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Mollytime

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

TGOD: Revolvers and Accordians

On Wednesday, The Green Organic Dutchman ($TGOD) announced a brand spanking new $30MM credit facility. In contrast with a term loan, it's a revolver, and this one is secured by accounts receivabl read more

On Wednesday, The Green Organic Dutchman ($TGOD) announced a brand spanking new $30MM credit facility. In read more

Medipharm Labs – Structure & Current State Q4 F2019

We've documented the recent delay in Cronos' financials, and Medipharm's potential links to bulk sales and purchases of biomass. Our last structure on Medipharm Labs highlighted some margin slippa read more

We've documented the recent delay in Cronos' financials, and Medipharm's potential links to bulk sales and pu read more

World Class Extractions – Structure & Current State Q3 F2020

We've looked at World Class ($PUMP) in the past for a couple of reasons. Cannalyst friend and CEO Rosy Mondin for one, and two, because they have a slightly different model for the extraction busines read more

We've looked at World Class ($PUMP) in the past for a couple of reasons. Cannalyst friend and CEO Rosy Mondin read more

1933 Industries – Structure & Current State Q2 F2020

Our last structure on 1933 Industries noted that change is likely required - across operations and costs and sales and capital structure....and well....just about everything. All the while (and never read more

Our last structure on 1933 Industries noted that change is likely required - across operations and costs and read more

Heritage Cannabis – Structure and Current State – Q1 F2020

New financials are now out. We've been covering this outfit for quite some time, and have detailed overviews of their love for goodwill and intangibles, Share Based Compensation, and their appare read more

New financials are now out. We've been covering this outfit for quite some time, and have detailed overvi read more

Curaleaf – Structure & Current State Q4 F2019

Curaleaf is an interesting outfit to say the least. Sporting some 50 stores across 12 states, they can validly claim to being one of the most pre-eminent multi-state operators around. And due to the read more

Curaleaf is an interesting outfit to say the least. Sporting some 50 stores across 12 states, they can validl read more

Inner Spirit – Housekeeping….and a Curiosity

TheCannalysts have spent a fair bit of time looking at Inner Spirit Holdings ($ISH) - and chronicled their path from a money losing loss dumping retailer, into a company operating some 46 stores (as read more

TheCannalysts have spent a fair bit of time looking at Inner Spirit Holdings ($ISH) - and chronicled their pa read more

Change at the Top – March Edition

A fella I spent some time with in Las Vegas a while back is no longer at the helm of Green Growth Brands. CEO Peter Horvath is now ex-CEO. It looks like a hasty departure, but one can't really tell u read more

A fella I spent some time with in Las Vegas a while back is no longer at the helm of Green Growth Brands. CEO read more