Added to YB: 2026-07-27
Pitch date: 2026-05-21
LEEEF [bullish]
Leef Brands Inc.
Author Info
No bio for this author
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 61.8M
Pitch Price
N/A
Price Target
0.40
Dividend
N/A
EV/EBITDA
68.18
P/E
-2.26
EV/Sales
2.02
Sector
Personal Care Products
Category
growth
Leef Brands Inc. - $LEEEF
LEEEF: California's largest cannabis extract maker. Salisbury Canyon Ranch cut biomass costs ~60-80% ($20-50/lb to <$8/lb), doubling gross margins (49% Q1-26 vs 22% YoY). Adj EBITDA projected from small loss to ~$15M by 2027, implying ~$0.40/share (+200% in 12-18mo). Clean, pesticide-free supply chain a moat as vapes overtake flower. Federal reform/interstate commerce (NY $3.50/g, NJ $8.50/g vs CA <$1) & EU export could 30-50x stock vs ~$70M EV. Optionality: Himalaya brand M&A, new states, hemp/CBD Medicare. Risks: microcap, regulatory timing, 280E tax.
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