Selective Comparison of the Cannabis Extract Industry Part 1: Extraction

When I look at and compare cannabis companies I always start by looking at their public documents. After some time trying to decipher how the companies operate, I inevitably get annoyed at the lack of detail in both their financial statements and on their websites. At this point I turn the scientific literature behind their products to glean some insight into the operations they don’t want to communicate with their shareholders. For some context, I started this analysis with the intention of comparing some of the companies on this listwith others speckled throughout, since they fall into a similar category of companies that primarily…

Continue Reading
The Importance of Bearer Plants

What is marijuana? What is this plant? It gets us high and can be used to treat illnesses. What a wonderful plant! People have invested billions of dollars over the last few years into companies producing this wonderful plant. But what do we know about this plant? How does it grow? How do I make it grow better, or safeguard it from dying? Remember, it’s alive. We have invested billions of dollars into a complex and mysterious living biochemical factory and the surrounding infrastructure. Throughout my posts I hope to introduce you to some of the inner workings of this plant and how companies…

Continue Reading
The Importance of Cannabis Oil

In my last article on Bearer Plants I talked about commercial propagation and financial reporting of the cannabis plant. In this article I will introduce cannabis oil in its many varieties. I will talk about what it is, how companies are using it in general terms, how they report cannabis oil in their financial statements and finally on the bioavailability of cannabis oil. This will be my last general science/financial reporting focused article before I start comparing individual companies and the products they produce. I need to write these articles first because the central themes of many cannabis companies involve the concepts outlined here…

Continue Reading
CannTrust Niagara Greenhouse Tour – January 2018

I have been touring businesses for 30 plus years. I have been through several very advanced vehicle assembly facilities. Dr. Michael Ravensdale, VP of Operations and Quality, took Cyto and myself on a 3.5 hour tour. I have never had a 3.5 hour plant tour, EVER! And it flew by.Michael is a rare dude. PhD in Plant Pathology from University of Dundee who also spent a couple of years options trading. To have financial chops in the space he fills can only be seen as a benefit. TRST is about halfway through the retrofit of a previous flower GH in Niagara. Margins on those…

Continue Reading
Dive Bar Pub Crawl XMAS 2017

I'm doing a tribute to the 24 days of Christmas by going over the financial statements of 24 companies that are considered downrange, speculative, and just plain high risk. The possible legal cannabis industry already has a ton of risk in it - but this stuff - is only for thrill seekers. All opinions are my own, and certainly not a recommendation for or against any of them, or to buy or sell. Many are companies I've never looked at before. In some cases, I'd never even heard of them. I limited myself to 45mins to each, and kept mainly to most recent financial…

Continue Reading
Close Menu