This press release from MedMen hit my desk late this afternoon. It is expansive, and contains what a business person would call several ‘action items’. While they refer to it as 'strengthening' t read more

This press release from MedMen hit my desk late this afternoon. It is expansive, and contains what a business read more

We’ve known CEO Nathan Woodworth for a couple of years now. He’s appeared in our AMA series (April 2018 and again in August of this year ), our podcast at Lift last summer, he delivered joint rol read more

We’ve known CEO Nathan Woodworth for a couple of years now. He’s appeared in our AMA series (April 2018 a read more

In looking at $LABS’ last two sets of financials, we’ve noted their optionality and compensation levels. For the most part, how much the *suits* are getting paid is a relatively subjective exerci read more

In looking at $LABS’ last two sets of financials, we’ve noted their optionality and compensation levels. read more

TheCannalysts have spent a fair bit of time on Auxly, and view their business as somewhat unique in the sector.  Unlike say, a pure production company, or an extractor, or branded product cre read more

TheCannalysts have spent a fair bit of time on Auxly, and view their business as somewhat unique in the secto read more

Last quarter, we noted some *ahem* concerns around the balance sheet: anemic revenues and margins, asset impairments, and an outlook that was looking rather bleak. At least in my opinion.  In read more

Last quarter, we noted some *ahem* concerns around the balance sheet: anemic revenues and margins, asset impa read more

Ah, it's December already, and 2019 is winding down. For many, it’s been a tough year for longs in the cannabis sector. What now? There will be blood. Many Canadian legal cannabis companie read more

Ah, it's December already, and 2019 is winding down. For many, it’s been a tough year for longs in the cann read more

“Harvest is one of the largest multi-state vertically integrated operators in the cannabis industry in the United States”. And so begins how $HARV describes themselves in their latest MD&A read more

“Harvest is one of the largest multi-state vertically integrated operators in the cannabis industry in the read more

We have looked at Radiant Technologies before, but it was in the context of a purchase for biomass from Aurora that appeared to be on favourable terms.  As an extractor, $RTI claims differen read more

We have looked at Radiant Technologies before, but it was in the context of a purchase for biomass from Auro read more

We’ve followed iAnthus since the earliest days of the Dive Bar Pub Crawl , and have hosted CEO Hadley Ford for an AMA. Despite the passage of two years, they’ve not demonstrated much in terms of read more

We’ve followed iAnthus since the earliest days of the Dive Bar Pub Crawl , and have hosted CEO Hadley Ford read more