Episodes
Thursday Jun 13, 2019
Equity.Guru podcast: Renaissance Oil (ROE.V) partners with Russian giant in Mexico
Thursday Jun 13, 2019
Thursday Jun 13, 2019
Renaissance Oil (ROE.V) is developing a diversified shale and mature fields portfolio in Mexico. The timing is fortuitous.
For 80 years, Mexico’s state-owned PEMEX was the only energy operator in Mexico. The country’s oil production fell for 15 years, declining from 3.4 million barrels a day (mb/d) in 2005 to 1.9 million (mb/d) now.
PEMEX lacks the technology and capital to unlock the value of shale. It requires modern techniques to stimulate the gas bearing zones. Pemex is now collaborating with international Oil & Gas companies.
Russian oil producer LUKOIL chose Renaissance as their partner to explore and develop the Amatitlán block in Mexico. LUKOIL has a market cap of $48 billion, a million of barrels of production and 100,000 employees in 40 countries around the world.
Craig Steinke, the CEO of Renaissance, spoke with Equity.Guru’s Guy Bennett about the opportunity in Mexico, significant 2018 revenues and the company’s international partnerships.
Friday May 31, 2019
Friday May 31, 2019
Big news dropped in April this year when U.S. pot operator, Cresco Labs (CL.C), snapped up Canadian cannabis brand giant Origin House (OH.C) in a friendly all-stock deal worth USD$1.1 billion.
The deal combined Origin's extensive cannabis brand portfolio with Cresco's cultivation and retail network, giving the cannabis conglomerate access to 11 states in the U.S. with over 50 brands being sold out of 750 dispensaries.
Equity.Guru's own Chris Parry spoke with Origin House CEO Marc Lustig about the market, changes in investor sentiment and how the company intended to pursue opportunities in a post-cultivation cannabis market.
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Monday May 27, 2019
Monday May 27, 2019
On April 15, 2019 Chemesis International (CSI.C) announced plans to purchase a cannabis manufacturing facility in Arizona, that is already up-and-running, generating about $1.3 million in Q1, 2019.
With a 3,000 lb cultivation facility in Puerto Rico, a Colombian grow facility in development, manufacturing and extractions biz (2,000 lb capacity) in California and distribution to retail storefronts in California – CSI is on the move.
The 5,000 square feet Arizona manufacturing facility is a “turn key solution” that produces 100% cannabidiol (CBD)-based products, such as “hard and soft-capsules, cartridges, lotions, tinctures, and other liquid formulations.”
Chemesis has also signed an endorsement deal with a duo that Equity Guru’s Chris Parry calls, “One of the top three best endorsement targets (for a cannabis company) in the world today.” Hint: one of them doesn’t speak.
Edgar Montero, the CEO of Chemesis, spoke with Equity.Guru’s Guy Bennett about the personal catalyst that propelled him into the cannabis industry, and how CSI cross-pollinates innovation between its international operations.
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Full disclosure: Chemesis International is an Equity.Guru marketing client.
Friday May 24, 2019
Friday May 24, 2019
Rick Rule, a self-made billionaire, has firmly established himself as a leading financial figure in mining, energy, water utilities, forest products and agriculture since his entry into the securities market in 1974.
The senior managing director of Sprott Inc (SII.T). is also president & CEO of Sprott U.S. Holdings and chief investment officer of Sprott Resource Holdings (SRHI.T).
If that's not enough hats, Rule is an often sought after speaker at resource conferences and is a go-to interviewee for radio, TV, print and online media outlets regarding the resource sector.
Equity.Guru's own Gaalen Engen spoke with Rick on behalf of TSX Media's moments in mining series to get a closer look at the recent Atlantic Gold (AGB.V) acquisition, the current state of the mining and where Rick plans to focus his investment efforts in the next five years.
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Thursday May 23, 2019
Thursday May 23, 2019
Khiron Life Sciences (KHRN.V) wisely spent 2018 laying the groundwork for its continued expansion throughout the Americas. As Abraham Lincoln once said, "Give me six hours to chop down a tree and I will spend the first four sharpening the ax."
With two separate deals granting access to the U.S. and Brazilian markets, Khiron is well positioned to supply the burgeoning demand for cannabis on this side of the Atlantic.
Equity.Guru's Ethan Reyes spoke with Khiron president, Chris Naprawa, to discuss the company's progress in 2018, the tantalizing Brazilian market and what the sector can expect from Khiron in 2019.
