Inside the Ropes: Recent Episodes
The Cannalysts
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!
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.
We talk to Jonathan Zaid, Director of Advocacy and CSR at Aurora Cannabis and Lisa Campbell, CEO of Lifford Cannabis Solutions about CSR.
We talk to Alan and Kyle from Maru/Matchbox and Hugo Alves, President of Auxly, about CSR.
Jon from The Cannabis Act and GoBlue interview Tamara MacGregor, VP Communications at Aphria and Dr. Jenna Valleriani, Executive Director of Hope for Health.
Nick, Jon (from The Cannabis Act) and Cyto talk to Terry Lake, VP of CSR at Hexo, and Nathan Woodworth, CEO of James Wagner Cultivation, about corporate social responsibility.
Nathan Woodworth, CEO of James E. Wagner Cultivation Corp, and Pancakenap review mystery cultivars live. Each of them brought legal product for the other to review, a couple of cultivars were added to the mix.
GoBlue and Dr. Jenna talk to Peter Aceto, CEO of Canntrust and James Chan from Ernst & Young about Corporate Social Responsibility.
We talk to Diane Scott CEO of Jamaican Medical Cannabis Collective (JMCC), Ashley Chiu from Ernst & Young and Rosy Mondin CEO of World Class Extractions.
We talk with Drew Campbell from The Green Organic Dutchman and several of Destiny Bioscience's management team.
We talk to Penny Green about cannabis infused beauty product and Matei Olaru about cannabis conferences and consumer trends.
We talk to Andy from High Tide about cannabis retail across Canada and Everett from Valens about extracts.
The Cannalysts talk about our time at Lift Toronto 2019 with Paul. Events include the Podcast Mashup Charity Fundraiser and Live from Lift.
We talk about Corporate Social Responsibility, Aurora Q3, Tilray Q1, TRST Q1, Cronos Q1, indica vs sativa, gel caps, first movers and who gets paid when insolvencies occur.
TheCannalysts are an official podcast partner of the Lift Expo - and we announce details of the CFAMM charity event June 6th!
Get your tickets early for this worthy cause.
It's all part of the Lift Expo in Toronto June 6th to the 9th. Hope to see you there!
We talk about The Cannalysts last few days in Edmonton checking out cannabis retail stores and David's European conference trip.
We briefly talk WECann - and cover tons of ground in the latest instalment of 'Inside the Ropes' - with Supreme's move into genetics; controlling onset and offset of cannabinoids; CGC's Acreage Farms deal; nursery licenses; capital raising....and more!
In this episode TheCannalysts dissect Gain on Biologicals, FVI adjustments, taxes on edibles, basis and wholesale prices, and talk about the science of black ash, and whether it's a measure of quality.
Andrea Dobbs - Co-founder of Village Bloomery....and Rosy Mondin - CEO of Quadron Cannatech - chat with GoBlue of TheCannalysts, Jenna Valenieri of High Tea, and Nick Nedin of TheCannabisAct.
It was a long but utterly enjoyable day.
The podcasters who put this together want to express their sincere appreciation to Dieter and Danielle for their graciousness, and all our guests and friends who stopped by to say hello.
The Cannabis Act's @IAMNedin and Cyto of TheCannalysts talk with Nick Pateras - VP Strategy of Lift, and the always effervescent Dan Sutton - CEO of Tantalus Labs.
Learn how to 'delight the weird' !
Dr. Jon Page - formerly CEO of Anandia, and now Chief Science Officer at Aurora joins Graham of TheCannalysts at the podcast mashup, and dial in all the science around cannabis one can take. Get your that lab coat, grab those safety glasses, and fill a beaker with your favorite beverage.
We hope you enjoy....
The always elegant Jamie Shaw of Groundwork Consulting and an ebullient Steph Ostrander from Keystone Labs chat with Molly and Dr. Jenna Valleriani at the Podcast Mashup at LiftExpo.
GoBlue and Molly talk with Chris Stone of Broken Coast & Ashley Chiu of Ernst & Young at the Lift Expo Podcast Mashup.
Two proper folks who took some time to stop in....we hope you enjoy....
First episode of Lift's Podcast Mashup, where the glamorous Jenna Bobenna and GoBlueCdn of TheCannalysts talk with Dieter & Danielle MacPherson.....
TheCannalysts look back at 2018 – hoo boy! What an action packed year in the cannabis industry. Here’s a relatively loose look back at what feels like 7 years in any other industry.
Website: http://www.thecannalysts.ca
Twitter: http://twitter.com/thecannalysts
reddit: http://www.reddit.com/r/TheCannalysts/
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Our final (regular) podcast of 2018! We cover some recent events in the sector, with moves by Altria, Novartis, as well as Tilray, Cronos, and the blast crater surrounding the organized short on Aphria......Health Canada's regulation of edibles, and more....
