Blog - TheCannalysts

At What Annual Cost Savings Would Aurora Become and Accretive Merger Target for Aphria

GoBlueCdn Jul 14, 2020

iAnthus: The dead walk among us

Mollytime Jul 13, 2020

Beware of Side Effects and Mushrooms

CytochromeP Jul 6, 2020

Couche-Tard’s Test Pilot

Mollytime Jul 6, 2020

COVID Cover: Organigram Lays-off 45% of Workforce PART 2

GoBlueCdn Jul 3, 2020

Acreage Holdings December 31, 2019 – “Quarter in Pictures”

GoBlueCdn Jul 2, 2020

Two Point Uh-Oh

Mollytime Jul 2, 2020

Heritage Cannabis – Structure and Current State – Q2 F2020

Mollytime Jun 30, 2020

Sonny Gets Comfortable

Mollytime Jun 30, 2020

Harvest One 3Q F2020 March 31, 2020 “Quarter in Pictures”

GoBlueCdn Jun 29, 2020

Cannabis Patent Summary

CytochromeP Jun 28, 2020

TILT – Structure & Current State Q1 F2020

Mollytime Jun 26, 2020

META Growth leaves medical behind

Mollytime Jun 26, 2020

Liberty Health Sciences Rundown Q4 F2020 February 29, 2020

GoBlueCdn Jun 26, 2020

Constellation and Acreage: Re-do!

Mollytime Jun 25, 2020

Canadian Outdoor Harvest 2020: Harvest Tsunami Meets the White Cliffs of Dover

GoBlueCdn Jun 25, 2020

iAnthus gets a knock on the door

Mollytime Jun 23, 2020

Aurora Garage Sale Continues

GoBlueCdn Jun 23, 2020

Flowr Corporation Tour – Spring 2020

Mollytime Jun 22, 2020

Change at the Top – June Edition (3)

Mollytime Jun 22, 2020

Zenabis raises to pay debt

Mollytime Jun 19, 2020

Medipharm Labs – Structure & Current State Q1 F2020

Mollytime Jun 19, 2020

Canadian Retail Cannabis Sales – April 2020

GoBlueCdn Jun 19, 2020

MediPharm Labs and the Barter System: Reaping What You Sow

GoBlueCdn Jun 19, 2020

Inner Spirit – Structure & Current State Q1 F2020

Mollytime Jun 18, 2020

High Tide Inc. April 30, 2020 “Quarter in Pictures”

GoBlueCdn Jun 17, 2020

Namaste really hates Choklat

Mollytime Jun 17, 2020

Charlotte’s Web finds a taker: Raise

Mollytime Jun 16, 2020

Fire & Flower – Structure & Current State Q1 F2020

Mollytime Jun 16, 2020

Fire and Flower May 2, 2020 “Quarter in Pictures”

GoBlueCdn Jun 16, 2020

Sundial Growers Inc. March 31, 2020 “Quarter in Pictures”

GoBlueCdn Jun 16, 2020

Change at the Top June 2020 (2) $TGIF

Mollytime Jun 15, 2020

WeedMD December 31, 2019 “Quarter in Pictures”

GoBlueCdn Jun 15, 2020

Zenabis & the ‘Magical Re-file’

Mollytime Jun 14, 2020

TILT Holdings – Structure & Current State Q4 F2019

Mollytime Jun 12, 2020

iAnthus drops their handkerchief

Mollytime Jun 11, 2020

Hexo April 30, 2020 “Quarter In Pictures”

GoBlueCdn Jun 11, 2020

Namaste – Structure & Current State – Q1 F2020

Mollytime Jun 10, 2020

Mining the Ontario Cannabis Store Report April 1, 2019-March 31, 2020 – Addendum

GoBlueCdn Jun 10, 2020

Mining the Ontario Cannabis Store One Year Report

GoBlueCdn Jun 9, 2020

Change at the Top – June Edition

Mollytime Jun 9, 2020

Looking into Canopy Gross Margin from Adult Recreational

GoBlueCdn Jun 5, 2020

The Extraordinary 1933 Industries

Mollytime Jun 4, 2020

Musings on 2.0 and Extractors

GoBlueCdn Jun 4, 2020

High Tide – Structure & Current State Q1 F2020

Mollytime Jun 4, 2020

Canopy Growth Rundown Q4 F2020 March 31, 2020

GoBlueCdn Jun 2, 2020

Thoughts on $CGC’s latest – Q4 F2020

Mollytime Jun 2, 2020

Acreage Holdings December 31, 2019 – “Quarter in Pictures”

