Canada built a global advantage that most Canadians don't know we have.
We're the world's largest exporter of medical cannabis, supplying roughly half of Germany's medical cannabis imports. That lead took nearly a decade to build. Other countries are now closing the gap.
In Maclean's, our CEO James Yamanaka argues the bigger risk isn't overseas. It's a policy framework still built for the market Canada had in 2018.
"Canada has built a global advantage in cannabis. Now we need public policy that helps us keep it."
Read the full article.
https://t.co/QdsylwBJvW
#CanadianTrade #Exports #CdnPoli
$OGI Q4 FY26 projection 🧵
Guidance is over C$350M for FY26, and the first nine months were C$229.1M, so Q4 needs about C$121M.
Canada rec is about C$65.5M, from Headset store sales with the store and wholesale markups and excise taken out. Sanity in Germany fills the rest. Margins are about 40%: Canada recovering from the pre-roll problems, Germany in the 40s.
Q4 scenarios (C$M):
Bear: 112 rev, EBITDA 15
Base: 121 rev, EBITDA 22
Bull: 128 rev, EBITDA 27.5
Q3 actual: EBITDA 13.4
At guidance, EBITDA is up about 65% QoQ and operating income is positive. These are my estimates, not company figures.
$YOLO
Weed was never a carrot for midterms. Those people are using their own carrots . Democrats could have legalized cannabis 2 times over already and did absolutely nothing.
Actions speak louder than words, no matter how many quotes to wants to post.
Amendment 3 and schedule 3 vs trust me this time.
$MSOS
Look under the hood….built for scalability with capacity still unknown and improving. Not through immediate capital investment but through years of research and fruits of labor. Consistency in products and fixed base costs, all year round.
$OGI $CBWTF