thoughtful piece by Weed Drinks Guy on aluminum tariff impact beverages (where the can & lid is one of the biggest costs); impacts on inventory and working capital are usually underappreciated open.substack.com/pub/cantripguy…

Mike Regan (@mikereganinvest) 's Twitter Profile Photo

Hey Spotify how about a “90s Party Mode” where it shuffles 5 albums with 10 seconds of gear and click noises between each song to simulate a carousel CD player? Signed a #GenX er trying to help his #GenA kids understand…

Hey <a href="/Spotify/">Spotify</a> how about a “90s Party Mode” where it shuffles 5 albums with 10 seconds of gear and click noises between each song to simulate a carousel CD player? Signed a  #GenX er trying to help his #GenA kids understand…
Mike Regan (@mikereganinvest) 's Twitter Profile Photo

I'm excited to work with Terry Mendez at Safe Harbor Financial $SHFS to create new products that help our clients, and help our investors understand our new initiatives! globenewswire.com/news-release/2…

Mike Regan (@mikereganinvest) 's Twitter Profile Photo

Investors ask: how would Schedule III & SAFER Banking impact $SHFS Safe Harbor Financial? Potential tailwinds - see full details & cautionary forward-looking statements in release below. Safe Harbor Financial Poised to Gain from Cannabis Rescheduling and SAFER Banking Act