Category: Cannabis
-
Tepid Aphria (APHA.T) response to short report accusations sees stock hammered – again
It’s all gone pear-shaped over at Aphria (APHA.T) a day after a short report was filed by Quintessential Capital Management, following up on an earlier short report by Hindenburg Research. In the report, admitted short sellers claimed they’d traveled the globe looking for companies and properties Aphria purchased, sometimes from companies that board members owned…
-
![Supreme Cannabis (FIRE.V) is not a misnomer: My first hand tour of ‘Quality City’]()
Supreme Cannabis (FIRE.V) is not a misnomer: My first hand tour of ‘Quality City’
I’ve been to a lot of cannabis grow facilities. My mother would not be proud. And it’s probably why my car gets tossed whenever I head to Bellingham to buy Trader Joes Caramel Cinnamon Monkey Bread (don’t judge me). And, usually, they bore me to tears. Frankly, if you’re not handing out product – and…
-
Canadian LPs rush to supply Germany’s constrained marijuana market (TGOD.T) (ASNT.T) (CXXI.C) (CROP.C)
Germany’s medical marijuana market is lucrative, and Canadian LPs want in. Thankfully, Germany also wants Canadian companies to show them what’s up. Germany’s Shortage While Germany, the hottest cannabis market in the EU, has legalized medical marijuana, the country is in a nation-wide shortage of cannabis for a number of bureaucratic reasons. As a result, Germany’s…
-
![Chemesis (CSI.C): The hard moving global cannabis venture that gets it, even if you don’t]()
Chemesis (CSI.C): The hard moving global cannabis venture that gets it, even if you don’t
In talking to Chemesis (CSI.C) CEO Edgar Montero, one thing becomes abundantly clear: You can go ahead and grow all the marijuana you want, and he won’t begrudge you your opportunities. He just doesn’t think that’s going to change the world, nor be bait for a bigger player looking for acquisitions, nor be a means…
-
The hemp shift: Livewell (LVWL.V), Heritage (CANN.C), Ascent (ASNT.C), Isodiol (ISOL.C) lead the CBD chase
If you want CBD, which is the stuff in cannabis that makes you healthier but that doesn’t get you stoned, hemp has as much of the stuff as commercial cannabis does. But hemp doesn’t attract mind boggling valuations on the public markets. On the TSX, 20k sq ft of licensed cannabis in a greenhouse in…
-
Trackloop (TOOL.C): Real business with real businesses in the logistics tracking space
To tell this story in 25 words or less would be to do it a terrible injustice, so I’ve sat on it for a bit, letting the dust settle, seeing how the market would accept it without my help. The answer to that is, meh, the market is a bit distracted right now, it’ll get…
-
![Plus Products (PLUS.C) California edibles deal goes public as TGOD spins off US asset]()
Plus Products (PLUS.C) California edibles deal goes public as TGOD spins off US asset
When I call up a CEO and hear their pitch, I mentally rank where that pitch sits in terms of intelligence, opportunity, trustworthiness, alongside all the pitches I’ve heard before. Like a Top Gear leaderboard, it’s hard to crack that list alongside such all-time greats as CannaRoyalty (CRZ.C), iAnthus (IAN.C), and Green Organic Dutchman (TGOD.T).…
-
Too professional: Pure Global (PURE.V) and the companies discounted because they’re actually building businesses
Had a conversation on the phone with Stephen Pynn, VP of Corporate Devs at Pure Global (PURE.V) this week that got me thinking. Pure has had an up and down run since landing on the public markets in July of this year. It ebbs and flows like the tides, never getting really beat up, but also…
-
Gamechanger: iAnthus (IAN.C) and MPX Bioceutical (MPX.C) to merge, go after MedMen (MMEN.C)
A week ago, US dispensary roll-up play MedMen (MMEN.C) closed an $86m financing and a $99.95m loan to help them complete a $682m deal to buy PharmaCann, which has ten dispensaries and three weed grows. It was big news and propelled MMEN stock, which many deem to be overpriced before the deal, substantially higher still.…
-
It’s Weed Wednesday: Canadian cannabis is legal, but what does it all mean?
If you thought weed stocks were going to run when the new Canadian cannabis laws came in, guess again. Those had been baked into share price for over a year so, if anything, we at Equity.guru expected today to be the stock price yawner it has so far been. But that’s not always going to…
