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1. Updated N.A. Cannabis Chart (4/07/20):
Top 39 Revenue Generating Public Cos, min. $42M CAD ($30M USD) Annualized Cannabis Sales as of Last Reported Quarter
Inc. GMs, adj. EBITDA, & sorted by adj. Operating Income. USD/CAD @ $1.41
Green: $LHS joins $TRUL, $VLNS, $CXXI, $PLTH
Top 39 Revenue Generating Public Cos, min. $42M CAD ($30M USD) Annualized Cannabis Sales as of Last Reported Quarter
Inc. GMs, adj. EBITDA, & sorted by adj. Operating Income. USD/CAD @ $1.41
Green: $LHS joins $TRUL, $VLNS, $CXXI, $PLTH
2. Added (red):
$DN $HITI $RTI $ZENA
Updated (Reported since Jan. 15th):
$TRUL, $VLNS, $LABS, $GTII, $CURA, $AYR.a, $META, $YCBD, $SNDL, $GWPH, $GGB, $CWEB, $CCHW, $HARV, $MMEN, $ACRG, $ACB, $WEED, $HEXO, $TLRY
$DN $HITI $RTI $ZENA
Updated (Reported since Jan. 15th):
$TRUL, $VLNS, $LABS, $GTII, $CURA, $AYR.a, $META, $YCBD, $SNDL, $GWPH, $GGB, $CWEB, $CCHW, $HARV, $MMEN, $ACRG, $ACB, $WEED, $HEXO, $TLRY
3. Removed (no longer meet minimum cannabis sales):
$CRON, $VFF, $FIRE
Green to Yellow: $LABS
Yellow to Red: $CWEB
No Updated Fins: $CXXI $PLTH $OGI $MJAR $TILT $APHA $CL $FAF $HBOR $FFNT $VREO $TER $INDS $IAN
Shout out to @Invest420 & @ncvmedia for requisite revenue tracker.
$CRON, $VFF, $FIRE
Green to Yellow: $LABS
Yellow to Red: $CWEB
No Updated Fins: $CXXI $PLTH $OGI $MJAR $TILT $APHA $CL $FAF $HBOR $FFNT $VREO $TER $INDS $IAN
Shout out to @Invest420 & @ncvmedia for requisite revenue tracker.
4. Don't know if many care about these metrics any longer but had a bunch of requests to update. Still planning on adding EV and fine-tuning fully diluted in-the-money share counts, due to the massive sector rug pull pricing a ton of FD paper considerably out of the money now.
5. Also, don't know if or when this sector ever gets sorted by consolidating &/or a catalyst, but just a reminder that you need to look at burn rate. Whether $IAN's news or recent bad raises around town, here is a thread I made months ago about GP & OpEx: https://twitter.com/sammyj_19/status/1210623257210175488
6. $TRUL again showing best-in-class fins. They're the exception to the repriced sector and I suspect they push back share unlocks in this environment. Somehow, along with $VLNS, $CXXI, & $LHS, they trade at lowest EV/EBITDA multiples in the sector. Babies with the bath water./
7. Redo without the chart being cut off 
:
$TRUL $VLNS $LHS $CXXI $PLTH
$OGI $LABS $MJAR $TILT $GTII $CURA $APHA $CL $AYR.a
$DN $HITI $RTI $META $FAF $HBOR $YCBD $FFNT $VREO $SNDL $TER $ZENA $INDS $GWPH $GGB $IAN $CWEB $CCHW $HARV $MMEN $ACRG $ACB $WEED $HEXO $TLRY
:$TRUL $VLNS $LHS $CXXI $PLTH
$OGI $LABS $MJAR $TILT $GTII $CURA $APHA $CL $AYR.a
$DN $HITI $RTI $META $FAF $HBOR $YCBD $FFNT $VREO $SNDL $TER $ZENA $INDS $GWPH $GGB $IAN $CWEB $CCHW $HARV $MMEN $ACRG $ACB $WEED $HEXO $TLRY
8. Forgot to add, here is @ncvmedia's updated tracker reference, sorted by adj. Operating Income, which is where I based the foundation for my chart. You will see they have some ancillaries as well as OTC only #potstocks that I don't include (can't hold OTC stocks in TFSA etc).
9. In order of adj. Op. Income, USD Reporting:
1 $TRUL
2 $IIPR
3 $CXXI
4 $PLTH
5 $GRWG
6 $MJAR
7 $TILT
8 $GTII
9 $HBOR
10 $YCBD
11 $VREO
12 $FFNT
13 $CVSI
14 $CURA
15 $CL
16 $KSHB
17 $AYR.a
18 $INDS
19 $GWPH
20 $GGB
21 $IAN
22 $CWEB
23 $CCHW
24 $HARV
25 $MMEN
26 $ACRG
27 $TLRY
1 $TRUL
2 $IIPR
3 $CXXI
4 $PLTH
5 $GRWG
6 $MJAR
7 $TILT
8 $GTII
9 $HBOR
10 $YCBD
11 $VREO
12 $FFNT
13 $CVSI
14 $CURA
15 $CL
16 $KSHB
17 $AYR.a
18 $INDS
19 $GWPH
20 $GGB
21 $IAN
22 $CWEB
23 $CCHW
24 $HARV
25 $MMEN
26 $ACRG
27 $TLRY
