Is there anywhere where you post a deep dive content?
I mean, your content is awersome, but I wonder if this is the first time you talk about this company or you have explained and reviewed it somewhere else and this is just a resume and uptade following that first in deep evaluation of the company.
I would really love to read something like that, I couldn't find it in the discord either.
Anyway, I love your content and really apreciate what you do for us.
For who does not know about the inventory management ▶️▶️ HASH needs to build up inventory to support the growth of the companies it acquires. Inventories go up first, to be able to deliver large product quantities to retailers. Inventories move ahead of revenues, and when you’re growing fast like HASH that requires a lot of capital. Once the revenues start being recognized, the inventory turns improve.
One of HASH’s competitive advantages - in a cash-strapped cannabis industry - is that it has had the means to finance its growth.
Over time, inventory turns have been improving.
It’s yet another interesting Canadian stock indeed. The management team has been quite impressive thusfar.
I hear you, but this still seems weird. Flower is a commodity they could surely buy as they grow, not several quarters ahead of the growth. Do we know where all the inventory came from? Are we sure it was acquired on an arm's length basis?
Couldn't Biorem be early pick too?
Is there anywhere where you post a deep dive content?
I mean, your content is awersome, but I wonder if this is the first time you talk about this company or you have explained and reviewed it somewhere else and this is just a resume and uptade following that first in deep evaluation of the company.
I would really love to read something like that, I couldn't find it in the discord either.
Anyway, I love your content and really apreciate what you do for us.
Thank you <3
My first write up outside of the financials review back in June.
https://wolfofoakville.com/fins-reviews/f/simply-solventless-hashv-35-5
For who does not know about the inventory management ▶️▶️ HASH needs to build up inventory to support the growth of the companies it acquires. Inventories go up first, to be able to deliver large product quantities to retailers. Inventories move ahead of revenues, and when you’re growing fast like HASH that requires a lot of capital. Once the revenues start being recognized, the inventory turns improve.
One of HASH’s competitive advantages - in a cash-strapped cannabis industry - is that it has had the means to finance its growth.
Over time, inventory turns have been improving.
It’s yet another interesting Canadian stock indeed. The management team has been quite impressive thusfar.
https://jaminvest.substack.com/p/portfolio-update-7-divies-and-roll
I hear you, but this still seems weird. Flower is a commodity they could surely buy as they grow, not several quarters ahead of the growth. Do we know where all the inventory came from? Are we sure it was acquired on an arm's length basis?
They need finished product to supply the retailers, especially upon gaining shelve space