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391 Articles

Mollytime

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

World Class Extractions – Structure & Current State Q4 F2019

I hadn’t hear of World Class until their friendly purchase of (Cannalyst friend Rosy Mondin’s) Quadron Cannatech (QCC) a few months ago. QCC isn’t in these financials, but I wanted to do a run read more

I hadn’t hear of World Class until their friendly purchase of (Cannalyst friend Rosy Mondin’s) Quadron Ca read more

Business is Business

There’s an interesting story from the movie business that’s a good analogy for the future of cannabis. A theme around ‘purists’ versus ‘mass market’……that I believe informs us somewha read more

There’s an interesting story from the movie business that’s a good analogy for the future of cannabis. A read more

Low Cost Production: Heads you win, Tails you win

Aphria’s released it’s financial statements yesterday, and much celebration ensued. This sector needed some good news, and a large outfit reporting EBITDA positive results (a full quarter before read more

Aphria’s released it’s financial statements yesterday, and much celebration ensued. This sector needed so read more

1933 Industries – Symptoms of a larger issue

UPDATE August 16th, 2019 - Looks like the meeting was cancelled as of yesterday. Perhaps some sort of deal was worked out with debt holders, or maybe they looked in all the sofas for spare change. Ei read more

UPDATE August 16th, 2019 - Looks like the meeting was cancelled as of yesterday. Perhaps some sort of deal wa read more

Auxly – Structure & Current State Q1F2020

This one has been awhile in the making.  I haven’t had a close look at Auxly since the relative ‘pivot’ away from being a streaming business to what they refer to themselves now as aspi read more

This one has been awhile in the making.  I haven’t had a close look at Auxly since the relative ‘ read more