GoBlueCdn Jun 1, 2020

Organigram’s Loan Amendment is Telling and Investors Should be Diligent

GoBlueCdn May 30, 2020

Cresco Labs March 31, 2020 – “Quarter in Pictures”

GoBlueCdn May 29, 2020

Canopy Q4 F2020 Rundown – March 31, 2020

GoBlueCdn May 29, 2020

YSS – Structure & Current State – Q1 F2020

Mollytime May 28, 2020

MedMen March 31, 2020 Quarter in Pictures”

GoBlueCdn May 28, 2020

Buy Now, Act Fast! Part II

Mollytime May 27, 2020

48 North Q3 F20 March 31, 2020 “Quarter In Pictures”

GoBlueCdn May 26, 2020

Buy Now, Act Fast!

Mollytime May 25, 2020

META Growth Corp – Structure & Current State Q2 F2020

Mollytime May 25, 2020

Radient & Hexo latest raises

Mollytime May 22, 2020

Meta Growth Corp. “Quarter in Pictures” February 29, 2020

GoBlueCdn May 22, 2020

Canadian Retail Cannabis Sales – March 2020

GoBlueCdn May 22, 2020

Trulieve – Structure & Current State Q1 F2020

Mollytime May 21, 2020

Aurora Plants +EBITDA Flag 2.0: What do they have to do to get there?

GoBlueCdn May 21, 2020

Trulieve March 31, 2020: “Quarter In Pictures”

GoBlueCdn May 20, 2020

CuraLeaf March 31, 2020 “Quarter in Pictures”

GoBlueCdn May 20, 2020

Zenabis – Structure & Current State Q1 F2020

Mollytime May 19, 2020

Supreme Cannabis Q3 F20 March 31, 2020 “Quarter In Pictures”

GoBlueCdn May 19, 2020

Green Thumb Industries March 31, 2020 “Quarter in Pictures”

GoBlueCdn May 19, 2020

Patent 31 Special: Biosynthesis Patent Wars

CytochromeP May 17, 2020

Green Thumb Industries – Structure & Current State Q1 F2020

Mollytime May 17, 2020

Charlotte’s Web – Structure & Current State Q1 F2020

Mollytime May 15, 2020

Aurora Q3 F2020 Rundown March 31, 2020

GoBlueCdn May 15, 2020

Charlotte’s Web March 31, 2020 – “Quarter in Pictures”

GoBlueCdn May 14, 2020

Aleafia Quarter in Pictures March 31, 2020

GoBlueCdn May 13, 2020

Aleafia – Structure & Current State Q1 F2020

Mollytime May 13, 2020

Tilray Q1 F2020 Rundown – March 31, 2020

GoBlueCdn May 12, 2020

Aphria: The Farmer Goes to the Market to Test His Brands

GoBlueCdn May 12, 2020

Change at the Top – May Edition – UPDATED

Mollytime May 11, 2020

Aphria’s housekeeping

Mollytime May 8, 2020

Namaste – Structure & Current State Q4 F2019

Mollytime May 8, 2020

Cronos Rundown Q1F2020 – March 31, 2020

GoBlueCdn May 8, 2020

Aleafia – Structure & Current State Q4 F2019

Mollytime May 7, 2020

Gross Margin versus Interest Expense

GoBlueCdn May 4, 2020

Auxly’s Inventory Question

Mollytime May 3, 2020

Fire and Flower February 1, 2020 “Quarter in Pictures”

GoBlueCdn Apr 30, 2020

Cronos’ Gamble

CytochromeP Apr 30, 2020

Cresco Labs – Structure & Current State Q4 F2019

Mollytime Apr 29, 2020

Cresco Labs December 31, 2019 – “Quarter in Pictures”

