Category: Cannabis
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![Bionxt Solutions (BNXT.C) shows how pivots don’t have to mean resets]()
Bionxt Solutions (BNXT.C) shows how pivots don’t have to mean resets
Several years back, Hugh Rogers was in my office talking about his cannabis company. Way back then, the plan was to grow in Germany and be first on the continent, using an old wartime bunker as a ‘safe growing facility’. Those plans morphed quickly as the reality of the cannabis space became clear. The cannabis…
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![Revive Therapeutics (RVV.C) finds multiple research options moving forward]()
Revive Therapeutics (RVV.C) finds multiple research options moving forward
In Canada, if you look backwards over the timeline, you’ll often find public companies have been other things back in the day. Risen, fallen, tapped out, rolled back, reemerged as a whole new thing. Sometimes this happens several times before a business model catches. Revive Therapeutics (RVV.C) is that rare Canadian smallcap that, while it…
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![Cannabis memory lane: Who’s sticking it out, who’s dead and dying]()
Cannabis memory lane: Who’s sticking it out, who’s dead and dying
I was feeling every ounce of my chest cold, the thing everyone apparently has, the one that’s going around, the one that’s not covid but who could tell. I was also standing on a stage at the Richmond Chamber of Commerce awards gala, blinking at stage lights and peaking over the shoulders of some very…
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![Lucy Loves Luchre: BC Bud Corp (BCBC.C) is in a solid growth phase]()
Lucy Loves Luchre: BC Bud Corp (BCBC.C) is in a solid growth phase
Welcome to my first article for Equity.Guru! I’m here to go through the numbers of companies EG is paying attention to and to give my honest opinion on the strict financial outlook of companies based on their real world performance. Not every firm is profitable, sure, but not every firm is TRYING to be profitable…
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![Private med reformulator SecureDose acquired by PharmaDrug Inc (PHRX.C)]()
Private med reformulator SecureDose acquired by PharmaDrug Inc (PHRX.C)
A few weeks back, in what has become a seminal Equity.Guru piece about the quickly legalizing safe supply drug space, I tore into PharmaDrug (PHRX.C), which was lurching into strategic alternatives land as it appeared to have run out of dough to push its drug trials forward. Pharmadrug (PHRX.C) would love to be in the cocaine…
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![Revive Therapeutics (RVV.C): Covid came, Covid went, but Revive is still fighting]()
Revive Therapeutics (RVV.C): Covid came, Covid went, but Revive is still fighting
Back at the dawn of Covid-19, a load of public companies started pumping out news releases that claimed they were going to be entering the medical space. In the best tradition of Howe Street, long dormant mining companies suddenly became med-tech deals, hawking everything from clear plastic checkout counter dividers to virus sniffing doorways to…
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![Multi-Company Wrap: Watching the watchlist so you don’t have to]()
Multi-Company Wrap: Watching the watchlist so you don’t have to
We have some 29 companies on our watchlist, all in a variety of sectors, that we’re covering at any one time. Some are clients, some not, some are on deaths door, some are skyrocketing, so we’ve decided to wrap them all up into one monthly wrap so you can keep track of everything at once.…
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![Pubco cocaine is here: What does it mean, who’s in, and who’s real?]()
Pubco cocaine is here: What does it mean, who’s in, and who’s real?
I recently listened to a podcast episode of Search Engine with PJ Vogt, and I REALLY got into it. The episode was titled, “Why are drug dealers putting fentanyl in everything?” I’d asked myself the same question many times – why kill your customers? I’d recommend you go listen because the answer is a lot…
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![Stately’s long road to public finally finds an onramp with Gold Flora/TCPO (GRAM.NEO)]()
Stately’s long road to public finally finds an onramp with Gold Flora/TCPO (GRAM.NEO)
Good things happen in sunny Costa Mesa, California and, today, one of those good things happened for a certain group of cannabis investors. Longtime readers may recall Trent Kitsch, who founded Doja Cannabis (which would be consumed by Canopy Growth Corp for $400m), had bounced to his next venture not long after that deal closed…
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![Tipping the Scale: Navigating the Turbulent Waters of the Canadian Legal Cannabis Market]()
Tipping the Scale: Navigating the Turbulent Waters of the Canadian Legal Cannabis Market
The legal cannabis industry in Canada, still in its infancy nearly five years post-legalization, is traversing a tumultuous terrain. As the initial euphoria fades, the market is grappling with mounting challenges. These include the continuous race to the bottom with pot prices, the persistent prevalence of the illicit market, and the looming uncertainties in the…
