Author Avatar
254 Articles

Mollytime

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

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

Molly’s Trading Post: 1

Step one: PnL. It happens daily. Your last trade (and portfolio balance) is the measurement. Conflating trading with investing is a death nell. I advise against it. Textbooks and MBA's a read more

Step one: PnL. It happens daily. Your last trade (and portfolio balance) is the measurement. Conflating read more

A paucity of posting

It’s tough writing right now.  Every link in the Value Chain of cannabis is taking it right in the happy sack.  Valuations collapsing, share prices evaporating as fast as sell sides read more

It’s tough writing right now.  Every link in the Value Chain of cannabis is taking it right in the read more

‘Stepping away’: Cam Battley’s gone.

GoBlue and I spoke about Cam Battley’s Twitter feed a couple of days ago. His posting had become more intermittent lately, probably reflecting the recent travails of Aurora’s share price, int read more

GoBlue and I spoke about Cam Battley’s Twitter feed a couple of days ago. His posting had become more i read more

You can Beleave it…..she’s gone

We noted in a recent structure on Auxly the arrival of Jeanette VanderMarel as the new CEO at cannabis producer Beleave. Here's what we said: As an aside, In the small world of legal cannabis, Jea read more

We noted in a recent structure on Auxly the arrival of Jeanette VanderMarel as the new CEO at cannabis produc read more