Inside the Ropes

Latest Episodes:

Inside the Ropes: Episode 37 Sep 19, 2020

Show notes

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 36 featuring Nick Nedin Aug 24, 2020

Show notes

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 35 Aug 07, 2020

Show notes

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 34 Jul 16, 2020

Show notes

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 33 Jun 26, 2020

Show notes

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 32 Jun 09, 2020

Show notes

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 31 May 26, 2020

Show notes

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 30 May 09, 2020

Show notes

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 29 Apr 20, 2020

Show notes

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 28 Apr 07, 2020

Show notes

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.

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