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232 Articles

Mollytime

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

Organigram “Junk in the Trunk” – Nov 2019

This company is showing some signs of stress in terms of cashflow and operations. They've recently amended some credit facilities, shed a poor performing cannabis clinic operation (THC), and had a hi read more

This company is showing some signs of stress in terms of cashflow and operations. They've recently amended so read more

Inner Spirit – Structure & Current State Q3 F2019

Another day, another set of financials. Inner Spirit Holdings ($ISH) recently reported, and given the state of retail in this country, an aggressively poised outfit with designs to take over the worl read more

Another day, another set of financials. Inner Spirit Holdings ($ISH) recently reported, and given the state o read more

Organigram gets on the shelf

I've seen some musing lately about $OGI's cash position and burn rate. And so has the market. They filed a shelf prospectus November 4th, adding to a LOC and Revolver they maintain for cash. A read more

I've seen some musing lately about $OGI's cash position and burn rate. And so has the market. They fil read more

TILT Holdings – Structure & Current State Q3 F2019

We have looked at $TILT before, remarking on the amazingly expensive impairment of goodwill they undertook just a few months ago.  And what a story it is. For those of you ‘new’ to TI read more

We have looked at $TILT before, remarking on the amazingly expensive impairment of goodwill they undertook j read more

Curaleaf – Structure & Current State Q3 2019

‘PT Mass’. Management Fees. Notes Payable (2019 & 2021). Share price volatility, an average of $10MM per storefront on-boarded, and longer range deals in states just getting up to speed on re read more

‘PT Mass’. Management Fees. Notes Payable (2019 & 2021). Share price volatility, an average of $10MM read more

Green Thumb Industries – Structure & Current State Q3 F2019

One of the distinctions within MSO’s is the ‘Super Share’.  We’ve discussed them a lot on this site , and for the benefit of our readers, I’ll soon be publishing a ‘101’ on shar read more

One of the distinctions within MSO’s is the ‘Super Share’.  We’ve discussed them a lot on thi read more

C21 Investments – Structure and Current State – Q2F2019

We’ve covered C21 Investments, and taken some potshots at them too. The 'then' CEO had a social media marketing fetish - spending some $2MM in a quarter to pump them share price tires, and it caugh read more

We’ve covered C21 Investments, and taken some potshots at them too. The 'then' CEO had a social media marke read more

Supreme Cannabis – Structure & Current State Q1F2020

Our last structure on Supreme was the first in quite awhile. The leverage and optionality they took on in years prior had worked to rangebound their stock, while aggressive SBC has made the company f read more

Our last structure on Supreme was the first in quite awhile. The leverage and optionality they took on in yea read more

Village Farms – Structure & Current State – Q32019

The saying goes: ‘it takes a village’. While it references the raising of a child, one can say the same about a business. Pure Sun Farms (PSF) is a private joint venture between Emerald Health read more

The saying goes: ‘it takes a village’. While it references the raising of a child, one can say the same a read more