GoBlueCdn Apr 29, 2020

The Cannabis Inventory Monster II: Cash Flow from Operations, the Cycle of Sales Growth and Inventory Management Strategies

GoBlueCdn Apr 29, 2020

YSS – Structure & Current State Q4 2019

Mollytime Apr 28, 2020

Harvest Health December 31, 2019 – “Quarter in Pictures”

GoBlueCdn Apr 28, 2020

Harvest Health – Structure & Current State Q4 F2019

Mollytime Apr 27, 2020

Flowr & Supreme: Two very different raises

Mollytime Apr 24, 2020

The Cannabis Inventory Monster

GoBlueCdn Apr 24, 2020

Organigram launches new ATM – Will banks trim credit facilities?

GoBlueCdn Apr 22, 2020

Canadian Retail Cannabis Sales – February 2020

GoBlueCdn Apr 21, 2020

Green Thumb Industries December 31, 2019 “Quarter in Pictures”

GoBlueCdn Apr 20, 2020

Green Thumb Industries – Structure & Current State Q4 F2019

Mollytime Apr 19, 2020

CGC’s ‘rTrees’ fiasco is one of many more stories to come

Mollytime Apr 16, 2020

Aphria Q3 F2020 Rundown- February 29, 2020

GoBlueCdn Apr 15, 2020

The Valens Company – Structure & Current State Q1 F2020

Mollytime Apr 15, 2020

Rundown: Organigram 2Q F2020 Ended February 29, 2020

GoBlueCdn Apr 14, 2020

Namaste – Structure & Current State Q3 F2019

Mollytime Apr 11, 2020

Hexo looks in the couch for spare change

Mollytime Apr 8, 2020

Trulieve December 31, 2019: “Quarter In Pictures”

GoBlueCdn Apr 8, 2020

COVID Cover: Organigram Lays-off 45% of Workforce

GoBlueCdn Apr 7, 2020

Government of Canada Business Credit Availability Program

GoBlueCdn Apr 6, 2020

The Medical Cannabis Dilemma

CytochromeP Apr 3, 2020

High Tide Inc. January 31, 2020 “Quarter in Pictures”

GoBlueCdn Apr 2, 2020

A tough day for JWC

Mollytime Apr 1, 2020

Sundial Growers Inc. December 31, 2019 “Quarter in Pictures”

GoBlueCdn Apr 1, 2020

Hexo January 31, 2020 “Quarter In Pictures”

GoBlueCdn Mar 30, 2020

CuraLeaf December 31, 2019 “Quarter in Pictures”

GoBlueCdn Mar 27, 2020

Charlotte’s Web – Structure & Current State Q4 F2019

Mollytime Mar 24, 2020

Charlotte’s Web December 31, 2019 – “Quarter in Pictures”

GoBlueCdn Mar 24, 2020

Patent 27: Processing Cannabis for Biofuel

CytochromeP Mar 22, 2020

Canadian Retail Cannabis Sales – January 2020

GoBlueCdn Mar 20, 2020

Aleafia Quarter in Pictures December 31, 2019

GoBlueCdn Mar 19, 2020

Biomass Boomerang: Lessons in Accounting and Who Could be Next

GoBlueCdn Mar 17, 2020

Tilray: The Raise That Wasn’t There

Mollytime Mar 13, 2020

Spelunking the Cronos Forensic Audit on Bulk Resin

GoBlueCdn Mar 13, 2020

Cannabis DeadPool: You cannot cut your way to profitability!

GoBlueCdn Mar 10, 2020

Current State of Cannabis Research in Canada

CytochromeP Mar 9, 2020

Patent 26: Optimized Cannabis based Aphrodisiac

CytochromeP Mar 8, 2020

Village Farms – PSF: Check and Mate

Mollytime Mar 6, 2020

High Tide Inc. October 31, 2019 “Quarter in Pictures”

GoBlueCdn Mar 5, 2020

Harvest One 2Q F2020 December 31, 2019 “Quarter in Pictures”

GoBlueCdn Mar 4, 2020

Tilray Q4 F2019 Rundown – December 31, 2019

GoBlueCdn Mar 3, 2020

Aurora’s June 30, 2019 Conference Call – Review of C-Suite comments on wholesale revenue

