Category Archives
38 Articles

Structures

C21 Investments – Structure and Current State

After now having caught up with the Heritage Cannabis Holdings financial statements for the past year, a few things around it caught my eye.  Not simply that they’d incr read more

After now having caught up with the Heritage Cannabis Holdings financial statements for the past year, a few read more

Heritage Cannabis Holdings Corp. – Structure and Current State

Despite some hype being put out around this company lately, the last time I had a peek under the hood, I wasn’t terribly impressed. They’d dropped $5MM for a license in pr read more

Despite some hype being put out around this company lately, the last time I had a peek under the hood, I wasn read more

Cronos – Structure and Current State – 08/18

I've only had a cursory glance at Cronos in the past. It's not because I'm not interested, Mike Gorenstein has given an in depth tour of his facilities to /r/TheCannalysts. I've le read more

I've only had a cursory glance at Cronos in the past. It's not because I'm not interested, Mike Gorenstein has read more

CannTrust – Structure & Current State – 08/18

Cash is deep and holding. Run rates consistent with build.Build assets accumulating. Straight line.Selling and shipping costs accelerating. Inelegant at this stage.Salaries & G read more

Cash is deep and holding. Run rates consistent with build.Build assets accumulating. Straight line.Selling and read more

Supreme Cannabis – Structure & Current State – 09/18

Well, another day, another year end.Supreme's declaration of record sales caught my eye, because while top line handwaving like this typically is something positive, given they've read more

Well, another day, another year end.Supreme's declaration of record sales caught my eye, because while top lin read more

The Hydropothecary Corporation – Structure and Current State – 07/18

This is the first time I’ve darkened their financial door (as it were) in any detail, although I’ve viewed them from afar as a possible regional hedge of producer exposure.And read more

This is the first time I’ve darkened their financial door (as it were) in any detail, although I’ve viewed read more

The Green Organic Dutchman – Structure & Current State – 06/18

Given the range of low heat, high heat, or simply empty calories of nothingness being tossed out around this thing, it’s likely overdue to have a look at the financials, and see read more

Given the range of low heat, high heat, or simply empty calories of nothingness being tossed out around this t read more

Aurora Cannabis – Structure and Current State 05/18

Well, their financials are becoming a phone book. And the breadth of their business topology is wide. I haven't been able to do it justice, but, in tandem with the last look - ther read more

Well, their financials are becoming a phone book. And the breadth of their business topology is wide. I haven' read more

Organigram – Structure and Current State – 04/18

I haven't taken a really in depth look at our erstwhile Atlantic Canadian producer since they initially lost their organic certification over mother plant contamination a year ago. read more

I haven't taken a really in depth look at our erstwhile Atlantic Canadian producer since they initially lost t read more