Organigram crushes earnings, still cheap
$OGI had a banger of a quarter and is still one of our favorite Canadian cultivators in the latest marijuana datajam.
Month: January 2019
Supply-side gamesmanship: Did Tilray just buy the connect?
$EMC & $ALEF stand to come out ahead on $TLRY’s Natura deal. But can they keep their supply?
A guide to Green Growth Brands’ Aph offer stunt
Breaking down the fundamentals behind the hype in the $GGB offer for $APHA.
Derisking Cannabis: The search for mis-priced assets in the emerging marijuana space Pt. 1
$TLRY’s deal for Natura Naturals is putting on a clinic in risk pricing, just in time for our series on de-risking in the cannabis space.
Tesla’s sex appeal has big auto professing love for electric vehicles, but are they serious?
$TSLA treading water, $TSLAQ not going away, as a Ford – VW deal for commercial vehicles, not EVs, let everyone down.
Is Aurora Cannabis’ bid for Whistler Medical Marijuana just an opener?
$ACB’s made a $175M all-stock bid for private Whistler Medical after unloading some $TGOD. $CRON may have something to say about this before it’s over.
APH the world turns
All eyes were on $APHA Friday, as the best soap opera in the pot world arrived at the much-anticipated culmination of its latest high-drama plot arc, and payed it off in epic fashion.
The war for retail cannabis shelf space: January 2019 edition
$APHA is still at the top of the product mix, with $WEED close behind. Some big moves this month, including the rise of $TLRY retail and a new launch from $OGI.
Namaste Technologies cancelled my favorite show
In a Boxing Day video message to his subscribers, Namaste Technologies $N CEO Sean Dollinger told the Namaste faithful that he was no longer going to be doing Namaste 420, the weekly web address and talk show that they tuned in to religiously, effectively cancelling the best show in small cap.
The skinny on Green Growth Brands – should Leamington Be Aphraid?
This $GGB bid for $APHA scans like a stunt. But if they stick the landing, and everyone’s still watching, why stop the show?