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18 Articles

Tilray

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

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

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

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

TREND Analysis Tilray – “Gas in the Tank”

From their Notes to Financial Statements: Inventory is comprised of raw materials, finished goods and work-in-progress such as pre-harvested cannabis plants and by-products read more

From their Notes to Financial Statements: Inventory is comprised of raw materials, finished goods and read more