Category Archives
469 Articles

Archive

Molly’s Trading Post: 2

One 'trades' one thing for another, in an effort to end up with more value than one had before. With equity, we exchange cash for a claim to ownership in a company. In this example, there are two read more

One 'trades' one thing for another, in an effort to end up with more value than one had before. With equit read more

A paucity of posting

It’s tough writing right now.  Every link in the Value Chain of cannabis is taking it right in the happy sack.  Valuations collapsing, share prices evaporating as fast as sell sides read more

It’s tough writing right now.  Every link in the Value Chain of cannabis is taking it right in the read more

‘Stepping away’: Cam Battley’s gone.

GoBlue and I spoke about Cam Battley’s Twitter feed a couple of days ago. His posting had become more intermittent lately, probably reflecting the recent travails of Aurora’s share price, int read more

GoBlue and I spoke about Cam Battley’s Twitter feed a couple of days ago. His posting had become more i read more

It’s a feature, not a bug

I came across an interesting example today of monopolistic pricing. Take a look at the difference between Ontario and BC's State Monopoly's pricing on the same product. This is BC's: And here' read more

I came across an interesting example today of monopolistic pricing. Take a look at the difference between Ont read more

MedMen Restructures

This press release from MedMen hit my desk late this afternoon. It is expansive, and contains what a business person would call several ‘action items’. While they refer to it as 'strengthening' t read more

This press release from MedMen hit my desk late this afternoon. It is expansive, and contains what a business read more

Medipharm Labs – Structure & Current State Q3 F2019

In looking at $LABS’ last two sets of financials, we’ve noted their optionality and compensation levels. For the most part, how much the *suits* are getting paid is a relatively subjective exerci read more

In looking at $LABS’ last two sets of financials, we’ve noted their optionality and compensation levels. read more

1933 Industries – Structure & Current State Q4 2019

Last quarter, we noted some *ahem* concerns around the balance sheet: anemic revenues and margins, asset impairments, and an outlook that was looking rather bleak. At least in my opinion.  In read more

Last quarter, we noted some *ahem* concerns around the balance sheet: anemic revenues and margins, asset impa read more

For some, the show is over

Ah, it's December already, and 2019 is winding down. For many, it’s been a tough year for longs in the cannabis sector. What now? There will be blood. Many Canadian legal cannabis companie read more

Ah, it's December already, and 2019 is winding down. For many, it’s been a tough year for longs in the cann read more