IB Net Payout Yields Model

Jushi: Focus On Progress, Not Perfection


  • Jushi Holdings grew Q2'21 revenues 15% sequentially to $48 million.
  • The MSO set aggressive '22 targets for revenues of $400 million and adjusted EBITDA of $120 million for 30% margins.
  • The company is strongly positioned for eventual recreational cannabis sales in Pennsylvania and Virginia.
  • The stock is cheap at ~10x '22 adjusted EBITDA targets of $120 million.
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The Q2'21 earnings report continued to show growing pains at Jushi Holdings (OTCQX:JUSHF). The budding cannabis MSO (multi-state operator) is trading at yearly lows similar to the whole sector. My investment thesis remains very bullish on the stock following the weakness and based on the plans to greatly expand cultivation.

Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 


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