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.

Inside the Ropes

Inside the Ropes Episode 42

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.

Inside the Ropes Episode 41

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.

Inside the Ropes Episode 40

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. 

Inside the Ropes: Episode 39

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!

Inside the Ropes: Extraction Special with Tom Ulanowski

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.

Inside the Ropes: Episode 37

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.

Inside the Ropes Episode 36 featuring Nick Nedin

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 

Inside the Ropes Episode 35

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. 

Inside the Ropes Episode 34

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. 

Inside the Ropes Episode 33

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.

Inside the Ropes: Episode 32

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.

Inside the Ropes: Episode 31

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.

Inside the Ropes: Episode 30

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.

Inside the Ropes: Episode 29

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.  

Inside the Ropes Episode 28

TheCannalysts Podcast featuring Blue, Molly, and Cyto.

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Inside the Ropes

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