Given how much I liked the OGI disclosure in their MDA, I decided to do my first rundown on them. Sales finally exceeded the previous record quarter [Q2-17 of $2.2 million] with $2.7 million, up 25% read more

Given how much I liked the OGI disclosure in their MDA, I decided to do my first rundown on them. Sales final read more

Before I get into the rundown… I posted this last night in the "Big 5 Martini Bar". Feb 2018 Maruoka thinks Canopy will generate EBITDA of $7.1-million on revenue of $116.0-million in fiscal 2018. read more

Before I get into the rundown… I posted this last night in the "Big 5 Martini Bar". Feb 2018 Maruoka think read more

Before I get to the rundown… MDA announces they have a Letter of Intent with SAQ for a minimum 8,000 kg a year for three years. And one of 6 LP’s to get a Letter of Intent. Happened in Feb/18… S read more

Before I get to the rundown… MDA announces they have a Letter of Intent with SAQ for a minimum 8,000 kg a ye read more

I originally posted this on r/weedstocks. As we have a BUNCH of new eyeballs on the sub, and I was messaged by a number of people asking if I do what I did yesterday on Aphria for other LP's [yes, TRS read more

I originally posted this on r/weedstocks. As we have a BUNCH of new eyeballs on the sub, and I was messaged by read more

I imagine quite a few readers (new ones mostly) when they first hear u/mollytime rambling on about “regulatory meteor strikes” that will impact the cannabis sector in Canada ... likely roll their read more

I imagine quite a few readers (new ones mostly) when they first hear u/mollytime rambling on about “regulato read more

So I am looking for LPs that I want to hold long term. Aphria has been on a tear and is now over my PIII valuation [doesn’t mean I will not accumulate but I’d like a floor to establish as I still read more

So I am looking for LPs that I want to hold long term. Aphria has been on a tear and is now over my PIII valua read more

Well I had a chance to look foolish with a 38% sales increase and $2.5 million EBITDA, and I look half foolish. Instead of doing an MDA rundown I am going to analyze this in my more traditional fashi read more

Well I had a chance to look foolish with a 38% sales increase and $2.5 million EBITDA, and I look half foolish read more

Q1 F2018 MDA Review… “Setting the table” [Best to have MDA to page flip with.] Recently I was chided by a CGC investor about “finally” recognizing the need for Operating Expenses (Opex) to read more

Q1 F2018 MDA Review… “Setting the table” [Best to have MDA to page flip with.] Recently I was chided b read more

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 da read more

I wasn’t going to post this, as there is a party going on. But a discussion emerged in the daily thread and read more

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 patient read more

Click edit button to change Now hanging hat at r/TheCannalysts As we approach day 1 of rec we also approach read more