Episodes
Wednesday Jun 17, 2020
Wednesday Jun 17, 2020
Small caps in Canada, especially in tech, are full of faux-companies. You know,
the kind where the problem being solved isn’t really a problem, and the
“technology” being advertised is actually five years old.
PredictMedix (PMED.C) isn’t one of them.
The last time I wrote about PredictMedix, I made an argument about:
- The resilience of pharmaceuticals as a sector, and
- The scalability of the tech, and hence the business
Since then, the stock has been pumped. Listen in as Arth talks with Kapil Raval!
Wednesday Jun 03, 2020
Investor alert: KWESST podcast pt.1 - a freakishly smart pre-IPO military tech company
Wednesday Jun 03, 2020
Wednesday Jun 03, 2020
KWESST is a Canadian military tech company that is “making dumb weapons smart”.
KWESST develops and markets proprietary technology to sell into the military and homeland security market.
Conceptually and financially, KWESST has a tight, elegant structure.
Publicly listed military tech companies typically use a shot gun approach to product development: Body armour? We got it. Armed robotics? We got it. Amphibious rifles? Just one – or a whole case?
KWESST has a diversified product line, based on a single core technology, called Micro Integrated Sensor Systems Technology (MISST), which involves miniaturized sensors, optics, ballistics and software which claims to significantly jack-up mission capability.
In this podcast, Equity Guru’s Guy Bennett talks to David Luxton, Executive Chairman of KWESST.
Note: This company is completing a $2 million go-public financing. We believe KWESST is committed to building a wide shareholder base, which means KWESST may be receptive to retail investors with modest net worth. Small cap investing vets will know, this isn't always the case. If you are interested, contact Jose Estevez, VP, Institutional Sales at PI financial at jestevez@pifinancial.com. Tell him you listened to this podcast and Equity Guru sent you.
Full Disclosure: KWESST is an Equity Guru marketing client.
Monday Apr 27, 2020
Last Mile’s (MILE.V) E-scooters are turning into food delivery fleets
Monday Apr 27, 2020
Monday Apr 27, 2020
On April 14, 2020 Last Mile Holdings (MILE.V) announced a new delivery service for restaurants, grocery stores, and other local businesses.
It’s a smart adaptive mechanism to offer local business an alternative to being gouged by food delivery companies.
Gotcha’s sit-down scooters and/or e-bikes will be available to these hard-hit vendors for $15 per day to deliver goods to customers – allowing local businesses to cut out 3rd-party delivery services, which typically charge 20 to 30 percent per order.
“Last Mile Holdings has been making food deliveries on our sit-down scooter for over a year with food delivery partners reporting over 30% efficiency improvements over deliveries that were made with a car or pedal bike,” stated Max Smith, Last Mile CEO.
Last Mile is a brand new company – so new it’s still bathed in amniotic fluid.
In this Last Mile Podcast, Guy Bennett talks to Mr. Smith about the timing of MILE’s IPO, worker safety, partnerships with restaurants, food delivery apps and Last Mile’s enticing value proposition to retailers.
Full Disclosure: Last Mile is an Equity Guru marketing client
Listen in!
Thursday Apr 16, 2020
Thursday Apr 16, 2020
Last Mile Holdings (MILE.V) suffered the misfortune of beginning life as a publicly traded company on March 9, 2020 – a day when the Great Stock Market Crash of 2020 began – the DJIA falling 2,013 points that day to 23,851.
On March 5, 2020, Last Mile announced the acquisition of Gotcha Mobility, focusing on university campuses in the U.S.
Gotcha has been a micro-mobility leader for 10 years, starting with electric rideshare vehicles and pedal bikes, then expanding into e-bikes, e-scooters, and e-trikes.
With a focus on university and small to midsize municipalities, Gotcha has secured permits to deploy approximately 20,000 vehicles, 80% of which are exclusive.
With 80 combined locations, MILE is the third largest micro-mobility company by location in North America, after Lime and Bird.
“Last Mile’s OJO chain is growing fast, and in a controlled, responsible, and municipally welcomed fashion,” stated Equity Guru’s Chris Parry on March 13, 2020, “It’s a half billion dollar company in the making, in a $9 million market cap package”.
