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Spreads

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

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

You can see the ramp up of the new capacity at TRST as Projected Yield from Bio Assets has shown substantial growth. They are not "Aurora like" in their Projected Yields comi read more

You can see the ramp up of the new capacity at TRST as Projected Yield from Bio Assets has shown substant read more

Aurora -Waterfall: Projected Yield Bios, Harvest and Sold [KGs]

I usually start these Trends with Canopy as they are the market cap leader. However, ACB, CannTrust and Ogi have all the elements for this graph so I will start with ACB and move read more

I usually start these Trends with Canopy as they are the market cap leader. However, ACB, CannTrust and Ogi read more

LHS Rundown Q3 F2019 Nov 30 ,2018

Open up the fins and MDA to follow along. Sales Sales increased 43% QoQ or by close to $1 million to $3.2 million, which is very similar to the Q2 increase of $1.1 million.  read more

Open up the fins and MDA to follow along. Sales Sales increased 43% QoQ or by close to $1 million to $3.2 mi read more

Organigram Rundown Q1 F2019 Nov 30, 2018

Hot damn!!  An LP with POSITIVE Net Operating Profit!!  OGI will now run the risk of being added to TheCannalysts “biased” list of LP’s that we spread and analyze. read more

Hot damn!!  An LP with POSITIVE Net Operating Profit!!  OGI will now run the risk of being added to read more

Organigram Q4 F2018 Rundown – Aug 31, 2018

OK… you may have read my Bah Humbug comment on the Sports Bar last night about Q4’s and how I wished that company’s would lay out the Q4 versus just doing an Annual aggregati read more

OK… you may have read my Bah Humbug comment on the Sports Bar last night about Q4’s and how I wished that read more

Aphria Q2 F2019 Rundown

Open up the Financial Statements and MDA and follow along. First partial Q of adult rec is on the books. Cannabis sales [net of excise] was $19.5 million while non-cannabis sales read more

Open up the Financial Statements and MDA and follow along. First partial Q of adult rec is on the books. Can read more

Tilray Q3 F2018 Rundown

USD unless noted. Last Q we noted on the Rundown and on “Inside The Ropes” podcast that Tilray had very little Finished Goods Inventory of Flower $89k and Extracts $361k at th read more

USD unless noted. Last Q we noted on the Rundown and on “Inside The Ropes” podcast that Tilray had very l read more

Cronos Q3 F2018 Rundown

Open up the financials and MDA and follow along. Sales Cronos evidenced a $0.4 million or 11% in crease in sales to $3.8 million.  They have some new disclosure that wasn’ read more

Open up the financials and MDA and follow along. Sales Cronos evidenced a $0.4 million or 11% in crease in s read more

Aurora Cannabis Q1 F2019 Rundown

Open the financial statements and MDA and follow along. I said this last rundown for ACB…. "As a generalization…. If you take two firms with negative Adj EBITDA and you com read more

Open the financial statements and MDA and follow along. I said this last rundown for ACB…. "As a general read more