Inside The Ropes

We start with the latest quarterlies of Verano, AYR Wellness, Cresco Labs, Columbia Care, Curaleaf and Canopy Growth. Then talk about Aurora closing Sky/Anandia and their bought deal. Finally we discuss realistic changes that could be implemented to make the cannabis industry more business friendly in Canada.

We go over the latest quarterlies of Tilray, Organigram, Fire&Flower, Curaleaf, Green Thumb Industries, Cresco Labs, Trulieve, Glasshouse Brands. We then talk about our appearance at the Cantor Fitzgerald cannabis conference. Finally we highlight recent research in other uses of hemp/cannabis apart from cannabinoids.

In this special episode of Inside the Ropes we discuss what the rollout of cannabis legalization in the USA could look like from a regulatory perspective. We also discuss how it could impact multi-state operators. 

We go over the latest quarterlies of Tilray, Organigram, Hexo, Fire & Flower and Glass House Brands. We then discuss Cronos licensing patents from Aurora and 22nd Century group and where synthetic biology can be appropriately used in the cannabis industry. Then we talk about Sundial and their unique strategy as a cannabis company. Finally we go over trends to look out for in the USA and Canada in 2022. 

We go over the latest quarterlies of Verano, Cresco Labs, AYR Wellness, Trulieve, Jushi and Planet 13. Then we discuss prices dropping in different states and what it means for interstate commerce. We move on to talk about analysists giving price targets or calling the bottom and why we don't. Finally we finish off by talking about the synthetic biology industry. 

We start by going over the quarterlies of Tilray, Aurora, High Tide. Fire & Flower, AYR Wellness and MedMen. Then move on to discuss Canopy buying Wana and Sundial acquiring Alcanna. We follow up by postulating if MSOs must pick between retail and manufacturing which might pick retail. Then we debrief on NYC Business of Cannabis conference and finish with discussing bad patents, good patents and the Cannabis Hyperemesis Syndrome patent.

We go over the latest quarterlies of Canopy Growth, Green Thumb Industries, Verano, Columbia Care and Cronos. The then discuss retail restriction in the Cannabis Administration and Opportunity Act, Tilray purchasing some of Medmen's debt and Hexo's latest raise. We finish by going over non-controlling interest and net comprehensive income as it relates to the cannabis industry.

We start by talking about the latest quarterlies of Tilray, Organigram, High Tide and Planet 13. Move on to talk about Canopy Growth, current situation and how they've changed. Then we discuss playing hot potato with research spending and relationships to build a brand. End the podcast by going over the draft bill and shooting down common cannabis tropes. 

We go over the latest quarterlies of High Tide, Fire & Flower, Hexo, Canopy Growth, Auxly, AYR Wellness, Slang Worldwide and Cresco Labs. Then we discuss Cronos miss on their biosynthesis cost structure, Speakeasy pivoting to psychedelics and extraction, its cost and associated intellectual property. We finish off by talking about if Canadian retail sales leveling off.  

We recorded a special MSO and USA operator roundup where we go over the latest financials and their current operations. We cover the following companies in order of appearance: CuraLeaf, Trulieve, Green Thumb Industries, Cresco Labs, TerrAscend, Charlotte's Web, Columbia Care, 22nd Century Group and The Parent Company.

We go over the latest quarterlies of Cronos, Auxly, Fire & Flower, Aphria, Tilray and Organigram. Then we discuss Trulieve buying Harvest Health, Sundial buying up stakes in Valens & Inner Spirit Holdings and Canopy buying Supreme. Finally we talk about how companies could sell CBG and traditional agriculture vs the cannabis industry today.

We talk about the latest quarterlies of High Tide, Aleafia, Medipharm Labs, Trulieve, Curaleaf, Cresco Labs and Green Thumb. We then discuss the growing trend of press releasing financials and holding a conference call before releasing financials. We finish by going over New York legalization and the current landscape of biosynthesis. 

We talk about, High Tides quarterly and AMA, Cronos' quarterly, 48Norths overnight raise and latest quarter, AYR Strategies latest quarter, Curaleafs latest quarter. We follow up with discussing the backloading business risk and potential cannabis distribution models in the USA.

We talk about the latest quarterlies of Tilray, Aurora, Supreme and Medmen. Next, we talk about when do the raises in the cannabis industry stop. We follow by discussing different US MSO business models, then finish with evaluating the takeovers of Zenabis and Indiva by Hexo and Sundial respectively.   

We discuss the latest quarterlies of Jushi, MariMed, Liberty Health, Organigram and Aphria. Continue with talking about, Sundial and WallStreetBets, Trulieve's raise, USA hemp regulations, Valens dumping their oil on the market and Canadian retail sales leveling out.

We discuss the Aphria-Tilray merger, Sundial's takeover of Zenabis and the AYR-LHS acquisition. We move on to talk about changes in the lending landscape since legalization, Canopy suing GW Pharma and the OCS reducing skus + new craft category.

We talk about the latest quarterlies of HEXO, Auxly and Organigram. Move on to talk about Organigram's change of tune regarding biosynthesis, Croptober 2020, Canadian Micros and their barriers with current regulations and beverages opening the “brand door” on USA for Canadian LPs. Finish off by discussing the scale of information disclosure and investor interest, how investors care less the more esoteric the topic.

We discuss the quarterlies of Village Farms, Tilray, Aurora, Canopy, Cronos and Supreme. We move on to talk about how the US might develop, GoBlue's new MSO metrics and the latest quarters of Trulieve, Green Thumb, Cresco Labs, Curaleaf and Charlotte's Web. We finish by discussing if innovation in product formats sells widely, or if they just create niche markets.

We cover the latest quarterlies of Aphria, Supreme, Fire&Flower and High Tide. We discuss the race to the bottom of cannabis pricing, the price of cannabinoids being cheaper through recreational channels and finally Aurora's and Canopy current states compared to what they could look like in the future. 

We talk to our special guest Tom Ulanowski, Quality Assurance Person (QAP) at NextLeaf Labs, about all things extraction. We cover the basics of extraction, differences in extraction methods, product formats, economics of scaling, biomass inputs and much more!