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18 Articles

CannTrust

Adj EBITDA: Peer & Trend – Cdn Large LPs

With potentially the beginning of some inflection points occurring in Adj EBITDA, I thought I would give our readers a visual. Here is a Peer and Trend that includes Canopy. read more

With potentially the beginning of some inflection points occurring in Adj EBITDA, I thought I would give our read more

CannTrust – CSI’ing The Blast Crater

When I spoke on the lift Panel in Toronto in June 2019, I mentioned that this industry “has a lot of unexploded landmines that have yet to go off”.  Well, one landmine we read more

When I spoke on the lift Panel in Toronto in June 2019, I mentioned that this industry “has a lot of unexpl read more

North American Large LP/MSO Peer Comparisons: Gross Margin %, Sales required to Breakeven on Net Operating Profit and EBITDA

Since we have all of the March 31, 2019 reporting in... I thought I would provide the latest peer comps. read more

Since we have all of the March 31, 2019 reporting in... I thought I would provide the latest peer comps. read more

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

CannTrust Waterfall: Projected Yields from Biological Assets, Harvest, Sale (KGs)

You can see the ramp up of the new capacity at TRST as Projected Yield from Bio Assets has shown substantial growth. They are not "Aurora like" in their Projected Yields comi read more

You can see the ramp up of the new capacity at TRST as Projected Yield from Bio Assets has shown substant read more

Peer Comparisons in KGs: Projected Yield from Bio Assets, Harvest, Sold, and Delta of Harvest to Sold

This is anew set of graphs I am playing with. It is a little frustrating as not every LP provides each element of the graph. Aphria only provides one element - KGs Sold. Wherea read more

This is anew set of graphs I am playing with. It is a little frustrating as not every LP provides each eleme read more

CannTrust Q1 F2019 Rundown – March 31, 2019

Open up the fins and MDA and follow along. Sales: CannTrust sales increased by $0.7 million or 4% QoQ.  While their Medical sales increased by 13% their wholesale s read more

Open up the fins and MDA and follow along. Sales: CannTrust sales increased by $0.7 million or 4% Q read more

TREND Analysis – CannTrust: “Gas in the Tank”

I thought it would be good, given TRST gave Q3F19 guidance yesterday, to put up the Trend Analysis for TRST to see how much "gas they had in the tank". TRST gave guidance t read more

I thought it would be good, given TRST gave Q3F19 guidance yesterday, to put up the Trend Analysis for TRST t read more