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17 Articles

SBC

1933 Industries – April 30, 2019 – Breakeven and SGA SBC as % of Sales

Here is a company that has languished over the past 6 Q's with a total increase in sales over that period of $2.1 million. QoQ sales finally showed a bit of a bump of 24%. read more

Here is a company that has languished over the past 6 Q's with a total increase in sales over that period of read more

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

Income Statement Drivers and Breakeven: Trend Sales decline 20% QoQ to $3.0 million. They had FG inventory (see “Gas in Tank”) of $2.8 million to start the Q, did they read more

Income Statement Drivers and Breakeven: Trend Sales decline 20% QoQ to $3.0 million. They had FG inven 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

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

WeedMD Q4 F2018 In Pictures

I will caveat this by saying... Q4 has no stand alone Quarterly figures. So I "backed in" to Q4 by subtracting previous three Q's from Year End. This lead to only a minor discre read more

I will caveat this by saying... Q4 has no stand alone Quarterly figures. So I "backed in" to Q4 by subtracti read more

HEXO Q2F19 Jan 31, 2019 in Pictures

I thought I would try to tell the story of Hexo Q2 in pictures. Income Statement Drivers and Implied Breakeven TREND. Income Statement Drivers and Implied Breakeven PEE read more

I thought I would try to tell the story of Hexo Q2 in pictures. Income Statement Drivers and Implied Break read more