Commodities and Cannamerx

The thing about commodities - they trade temporally. Haven't heard that term before? It just means 'through time' Commodities are traded on a forward curve. That is - 'forwards' (a contract to buy/sell a specific physical good to specific quality standards at a future point in time) - have quotes attached to them. A bid/ask creates a market. An exchange - like the CBOT or NYMEX - creates a liquid market for people wanting to buy or sell something in the future. You know, like futures. Which, aren't forwards. Ok, let's back up. There's three types of contract available to price commodities. They are:…

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Canopy’s Restatement & Thoughts on Internal Control

In my (former) professional life, I had many roles.  As a subject matter expert, I was put into many places to solve many issues. Sometimes as a bridge between IT and trade. Sometimes in Risk. Sometimes building trade books for position and exposure measurement. Sometimes in calculating and bucketing greeks for PnL reporting. Sometimes in pre/post trade valuation and Day 1 on-boarding of deals.   One role I had late in my career, was that of Business Unit Controller (BUC) at an investment bank. It was 'acting' only...the regular BUC was planning to take a 9 month leave. They contacted me 6 months before this…

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Retail in Amsterdam & Lessons for Canada

I’ve been travelling to Mokum several times per year over the past 17 years. I’ve seen a lot of change in their retail cannabis market over that time as well. ‘Mokum’ is sometimes how Amsterdammers refer to their home… an affectionate ‘pet name’ as it were. The friends I’ve made there and frequent visits to the city (driven by sincere love for it) have allowed me watch their cannabis and coffeeshop culture evolve - as a local from afar. I’ve also been able to witness change in their retail market there over time. And it is very fluid. Early on, nederweit was very, very good. It…

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Podcast Mashup Live at Lift – Episode 9 – Andrea Dobbs & Rosy Mondin

Andrea Dobbs - Co-founder of Village Bloomery....and Rosy Mondin - CEO of Quadron Cannatech - chat with GoBlue of TheCannalysts, Jenna Valenieri of High Tea, and Nick Nedin of TheCannabisAct. It was a long but utterly enjoyable day. And we find out the ultimate Champion of the Rolloff! Drum roll..... The podcasters who put this together want to express their sincere appreciation to Dieter and Danielle for their graciousness, and all our guests and friends who stopped by to say hello. On iTunes And Soundcloud

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Willkommen, bienvenue, welcome. Come on in.

Hello. It’s truly a pleasure to have you here.  TheCannalysts project has for more than a year aspired to create value.  As a service, we will provide insights and analysis on legal cannabis companies in Canada, the US, and globally. All with a view to finding companies with value, those that come with trip wires, and to sort the wheat from the chaff as this industry unfolds. We are not a PR firm, nor do we swap economic spit with companies to alter/soft pedal/massage our views.  It’s a reason why we went the subscription model route: it leaves nothing between us and you. No…

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