Added to YB: 2026-08-14
Pitch date: 2026-08-12
LEEEF [neutral]
Leef Brands Inc.
Author Info
Penny Queen focuses on undiscovered value, deep dives, swing trades and special situations. 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 56.6M
Pitch Price
CAD 0.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
106.24
P/E
-2.58
EV/Sales
1.99
Sector
Personal Care Products
Category
growth
The 7x Advantage: What LEEF’s Earnings Call Actually Revealed
LEEEF (holding update): CA cannabis concentrate vertical integrator, $58M cap, ~$0.19. Q2 rev -16%, GM 33% vs 50% w/ own biomass (17pt integration value), adj EBITDA -$631K on between-harvest supply gap. CEO claims 7x cost edge ($0.50 vs $3.50/g MSO). MSOs eyeing 6-24mo shift to buy vs produce as interstate opens. 122 acres 2026, 180 by 2027, no add'l capex. Risks: 66% dilution, $22.8M 280E tax, unverified cost claims, interstate not yet live. Holding.
Read full article (12 min)