Mollytime’s Trading Post

One of the most lasting things that has stuck with me since business school was from an entry level course on futures and options. The 'perfesser said on Day 1: “Only a idiot would trade on technicals, and only a fool would ignore them”. That set up the first of many lessons I got over the next 20 years that would shape my views around trade. And one of the first things that got beat into me the first time I got near a trade floor was: If you don’t know…

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Aphria Q1 F19 Aug 31, 2018 Rundown

I do want to add a comment before we get going….  Aphria always had an industry leading MDA in my opinion.  They stepped up their game considerably [as did ACB last Q].  They increased disclosure of Gain on Bios, FVI, QoQ impacts on cost per gram, and their detail on construction cost overruns and plant destruction were [to me] the type of disclosure the industry should strive towards.  They could always make me more happy by:providing kg’s harvested, sold and held in inventory like CGC orproviding QoQ expense commentary as ACB…

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WeCann™ Conference

The Canadian Cannabis landscape is evolving at a tremendously fast pace. On October 17, 2018, Canada will become the first major industrial nation to legalize adult use cannabis. The formats to be offered on Day 1 provide a mere glimpse of where this industry is going, and the opportunity it presents. The Windsor-Essex region is on the trajectory to become Canada’s cannabis production capital. Accordingly, on November 6, 2018, TheCannalysts and Grant Thornton LLP present the WE Cann™ Conference, which profiles the present and future regional economic impact of the cannabis industry.…

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