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CannTrust – CSI’ing The Blast Crater

When I spoke on the lift Panel in Toronto in June 2019, I mentioned that this industry “has a lot of unexploded landmines that have yet to go off”.  Well, one landmine we read more

When I spoke on the lift Panel in Toronto in June 2019, I mentioned that this industry “has a lot of unexpl read more

Cresco Labs- Income Statement Drivers & Implied Breakeven Sales Levels

These will start to get more interesting as we add Q's. As the 4th Q from F2018 is not a standalone, we have not included same. read more

These will start to get more interesting as we add Q's. As the 4th Q from F2018 is not a standalone, we have read more

1933 Industries – Structure & Current State Q3F2019

We’ve had this one our radar for quite some time (Dec 2017, last summer, Dec 2018 and again back in April of this year). They had plans and announcements in their financials t read more

We’ve had this one our radar for quite some time (Dec 2017, last summer, Dec 2018 and again back in April read more

Medipharm Labs – Structure & Current State Q1F2020

The financials for mid-stream companies are welcome to me, because unlike producing, there is far less margin for error in processing - and cockups are far easier to spot early on read more

The financials for mid-stream companies are welcome to me, because unlike producing, there is far less margin read more

Charlotte’s Web – Income Statement Drivers & Implied Breakeven Sales Levels

Net Operating Profit and EBITDA positive, so no "Sales Gaps to B/E..." read more

Net Operating Profit and EBITDA positive, so no "Sales Gaps to B/E..." read more

1933 Industries – April 30, 2019 – Breakeven and SGA SBC as % of Sales

Here is a company that has languished over the past 6 Q's with a total increase in sales over that period of $2.1 million. QoQ sales finally showed a bit of a bump of 24%. read more

Here is a company that has languished over the past 6 Q's with a total increase in sales over that period of read more

Bruce Linton is shown the door.

When a big a moneyed partner/owner has control of your board “operational improvements” are expected. Waaay back when STZ first invested in CGC, I stated that the first thi read more

When a big a moneyed partner/owner has control of your board “operational improvements” are expected. read more

“Liberty Health Science – Q4 F2019 Rundown” Backing into a Q4 NIGHTMARE!!

If you have read my work in the past around Q4’s where the issuer doesn’t give a stand-alone Q4, and I have to “Back into” their Q4 by subtracting Full Year fins from 9-mo read more

If you have read my work in the past around Q4’s where the issuer doesn’t give a stand-alone Q4, and I ha read more

Patent #10 Use of Specialty Cannabis

It’s time to talk about the most controversial cannabis related patent titled “Breeding, production, processing and use of specialty cannabis”. The patent is granted to Biote read more

It’s time to talk about the most controversial cannabis related patent titled “Breeding, production, proce read more