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LEEF's strategy is straightforward: win in California today while building the scale, infrastructure, and relationships to compete well beyond it tomorrow.
In Q3, we made meaningful progress:
• Expanded cultivation to 122 acres, up 88% from 2025
• Completed infrastructure for our full 180-acre footprint
• Secured $5.2M for a dedicated processing facility
• Expanded Himalaya distribution by over 100%
• Added to $MSOS, the world's largest cannabis ETF
• Advanced supply-agreement discussions with top MSOs
• Began GACP and GMP preparations for international exports
Read our latest shareholder letter: leefbrands.com/2026/10/26/q3…
$LEEF $LEEEF
LEEF Brands retweeted
Pesticides In Cannabis: Why Clean Is Now A Business Strategy
@micah_A_leef @LeefBrands 👀
forbes.com/sites/petersu/202…
Clean cannabis isn't just about quality. It's increasingly becoming a business advantage.
In a new @Forbes article, LEEF CEO Micah Anderson discusses why we've invested in controlling our own biomass supply at Salisbury Canyon Ranch and how that strategy is driving stronger margins and more consistent production.
"Clean is the differentiation, scale is what makes it commercially important, California is the proof, and the world is our opportunity."
Thanks to Peter Su and Forbes for highlighting this important topic.
forbes.com/sites/petersu/202…
$LEEF $LEEEF
LEEF Brands retweeted
They say sunlight is the best disinfectant. It's good to see more media groups shining a light on the pesticide topic. Thanks @Forbes and @PeterSu07 for including @LeefBrands in the article. 🌱
forbes.com/sites/petersu/202…
LEEF Brands retweeted
Clear direction given in the investor letter. Plans and expectations laid out and well articulated. I can't ask for more as an investor. You either buy the vision a company lays out, or you don't.
$LEEEF is still my sleeper pick of the smaller public cannabis operators.
Last week, we welcomed investors, analysts, and major cannabis operators to Salisbury Canyon Ranch for LEEF Brands' 2026 Institutional Investor Day.
A few highlights from our lunch presentation:
• Stronger margins: 46.5% average gross margins during SCR-supplied quarters vs. 26.3% during third-party-supplied quarters.
• Scaling cultivation: ~100 acres planted in 2026, with plans to utilize our full 180-acre permit in 2027.
• International expansion: Advancing GACP and GMP initiatives to prepare for potential export opportunities.
• Strategic partnerships: Exploring long-term supply agreements with top MSOs and opportunities for partner-funded expansion.
Our full Institutional Investor Day presentation is now available: leefbrands.com/wp-content/up…
Built in California. Ready for the World.
$LEEF $LEEEF
Last week, we welcomed investors, analysts, and major cannabis operators to Salisbury Canyon Ranch for LEEF Brands' 2026 Institutional Investor Day.
A few highlights from our lunch presentation:
• Stronger margins: 46.5% average gross margins during SCR-supplied quarters vs. 26.3% during third-party-supplied quarters.
• Scaling cultivation: ~100 acres planted in 2026, with plans to utilize our full 180-acre permit in 2027.
• International expansion: Advancing GACP and GMP initiatives to prepare for potential export opportunities.
• Strategic partnerships: Exploring long-term supply agreements with top MSOs and opportunities for partner-funded expansion.
Our full Institutional Investor Day presentation is now available: leefbrands.com/wp-content/up…
Built in California. Ready for the World.
$LEEF $LEEEF
LEEF Brands retweeted
Thanks for coming out to see what we are up to, Todd. It was a great event with a great group of people. Morning workouts for the win! 💪🌱🌱🌱
Turning a New LEEF
The Autumn wind is in Cuyama Valley.
#CannabisConfidential 🌿@LeefBrands
toddharrison.substack.com/p/…
LEEF Brands retweeted
Turning a New LEEF
The Autumn wind is in Cuyama Valley.
#CannabisConfidential 🌿@LeefBrands
toddharrison.substack.com/p/…
LEEF Brands retweeted
Thanks, @todd_harrison, for joining us for our first annual @LeefBrands Institutional Investor Day! Great to hear that both the ranch and our team made a strong impression.
I'll be sharing more highlights and content from the event later this week.
$LEEF $LEEEF
Turning a New LEEF
The Autumn wind is in Cuyama Valley.
#CannabisConfidential 🌿@LeefBrands
toddharrison.substack.com/p/…
LEEF Brands retweeted
Overview shot of a new 20 acre block we added this year and will be harvesting very soon. I like this angle because it shows how remote and protected the fields are. @LeefBrands owns all the surrounding hills which acts as a buffer from pesticide drift contamination. $LEEF.CN
Sweet, tropical, and loaded with flavor.
Hella Jelly Live Resin Sauce delivers candy-like sweetness with notes of ripe berries, grape, and tropical fruit.
This batch has a beautiful golden color and an ideal balance of terpene-rich sauce and sugar.
LEEF brings the extraction expertise, quality, and consistency that leading cannabis brands depend on.
Explore our current live menu:
leeflabs.com/live-menu
$LEEF $LEEEF
Our own @jesseredmond checks in from Salisbury Canyon Ranch, where we're building something special.
100 acres in the ground. That's 76 football fields and more than 4.3 million square feet of cannabis. 65 strains. All destined for concentrates.
Our goal is to create the largest and most diverse concentrate menu in cannabis, giving the industry's leading brands the depth, variety, and quality they need to create exceptional products.
Clean cannabis at scale. That's the mission.
$LEEF $LEEEF
LEEF Brands retweeted
DEA filed on time, asked for no extension, and called the GAO report “no new evidence.” The agency wants this done. The next catalyst is the judge's ruling on the motions. Timing is still the wildcard, and I’m still retired from making predictions. $MSOS
marijuanamoment.net/dea-is-o…
Sweet, juicy, and already in demand.
Watermelon Kush is an indica sauce with notes of ripe watermelon, sweet berries, tropical fruit, and subtle earthy undertones.
We produced 8,719 grams of this batch, with more than 65% already reserved.
That's what LEEF is built to do: produce premium concentrates at the scale and consistency major cannabis brands need.
Explore our current live menu:
leeflabs.com/live-menu
$LEEF $LEEEF
LEEF Brands retweeted
Had a conversation with Pam last week on what @LeefBrands is up to. I didn't go too deep on our international plans but see that @anandastrategy was just on with Pam on episode 204 if you want to hear more about how we are thinking of positioning for the future. Give it a listen, and thank you for having me on Pam.
