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Cronos Rundown Q2 F2019 – June 30, 2019

Ever since Cyto and I toured Cronos in January 2018 we have said “they are playing a different game”.  This continues to be their game plan with the phrase “asset light read more

Ever since Cyto and I toured Cronos in January 2018 we have said “they are playing a different game”.&nbs read more

Adj EBITDA: Peer & Trend – Cdn Large LPs

With potentially the beginning of some inflection points occurring in Adj EBITDA, I thought I would give our readers a visual. Here is a Peer and Trend that includes Canopy. read more

With potentially the beginning of some inflection points occurring in Adj EBITDA, I thought I would give our read more

Low Cost Production: Heads you win, Tails you win

Aphria’s released it’s financial statements yesterday, and much celebration ensued. This sector needed some good news, and a large outfit reporting EBITDA positive results (a read more

Aphria’s released it’s financial statements yesterday, and much celebration ensued. This sector needed so read more

1933 Industries – Symptoms of a larger issue

UPDATE August 16th, 2019 - Looks like the meeting was cancelled as of yesterday. Perhaps some sort of deal was worked out with debt holders, or maybe they looked in all the sofas read more

UPDATE August 16th, 2019 - Looks like the meeting was cancelled as of yesterday. Perhaps some sort of deal wa read more

Tilray Q1 F2019 Rundown – March 31, 2019

Open up the fins and MDA and follow along During the Q Tilray closed on Manitoba Harvest +$400 million acquisition in Feb/19 which caused them to combine some inventory items, read more

Open up the fins and MDA and follow along During the Q Tilray closed on Manitoba Harvest +$400 million acq read more

Aurora Cannabis Q3 F2019 Rundown – March 31, 2019

First off… some very good disclosure in the MDA and the 1.5 hour conference call.  I think Cam said, “Aurora can have its cake and eat it too.” when commenting abou read more

First off… some very good disclosure in the MDA and the 1.5 hour conference call.  I think Cam sai read more

Supreme Pharma Q3 F19 March 31, 2019 “In Pictures”

Overview Income Statement Drivers and Implied Breakeven - Trend Income Statement Drivers and Implied Breakeven - Peers Gross Margin: Trend and Peers Gross read more

Overview Income Statement Drivers and Implied Breakeven - Trend Income Statement Drivers and Implie read more

CannTrust Q1 F2019 Rundown – March 31, 2019

Open up the fins and MDA and follow along. Sales: CannTrust sales increased by $0.7 million or 4% QoQ.  While their Medical sales increased by 13% their wholesale s read more

Open up the fins and MDA and follow along. Sales: CannTrust sales increased by $0.7 million or 4% Q read more