Research from Atrium Research, Atrium Research Corporation

Atrium Research

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis.

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

<ul>
<li>Cannara expanded its long-term international supply agreement with Curaleaf, lifting the potential contract value to $34M over a two-year term, up from $21M under the original July agreement (+62%).</li>
<li>The upsizing comes just two months after supply began on August 1st, which we view as a strong validation of LOVE’s flower quality.</li>
<li>The Company now has 15 of 24 grow rooms active at Valleyfield (vs. 14 at Q3/26), with a fully funded buildout plan through FY29.</li>
</ul>


Cannara expanded its long-term international supply agreement with Curaleaf, lifting the potential contract value to $34M over a two-year term, up from $21M under the original July agreement (+62%).
The upsizing comes just two months after supply began on August 1st, which we view as a strong validation of LOVE’s flower quality.
The Company now has 15 of 24 grow rooms active at Valleyfield (vs. 14 at Q3/26), with a fully funded buildout plan through FY29.


LOVE: Deepening Strategic Relationship with Curaleaf

Cannara Biotech

LOVE: Deepening Strategic Relationship with Curaleaf