Rubicon Organics & SNDL Earnings Breakdown Analysis | TTB Powered by Flowhub скачать в хорошем качестве

Rubicon Organics & SNDL Earnings Breakdown Analysis | TTB Powered by Flowhub

On the latest Trade To Black podcast presented by Flowhub, hosts Shadd Dales and Anthony Varrell break down a busy stretch of cannabis earnings with two very different operators. In segment one, Margaret Brodie, CEO of Rubicon Organics Inc. (TSXV: ROMJ, OTCQX: ROMJF), checks in to walk through their latest numbers. The company delivered record full-year revenue of $59.5 million, up 22% year-over-year, along with $5 million in adjusted EBITDA. The conversation focuses on what really changed this year — the Cascadia facility now coming online, more capacity, and how that shifts the business from being supply-constrained to actually having room to grow. There’s also a deeper look at premium positioning, genetics, and where margins could go in 2026. Then in segment two, Zach George, CEO of SNDL Inc. (NASDAQ: SNDL, CSE: SNDL), joins the show following a strong year financially. SNDL reported $946.4 million in revenue, $49.9 million in adjusted EBITDA, and $58.1 million in operating cash flow — while sitting on over $252 million in cash and no debt. The conversation gets into how they’ve reshaped the business, where capital is being deployed, and how they’re thinking about the next phase of growth. Two companies. Two different strategies. Same market. 00:00:00 Intro, Market Recap & Cannabist Bankruptcy 00:09:26 Big Alcohol vs Hemp THC Drinks 00:11:56 Rubicon: Record Earnings & Cascadia Deal 00:17:39 Premium Strategy: 1964 Brand, Pre-Rolls & Vapes 00:22:12 Canada Outlook: Margins, Excise & Consolidation 00:37:47 SNDL: 2025 Results & Cannabis/Liquor Mix 00:45:39 Retail Saturation & Canadian M&A Setup 00:49:24 SNDL’s Capital Allocation & U.S. Assets 00:55:00 Bear Market, Cheap Valuations & M&A Wave 01:00:19 CBD Medicare Pilot Program & $500 Stipend Explained #CannabisStocks #CannabisEarnings #TradeToBlack #RubiconOrganics #SNDL #CannabisInvesting #CannabisIndustry #MSO #CannabisNews #ShaddDales Want to see more Cannabis Reform videos? 🎬    • Medicare CBD Program Raises Questions In W...   🎬    • Does Cannabis Rescheduling Actually Unlock...   🎬    • Texas Hemp Ban Creates Winners And Losers ...   Want to stay updated on Cannabis, Small Cap, AI, and Crypto? Subscribe to our Daily Baked newsletter: https://newsletter.thedalesreport.com... Find us on social media and podcast platforms: ✅ Facebook:   / thedalesreport   ✅ Twitter:   / thedalesreport   ✅ Instagram:   / dalesreport   ✅ LinkedIn:   / the-dales-report   Apple Podcasts: https://tinyurl.com/TDRTradetoBlackon... Spotify: https://tinyurl.com/TDRTradeToBlackon... Website: https://thedalesreport.com/ For copyright matters, contact: sdales@thedalesreport.com Podcast Disclaimer (Financial Interests) The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the official policy or position of any company, organization, or employer. The content is provided for informational and entertainment purposes only and should not be taken as financial, investment, or legal advice. The hosts and/or guests may hold positions in the companies, stocks, or financial instruments discussed during the show. These holdings should not be considered endorsements or recommendations to buy or sell any securities. Listeners are encouraged to do their own research or consult with a qualified financial advisor before making any investment decisions. By listening to this podcast, you agree that the hosts, guests, and producers are not liable for any decisions made based on the information discussed. Full Disclosures: https://thedalesreport.com/website-te...