How much did Peltz cost Aurora?

Big name, and a big announcement today by ACB as they bagged Nelson Peltz - a notable in consumer products, and has been a director of just about anything a consumer might come across in daily life. As a business person and 'advisor', he was brought on to "work collaboratively and strategically" as a matchmaking service - to bridge cannabis into and across the CPG space. Unlike the backing Cronos and Canopy have with companies, this approach is a little more open ended, and doesn't have a single entry point like the Altria and Constellation deals they have respectively. ACB gave up some 20MM…

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The Rise of the Machines

It's timely that all three Cannalysts were out in the field touring last week. Especially where we were. Blue went to Aphria Phase IV & V, while Cyto and myself found ourselves at Aurora SKY.  It was also timely because both ACB & APHA received license amendments over the past couple of weeks that’ll allow them both to fully operationalize their respective platforms. When I saw Aphria’s buildout  last fall - I was agog at the scale and ambition of creating an advanced manufacturing platform for growing cannabis. SKY has been described as ‘…the most technologically advanced cannabis hybrid-indoor facility in the world’. While…

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Retail in Amsterdam & Lessons for Canada

I’ve been travelling to Mokum several times per year over the past 17 years. I’ve seen a lot of change in their retail cannabis market over that time as well. ‘Mokum’ is sometimes how Amsterdammers refer to their home… an affectionate ‘pet name’ as it were. The friends I’ve made there and frequent visits to the city (driven by sincere love for it) have allowed me watch their cannabis and coffeeshop culture evolve - as a local from afar. I’ve also been able to witness change in their retail market there over time. And it is very fluid. Early on, nederweit was very, very good. It…

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ACB Q2 F2019 Rundown Dec. 31, 2018

Firstly, this has taken a little more time as the addition of Rec has added lots of new data to play with.  Usually new data takes me a couple of Q’s to get comfortable with. So bear with me as I try out some new things. Secondly, having scanned Twitter and Reddit I find it interesting the reactions that we are seeing.  These LP’s are oil tankers NOT Zodiacs.  You couple that with the absolute Gong Show that rec roll out has been in the majority of the provinces, sprinkle in the fact that no LP seemingly gets their HC licenses when they think…

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