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70 Articles

Financial Analysis

Should Aurora be the new “Bell Cow” of Cannabis? – IF (Note: the upper case!) Aurora achieves +EBITDA for Q ending June 2019… the case for them to become the “bell cow” of Canadian cannabis.

We all know that Canopy has the greatest market capitalization, a huge war chest of cash courtesy of Constellation, and ambitious plans on dominating the global cannabis landscape read more

We all know that Canopy has the greatest market capitalization, a huge war chest of cash courtesy of Constell read more

Trulieve – Income Statement Drivers & Implied Breakeven Sales Levels

This might throw some folks off....as it is POSITIVE Net Operating Profit and EBITDA. So last two "Gap" columns are blank. Highly recommend you read Molly's Trulieve "Capi read more

This might throw some folks off....as it is POSITIVE Net Operating Profit and EBITDA. So last two "Gap" read more

US Tier 1 LP’s: Income Statement Drivers and Implied Breakeven – Latest reported Q

We finally have stand alone Q's to look at for many of the large US MSOs. This will start to help determine where MSO's stand today and what they would need to achieve sales-wise read more

We finally have stand alone Q's to look at for many of the large US MSOs. This will start to help determine read more

US Tier 1 LP’s: Implied Breakeven to + EBITDA

Adjusted Earnings Before Interest Taxes Depreciation and Amortization and IFRS voodoo on Gain on Bios and any "Other Income/Expenses". Interesting to reflect back on the Gr read more

Adjusted Earnings Before Interest Taxes Depreciation and Amortization and IFRS voodoo on Gain on Bios and read more

US Tier 1 LP’s: Implied Breakeven to + Net Operating Profit

As we finally start getting "clean" (eg. with no need to back-out 9 month YTD from Annual Reports) Quarterly earnings reports from recently public US MSOs, we can start doing Pee read more

As we finally start getting "clean" (eg. with no need to back-out 9 month YTD from Annual Reports) Quarterly read more

iAnthus March 31, 2019 – Income Statement Drivers and Implied Breakeven Sales

With iAnthus being talked up... I thought I would put this up. read more

With iAnthus being talked up... I thought I would put this up. read more

Canopy Growth Waterfall: Projected Yields from Biological Assets, Harvest, Sale (KGs)

Canopy does not disclose Projected Yield in Notes to Bio Assets. read more

Canopy does not disclose Projected Yield in Notes to Bio Assets. read more