Inside the Ropes

Latest Episodes:

Inside the Ropes Episode 47 May 17, 2021

Show notes

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.

Inside the Ropes Episode 46 Apr 11, 2021

Show notes

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.

Inside the Ropes Episode 45 Mar 17, 2021

Show notes

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.

Inside the Ropes Episode 44 Feb 26, 2021

Show notes

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.

Inside the Ropes Episode 43 Feb 08, 2021

Show notes

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.

Inside the Ropes Episode 42 Jan 14, 2021

Show notes

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 Episode 41 Dec 21, 2020

Show notes

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 40 Nov 30, 2020

Show notes

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 39 Nov 09, 2020

Show notes

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: Extraction Special with Tom Ulanowski Oct 22, 2020

Show notes

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!

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected