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Mollytime

Subject matter expert in physical & financial commodity trading, 20+ years professional experience in asset valuation and risk management.

High Tide’s latest raise

The big big (BIG!) capital raises of yesteryear are likely just a distant memory, at least for a little while. The sector downtrend and relatively stagnant growth rate of sales has reduced capital av read more

The big big (BIG!) capital raises of yesteryear are likely just a distant memory, at least for a little while read more

Constellation is now a bagholder.

Give the markets a couple of full diapers of financial statements - and it'll let you know what it thinks. And the result has seen $CGC's share price go below the last option reprice $STZ did (of the read more

Give the markets a couple of full diapers of financial statements - and it'll let you know what it thinks. An read more

NB Cannabis: A break in the clouds? Nope.

We've seen several negative headwinds in the Canadian legal cannabis sector, with the 12 money grubbing State Monopolies confiscating private sector operations on top of their take in taxes (Saskatch read more

We've seen several negative headwinds in the Canadian legal cannabis sector, with the 12 money grubbing State read more

Aurora “Junk in the Trunk” – Nov 2019

Since the last time we looked at Aurora, there hasn’t been many changes - except for a hard share price decline, which has seen trading below $4 as of today. Something not easy to consider des read more

Since the last time we looked at Aurora, there hasn’t been many changes - except for a hard share price dec read more

Supreme Cannabis Co. “Junk in the Trunk” – Nov 2019

One step forward, one step back. Last time we’d looked at $FIRE through a ‘Junk in the Trunk’ lens, share price degradation and successive (and aggressive) SBC strikes by management and earl read more

One step forward, one step back. Last time we’d looked at $FIRE through a ‘Junk in the Trunk’ lens, read more

Canopy Growth “Junk in the Trunk” – Nov 2019

Canopy Growth’s financials this time around are way cute in the way optionality and write downs and descriptions and backstory: which are littered about the financials. And they are *complex*. And read more

Canopy Growth’s financials this time around are way cute in the way optionality and write downs and descrip read more

Tension will rise

After I’d gotten my feet underneath me in the world of commerce, I began really learning the corporate 'ropes'.  No, those ropes aren’t abilities with a pivot table, or a knack to find po read more

After I’d gotten my feet underneath me in the world of commerce, I began really learning the corporate 'rop read more

Cronos – ‘Junk in the Trunk’ Nov 2019

Now that our models are up to speed, it’s going to be easier to update and present our ‘Junk in the Trunk’ series. And this time we’re back to Cronos, who released (in my opinion) a set of ra read more

Now that our models are up to speed, it’s going to be easier to update and present our ‘Junk in the Trunk read more

Vireo Health – Structure & Current State Q2F2019

I’d never looked too hard at Vireo Health ($VREO) while hunting MSO rabbits earlier this year. They presented little uniqueness relative to others, and formally came to market only at the beginning read more

I’d never looked too hard at Vireo Health ($VREO) while hunting MSO rabbits earlier this year. They present read more