GoBlueCdn Mar 2, 2020

Heritage Cannabis – Structure and Current State – Q42019

Mollytime Feb 28, 2020

Aurora and Radient Technologies: The Possible Return Flight of the Wholesale Biomass Boomerang

GoBlueCdn Feb 28, 2020

MedMen December 31, 2019 “Quarter in Pictures”

GoBlueCdn Feb 27, 2020

The Valens Company – Structure & Current State Q4 F2019

Mollytime Feb 26, 2020

48 North Q2 F20 December 31 2019 “Quarter In Pictures”

GoBlueCdn Feb 24, 2020

Patent 25: Use of Cannabinoids as Antipsychotics

CytochromeP Feb 23, 2020

Cdn Cannabis Recreational Sales – December 2019

GoBlueCdn Feb 21, 2020

Trend of Recreational and Medical Revenue: CGC, ACB, APHA, OGI and HEXO

GoBlueCdn Feb 19, 2020

Supreme Cannabis Co. “Junk in the Trunk” – February 2020

Mollytime Feb 18, 2020

Supreme Cannabis Q2 F20 December 31, 2019 “Quarter In Pictures”

GoBlueCdn Feb 18, 2020

Cannabis Companies are on the Clock

GoBlueCdn Feb 17, 2020

Patent 24: Modified release tablets by Canntab Therapeutics

CytochromeP Feb 16, 2020

Canopy Growth Rundown Q3 F2020 December 31, 2019

GoBlueCdn Feb 14, 2020

Aurora Q2 F2020 Rundown December 31, 2019

GoBlueCdn Feb 13, 2020

The cool kids

Mollytime Feb 12, 2020

YSS Corp – Structure & Current State Q3F2019

Mollytime Feb 12, 2020

Supreme swings the axe

Mollytime Feb 11, 2020

Acreage Holdings: Pricing their ‘comprehensive’ financing

Mollytime Feb 10, 2020

Organigram: Gross Margin vs SGA May 31, 2019

GoBlueCdn Feb 7, 2020

Terry Booth takes a walk upstairs

Mollytime Feb 6, 2020

Cashflow from Operations – Peer Group

GoBlueCdn Feb 6, 2020

Tilray: Gross Margin vs SGA September 30, 2019

GoBlueCdn Feb 5, 2020

Aphria: Gross Margin vs SGA November 30, 2019

GoBlueCdn Feb 4, 2020

Aurora: Gross Margin vs SGA September 30, 2019

GoBlueCdn Feb 3, 2020

Reminder: Ask Me Anything with Aphria CFO Carl Merton Wednesday Feb 5, 2020

GoBlueCdn Feb 3, 2020

Email to CEO of Liberty Health Sciences re: Q3 F2020 Fair Value Change on Inventory Sold

GoBlueCdn Jan 31, 2020

National Access Cannabis (META) “Quarter in Pictures” November 30, 2019

GoBlueCdn Jan 31, 2020

Liberty Health Sciences Rundown Q3 F2020 November 30, 2019

GoBlueCdn Jan 30, 2020

Canopy: Gross Margin vs SGA September 30, 2019

GoBlueCdn Jan 29, 2020

Flowr Corporation – Structure & Current State Q3F2019

Mollytime Jan 27, 2020

Patent 23: CBCA Producing Cannabis by GW Pharmaceuticals

CytochromeP Jan 26, 2020

A Tale of Two Raises

Mollytime Jan 24, 2020

The 2.0 Scorecard – Who will be getting a boost to their next financials from 2.0?