In the pt.1 Last Mile Podcast, Equity Guru’s Guy Bennett talked to Last Mile CEO Max Smith about the importance of “exclusive contracts”, the company’s prestigious seed investors – and how innovative technologies create new revenue streams.
In this p.2 Last Mile Podcast, Mr. Bennett talks to Mr. Smith about insurance, app functionality, retail partnerships, manufacturing, expansion capital and 2020 milestones.
Listen in!
Full Disclosure: Last Mile is an Equity Guru marketing client
Sunday Mar 08, 2020
Sunday Mar 08, 2020
At 6:30 a.m. Monday, March 9, 2020 Last Mile Holdings (MILE.V) will begin its life as a publicly traded company.
What’s “Last Mile” about?
Think Zipcar but with scooters and e-bikes.
This service is “on trend”.
Unlike previous generations, Millennials don’t perceive car ownership as hip. They prefer access to ownership.
Case in point: Millennials account for about 23% of the general population but comprise more than 50% of Zipcar's members.
Renting an electric scooter is environmentally friendly and leaves you free from the logistical and financial burden of vehicle ownership.
“Purchases of cars by the younger set are dropping precipitously,” confirms Bloomberg News, “Survey after survey shows that the latest generations don’t put car ownership high on their list of things to do.”
On March 5, 2020, Last Mile announced the acquisition of Gotcha Mobility, focusing on university campuses in the U.S.
MILE now has the broadest product profile in the micro-mobility space, featuring a pedal bike, e-bike, standup scooter, seated scooter and trike," stated Max Smith, CEO of MILE. "Offering multi-modal solutions is key to expanding our network."
Gotcha has secured permits to deploy 20,000 vehicles, 80% of which are exclusive. This acquisition positions MILE as the third largest micro-mobility company by location in North America, after Lime and Bird.
In this podcast, Equity Guru’s Guy Bennett talks to Last Mile CEO Max Smith about the importance of “exclusive contracts”, the company’s prestigious seed investors - and innovative technologies will create new revenue streams.
Listen in!
Full Disclosure: Last Mile is an Equity Guru marketing client
Thursday Jan 23, 2020
Thursday Jan 23, 2020
Yield Growth (BOSS.C) has developed a portfolio of cannabis-based “wellness formulas” – under the Urban Juve brand – with a dedicated range of skin and body care formulations.”
On January 23, 2010, Yield Growth announced that Urban Juve's hemp infused lip balm was placed in hundreds of thousands of IPSY Glam Bags, garnering 15,000 consumer reviews with an overall consumer rating of 4.5 stars out of 5.
Through its subsidiaries, Yield Growth has over 200 proprietary beauty, wellness, edibles and beverage formulas for commercialization.
Expansion strategy is also focusing on opportunities in functional mushrooms and psychedelic research.
In this, part 2 of a two-part interview, Penny White, CEO of Yield Growth, spoke with Equity.Guru’s Guy Bennett about the target market for Urban Juve, branding, packaging, South America, regulation, topicals, Wright & Well, mushrooms and the potential end game for BOSS.
Listen in!
Thursday Jan 16, 2020
Thursday Jan 16, 2020
Yield Growth (BOSS.C) has developed a portfolio of cannabis-based “wellness formulas” – under the Urban Juve brand – with a dedicated range of skin and body care formulations.”
The approach is founded in Ayurveda, one of the oldest holistic systems in the world.
Urban Juve, has signed agreements for distribution in Canada, Colombia, Brazil, Costa Rica, Panama, Argentina, El Salvador, Ecuador, Peru, Greece, Cyprus, Bulgaria, Romania and Serbia.
Yield Growth’s Wright & Well brands are launching a THC/CBD line of topical and edible products in Oregon and a CBD hemp topicals line in California in 2020.
Through its subsidiaries, Yield Growth has over 200 proprietary beauty, wellness, edibles and beverage formulas for commercialization.
Expansion strategy is focusing on opportunities in functional mushrooms and psychedelic research.