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Tuesday May 21, 2019
Tuesday May 21, 2019
In today’s sizzling-hot weed market, most cannabis product companies are fighting for shelf space.
During Q4, 2018 Plus Products (PLUS.C) – a California-based manufacturer - has 3 of the best-selling branded cannabis products in all categories including flower, vaporizers and edibles.
Without an existing distribution network and established brand loyalty – it is difficult for a start-up to meaningfully test a new product.
California retailers are happily clearing shelf space for PLUS’s new offerings, including “Mango CBD Relief,” which contains 4.5 mg. of CBD and .5 mg of THC in each gummy.
“We leverage our brand position to work directly with customers, developing new products based on their feedback,” stated Plus, “With their help, we found that the inclusion of a small amount of THC and other balancing compounds in our CBD Relief product led to a consistently better consumer experience.”
Jake Heimark, the CEO of Plus Products, spoke with Equity.Guru’s Guy Bennett about the genesis of the company, the vital importance of dosing and why his 60 California factory workers have the best job security in America.
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Friday May 10, 2019
Friday May 10, 2019
If the world was inhabited exclusively by decent, well-adjusted people, Patriot One (PAT.T) (a covert weapons-detection tech company) would be out of business.
But that is not the world we live in. Every day about 400 people in the U.S. are shot, and 100 of them die.
Patriot One’s “Cognitive Microwave Radar” detects concealed weapons from parking lots to buildings.
Recently, U.S. soft targets have been targeted by shooters: a grocery store in Kentucky, a synagogue in Pittsburgh, a Las Vegas hotel, a yoga studio in Florida, a college bar in California and numerous schools.
“Most incidents occur at locations in which the killers find little impediment in pressing their attack,” states Patriot One, “Locations are generally described as soft targets, that is, they carry limited security measures to protect members of the public.”
Martin Cronin, the CEO of Patriot One, spoke with Equity.Guru’s Guy Bennett about the company’s tech, partnerships, development cycle and the plan for its $70 million treasury.
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Full disclosure: Patriot One Technologies is an Equity.Guru marketing client.
Friday Apr 26, 2019
Friday Apr 26, 2019
Barrian Mining (BARI.V) announced the successful closure of its IPO a couple days ago and has a mandate to market its venture to the next generation of investors still relatively ignored by the mining sector - millennials.
The company's flagship Bolo project, located in Nevada, exhibits many geological characteristics of a potential Carlin gold deposit which are typically large. The fact that the property sits within a mining friendly and politically stable jurisdiction, makes it all that more attractive to explorers.
Equity.Guru's own Chris Parry spoke with Maximilian Sali, founder, CEO and director of Barrian, to get a close look at the company, it's portfolio and how this mining venture appeals to the millennial mindset.
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Full disclosure: Barrian Mining is an Equity.Guru marketing client.
Friday Apr 26, 2019
Friday Apr 26, 2019
The current trend in tech and cannabis markets focuses on market cap and the announcements that cause it to bump. As both sectors come to terms with their respective bubbles, there are companies, like VitalHub (VHI.V) who are developing their value based on fundamentals, not promises.
VitalHub has tapped into the lucrative and sustainable Heath Care market, providing digital solutions that optimize workflow and ensure quality of care for over 200 clients across North America and beyond.
Equity.Guru's own Chris Parry spoke with VitalHub president and CEO, Dan Matlow to get a bird's eye view of the company's operations, its future prospects and what shareholders can look forward to for the remainder of 2019.
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Full disclosure: VitalHub is an Equity.Guru marketing client.
Friday Apr 19, 2019
Friday Apr 19, 2019
Graphite will not only play a major role in the coming alternative energy revolution, but the individual carbon layers that make up this steel-grey mineral known as graphene, are also expected to revolutionize materials R&D.
Companies like Ceylon Graphite (CYL.V) are positioning themselves to capitalize on this impending graphite demand, but what sets Ceylon apart from other junior explorers in the graphite sector, is location, location, location.
Ceylon, a Canadian miner, is currently developing some highly prospective properties in Sri Lanka which is known to have the highest natural purity of graphite on the market and up until the second world war, the country was the largest graphite producer on the planet.
Bharat Parashar, chairman and CEO of Ceylon, spoke with Equity.Guru's own Chris Parry about the company's Sri Lankan assets, the state of the graphite sector and what investors can look forward to over the coming year.
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*originally recorded April 12, 2019
Full disclosure: Ceylon Graphite is an Equity.Guru marketing client.