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24 Articles

cannabis

TREND Analysis Cronos: Income Statement Drivers & Implied Breakeven Sales

This doesn't have Cron Dec 31, 2018 results. And BTW... I have not yet heard if Cron-Mucci has permits yet. I am looking into it. read more

This doesn't have Cron Dec 31, 2018 results. And BTW... I have not yet heard if Cron-Mucci has permits yet read more

HEXO Q2F19 Jan 31, 2019 in Pictures

I thought I would try to tell the story of Hexo Q2 in pictures. Income Statement Drivers and Implied Breakeven TREND. Income Statement Drivers and Implied Breakeven PEE read more

I thought I would try to tell the story of Hexo Q2 in pictures. Income Statement Drivers and Implied Break read more

Canadian LP Peer Comparison: Implied Breakeven Sales for $0 Adj EBITDA divided by Sales – Latest Quarter

I think you will find this one interesting. Note: If they are under 100% [OGI] that means they are Adj EBITDA positive. read more

I think you will find this one interesting. Note: If they are under 100% [OGI] that means they are Adj EBI 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

Aphria 1 KGs to Sales Shelf Math

I figure I would take a stab at seeing when the harvest to shelf ramp for Aphria 1 might start showing up in financials and when it should be at full capacity. 20,000 kgs/year read more

I figure I would take a stab at seeing when the harvest to shelf ramp for Aphria 1 might start showing up in read more

Trend Analysis: US LP’s Selling, General & Administration Expenses & Share Based Compensation as % of Sales

Since Trulieve doesn't have a trend I have also given you MedMen read more

Since Trulieve doesn't have a trend I have also given you MedMen read more

Bloomberg “Odd Lots” Podcast with Joe Weisenthal

Joe had me back on this week to discuss how Adult Rec roll out has gone. How Canada’s Cannabis Market Is Working Out So Far (Podcast) https://www.bloomberg.com/news/au read more

Joe had me back on this week to discuss how Adult Rec roll out has gone. How Canada’s Cannabis Market Is 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