I think that the company is doing just fine. It's hard to tell who will hold up in a downturn. I have watched them work their way out of a big problem over time, the pesticide issue that brought in Greg E...

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I think that the company is doing just fine. It's hard to tell who will hold up in a downturn. I have watched them work their way out of a big problem over time, the pesticide issue that brought in Greg Engel to be CEO, and I feel like they are big enough and have a balance sheet and a strategic partner that would help them weather any storms. less

The main risk is an unrealized capital loss. In other words, if your account is assigned to buy 100 shares with the cash-secured collateral, you own 100 shares of COP. If the trading price stays below you...

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The main risk is an unrealized capital loss. In other words, if your account is assigned to buy 100 shares with the cash-secured collateral, you own 100 shares of COP. If the trading price stays below your breakeven point (i.e., the strike price - the income received), you have a capital loss (unrealized, unless you sell the COP shares at that lower-than-breakeven price- which you don't have to). You can hold the shares until COP rises, or sell out-of-the-money calls for extra income, or even sell more OTM puts for more income to help defray the potential unrealized loss. less

It is time that Canada breaks from a flaky USA to a trading partner we can trust for the long term. The EU, China and India fit nicely!

It is time that Canada breaks from a flaky USA to a trading partner we can trust for the long term. The EU, China and India fit nicely! less

Trump and the USA believes military power is everything... It isn't. Economic power is the real winner and China realizes this. But Trump's plan will add another few trillion $$$'s to the national debt an...

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Trump and the USA believes military power is everything... It isn't. Economic power is the real winner and China realizes this. But Trump's plan will add another few trillion $$$'s to the national debt and speed up the spiral into bankruptcy! less

Ed. note: Please see the disclaimer; this is sponsored by Senestech.

Ed. note: Please see the disclaimer; this is sponsored by Senestech. less

Interesting. But do you still ever cover other stocks also? Or did you just sell out and now exclusively cover $SNES?

Interesting. But do you still ever cover other stocks also? Or did you just sell out and now exclusively cover $SNES? less

The one I used, EV/EBITDA,

The one I used, EV/EBITDA, less

This is a good question and am important topic in my view. The good news is that the acquisition closed last December, so after this upcoming report next month for Q1, which will have a full quarter with...

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This is a good question and am important topic in my view. The good news is that the acquisition closed last December, so after this upcoming report next month for Q1, which will have a full quarter with Motif compared to a partial revenue quarter last year, the Motif revenue will be fully organic for the last three quarters. In FY25-Q1, Motif contributed just C$$7.8 million of gross revenue. The filings from Q4 indicate that Motif total revenue on a gross basis for FY25-Q1 would have been C$38.9 million, including the 10 weeks prior to the acquisition closing. I am not trying to predict the exact amount from Motif Labs for Q1, but a good guess is C$46.8 million. Thus, the inorganic growth in Q1 of gross revenue will be C$39 million. This works out to 58% for Q1 or about 10% for the year. less

What other #cannabis do you like?

What other #cannabis do you like? less

Thanks for fixing the images!

Thanks for fixing the images! less

Thanks so much, Mr. Craig, for your interest. Best to you, ...m...

Thanks so much, Mr. Craig, for your interest. Best to you, ...m... less

What specifically do you like about the new CEO appointment?

What specifically do you like about the new CEO appointment? less

Thanks for the thoughtful reply! That makes a lot of sense — the Canadian market slowdown is often overlooked compared to U.S. expansion opportunities. Do you think OGI’s product mix or branding gives the...

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Thanks for the thoughtful reply! That makes a lot of sense — the Canadian market slowdown is often overlooked compared to U.S. expansion opportunities. Do you think OGI’s product mix or branding gives them any resilience if the domestic market softens, or would broader economic weakness likely hit them across the board? less