The Health Canada data is out, so we took a fresh look at the retail product sample to try and evaluate the bulk market. Stay tuned for oil.
Canopy’s June quarter didn’t give us any indication that they’re ready to create cannabis at margin or make a jump to a reasonable rate of growth.
Featuring @iandawkins on CDN Cannabis banking, gnashing of teeth among the $N army, and confusion over the $TGOD spinout from @mmjinvesting and @Bartonius
@BettingBruiser’s report on $ACB’s portfolio is a great read if you can get through it. We broke out a summary for a pre-earnings call amuse-bouche.
$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.