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Mollytime

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

Goodness Growth Holdings (formerly Vireo) – Structure & Current State Q2F2021

Despite threatening to publish a Structure on Chalice Brands ($CHAL) - that romp through Vext Science ($VEXT) the other day has given me pause. Not because they're analogues, far from it. In $VE read more

Despite threatening to publish a Structure on Chalice Brands ($CHAL) - that romp through Vext Science ($VEXT read more

MSO Tiers and Relative Valuation – September 2021

Much has happened in the US MSO market since our last look at the Tiers, and MSO valuations back in May. Those 'happenings' have been largely share price decline, while MSO's have been delivering alm read more

Much has happened in the US MSO market since our last look at the Tiers, and MSO valuations back in May. Thos read more