Aphria missed big, but they’re still scrapping
Mixed results over at $APHA in Q1. Special thanks to @vanmalas, @cannabisatwork’s @AlisonLMcMahon, and my BOY @ScottW_Grizzle (can someone send him this? I’m blocked.)
TSX:APHA
Organigram Earnings give a scrambled market something to believe in
The market has the hiccups, but it’s steady as she goes at $OGI. Featuring cameos by @pancakenap420 and @chernandburn Organigram Earnings give a scrambled market something to believe in
Does the legal cannabis sector have a talent shortage?
An adequate volume of quality bud continues to elude the legal marijuana sector. Are these facilities being staffed right?
GMP downgrades Canopy, a humble G&M business reporter leaves for a career in their research dept
Cannabisphere all a-twitter as @chris_pelle jumps ship for $WEED. Will she still use @grizzlemedia as a source? plus: parts of that @gmpsecurities $CGC downgrade look familiar…
What’s good for Canopy is good for the market
We’ve read the $CGC / $WEED Q4 quarterlies, and are here to bring you the greatest hits, including some curious reporting changes.
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.
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.
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.