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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

Village Farms – Structure & Current State 05/19

Had a look at this outfit recently, and now we have another set of financials out. Again, the word ‘cannabis’ is mentioned only twice in their financial statements - Notes 1 & read more

Had a look at this outfit recently, and now we have another set of financials out. Again, the word ‘cannabi read more

Cronos Q1 F2019 Rundown – March 31, 2019

Open up the MDA and Fins and following along. I note that there is very little stratification of medical versus adult rec in the MDA.  Which makes it hard to see if they a read more

Open up the MDA and Fins and following along. I note that there is very little stratification of medical v read more

Retail Cannabis in Edmonton – What’s my cost for getting high?

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Apologies for light content this week. We were busy throwing WE Cann in Edmonton. We will get back to regul read more

Patent #6 Topical Cannabis Formulation by Satimed

Every patent or application I’ve covered so far has been owned by a publicly traded company. This time I’m covering a European patent application was filed by the private compa read more

Every patent or application I’ve covered so far has been owned by a publicly traded company. This time I’m read more

TREND Analysis Harvest One: “Gas in the Tank”

Harvest One had Finished Goods Inventory of $3.8 million in Q0-1 going into Q0. This allowed them to sell $3.7 million in Q0 an increase of $2.1 million over Q0-1 sales of $1 read more

Harvest One had Finished Goods Inventory of $3.8 million in Q0-1 going into Q0. This allowed them to sel read more

WeedMD – Structure & Current State – 05/19

Hot dog! Audited financial statements for WeedMD are fresh off the presses, and time to take a look over the structure and operations of the outfit. I see Blue has done some of hi read more

Hot dog! Audited financial statements for WeedMD are fresh off the presses, and time to take a look over the read more

WeedMD Q4 F2018 In Pictures

I will caveat this by saying... Q4 has no stand alone Quarterly figures. So I "backed in" to Q4 by subtracting previous three Q's from Year End. This lead to only a minor discre read more

I will caveat this by saying... Q4 has no stand alone Quarterly figures. So I "backed in" to Q4 by subtracti read more

TREND Analysis 48 North: “Gas in the Tank”

This is an interesting chart, even though they do not disclose WIP and FG breakdowns. Sales last Q of $2.4 million, an increase of $1.1 million or 84% QoQ off of a base o read more

This is an interesting chart, even though they do not disclose WIP and FG breakdowns. Sales last Q o read more