Every Long in Cannabis should thank Canopy… but let’s look at the deal shall we

I wasn’t going to post this, as there is a party going on. But a discussion emerged in the daily thread and I thought a more thought out post would be better.Monday’s announcement was a great day for the cannabis sector. A long term hope that many of us investors held that big alcohol, tobacco, pharma and/or other would come play HAPPENED!! I think it was earlier than most thought, but it happened. The sector owes a big thanks to Canopy. The impact of this on other possible takeover targets is already being seen.Let’s break down the deal so everybody has an understanding of…

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How much extra capital will LP’s need to raise to float payment terms for Rec and Pharmacy?

Click edit button to change Now hanging hat at r/TheCannalysts As we approach day 1 of rec we also approach non cash payment terms for sales. LCBO isn't paying cash at delivery like current patients do. The provinces will be getting approximately 90 days from receipt of goods or invoice from LP's to pay for their mj. Private rec models for distribution certainly won't get 90 days to pay like a province owned would. Many dispensaries might be on cash terms. You may think, my LP doesn't have to worry about this as they will have Direct Mail and get paid quickly. However, what…

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When will the Canadian Commercial Banks start lending to the cannabis sector?

There is this general assumption that once rec happens the Canadian chartered banks are going to be falling all over themselves to lend to this sector.That could be one of the dominos that MAY need to fall. But there are bigger ones than day 1 of rec that need to be tipped.Commercial lending for Canadian banks is very homogeneous. They are subject to similar risk rating methodologies (Basel II when I was last inside), similar return requirements (RAROC: Risk Adjusted Return on Credit) they pretty well all use the same financial statement spreading software... HOMOGENEOUS.If you bid a deal to several banks there will…

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Gain on Bios for the layman/laywoman: Lemonade Stand posts: CGC Q3 and Q4 F2017

Ok... these are two satirical posts trying to explain GoB. [To CGC Investors: These are historic looking numbers. I fully recognize that you are investing with forward looking view. So if you laughed at u/Monteviale ACB using shares to Buy Itself post, I’d hope this gives you a chuckle and some learnin’. ] Before you look down your nose at Stockhouse (where I originally posted these) I have heard from multiple sources that these stories have made the rounds of a number of I Banks. Q3 https://www.stockhouse.com/companies/bullboard/t.cgc/capital-gold-corporation?threadid=25856421 Q4 http://www.stockhouse.com/companies/bullboard/t.aph/aphria-inc?threadid=26416116 GoBlue

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Demystifying Gain on Biologicals

This is a post I did 5 months ago and was posted on r/weedstocks. Before you ask a Q see if it was already asked and answered. It is looong. https://www.reddit.com/r/weedstocks/comments/6k7qnt/demystifying_gain_on_biologicals_gob/ Given the live example CGC provided, and I get a ton of Q's on GoB, I thought I'd put up a post that may serve as a reference going forward. It is very difficult to analyze an LPs financial statements without understanding GoB. It is an International Financial Reporting Standard (IFRS) that impacts when profit from harvests is taken into Net Income. I will not talk about the Biological Assets (pre harvest) on…

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