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22 Articles

Canopy Growth

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

Bruce Linton is shown the door.

When a big a moneyed partner/owner has control of your board “operational improvements” are expected. Waaay back when STZ first invested in CGC, I stated that the first thi read more

When a big a moneyed partner/owner has control of your board “operational improvements” are expected. read more

A Conservative Guess at Canopy Growth Q4 F2019 EBITDA from Canadian Operations

Some times you get a question from an analyst on the conference call that perks the ears. When questioned about internationals SGA drag on the conference call, this is what the read more

Some times you get a question from an analyst on the conference call that perks the ears. When questioned 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

Canopy Growth Q4 F2019 Rundown – March 31, 2019

The summary is Cannabis sales down in Medical and RecGross Margin downOperating Expenses upAdj EBITDA downLots of cash in bank Open up the financial statements and MDA and l read more

The summary is Cannabis sales down in Medical and RecGross Margin downOperating Expenses upAdj EBITDA down read more

Should Aurora be the new “Bell Cow” of Cannabis? – IF (Note: the upper case!) Aurora achieves +EBITDA for Q ending June 2019… the case for them to become the “bell cow” of Canadian cannabis.

We all know that Canopy has the greatest market capitalization, a huge war chest of cash courtesy of Constellation, and ambitious plans on dominating the global cannabis landscape read more

We all know that Canopy has the greatest market capitalization, a huge war chest of cash courtesy of Constell read more

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

Canopy does not disclose Projected Yield in Notes to Bio Assets. read more

Canopy does not disclose Projected Yield in Notes to Bio Assets. read more