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21 Articles

opex

US Tier 1 LP’s: Income Statement Drivers and Implied Breakeven – Latest reported Q

We finally have stand alone Q's to look at for many of the large US MSOs. This will start to help determine where MSO's stand today and what they would need to achieve sales-wise read more

We finally have stand alone Q's to look at for many of the large US MSOs. This will start to help determine read more

iAnthus March 31, 2019 – Income Statement Drivers and Implied Breakeven Sales

With iAnthus being talked up... I thought I would put this up. read more

With iAnthus being talked up... I thought I would put this up. read more

Aphria Q3 F2019 Rundown – Feb 28, 2019

[OGI will be up tomorrow] Open up the fins and MDA and follow along. Sales There a few new moving parts with Q3F2019 with the acquisition of CC Pharma on Jan. 9/19 an read more

[OGI will be up tomorrow] Open up the fins and MDA and follow along. Sales There a few new movin read more

Newstrike [HIP]- Q4 F2018 in Pictures

Income Statement Drivers & Implied Breakeven: PEER Income Statement Drivers & Implied Breakeven: TREND Gross Margin: PEER & TREND Gross Margin La read more

Income Statement Drivers & Implied Breakeven: PEER Income Statement Drivers & Implied Breakev read more

Canntrust Q4F19 Rundown – Dec. 31, 2018

This is where I insert my grumbling about having to “back in” to 4Q $’s by taking Annual Audited Statements and backing out 9-month YTD to get a Q4 stand alone. This signifi read more

This is where I insert my grumbling about having to “back in” to 4Q $’s by taking Annual Audited Statem 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

Tilray Q4 F2018 Rundown – Dec. 31, 2018

Open up Fins and MDA and follow along. Tilray has decided to NOT break out Excise Tax in both Revenue and in CoGS.  Figures below are based on their reported sales unless read more

Open up Fins and MDA and follow along. Tilray has decided to NOT break out Excise Tax in both Revenue and read more

TREND Analysis Weed Md: Income Stmt Drivers & Implied Breakeven Sales

This does not have the Dec 31, 2018 Q which has not been released yet. read more

This does not have the Dec 31, 2018 Q which has not been released yet. 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

TREND Analysis: Supreme Pharmaceuticals [FIRE] Income Stmt Drivers & Implied Breakeven Sales

As we wait on Tilray to post their full financials and MDA... Here is more Trend Analysis of our Tier 2 LP Peer Group. read more

As we wait on Tilray to post their full financials and MDA... Here is more Trend Analysis of our Tier 2 LP Pe read more