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Mollytime

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

A Fractured Marketplace

I wrote a piece a while back, which intended to lay out the 'why's' of how the cannabis industry might resist homogenization. Perhaps for awhile at least. Cannabis is a personal experience. Whethe read more

I wrote a piece a while back, which intended to lay out the 'why's' of how the cannabis industry might resist read more

Westleaf finds a friend

WestLeaf ($WL) is a company that's flown beneath almost everyone's radar, despite having some large promise as little as a year ago. As an outfit, they check(ed) alot of boxes. Vertical? Check. E read more

WestLeaf ($WL) is a company that's flown beneath almost everyone's radar, despite having some large promise a read more

Supreme Cannabis Co. – Structure & Current State Q2F2020

Our previous structure on Supreme ($FIRE) noted a decline in sales, growth in inventory, and pointed out what we saw as a rather heavy hand dipping into the SBC till. Still do. These financials are h read more

Our previous structure on Supreme ($FIRE) noted a decline in sales, growth in inventory, and pointed out what read more

Canopy Growth “Junk in the Trunk” – February 2020

Our last look at Canopy Growth detailed some of the write-downs and 'find the weenie' nature of their statements. It was time well spent though, as incremental additions and deltas are far easier to read more

Our last look at Canopy Growth detailed some of the write-downs and 'find the weenie' nature of their stateme read more

Aurora “Junk in the Trunk” – February 2020

Well, it was a relatively dismal quarter for Aurora Cannabis. No doubt you've seen GoBlue's fulsome rundown by now, and we'll see the impacts of impairments and conversions in our graph below. We read more

Well, it was a relatively dismal quarter for Aurora Cannabis. No doubt you've seen GoBlue's fulsome rundown b read more

Going Native

TheCannalysts have always viewed advertising by companies to investors with narrowed eyes. Well, maybe 'narrowed eyes' is a bit of an understatement. A couple of weeks back, High Tide ($HITI) g read more

TheCannalysts have always viewed advertising by companies to investors with narrowed eyes. Well, maybe 'na read more