Category: Medical Marijuana Update
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Marijuana update: No, the market isn’t getting killed… we’re just not rewarding bullshit anymore
Top tip: You guys out there whining about ‘the market’ being down are finding excuses for the wrong problem. Folks be running about with their hair on fire right now, pointing to a sky that for sure is falling because a few of their favourite weed stocks have come off absurd highs and what if…
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Marijuana update: Where the blood runs hard, look for the guys with swords
“There are times […] when even being right feels wrong. What do you say, for instance, about a generation that has been taught that rain is poison and sex is death? If making love might be fatal and if a cool spring breeze on any summer afternoon can turn a crystal blue lake into a…
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Marijuana Update: Ravenquest (RQB.V), CROP (CROP.C), Lifestyle Delivery Systems (LDS.C), iAnthus (IAN.C), and trust
The ability to trust the people you put your money into is of utmost importance. ‘Management’ is oft cited as one of the pillars of a company’s success, but management in this instance could also be defined as ‘trust’. If I asked to borrow money from you in the street, your ability to trust me…
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Marijuana update: Speakeasy shuffle, Sproutly looming, Canopy CEO sell-off
Was just looking at a bunch of news releases, trying to figure out which to cover when I remembered, ‘didn’t you just use to do all of them?’ Why yes, self, I did. So let’s give ‘er to everyone, just like the old days. NOTHING EASY AT SPEAKEASY (EASY.C) I’ve had several nice discussions with…
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Cresco Labs’ (CL.C) no-premium acquisition offer of Origin House (OH.C) is… alright
This morning, Chicago-based Cresco Labs (CL.C) announced it would be acquiring Origin House (OH.C) (formerly CannaRoyalty) in an all-stock deal worth CAN$1.1 billion. The offer comes in at CAN$12.68 per Origin House share. Origin House closed Friday at $12.05, which leaves the premium on the deal being less than amazing. In fact, the stock has…
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Xmas news dump: Aphria (APHA.T) subject to ‘unfriendly’ takeover by company CEO advises
This Aphria (APHA.T) story just keeps getting richer, and the unbelievable lack of respect this company is giving the market and regulators is a sight to behold. Let’s recap the last few weeks: So now we’re into the dead days of the 2018 market, just after Christmas and right before New Year, when few are…
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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…
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![1933 Industries (TGIF.C) vs 1964 Supply Co (Rubicon): Will heritage/art branding land with consumers?]()
1933 Industries (TGIF.C) vs 1964 Supply Co (Rubicon): Will heritage/art branding land with consumers?
We’ve written a lot about branding as it pertains to the cannabis space, and the challenges that will face any licensed producer as it transitions from growing to marketing to retail. Those challenges are plentiful; chiefly among them, you’re not allowed to market your weed brand in Canada. Can’t do it. Against the law. Not…
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Canopy Growth Corp (WEED.T) has $5 billion to buy something: What’s on the list?
I’ve written this story three times in as many days, because every time I get to the bottom and am ready to post, the valuations of everything seem to have changed. So, to hell with it: I’m sticking the landing on this version. Time for Equity.Guru to veer off market news and into fantasy sports…
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![Maricann (MARI.C)’s CEO not letting OSC investigation and delayed prospectus get in his way]()
Maricann (MARI.C)’s CEO not letting OSC investigation and delayed prospectus get in his way
Ontario-based cannabis cultivator Maricann Group has big plans. Despite ongoing expansions at the company facilities in Ontario and Germany both being “fully funded,” a pubco can always use some cash. Maricann reports selling dope produced in their Ontario facility consistently to the medical market. With the rec market right around the corner, destined to soak…
