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 cost breakdowns of Aphria’s energy, labour, TFW program, oil extraction, product and other costs. Our 5-hour tour included examining both Aphria One and Aphria Double Diamond. https://drive.google.com/file/d/1PVqulah2GYJUgKJA7cbLxJ4jwpCKv3m8/view?usp=sharing
CGC
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This 20-page powerpoint slide deck in PDF form outlines our quick takeaways from last week’s cannabis news. This includes Aphria’s fiscal Q2/19 results, the takeaway from Constellation Brands earnings release, Peter Thiel’s announcement and Friday proving out a bull case as to why Tilray continues to trade somewhere North of 35x Price/Book Value.