Episode Details

In our latest Trade To Black podcast presented by Flowhub, hosts Shadd Dales and Anthony Varrell break down another busy week of cannabis earnings with two very different stories playing out in the sector right now.First up, Rubicon Organics (TSXV:ROMJ / OTCQX:ROMJF) CEO Margaret Brodie joins the show after the company reported Q1 results that showed revenue growth, but also some short-term pressure tied to the Cascadia facility ramp. Rubicon brought in $13.7 million in revenue, up 11% year-over-year, while continuing to invest heavily into expansion behind brands like Simply Bare, 1964 Supply Co., and Wildflower. Margaret explains why management is willing to sacrifice near-term profitability now in hopes of setting the company up for a much stronger second half of 2026.Then in segment two, Jushi Holdings (CSE:JUSH / OTCQX:JUSHF) CEO Jim Cacioppo joins us to talk through the company’s latest quarter, which included $66.4 million in revenue, improving margins, stronger wholesale growth, and one of the bigger refinancing stories the sector has seen this year. The conversation also shifts into Virginia adult-use, Ohio, Pennsylvania, rescheduling, and why management believes tightening hemp enforcement could become a major catalyst for regulated operators moving forward.Finally, FundCanna CEO Adam Stettner returns for his weekly appearance to break down what he’s seeing across the cannabis capital markets during earnings season, along with the latest developments involving the Georgia medical market and what operators should really be paying attention to there.This episode really highlights the split happening in cannabis right now. Some companies are betting on operational execution and premium brands. Others are positioning for regulatory upside and market expansion. Either way, earnings season is starting to paint a much clearer picture of where this industry may be heading next.#TradeToBlack #CannabisStocks #RubiconOrganics #ROMJ #JushiHoldings #JUSHF #CannabisNews #CannabisEarnings #VirginiaCannabis #FlowhubWant to see more Cannabis Reform?🎬 • Cannabis Rescheduling Faces Legal Question... 🎬 • Congress Tries To Slow Cannabis Reform | T... 🎬 • DEA Moves On HHC — What It Means | TDR Can... 🎬 • DOJ Signals Shift On Cannabis & Firearms |... Want to stay updated on Cannabis, Small Cap, AI, and Crypto?Subscribe to our Daily Baked newsletter:https://newsletter.thedalesreport.com...Find us on social media and podcast platforms:✅ Facebook: / thedalesreport ✅ Twitter: / thedalesreport ✅ Instagram: / dalesreport ✅ LinkedIn: / the-dales-report Apple Podcasts: https://tinyurl.com/TDR