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Cronos

Cronos Q1 F2019 Rundown – March 31, 2019

Open up the MDA and Fins and following along. I note that there is very little stratification of medical versus adult rec in the MDA.  Which makes it hard to see if they a read more

Open up the MDA and Fins and following along. I note that there is very little stratification of medical v read more

TREND Analysis: Cronos “Gas in the Tank”

Nice to see the other analysts are catching on to the Finished Goods and throughput issues we have been talking about since mid-February. Cronos started the present Q with read more

Nice to see the other analysts are catching on to the Finished Goods and throughput issues we have been talki read more

Making sense of IFRS items in Cost of Goods Sold – With an example: CannTrust Q3 to Q4F18

Just in case there are some new readers with us that want to understand Gain On Biologicals, I thought I would use a live example from CannTrust last Q. Cost of Goods Sold is a read more

Just in case there are some new readers with us that want to understand Gain On Biologicals, I thought I woul read more

Inventory in the first Q of Rec- Booking Costs and IFRS VooDoo!! Chickens have come home to roost.

I started paying attention and writing about this industry because of my surprise of how you could sell $1 worth of cannabis and show a gross margin greater than the selling price read more

I started paying attention and writing about this industry because of my surprise of how you could sell $1 wo read more

Cronos Q4 F2018 Rundown – Dec. 31, 2018

Cronos, much like Tilray, didn’t give a lot of color in Fins and MDA about Medical versus Rec results nor QoQ changes. Open up the fins and MDA and follow along. Sales: read more

Cronos, much like Tilray, didn’t give a lot of color in Fins and MDA about Medical versus Rec results nor Q read more

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

Tier 2 Cdn LP’s Peer Comparisons: Income Stmt Drivers & Implied Breakeven Sales

I used this graph in "Hexo in Pictures" post, but in case you skipped it because you are not interested in Hexo... I thought I would re-post. I will be posting Trend Analysis per read more

I used this graph in "Hexo in Pictures" post, but in case you skipped it because you are not interested in He 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

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