Estimates vs Actuals Part 2: Broken Windows

As a consultant in my former life, I've seen alot of everything across a variety of companies and boardrooms.I was known as a 'go-start'. Which simply means: there is nothing there....here's our plan....'go-start' it.But my greatest strength was probably as diagnostician.Present a protracted problem/challenge/issue.....I'll find out what is the real driver....and address it. Hopefully durably, scalably, and for as little money as possible.Consulting gigs have many flavours, but one I came across early on in my career scared me to death. The dreaded: "Everything's Wrong' scenario.Every department head; every functional area; every point of integration; every department; every corporate VP. They're all pissed right…

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Estimates vs Actuals: The Variance

Now that we're getting some more history about companies from their financials, promises can be measured against reality. Another one to look at is what a company has announced, versus what they've delivered. The cannabis space is becoming littered with discordance between dates of capacity coming online, inventory availability, product line development, and sales numbers versus projections. The nice thing is that PR's (press releases and most paid slots) live on in the memory of the internet. The not-so-nice thing is 'backfilling', which is a form of cognitive dissonance. This is essentially a mental shield to preserve sanity. Investor 'A' believes in a company…

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The Cost of Tax on Tax – or – How value adds will be clipped

People who drive, ride in buses, and use carbon-based fuels in their chainsaws and motorbikes pay a significant amount in tax.It isn't easy getting straight facts on the taxes themselves of course. And naturally....it is largely by design.Between the feds and provinces grasping for nickels, neither wants to cop to their take. And even better for them.....by fusing the taxes....it'll discourage the casually interested from ever divining them.Industry associations and industry actors often point this out, which, leads to predictable reflexes by gov't assuring Canadians that big bad corporate Canada is lying, and besides, trust us, we're the gov't.The worst of it all is double…

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DHydra Technologies

DHydra Technologies drying machine, manufactured by AdvanTech, uses microwaves and a vacuum to pull the moisture out of cannabis. The same technology is currently used by some to dry fruits and vegetables. During the drying process low boiling point terpenes are also removed with water, but are recaptured. Their machine can dry 150 lb/hour of trim or whole flower. They’re leased to LP’s, starting with a small unit to test, then switching to a larger unit. Since it’s leased all maintenance is covered with trays being the only part that needs regular replacements. Leasing their machine comes with delivery, setup and training. The technology…

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