Added to YB: 2026-05-08
Pitch date: 2026-05-06
LEEEF [neutral]
Leef Brands Inc.
+2.27%
current return
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 42.1M
Pitch Price
CAD 0.22
Price Target
N/A
Dividend
N/A
EV/EBITDA
-24.38
P/E
-1.66
EV/Sales
1.55
Sector
Personal Care Products
Category
special_situation
Partial Portfolio Update: Three Catalysts, Two Interviews and an Exit - Leef Brands Inc.
LEEEF (earnings): Q1 results May 6. Raised US$4.5M (up to $8M) Mar for Salisbury Canyon expansion to 180 acres (one of CA's largest licensed farms). Acquired Standard Holdings/Himalaya Vapor Apr 28 for premium concentrate retail line. Vertical integration thesis: in-house biomass cuts input costs, boosts margins. Retired $10.5M debt 2025, saving $1M+ annual interest. Watch: rev trajectory, gross margin, farm timeline, Himalaya integration. Risks: federal illegality, 280E tax, CA price compression, unlicensed competition.
Read full article (2 min)