CANLF Ranked Number #2 Marijuana Company in Canada.
THE LIST:
ORGANIGRAM (TSX:V.IX, Stock Forum – soon to be V.OGI): Coming soon and, for mine, likely to double. Organigram’s differentiator from the other grow plays out there is two-fold: First, they’re entirely organic, and (I confirmed this a few days ago) certified as such. Second, they’re bilingual from top to bottom of the company, which gifts them 30% of the Canadian MMJ market right off the top. I’m not big on grow companies as a rule, but these guys have a manageable grow footprint, which means they’re not going to be doing private placement raises to pay their monthly hydro bill, they’ve already sold out of product, and they’re going to have the first MOVER advantage for the entire French-speaking market (and the Maritimes, which is where they’re located). In addition, they just raised a boatload of cash and turned away some three times what they accepted. That’s some serious dollar signs you’re seeing before your eyes. Many eyes are on the Bedrocan launch, but Organigram is going to be there first and the game is theirs to lose.
CANNABIS TECHNOLOGIES (OTC,CANLF Stock Forum): This play is so simple it’s scary – take existing pharmaceutical therapies, rip them apart to figure out what’s the active ingredients are in same, figure out which of those ingredients are also found in cannabinoids, and lay down some IP on those cannabinoid therapies. GW Pharma is doing it the traditional way, with five years plus of trials before a product will be ready for market. C.CAN is fast-tracking it and has already cranked out glaucoma and ARTHRITIS IP in just a few months. Those ‘big brains’ I have been long talking about as being part of Affinor’s dream team roster? They’re principals in this one. I see it as very undervalued, and expect there to be a WiLan like vault of potentially profitable IP at the company by year’s end.
BEDROCAN (TSX:V.PCC.P, Stock Forum – soon to be V.BED): The jolly green giant in the European space, Bedrocan is already selling weed to patients, though it’s flying it in from the Netherlands because it doesn’t yet have a running facility locally. Minor details, however, as the Dutch team has plans to come in and not just train the locals, but oversee the grow for a substantial period, as I understand it. If you like Tweed (TSX:V.TWD, Stock Forum) as an investment (and more power to you if you do), you should be paying attention to this one as it has the power to smoosh the early MOVER, has raised a ton of financing, and will get a lot of US investor attention.
