Inside The Ropes

We discuss Auxley's latest quarter, Aurora's recent guidance and satisfying lenders, High Tide and Meta merger and Village Farms taking over their join venture. We also go over Supreme and 1933 industries reprice and raises, the CPG buzzword and Cronos replacing their CEO.

We start by reading an e-mail GoBlue received from Investor relations of Liberty Health Sciences. Follow up with quarterlies of Canopy, Tilray, Aleafia, Trulieve, Green Thumb, Village Farms, LABS, Sundial. Cyto then goes over patience with R&D, promises and covering your bases.  Finally we bring on Nick Nedin from The Flower Hour Podcast to talk about distribution and brand building. He gives his insight on distribution models, store openings and how companies are working with retail to develop their brands.

We go over the quarterlies of OGI, Valens, Aphria, LHS. What to look for in upcoming quarters regarding shipment versus retail sales disparities, Canopy, Tilray, Cronos and Aurora. We also talk about: Cannabis safety validation and Mushroom stocks Provincial/State Fiefdoms by necessity Watch for companies to pivot  Pharma and pharma-lite companies, how they compare

We talk about the quarterlies of Acreage, Heritage and Liberty Health. Also go over Canopy's repricing of Acreage, the Outdoor Harvest Tsunami and C21 Investments CEO's story. 

We talk about LABS Quarterly and what it means for other extractors, followed by: HEXO, Sundial, FAF, HITI and ISH quarterlies. Also discuss Zena's zombie raise and the potential for other zombie raises, Acerage’s $15MM 60% annual interest loan. Continue with Extractors: Will RTI continue to pay for all their expenses in shares. Will CANN blow off the fact that Cronos vapes are not selling as anticipated.

We talk about cannabis company 'designing' pharma products. All things Canopy: Patents, Quarterly Statements, Go Forward, Tear Down and Tractor Pull. Also go over the quarterlies of Acreage, Cresco Labs, High Tide, Auxly and 48 North. Mollytime gives his view and TGIF and GoBlue gives his take on gross margin, value brands and OGI's latest bank amendment. We also discuss revenue outlook for extractors.

We talk about the quarterlies of META, TRUL, CURA, ZENA, FIRE, GTI, CWEB, ACB, ISH, ALEF and TLRY. We also go over Aurora's EBITDA flag v.2 and entering the USA, Cannabis and Covid including RTI trying to go pharma. Finish off by talking about the raises of RTI, HEXO and ALEF.

We talk about the quarterlies of Cresco Labs, Harvest Health and Green Thumb Industries. We go over Auxly's missing inventory, the change at the top for iAnthus and Aleafia, Canopy getting a top up from Constellation, the cannabis inventory monster and interest getting expensive.

We chat about Organigram and Aphria, “A tale of two brands”, Valens and extraction. We also talk about Canopy's cuts, the OCS & if psychedelics will follow the same path as cannabis.

We talk about, Ontario Retail, the Medical Cannabis Dilemma and Bankruptcy. We go over the latest financial for CRON, Hexo, CWEB, Cura, Sundial, LABS and TGOD.  

We talk about the recent market turmoil, suspect relationships between LP's and extractors, financial health of cannabis companies and what the industry will look like after the turmoil. 

We talk to Terry Blumes, Founder/CEO of Rocky Mountain Extracts, about hemp regulations in Canada and the USA. 

Brandon Wright from Dynaleo stopped by TheCannalysts booth at Lift to chat with us about gummies, 2.0, and where the future of edibles is heading.  If you're in the space - as investor, industry, or simply curious: this is the future of the sector.

A fun time with good people: Nik Nedin Dan Sutton: We talk demographics, genetics, catalysts for industry growth, and play 'Operation'.  Good times with good friends.

TheCannalysts talk with WeedMD CEO Keith Merker, and get the lowdown on their deal with Starseed, outdoor growing, and what's in store for the upcoming year.

We answer questions posed from our website and subreddit on the cannabis industry. At the end we present an illustrative model of Canopy Growth Corp's sales compared to SG&A.

We start with the 'Ah ha' moments of the latest slew of financials (OGI, WEED, ACB, CURA, FIRE, TLRY and CRON). We also talk about plant breeders rights, the FDA's stance on cannabinoids, Alberta retail, other provincial rollouts, US vs Canada company performance, returns and repricing of retail product.

We discuss the recent original content reports we've posted on our website: Canadian Cannabis industry - one year in, Legalization 2.0 and extraction capacity, Challenges with engineering cananbinoid biosynthesis in microorganisms and Aurora - Radiant relationship. ACB, RTI, CRON, OGI, IN.   

We talk about Gross Margin, Canntrust, Aurora Q4, Zenabis, Charlotte's Web, Cannabis Beer, Legacy Seed Banks, Cannabis CEO's and Health Canada Market Data.

We talk about cannabis retail, Canntrust crater, Bruce getting fired and shelf financing. For quarterly statements we cover: WEED, CRON, APHA, VFF, PUMP, XLY, TRUL and TGIF.