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16 Articles

Trulieve

Trulieve – Structure & Current State Q2F2019

We looked recently at Trulieve here at TheCannalysts, and surfaced a few things that aren’t spoken about much in the broader media land. There’s been effusive and happy tal read more

We looked recently at Trulieve here at TheCannalysts, and surfaced a few things that aren’t spoken about mu read more

Trulieve – Income Statement Drivers & Implied Breakeven Sales Levels

This might throw some folks off....as it is POSITIVE Net Operating Profit and EBITDA. So last two "Gap" columns are blank. Highly recommend you read Molly's Trulieve "Capi read more

This might throw some folks off....as it is POSITIVE Net Operating Profit and EBITDA. So last two "Gap" read more

US Tier 1 LP’s: Income Statement Drivers and Implied Breakeven – Latest reported Q

We finally have stand alone Q's to look at for many of the large US MSOs. This will start to help determine where MSO's stand today and what they would need to achieve sales-wise read more

We finally have stand alone Q's to look at for many of the large US MSOs. This will start to help determine read more

US Tier 1 LP’s: Implied Breakeven to + EBITDA

Adjusted Earnings Before Interest Taxes Depreciation and Amortization and IFRS voodoo on Gain on Bios and any "Other Income/Expenses". Interesting to reflect back on the Gr read more

Adjusted Earnings Before Interest Taxes Depreciation and Amortization and IFRS voodoo on Gain on Bios and read more

US Tier 1 LP’s: Implied Breakeven to + Net Operating Profit

As we finally start getting "clean" (eg. with no need to back-out 9 month YTD from Annual Reports) Quarterly earnings reports from recently public US MSOs, we can start doing Pee read more

As we finally start getting "clean" (eg. with no need to back-out 9 month YTD from Annual Reports) Quarterly 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

Trulieve – Structure & Current State – 05/19

Florida is somewhat of a unique creature amongst the States with cannabis. Until recently, it was a ‘non-combustion’ state - which meant no flower was offered for sale. Vape a read more

Florida is somewhat of a unique creature amongst the States with cannabis. Until recently, it was a ‘non-co read more