Inside the Ropes

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TheCannalysts Podcast featuring Blue, Molly, and Cyto.

Patrick M


    • Jun 13, 2022 LATEST EPISODE
    • monthly NEW EPISODES
    • 55m AVG DURATION
    • 86 EPISODES


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    Latest episodes from Inside the Ropes

    Inside the Ropes Episode 57

    Play Episode Listen Later Jun 13, 2022 79:06


    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

    Play Episode Listen Later May 3, 2022 64:04


    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

    Play Episode Listen Later Feb 13, 2022 56:59


    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

    Play Episode Listen Later Jan 18, 2022 71:43


    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

    Play Episode Listen Later Dec 7, 2021 85:41


    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

    Play Episode Listen Later Oct 22, 2021 97:38


    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

    Play Episode Listen Later Aug 31, 2021 79:39


    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

    Play Episode Listen Later Aug 7, 2021 88:39


    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

    Play Episode Listen Later Jul 12, 2021 83:29


    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

    Play Episode Listen Later Jun 2, 2021 86:17


    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

    Play Episode Listen Later May 17, 2021 88:39


    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

    Play Episode Listen Later Apr 11, 2021 86:29


    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

    Play Episode Listen Later Mar 17, 2021 65:29


    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

    Play Episode Listen Later Feb 26, 2021 71:00


    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

    Play Episode Listen Later Feb 8, 2021 61:54


    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

    Play Episode Listen Later Jan 14, 2021 69:41


    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

    Play Episode Listen Later Dec 21, 2020 56:07


    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

    Play Episode Listen Later Nov 30, 2020 76:09


    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

    Play Episode Listen Later Nov 9, 2020 61:44


    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

    Play Episode Listen Later Oct 22, 2020 72:49


    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

    Play Episode Listen Later Sep 19, 2020 64:58


    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

    Play Episode Listen Later Aug 24, 2020 88:41


    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

    Play Episode Listen Later Aug 7, 2020 73:28


    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

    Play Episode Listen Later Jul 16, 2020 59:41


    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

    Play Episode Listen Later Jun 26, 2020 73:41


    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

    Play Episode Listen Later Jun 9, 2020 76:07


    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

    Play Episode Listen Later May 26, 2020 62:33


    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

    Play Episode Listen Later May 9, 2020 88:37


    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

    Play Episode Listen Later Apr 20, 2020 67:31


    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

    Play Episode Listen Later Apr 7, 2020 78:25


    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

    Play Episode Listen Later Mar 20, 2020 56:14


    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

    Play Episode Listen Later Jan 29, 2020 17:04


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

    Brandon Wright - Live at Lift

    Play Episode Listen Later Jan 12, 2020 21:17


    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

    Play Episode Listen Later Jan 12, 2020 73:45


    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

    Play Episode Listen Later Jan 11, 2020 36:15


    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

    Play Episode Listen Later Dec 26, 2019 65:05


    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

    Play Episode Listen Later Dec 5, 2019 71:24


    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

    Play Episode Listen Later Oct 15, 2019 66:09


    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

    Play Episode Listen Later Sep 25, 2019 56:56


    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

    Play Episode Listen Later Aug 23, 2019 75:48


    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

    Play Episode Listen Later Jul 27, 2019 20:33


    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

    Play Episode Listen Later Jul 14, 2019 25:14


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

    Cannabis Podcast Mashup Part 4

    Play Episode Listen Later Jul 8, 2019 24:09


    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

    Play Episode Listen Later Jul 6, 2019 21:36


    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

    Play Episode Listen Later Jun 29, 2019 24:16


    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

    Play Episode Listen Later Jun 27, 2019 22:52


    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

    Play Episode Listen Later Jun 26, 2019 32:59


    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

    Play Episode Listen Later Jun 23, 2019 22:07


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

    Live from Lift Part 2

    Play Episode Listen Later Jun 20, 2019 21:00


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

    Live from Lift Part 1

    Play Episode Listen Later Jun 17, 2019 21:02


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

    Lit at Lift

    Play Episode Listen Later Jun 14, 2019 59:37


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

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