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14 Articles

ACB

Canopy Growth “Junk in the Trunk” – February 2020

Our last look at Canopy Growth detailed some of the write-downs and 'find the weenie' nature of their statements. It was time well spent though, as incremental additions and deltas are far easier to read more

Our last look at Canopy Growth detailed some of the write-downs and 'find the weenie' nature of their stateme read more

Aurora “Junk in the Trunk” – February 2020

Well, it was a relatively dismal quarter for Aurora Cannabis. No doubt you've seen GoBlue's fulsome rundown by now, and we'll see the impacts of impairments and conversions in our graph below. We read more

Well, it was a relatively dismal quarter for Aurora Cannabis. No doubt you've seen GoBlue's fulsome rundown b read more

‘Stepping away’: Cam Battley’s gone.

GoBlue and I spoke about Cam Battley’s Twitter feed a couple of days ago. His posting had become more intermittent lately, probably reflecting the recent travails of Aurora’s share price, int read more

GoBlue and I spoke about Cam Battley’s Twitter feed a couple of days ago. His posting had become more i read more

Aurora “Junk in the Trunk” – Nov 2019

Since the last time we looked at Aurora, there hasn’t been many changes - except for a hard share price decline, which has seen trading below $4 as of today. Something not easy to consider des read more

Since the last time we looked at Aurora, there hasn’t been many changes - except for a hard share price dec read more

Tilray – “Junk in the Trunk” Oct 2019

It’s interesting to look back over several financials and find something that you had missed. Or perhaps something one hadn’t thought much of at the time, but bore out to have a significant impac read more

It’s interesting to look back over several financials and find something that you had missed. Or perhaps so read more

Aurora Cannabis – “Junk in the Trunk” Oct 2019

As our build of these graphs continues, we'll begin to see how companies assets (and optionality) are shaped by additions and their respective capital structure. In some cases, 'Goodwill' is going to read more

As our build of these graphs continues, we'll begin to see how companies assets (and optionality) are shaped read more

Low Cost Production: Heads you win, Tails you win

Aphria’s released it’s financial statements yesterday, and much celebration ensued. This sector needed some good news, and a large outfit reporting EBITDA positive results (a full quarter before read more

Aphria’s released it’s financial statements yesterday, and much celebration ensued. This sector needed so 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