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13 Articles

delta

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

Aphria doesn't include Projected Yield from Bio Assets, nor Harvest KGs. read more

Aphria doesn't include Projected Yield from Bio Assets, nor Harvest KGs. 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

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

OGI has a 19 week (133 day) growing cycle which explains the Yield Conversion QoQ. (133 days divided by 90 day Q is 68% as a proxy). read more

OGI has a 19 week (133 day) growing cycle which explains the Yield Conversion QoQ. (133 days divided by 9 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

What’s now. What’s next?

As an analyst, I’ve always aspired to remove myself from the moment and see the larger picture. History is a good guide (yeah, a little shopworn as a phrase, but it’s true).&n read more

As an analyst, I’ve always aspired to remove myself from the moment and see the larger picture. History is read more

TREND Analysis Harvest One: “Gas in the Tank”

Harvest One had Finished Goods Inventory of $3.8 million in Q0-1 going into Q0. This allowed them to sell $3.7 million in Q0 an increase of $2.1 million over Q0-1 sales of $1 read more

Harvest One had Finished Goods Inventory of $3.8 million in Q0-1 going into Q0. This allowed them to sel read more

TREND Analysis 48 North: “Gas in the Tank”

This is an interesting chart, even though they do not disclose WIP and FG breakdowns. Sales last Q of $2.4 million, an increase of $1.1 million or 84% QoQ off of a base o read more

This is an interesting chart, even though they do not disclose WIP and FG breakdowns. Sales last Q o read more

TREND Analysis – Supreme Pharmaceuticals (FIRE): “Gas in the Tank”

This is an interesting one. After two Q's of negative FG delta, Q0 has a positive FG delta. Meaning, FIRE starts the present Q with more FG inventory than Q) when they reco read more

This is an interesting one. After two Q's of negative FG delta, Q0 has a positive FG delta. Meaning, F read more