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15 Articles

organigram

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

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

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

US Peer Gross Margin & US and CDN Peer Gross Margin

As we have been busy last week with Lift Expo 2019 (and we will have a TON of content on the way from MashUp Podcast, Live From Lift, and Video from WE Cann), I thought I woul read more

As we have been busy last week with Lift Expo 2019 (and we will have a TON of content on the way from Mas 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

Peer Comparisons in KGs: Projected Yield from Bio Assets, Harvest, Sold, and Delta of Harvest to Sold

This is anew set of graphs I am playing with. It is a little frustrating as not every LP provides each element of the graph. Aphria only provides one element - KGs Sold. Wherea read more

This is anew set of graphs I am playing with. It is a little frustrating as not every LP provides each eleme read more

Organigram Q2 F2019 Rundown – Feb 28, 2019

Just thought I’d give a shout out to Paolo Deluca OGI CFO on the great disclosure in the Fins and MDA.  Other LP’s should take notice. Open up the fins and MDA and fol read more

Just thought I’d give a shout out to Paolo Deluca OGI CFO on the great disclosure in the Fins and MDA.&nbsp read more

TREND Analysis: Organigram “Gas in the Tank”

The LP with the most FG Inventory in Canada. That is a pretty trend line read more

The LP with the most FG Inventory in Canada. That is a pretty trend line read more