In this, part 1 of a two-part interview, Penny White, CEO of Yield Growth, spoke with Equity.Guru’s Guy Bennett about the company’s product development, formulas, retail footprint and revenues.
Listen in!
Wednesday Dec 18, 2019
Wednesday Dec 18, 2019
Jeanette VanderMarel is well-known in the world of Canadian legal cannabis. One of the forces behind T-God (TGOD.T), Jeanette made a name for herself, but not necessarily for her achievements but for the timing of her departures from both TGod and 48North (NRTH.V). Both companies were in bad shape as she left, in fact, the last suffered crop failure after VanderMarel's departure when she had assured the media that all was well, leaving some reporters and shareholders with a bad taste in their mouth.
With the twitter announcement this morning that Jeanette had "happily" left the position of CEO at Beleave Kannabis (BE.C), Equity.Guru's own Chris Parry was chomping at the bit to find out just what "happily" meant for the market and investors. Twenty minutes are making her announcement, VanderMarel phoned up Chris to give him the skinny on her decision as well as some explanations for past actions which gave both industry players and investors some pause.
This is the result of Parry pulling back the curtain. Listen in!
Monday Dec 09, 2019
Monday Dec 09, 2019
Isracann BioSciences (IPOT) is the first pure pot play growing in the Promised Land. You may not think this middle east nation state is a tactical choice when it comes to legal weed, but Israel leads the world in medical cannabis research with some researchers joking they are going to write the Torah of cannabis.
Isracann is one of the early international players in Israel's cannabis revolution which at this point is legal to smoke but with some stiff caveats. Smoke it in public and you could get fined the equivalent of USD$275, which doubles on each each time after until the cops decide to take you away because you've lost your control.
As the country grows into cannabis legalization, Isracann will continue to build out its state-of-the-art facility. And unlike many cannabis growers, the Canadian-based company has remained frugal with millions still left in the till.
Equity.Guru's own Chris Parry, spoke with Isracann president and CEO, Darryl Jones, to get a better idea of the company, current market sentiment and just what it takes to cultivate cannabis on the shores of the Mediterranean. Listen in!
Full disclosure: Isracann BioSciences is an Equity.Guru marketing client.
Wednesday Dec 04, 2019
A Closer Look: Ampd Gaming Technologies (AMPD.C) paves the way for Web 3.0
Wednesday Dec 04, 2019
Wednesday Dec 04, 2019
Web 3.0 is still being defined but experts believe it will create a deeply indexed information superhighway not only serving its users with a unique experience based on preference, but it will also support an army of artificially intelligent virtual agents capable of analyzing petabytes of unstructured data and returning actionable results. Sounds brilliant, but hard realities like the one-size-fits all cloud solutions offered by AWS and the relative immutability of the speed of light, our current system would crumble under the weight of Web 3.0. Companies like Ampd Gaming Technologies (AMPD.C) are positioning to facilitate Web 3.0 with their leading-edge last-mile high performance computing solutions.
Ampd offers a bespoke high-computing option to the creaky software-switched server set-up that companies like AWS typically provide. Having a locally stationed server farm built just for you insures data compliance, low-latency and elastic computing power that you don't have to share with anybody else. Ampd's high performance computing solutions will impact multiple verticals from video game streaming and to medical research, so it is no wonder that analysts expect the high performance computing market to grow at 7.4% CAGR to reach USD$47.02 billion by 2024.
When Darpa created what we know today as the internet, users huddled by 1200 baud modems and 'surfed' the net using unix grep commands. It took forever to download and navigating the space took a fair amount of skill and an incredible amount of patience. It wasn't long before Lynx hypertext was laid over top, making the information superhighway accessible to more than just computer nerds. However, it wasn't until the creation of the World Wide Web in 1989 that the real world took notice and the internet was born. Now the internet is on the cusp of evolving yet again and Ampd Gaming Technologies is already taking it to the next level with high-profile clients such as iconic animation house, Bardel Entertainment.
Equity.Guru's own Chris Parry spoke with Ampd Gaming Technologies CTO, Don Bustin, to get a better look at the company, the market, high performance computing and why as a business, you should consider upping your HPC game and why as an investor, you should sit up and pay attention. Listen in!