Category: Research
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Vinergy Resources (VIN.C) finally kills off long fruitless deal with MJ Biopharma
They won’t tell us why, but the long drawn out change of business deal with MJ Biopharma that was being engaged in by Vinergy Resources (VIN.C) is over as of today. Why did this happen? God, it could be any number of things. MJ Biopharma’s principals may not have passed due diligence, the business case…
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Marijuana Datajam: Square Footage of Pot Stocks
In our last installment, we learned that Canada’s average marijuana cultivator loses about 0.19/share per quarter and that, at least at this moment, it doesn’t really matter. Whether the equity prices have gotten ahead of themselves or not, this is a growth industry from top to bottom. All things being equal, a company’s production is…
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Weed, The Final Frontier – Lifestyle’s (LDS.C) brush with the law reminds us how new the market is
On Friday, Chris wrote about Lifestyle Delivery System’s (LDS.C) facility being raided by the local sherriff. In response LDS released a statement explaining their facility did in fact have a license and was fully supported by the local city and chamber of commerce, titans of industry, your aunt Marge, etc. It seems law enforcement is…
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Global Cannabis Applications (APP.C): Canada’s cheapest weed play makes tech pivot
This piece was written for and originally posted on Stockhouse, in partnership with Equity.Guru Last year, when the Pokemon Go app was launched across the world, Planet Earth was gripped (for a hot minute) in Pokemon fever. Imagine fidget spinners combined with cronuts mixed with 1990’s boy bands merged with bacon, and you’d be getting…
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Canabo Medical’s (CMM.V) gangbuster rookie season
In 1979 a 160-pound teenager from a small town in Ontario entered the National Hockey League (NHL). A respected scout predicted that he was “too small, slow and weak” to succeed in the NHL. In his first 6 months in the league, playing for the Edmonton Oilers, he scored about 111 points. It might be…
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CannaRoyalty (CRZ.C) CEO Marc Lustig talks to Equity.Guru livestream
Value weed investors have been licking their lips as the stock price of CannaRoyalty (CRZ.C) has taken a slow rolldown over the last few weeks. So we got the CEO of the brand-building weed aggregator, Marc Lustig, to call in to our livestream and answer questions from our chat crew about what he likes most…
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Second Set of Eyes: Canabo Medical (CMM.V) getting ahead of Big Data in Big Dope
Strange Situations in An Evolving Healthcare Environment For all of the cultural support that Canada has for adult cannabis use, and all of the mileage that federal politicians have squeezed out of that support, cannabis legalization in Canada for recreation use is still a ways off. The task force report published in December reads like…
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Quadron Cannatech (QCC.V) hits the markets, jumps 58% on first day
If you know the weed business in Canada – if you REALLY know the weed business in Canada – you know Rosy Mondin. I call her the Energizer Lawyer, because she truly never stops moving. Advisory committee here, government presentation there, consulting with late stage applicants, gathering the forces of good to help move marijuana…
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Echelon Wealth Partners report on weed business sets Emblem (EMC.V) as $5.25 BUY
Echelon Wealth Partners published a report on the cannabis market Friday that should be required reading for anyone interested in investing in the space. Over 34 pages, it lays out the entire weed scene in Canada, and much of the US, breaking down the metrics behind all of the public company LPs and associated service…
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CannaRoyalty (CRZ.C): Destined to produce the first national weed brands
Way back in 2014, when a shift in Canadian laws made marijuana companies a thing you could invest in, I pointed out to anyone who’d listen that, sure, growing will be fun and all, but it won’t be where the crazy money is made. I still think that. Sure, the licensed producers are now worth…
