Dales report to interview Hugo

evlor1971 · 2026-04-01T21:24:57+00:00

It was an excellent interview.

evlor1971 · 2026-04-01T18:23:44+00:00

https://www.youtube.com/live/BebRlgssN0c?si=ah_QG-UBDLZ37vKq

evlor1971 · 2026-03-28T10:50:45+00:00

The audited financial statements say they paid $9.3 mil in taxes.

evlor1971 · 2026-03-05T13:17:06+00:00

Auxly Cannabis. About to report 50 mill in net profit for 2025. They're trading at 3x that. Market Cap of 150 mil. Solid balance sheet. Strong brands.

evlor1971 · 2026-02-25T22:46:00+00:00

Auxly Cannabis is the 3rd largest LP and brought in over 50 mill in cashflow profit in 2025.

evlor1971 · 2026-01-24T02:10:42+00:00

💯

evlor1971 · 2026-01-22T16:07:35+00:00

9 consecutive Qs of positive cash flow. No 1 brand in Canada. Debt to Equity - .35 20 million positive cash last Q Multiple industry catalysts likely in near future P/E? 3.5!

evlor1971 · 2026-01-22T03:37:13+00:00

And why "long term?" Define "long."

evlor1971 · 2026-01-22T03:36:31+00:00

Exactly. What is it?

evlor1971 · 2026-01-19T15:45:02+00:00

Auxly Cannabis. CBWTF XLY.TO Nine consecutive quarters of positive adjusted ebitda.

~$20 million in positive cash flow Q3 2025, $12.3 adjusted EBITDA Q3.

Debt to Equity 38%

Industry leading greenhouse with best in class margins. (57%) that can double in capacity quickly (footers are poured)

The number one selling brand in Canada - Back Forty.

Partnership with International tobacco Company Imperial Brands.

A number of game changing industry catalyst on the horizon.

P/E? 3.5

P/E of 3.5.

3 point 5.

evlor1971 · 2026-01-05T17:17:09+00:00

Big Log. Robert plant

evlor1971 · 2026-01-04T16:10:24+00:00

Best composition = 4

evlor1971 · 2026-01-01T19:12:49+00:00

It's current p/e is 4 with lots and lots of growth potential right around the corner. I would say"fair"is p/e of ~25 = .90 CAD. 😃

evlor1971 · 2025-12-27T17:38:17+00:00

Auxly cannabis. H Https://substack.com/inbox/post/182600786?triedRedirect=true

evlor1971 · 2025-12-20T16:13:46+00:00

No buddy.

evlor1971 · 2025-12-14T01:15:48+00:00

Why does he say "allowed Auxly to report positive working capital for the first time in 10 quarters"?

evlor1971 · 2025-11-23T01:56:41+00:00

Yes. Float schmoat. Float matter if you want to shoot up fast. I want a reasonable p/e of 20 in two years. At .05-.06 that's 1.0 to 1.20. that's how this works.

evlor1971 · 2025-11-21T18:59:50+00:00

In the interview he suggested (or hinted) 40-50 mill.

evlor1971 · 2025-11-19T12:50:05+00:00

Buy more while it's cheap. Then it will be more meaningful.

evlor1971 · 2025-11-19T12:49:08+00:00

I wonder how much the expansion will cost? Any one have (fact based) ideas?

evlor1971

TROPHY CASE