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24 Articles

inventory

Rundown: Organigram Q3 F2019 Ended May 31, 2019

It is always nice to get a fairly straightforward set of financials and a pleasure given the disclosure OGI offers.  Open the Financials and the MDA and let’s get to i read more

It is always nice to get a fairly straightforward set of financials and a pleasure given the disclosure OGI o 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

WeedMD 1Q F2019 – March 31, 2019 “In Pictures”

Income Statement Drivers and Breakeven: Trend Sales up 14%... but the worrisome concern is that 73% by KG of Wholesale ($3.3 million) or 20% by Wholesale revenue (as per co read more

Income Statement Drivers and Breakeven: Trend Sales up 14%... but the worrisome concern is that 73% by read more

Tilray Q1 F2019 Rundown – March 31, 2019

Open up the fins and MDA and follow along During the Q Tilray closed on Manitoba Harvest +$400 million acquisition in Feb/19 which caused them to combine some inventory items, read more

Open up the fins and MDA and follow along During the Q Tilray closed on Manitoba Harvest +$400 million acq read more

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 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

TREND Analysis – Hexo: “Gas in the Tank”

Hexo, like Aphria, does not break Inventory into Work in Progress or Finished Goods in their notes or MDA. Hexo always had minor Medical sales and was looking to adult recr read more

Hexo, like Aphria, does not break Inventory into Work in Progress or Finished Goods in their notes or MDA. read more