Canopy Growth Q3 F2018 Rundown

Before I get into the rundown… I posted this last night in the "Big 5 Martini Bar".Feb 2018Maruoka thinks Canopy will generate EBITDA of $7.1-million on revenue of $116.0-million in fiscal 2018. He expects those numbers will improve to EBITDA of $139.9-million [28%] on a topline of $497.0-million the following year.Feb 2018Stanley thinks Canopy will generate EBITDA of negative $17.6-million on revenue of $87.1-million in fiscal 2018. He expects those numbers will improve to EBITDA of positive $19.5-million [7%] on a topline of $278.7-million the following year.I bring it up as it shows the wide swath of opinion many analysts reading the same tea…

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MedReleaf Q3 F2018 Rundown

Before I get to the rundown… MDA announces they have a Letter of Intent with SAQ for a minimum 8,000 kg a year for three years. And one of 6 LP’s to get a Letter of Intent. Happened in Feb/18… So where are the other LP announcements???Also, the conference call had technical difficulties and I hung up after a dead line occurred during Q’s.Sales increase QoQ to $11,850 a 15.6% increase. This was the first Q without any VAC changes from Nov/16 and May/17 muddying the trends. The bridge$880 in dry a 11% increase – 76% of sales mix$589 in oil a 33% increase…

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Canopy Growth Q2 F2018 Rundown

I originally posted this on r/weedstocks. As we have a BUNCH of new eyeballs on the sub, and I was messaged by a number of people asking if I do what I did yesterday on Aphria for other LP's [yes, TRST and LEAF are in the wiki]... I thought i'd re-post.I plan in doing ACB and Cronos after their next Q release. I spread their historics over Christmas [Elves were busy with Molly, so Blue ground these out on his own].BEFORE asking any Q's check and see if it was asked and answered in the original post...https://www.reddit.com/r/weedstocks/comments/7d7ffg/a_review_of_cgc_q2_f2018/Since no one has posted an analysis on…

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MedReleaf Q2 F2018 Rundown

I imagine quite a few readers (new ones mostly) when they first hear u/mollytime rambling on about “regulatory meteor strikes” that will impact the cannabis sector in Canada ... likely roll their eyes and consider him a Chicken Little. Someone just raining on the parade. Well this review will remind a few readers (and be news to many folks who just got into cannabis investing in 2017) about a “regulatory meteor strike”. Welcome to my review of Medreleaf. You should probably start by reading thishttp://www.cbc.ca/news/politics/veterans-hehr-pot-policy-1.3861534 Actually you should also pull up on Sedar LEAF’s Q2 Sept 30/17 and MDA, as it makes what I…

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Canntrust Q3 F2017 Rundown

So I am looking for LPs that I want to hold long term. Aphria has been on a tear and is now over my PIII valuation [doesn’t mean I will not accumulate but I’d like a floor to establish as I still think they are $20 by early 2019 on low P/E of 20 .. + 53% by 2019], LHS puked on lack of Ohio license [but again I am looking for floor as I want to accumulate as I see it at $3.23 in 2020 .. +115% but by 2020]….So where do my eyes take me if I have money to deploy and…

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