Inside the Ropes

Inside the Ropes Episode 57 Jun 13, 2022

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.

Inside the Ropes Episode 56 May 03, 2022

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.

Inside the Ropes Episode 55 Special Feb 13, 2022

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.

Inside the Ropes Episode 54 Jan 18, 2022

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.

Inside the Ropes Episode 53 Dec 07, 2021

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.

Inside the Ropes Episode 52 Oct 22, 2021

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.

Inside the Ropes Episode 51 Aug 31, 2021

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.

Inside the Ropes Episode 50 Special Aug 07, 2021

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.

Inside the Ropes Episode 49 Jul 12, 2021

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.

Inside the Ropes Episode 48 Jun 02, 2021

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.

Inside the Ropes Episode 47 May 17, 2021

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

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

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

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

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

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

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

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

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

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: Episode 37 Sep 19, 2020

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

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

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

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

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

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

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

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

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

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 27 Mar 20, 2020

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.

Live at Lift: Terry Blumes Jan 29, 2020

We talk to Terry Blumes, Founder/CEO of Rocky Mountain Extracts, about hemp regulations in Canada and the USA.

Brandon Wright - Live at Lift Jan 12, 2020

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.

Lit @ Lift - Dan Sutton And Nik Nedin Jan 12, 2020

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.

Lit at Lift - WeedMD CEO Keith Merker Jan 11, 2020

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.

Inside the Ropes Episode 26 Dec 26, 2019

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.

Inside the Ropes Episode 25 Dec 05, 2019

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.

Inside the Ropes Episode 24 Special Oct 15, 2019

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.

Inside the Ropes Episode 23 Sep 25, 2019

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.

Inside the Ropes Episode 22 Aug 23, 2019

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.

Cannabis Podcast Mashup Part 8 Jul 27, 2019

We talk to Jonathan Zaid, Director of Advocacy and CSR at Aurora Cannabis and Lisa Campbell, CEO of Lifford Cannabis Solutions about CSR.

Cannabis Podcast Mashup Part 6 Jul 14, 2019

We talk to Alan and Kyle from Maru/Matchbox and Hugo Alves, President of Auxly, about CSR.

Cannabis Podcast Mashup Part 4 Jul 08, 2019

Jon from The Cannabis Act and GoBlue interview Tamara MacGregor, VP Communications at Aphria and Dr. Jenna Valleriani, Executive Director of Hope for Health.

Cannabis Podcast Mashup Part 3 Jul 06, 2019

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.

Live from Lift Part 5 Jun 29, 2019

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.

Cannabis Podcast Mashup Part 1 Jun 27, 2019

GoBlue and Dr. Jenna talk to Peter Aceto, CEO of Canntrust and James Chan from Ernst & Young about Corporate Social Responsibility.

Live from Lift Part 4 Jun 26, 2019

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.

Live From Lift Part 3 Jun 23, 2019

We talk with Drew Campbell from The Green Organic Dutchman and several of Destiny Bioscience's management team.

Live from Lift Part 2 Jun 20, 2019

We talk to Penny Green about cannabis infused beauty product and Matei Olaru about cannabis conferences and consumer trends.

Live from Lift Part 1 Jun 17, 2019

We talk to Andy from High Tide about cannabis retail across Canada and Everett from Valens about extracts.

Lit at Lift Jun 14, 2019

The Cannalysts talk about our time at Lift Toronto 2019 with Paul. Events include the Podcast Mashup Charity Fundraiser and Live from Lift.

Inside the Ropes Episode 21 May 29, 2019

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.

Lift Expo - CFAMM Charity Event! June 6th, 2019 May 11, 2019

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 Cann West Special Podcast #2 May 11, 2019

We talk about WE Cann West after the event

Inside The Ropes Podcast - LiftExpo Announcement May 10, 2019

TheCannalysts - as an official LiftExpo podcast sponsor - are proud to announce.......

WE Cann West Special Podcast #1 May 07, 2019

We talk about The Cannalysts last few days in Edmonton checking out cannabis retail stores and David's European conference trip.

Inside The Ropes Podcast #20 May 04, 2019

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!

Inside The Ropes Podcast #19 Apr 02, 2019

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.

Podcast Mashup Live at Lift - Episode 9 - Andrea Dobbs & Rosy Mondin Feb 19, 2019

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.

Podcast Mashup Live at Lift - Episode 8 - Dan Sutton & Nick Pateras Feb 19, 2019

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' !

Podcast Mashup Live at Lift - Episode 7 - Jonathan Page Feb 14, 2019

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....

Podcast Mashup Live at Lift - Episode 3 - Stephanie Ostrander &Jamie Shaw Feb 06, 2019

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.

Podcast Mashup Live at Lift - Episode 2 - Ashley Chiu & Chris Stone Feb 05, 2019

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....

Podcast Mashup Live at Lift - Episode 1 - DMac^2 Feb 05, 2019

First episode of Lift's Podcast Mashup, where the glamorous Jenna Bobenna and GoBlueCdn of TheCannalysts talk with Dieter & Danielle MacPherson.....

Inside the Ropes Podcast - 2018 The Year in Review Dec 30, 2018

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.

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