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14 Articles

rundown

“Liberty Health Science – Q4 F2019 Rundown” Backing into a Q4 NIGHTMARE!!

If you have read my work in the past around Q4’s where the issuer doesn’t give a stand-alone Q4, and I have to “Back into” their Q4 by subtracting Full Year fins from 9-mo read more

If you have read my work in the past around Q4’s where the issuer doesn’t give a stand-alone Q4, and I ha 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

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

Aurora Cannabis Q3 F2019 Rundown – March 31, 2019

First off… some very good disclosure in the MDA and the 1.5 hour conference call.  I think Cam said, “Aurora can have its cake and eat it too.” when commenting abou read more

First off… some very good disclosure in the MDA and the 1.5 hour conference call.  I think Cam sai read more

Supreme Pharma Q3 F19 March 31, 2019 “In Pictures”

Overview Income Statement Drivers and Implied Breakeven - Trend Income Statement Drivers and Implied Breakeven - Peers Gross Margin: Trend and Peers Gross read more

Overview Income Statement Drivers and Implied Breakeven - Trend Income Statement Drivers and Implie read more

CannTrust Q1 F2019 Rundown – March 31, 2019

Open up the fins and MDA and follow along. Sales: CannTrust sales increased by $0.7 million or 4% QoQ.  While their Medical sales increased by 13% their wholesale s read more

Open up the fins and MDA and follow along. Sales: CannTrust sales increased by $0.7 million or 4% Q 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

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