GoBlueCdn Jan 21, 2020

The ‘Right Size’

Mollytime Jan 17, 2020

Where we are and where we are going: Vancouver Lift 2020 Presentation

GoBlueCdn Jan 17, 2020

Adult Recreational Sales – Peer and Trend

GoBlueCdn Jan 16, 2020

Aphria Q2 F2020 Rundown- November 30, 2019

GoBlueCdn Jan 15, 2020

Rundown: Organigram Q1 F2020 Ended November 30, 2019

GoBlueCdn Jan 15, 2020

The Critical Path

Mollytime Jan 14, 2020

Reflections from Lift&Co. – Vancouver, January 2020

Mollytime Jan 13, 2020

Patent 22: Cannabis containing condoms

CytochromeP Jan 12, 2020

Retail Chains Getting to Breakeven: META, FAF, HITI, ISH

GoBlueCdn Jan 7, 2020

Change at the top: $FIRE(D)

Mollytime Jan 6, 2020

Inner Spirit September 30, 2019 “Quarter in Pictures”

GoBlueCdn Jan 3, 2020

National Access Cannabis “Quarter in Pictures” August 31, 2019 – REVISED

GoBlueCdn Jan 2, 2020

Cost of Debt in the New Year

Mollytime Jan 1, 2020

Patent 21: Cannabis for Cessation of Chemical Dependence ($WEED)

CytochromeP Dec 29, 2019

National Access Cannabis – Structure & Current State Q4F2019

Mollytime Dec 27, 2019

Share of Shipments, Harvests, and Sales to Harvest Rates for Q3 C2019

GoBlueCdn Dec 23, 2019

Canadian Cannabis Sales to October 31, 2019

GoBlueCdn Dec 20, 2019

Income Statement Peer Comparisons – Quadrant Function Graphs December 2019

GoBlueCdn Dec 20, 2019

Illustrative Model – What if Canopy Growth had a Cannabis Monopoly in Canada: September 2019 Q

GoBlueCdn Dec 19, 2019

Canadian Cannabis Supply and Demand – September 2019

GoBlueCdn Dec 18, 2019

Fire & Flower – Structure & Current State Q3 F2020

Mollytime Dec 17, 2019

The $ Cost of Getting High

CytochromeP Dec 16, 2019

Hexo October 31, 2019 “Quarter In Pictures”

GoBlueCdn Dec 16, 2019

Patent #20: Hemp Protein by KeyLeaf ($WEED)

CytochromeP Dec 15, 2019

Lessons for Cannabis Investors from 1.0 Should Guide 2.0

GoBlueCdn Dec 13, 2019

Income Statement Peer Comparison – Quadrant Function Graphs – US MSO

GoBlueCdn Dec 12, 2019

Change at the top at Zenabis. Too little too late?

Mollytime Dec 11, 2019

iAnthus September 30, 2019 – “Quarter in Pictures”

GoBlueCdn Dec 10, 2019

David Klein is the best candidate of willing participants.

GoBlueCdn Dec 9, 2019

Occam’s Razor, Aurora and Radient Technologies –June /2019 ACB wholesale revenue – September 30, 2019 Update

GoBlueCdn Dec 6, 2019

Harvest One 1Q F2020 September 30, 2019 “Quarter in Pictures”

GoBlueCdn Dec 6, 2019

Cresco Labs September 30, 2019 – “Quarter in Pictures”

GoBlueCdn Dec 5, 2019

48 North Q4 F19 September 30, 2019 “Quarter In Pictures”

GoBlueCdn Dec 4, 2019

Harvest Health September 30, 2019 – “Quarter in Pictures”

GoBlueCdn Dec 3, 2019

WeedMD September 30, 2019 “Quarter in Pictures”

GoBlueCdn Dec 2, 2019

Patent #19: Defined Dose Cannabis Pods

CytochromeP Dec 1, 2019

Rundown: Organigram Q4 F2019 Ended August 31, 2019

GoBlueCdn Nov 29, 2019

MedMen September 30, 2019 “Quarter in Pictures”

GoBlueCdn Nov 28, 2019

Acreage Holdings September 30, 2019 – “Quarter in Pictures”

GoBlueCdn Nov 27, 2019

Aleafia – Structure & Current State Q3 F2019

Mollytime Nov 26, 2019

CuraLeaf Sept 30, 2019 “Quarter in Pictures”

GoBlueCdn Nov 25, 2019

Green Thumb Industries September 30, 2019 “Quarter in Pictures”

GoBlueCdn Nov 25, 2019

Canadian Recreational Cannabis Sales to Sept 30, 2019

GoBlueCdn Nov 22, 2019

Trulieve September 30, 2019: “Quarter In Pictures”