Category Archives
5 Articles

Auxly – XLY

Auxly – Structure & Current State Q3 F2020

TheCannalysts have spent a fair bit of time on Auxly, and view their business as somewhat unique in the sector.  Unlike say, a pure production company, or an extractor, or branded product cre read more

TheCannalysts have spent a fair bit of time on Auxly, and view their business as somewhat unique in the secto read more

Just to clear the decks…

We love nautical references here at TheCannalysts. Yet while we are analysts, we also hold some positions in legal cannabis companies as well. We'll always disclose, especially around anything we run read more

We love nautical references here at TheCannalysts. Yet while we are analysts, we also hold some positions in read more

Auxly – Structure & Current State Q2F2020

Our recent look at Auxly revealed a company with *lots* of optionality junk in the capital structure trunk, as well as a headcount of shares that’s closing in on 600MM, and heading straight for 9 d read more

Our recent look at Auxly revealed a company with *lots* of optionality junk in the capital structure trunk, a read more

Auxly – Structure & Current State Q1F2020

This one has been awhile in the making.  I haven’t had a close look at Auxly since the relative ‘pivot’ away from being a streaming business to what they refer to themselves now as aspi read more

This one has been awhile in the making.  I haven’t had a close look at Auxly since the relative ‘ read more