Professional
Added to YB: 2026-05-29
Pitch date: 2026-05-27
LEEEF [bullish]
Leef Brands Inc.
+4.76%
current return
Author Info
Mindset Value provides deep dive research into publicly traded stocks, business models, and ideas. Sign up for the newsletter.
Company Info
Leef Brands Inc. operates as a cannabis branded products manufacturer in the United States. The company operates through two segments: Wholesale Concentrates and Retail.
Market Cap
CAD 44.1M
Pitch Price
CAD 0.21
Price Target
1.58 (+690%)
Dividend
N/A
EV/EBITDA
51.13
P/E
-1.62
EV/Sales
1.52
Sector
Personal Care Products
Category
growth
Planting Mindset Capital's Flag - $LEEEF
LEEEF (new position): Mindset Capital owns >12%, led latest financing. Salisbury Canyon Ranch activation next year could drive $15M annual cash flow (not in valuation). $75M EV offers massive upside from interstate commerce/exports; each $0.10/gram distillate price increase = $7M cash flow (NJ prices $7/gram higher than CA). Scaling to 2M lbs biomass, 70M grams distillate (expandable to 4-5M lbs, 100M+ grams)—potential largest cannabis producer globally. 10x+ upside target.
Read full article (2 min)