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11 Articles

Aurora

US Peer Gross Margin & US and CDN Peer Gross Margin

As we have been busy last week with Lift Expo 2019 (and we will have a TON of content on the way from MashUp Podcast, Live From Lift, and Video from WE Cann), I thought I woul read more

As we have been busy last week with Lift Expo 2019 (and we will have a TON of content on the way from Mas read more

Aurora Cannabis Q3 F2019 Rundown – March 31, 2019

First off… some very good disclosure in the MDA and the 1.5 hour conference call.  I think Cam said, “Aurora can have its cake and eat it too.” when commenting abou read more

First off… some very good disclosure in the MDA and the 1.5 hour conference call.  I think Cam sai read more

TREND Analysis: Aurora “Gas in the Tank”

Q0 ended Dec 31, 2018 and saw a large reduction in Finished Goods Inventory available to start Q, which just ended March 31, 2019. I am very interested to see what progress w read more

Q0 ended Dec 31, 2018 and saw a large reduction in Finished Goods Inventory available to start Q, which j read more

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 ac read more

Big name, and a big announcement today by ACB as they bagged Nelson Peltz - a notable in consumer products, a read more

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 ourse read more

It's timely that all three Cannalysts were out in the field touring last week. Especially where we were. B read more

Aurora Plants +EBITDA Flag in Q2 F2019 – How in the world do they get there?

NOTE: All before IFRS voodoo!! Opex = Cash related OPEX. I must say, I was quite surprised to hear Aurora planting the Positive EBITDA flag for Q4 F2019 [April 1- June 30, 2019 read more

NOTE: All before IFRS voodoo!! Opex = Cash related OPEX. I must say, I was quite surprised to hear Aurora read more

Bonus Post: Peer Comparisons – Cdn LP Gross Margin % Latest Q

I have playing with some data and thought I'd share. read more

I have playing with some data and thought I'd share. read more

Where in the world are TheCannalysts?

Hey folks, We are neck deep in some interesting projects that we are looking forward to sharing. Molly and Cyto are touring Sky today, and Dieter has allowed video cameras!! read more

Hey folks, We are neck deep in some interesting projects that we are looking forward to sharing. Molly read more

Peer & Trend Comparison Gross Margin % Before IFRS Voodoo

I will take a one day break from posting the Income Statement Driver and Implied Breakeven charts to post this new one on Peer & Trend Gross Margin. OGI sure has a pret read more

I will take a one day break from posting the Income Statement Driver and Implied Breakeven charts to post thi read more