Tag Archives
31 Articles

peer comparisons

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

Canopy Growth Q4 F2019 Rundown – March 31, 2019

The summary is Cannabis sales down in Medical and RecGross Margin downOperating Expenses upAdj EBITDA downLots of cash in bank Open up the financial statements and MDA and l read more

The summary is Cannabis sales down in Medical and RecGross Margin downOperating Expenses upAdj EBITDA down read more

Should Aurora be the new “Bell Cow” of Cannabis? – IF (Note: the upper case!) Aurora achieves +EBITDA for Q ending June 2019… the case for them to become the “bell cow” of Canadian cannabis.

We all know that Canopy has the greatest market capitalization, a huge war chest of cash courtesy of Constellation, and ambitious plans on dominating the global cannabis landscape read more

We all know that Canopy has the greatest market capitalization, a huge war chest of cash courtesy of Constell read more