Author: Craig Wiggins

As we look at Legal Supply vs Demand and it’s eventual equilibrium, I think it’s important to start thinking about Legal Supply a little differently.A good deal of Joe Retail is looking at 2019 and wondering if Legal Supply will finally match up with Demand. This is usually accompanied by comments that with new formats there will be greater consumer demand, as new consumers (who don’t want to combust) enter the market, and those using illicit market formats migrate to the legal market as formats are introduced.A lot of the new…

I wasn’t going to post this, as there is a party going on. But a discussion emerged in the daily thread and I thought a more thought out post would be better.Monday’s announcement was a great day for the cannabis sector. A long term hope that many of us investors held that big alcohol, tobacco, pharma and/or other would come play HAPPENED!! I think it was earlier than most thought, but it happened. The sector owes a big thanks to Canopy. The impact of this on other possible takeover targets is…

Click edit button to change Now hanging hat at r/TheCannalysts As we approach day 1 of rec we also approach non cash payment terms for sales. LCBO isn't paying cash at delivery like current patients do. The provinces will be getting approximately 90 days from receipt of goods or invoice from LP's to pay for their mj. Private rec models for distribution certainly won't get 90 days to pay like a province owned would. Many dispensaries might be on cash terms. You may think, my LP doesn't have to worry about…

There is this general assumption that once rec happens the Canadian chartered banks are going to be falling all over themselves to lend to this sector.That could be one of the dominos that MAY need to fall. But there are bigger ones than day 1 of rec that need to be tipped.Commercial lending for Canadian banks is very homogeneous. They are subject to similar risk rating methodologies (Basel II when I was last inside), similar return requirements (RAROC: Risk Adjusted Return on Credit) they pretty well all use the same financial…

Ok... these are two satirical posts trying to explain GoB. [To CGC Investors: These are historic looking numbers. I fully recognize that you are investing with forward looking view. So if you laughed at u/Monteviale ACB using shares to Buy Itself post, I’d hope this gives you a chuckle and some learnin’. ] Before you look down your nose at Stockhouse (where I originally posted these) I have heard from multiple sources that these stories have made the rounds of a number of I Banks. Q3 https://www.stockhouse.com/companies/bullboard/t.cgc/capital-gold-corporation?threadid=25856421 Q4 http://www.stockhouse.com/companies/bullboard/t.aph/aphria-inc?threadid=26416116 GoBlue

This is a post I did 5 months ago and was posted on r/weedstocks. Before you ask a Q see if it was already asked and answered. It is looong. https://www.reddit.com/r/weedstocks/comments/6k7qnt/demystifying_gain_on_biologicals_gob/ Given the live example CGC provided, and I get a ton of Q's on GoB, I thought I'd put up a post that may serve as a reference going forward. It is very difficult to analyze an LPs financial statements without understanding GoB. It is an International Financial Reporting Standard (IFRS) that impacts when profit from harvests is taken into…

Yesterday I was asked to repost this educational piece on EBITDA.I have provided a cross post below so folks can scan the Q’s asked and answered before they re-ask something that an answer was already provided. I also provide a cross post as r/TheCannalysts encourage our subscribers to benefit from other reddit resources.We are here to learn and share, and we should make the experience as beneficial to subscribers as possible.This is LOOONG and graduate level stuff.https://www.reddit.com/r/weedstocks/comments/6rsk1f/what_ebitda_means_in_the_long_term_for_lps_and/A slow Saturday so I figured I would post this.I admit it. I am fixated…