The Rise of the Machines

It's timely that all three Cannalysts were out in the field touring last week. Especially where we were. Blue went to Aphria Phase IV & V, while Cyto and myself found ourselves at Aurora SKY.  It was also timely because both ACB & APHA received license amendments over the past couple of weeks that’ll allow them both to fully operationalize their respective platforms. When I saw Aphria’s buildout  last fall - I was agog at the scale and ambition of creating an advanced manufacturing platform for growing cannabis. SKY has been described as ‘…the most technologically advanced cannabis hybrid-indoor facility in the world’. While…

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Many happy returns…

To the moon! Big gainz ahead! This stock will make you rich! To a trader, the only thing that matters is returns. Sure, someone can bind their trading activity to sectors, or even a specific basket of companies that reflects the worldview of the individual. Say, like fair trade or organic or whatever.  But the bottom line is: positive returns. One can’t have exposure if all one does is lose money. Eventually, you’re just buying somebody else lunch. Like everyday. Home runs are nice. But they don’t happen very often. Legal cannabis companies have made a lot of people a lot of money. But…

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Seasonality

48North’s AMA introduced us to the company that submitted an application for Canada’s first outdoor grow. And they’re thinking of using autos. This is a huge development for the industry in my eyes. Huge. For a pile of reasons. Scale of outdoor - presuming expansion and logistics and actual license approval - will bring all kinds of new supply online. And it’ll bring with it the seasonality so well known in legacy markets (if you’ve ever lived within a 12 hour drive of the Kootenay’s, you’ll know what I mean). Every fall, for decades, illicit outdoor harvest comes in. Wholesale/retail prices crater. And until…

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Genetics and value chain differentiation. Oh, and I won a contest.

I won a contest! In the past (and future), I’ve been growing outdoors. Not a big grow per se - just enough so that I’ll have my own until the next year's growing season. Hopefully the feds will introduce amnesty for all of us who bought cannabis - or grew it - before the legalized light of C-45 shone so brightly down on Canadians last fall. And hopefully my admission won’t see TAC teams from Health Canada rappelling from helicopters into my home checking for trace amounts of myclobutanil. (Joke’s on them, I’ve always been 100% organic). Growing my own has been part of…

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Shakeup at Liberty Health Sciences

Well, there's been a fair bit of digital ink spilled over this.  And unless you've been on a beach somewhere without wifi, you've probably heard George Scorsis is no longer CEO of Liberty Health Sciences effective immediately. They've even given the punt to the CFO, but they've given him two months before they take the executive washroom keys away. Seems like reaction is hovering around whether this is bullish or bearish. Whether it's ongoing collateral damage from the APHA short of December. Or whether it's evidence of potential wrongdoing in the C-Suite. Meh. I like to think it's pretty much straightforward. The press release…

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