This 20-page powerpoint slide deck in PDF form outlines our quick takeaways from last week’s cannabis news. This includes Aphria’s fiscal Q2/19 results, the takeaway from Constellation Brands earnings release, Peter Thiel’s announcement and Friday proving out a bull case as to why Tilray continues to trade somewhere North of 35x Price/Book Value.
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Ontario’s plan to delay opening up brick and mortar cannabis stores until April 1, 2019 increases our fiscal 2020 revenue and EBITDA estimates. We […]
We have updated our full marketing presentation on Aphria. This easy to follow 18-slide pitch updates the expected per store sales change for Ontario, […]
We have updated our Aphria research pitch, including the impact of COVID-19 on our forecast. We have also updated our recommendation, price […]
Long/Short equity fund Quintessential Capital issued a scathing report this morning, focused on Aphria’s international business. The three early takeaways for us are: 1) […]
