We have completed a holistic overview of Canada’s recreational cannabis market. Based primarily on data from Colorado as well as taking into account capacity increases from Canada’s lowest-cost producer, we have a materially different assumption on future market prices and demand.
Attached is our overview of the industry.
All graphs used are sourced from either the State of Colorado, BDS, Provincial government press releases or BDS Analytics.
Aphria is in the midst of building out its largest and likely last greenhouse expansion (Part IV). Their 700,000 square-foot expansion will increase […]
We recently toured both Aphria’s and Canopy Growth’s primary facilities in Ontario. This is Part 1 of our two part series. This 42-slide presentation includes detailed estimated […]
The streets are talking. To us. Wall Street and Bay Street that is. We normally speak with a number of instiutional investors […]
Aphria released further details on the Latin America operations. The details on the release did not portray businesses worth anything close to the […]
