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Mollytime

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

Time for Formal Wear

Spent a few and pleasant hours last night with Matt Lamers last night. Nice guy. A professional with nose of a journalist (natch). One of the things TheCannalysts have seen over the past couple of read more

Spent a few and pleasant hours last night with Matt Lamers last night. Nice guy. A professional with nose of read more

Molly’s Trading Post: 4

Exposure is held only for as long as the reasons for accepting it.....hold. If any of the conditions which prompted the exposure change, the position should be re-evaluated. Positions are only read more

Exposure is held only for as long as the reasons for accepting it.....hold. If any of the conditions which read more

Cresco Labs – Structure & Current State Q3F2019

Cresco Labs ($CL) has been in the news a lot lately, with the Origin House deal coming together, a shelf offering, and a pickup of $50MM in a sale-leaseback agreement. The Illinois 'thing' is real read more

Cresco Labs ($CL) has been in the news a lot lately, with the Origin House deal coming together, a shelf offe read more

Molly’s Trading Post: 3

To get exposure, one enters or exits a position. The reason to acquire any exposure begins and ends with a view. A ‘view’ is an outlook: it’s an expectation that an event or catalyst (or si read more

To get exposure, one enters or exits a position. The reason to acquire any exposure begins and ends with read more

C21 Investments – Structure & Current State Q3 F2020

Following the story behind C21 is interesting - and a Sunday night drop of financials in the middle of Xmas and New Years isn’t something one sees very often. Those who’ve been with us for awhile read more

Following the story behind C21 is interesting - and a Sunday night drop of financials in the middle of Xmas a read more

Molly’s Trading Post: 2

One 'trades' one thing for another, in an effort to end up with more value than one had before. With equity, we exchange cash for a claim to ownership in a company. In this example, there are two read more

One 'trades' one thing for another, in an effort to end up with more value than one had before. With equit read more