Website: http://www.thecannalysts.ca
Twitter: http://twitter.com/thecannalysts
reddit: http://www.reddit.com/r/TheCannalysts/
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Vic Neufeld – CEO Aphria
Ryan Lee – Chemovar Corporation
Dieter MacPherson – Aurora Cannabis
Gordon Hagen – Peace Naturals/Cronos Group
Dan Sutton – Tantalus Labs
Website: http://www.thecannalysts.ca
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We shanghaied some of the people we saw at WeCann - and did some spontaneous interviews. We'll be posting more soon....
Sam Katzman of GreenTown - a retail startup
Dr. Jeremy Riggle - Mary's Medicinals
Nicholas Nedin - The Cannabis Act Podcast
Dan Sutton - CEO Tantalus Labs
Bob Ondeiko - VP Operations Aphria
Website: http://www.thecannalysts.ca
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Man, we're bagged. Great day at WeCann2018, and some tailgating at the Big House.
Website: http://www.thecannalysts.ca
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Molly gets on a rant(s) about initial sales, market movements: Blue tackles Ontario Cannabis Storage business model; Cyto reveals differences between hemp and cannabis; and we cover the near and mid-term future of retail in Canada. More on WeCann™.....and much, much more!
Website: http://www.thecannalysts.ca
Twitter: http://twitter.com/thecannalysts
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Looking for someone to get you “Inside the Ropes” in the Cannabis industry? Well, here is latest the podcast. We talk Legalization, events, Chimera's AMA, Odd Lots, and the latest on Aphria
Website: http://www.thecannalysts.ca
Twitter: http://twitter.com/thecannalysts
reddit: http://www.reddit.com/r/TheCannalysts/
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We cover a ton of miles this podcast as we talk salmon sperm, biosynthetic pathways, pepper farming, Cronos, GTEC, WE Cann™, the 'boxing' of retail, and just in case.....more about decoupling.
Grab a java, we hope you enjoy.
Website: http://www.thecannalysts.ca
Twitter: http://twitter.com/thecannalysts
reddit: http://www.reddit.com/r/TheCannalysts/
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An interview with Aphria's CEO Vic Neufeld on his new JV in Denmark, oral delivery strips, the LHS divestiture....and we proudly announce the Grant Thornton/TheCannalysts 'WE Cann' Conference on November 6th in Leamington - the first conference in Canada after legalization!
This week we talk about market atomization, Big Beverage, market effervescence, the Auxly AMA, and the future shape of the retail market....
Website: http://www.thecannalysts.ca
Twitter: http://twitter.com/thecannalysts
reddit: http://www.reddit.com/r/TheCannalysts/
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Latest! Greatest! This week we talk Tilray, Auxly, vanishing production, atomization of the retail market, emulsification, and more. Grab a gin tonic, hit that adirondack, and gaze over that lake on front of your cabin knowing your getting the straight dope, that nobody grows anywhere else.....
We talk Constellation's bigger stake in CGC, Carl Merton's Aphria AMA, and much more
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Twitter: http://twitter.com/thecannalysts
reddit: http://www.reddit.com/r/TheCannalysts/
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In this episode, we discuss Ontario Retail, a couple of legendary AMA's, and dive into the world of Science with Cyto!
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In this episode, the Cannalysts get Verped by Don Decosmos.
Disguised amongst a lot of red dot due diligence, we wasted no time talking about the elephant in the room (waste), the recent market downturn ... and contrasting TLRY IPO success, and much more!
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We were honoured in this episode to have Trina Fraser and Deepak Anand to discuss the Rules and Regulations of bill C45. Full length interview style!
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In this episode we not only cover current industry events, we are also joined by George Scorsis of LHS and Emmy award winning broadcaster Solomon Wilcots to discuss Cannabis use in the NFL.
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In this episode we discuss C45 amendments from the senate, the Medmen IPO, optionality, and original content from the BMO report. We were also pleased to have Rachel Colic on the show to share some of her expert insights on marketing and branding with us!
Website: http://www.thecannalysts.ca
Twitter: http://twitter.com/thecannalysts
reddit: http://www.reddit.com/r/TheCannalysts/
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Broadcasting live from lift, we had a barstool chat with tons of industry titans. Thanks for stopping by Can of Bliss, Nextleaf Solutions, Levity Solutions, Chimera Seeds, Lift & Co, Valens GroWorks, Quadron Cannatech, and Cannaroyalty Corp.
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This week we're broadcasting live from lift! Todays episode contains an industry round up where we talk MARI AMA, Organigram and Tweed Niagara tours, and summarize the business conference that took place on Thursday. Tune in for exclusive insights and analysis
Website: http://www.thecannalysts.ca
Twitter: http://twitter.com/thecannalysts
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Lots of big industry this week, and it's only Monday so far! On this episode we discuss the CIBC report, LEAF/ACB merger, and Canopy uplisting to the NYSE
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A wide ranging discussion ranging from industry review on ABC & LEAF, TRST vs. APH, original content regarding sales constipation in Ontario and Quebec, audience Q&A, and more!
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An introduction episode to the minds and voices of The Cannalysts: Blue, Molly, and Cyto.
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