Subject matter expert in physical and financial commodities, asset valuation, and capital structure.

The Year of the Breeder

When I was at the Vancouver Lift Expo in early January 2018, one of the panelists in one of the sessions declared 2018 to be the: ‘Year of Ancillary’.Pretty much nailed it.It’s wasn't that producers were going to immediately stop being fashionable for investors. It meant that the businesses surrounding the entire cannabis complex will start beginning to really hop.Packaging manufacturers. Testing companies. Those that support the core of production and processing and distribution - but aren't it. Lifestyle publications and information sources. TheCannalysts are also ‘ancillary’ if I was to guess.At WeCann™ 2018, I suggested on TheCannabis Act's podcast that 2019 was going…

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Binder Chat

Companies that engage the public in their goods or services inevitably have customer support. I didn't say 'need'. Because if they did everything perfectly, no one would have to talk to them, right? Nope. Because even if an outfit does everything absolutely flawless - some customer will bitch. About something nobody else in the world but they....and they alone...probably care about. Fair enough? It's their money after all. All a company can do is set an expectation, deliver it for renumeration: blammo! Offer + Acceptance = Contract. Legally enforceable now. Job done, profit soars, everyone gets bonuses, shareholders rejoice. But sadly, it won't happen…

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Live from MJBizCon 2018 – Vegas

Well. There's big, and then there's this. I don't know the number of people here, but it's into the tens of thousands. And the price of admission keeps the circus folk out - the expense account set who blaze all day in front of the hall admiring each other's weed while 'networking'. That's not to say there isn't gear here, there is. And boy, does it stink. I can summarize MJBizCon in 4 words: Extraction, terpenes, vapes, and lighting. There is an alcohol/beer tilt: Health Canada would lose their shit over the integration here. And packaging and sustainable one hitters and grinders and HVAC…

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The Year of the Breeder

When I was at the Vancouver Lift Expo in early January 2018, one of the panelists in one of the sessions declared 2018 to be the: ‘Year of Ancillary’. Pretty much nailed it. It’s wasn't that producers were going to immediately stop being fashionable for investors. It meant that the businesses surrounding the entire cannabis complex will start beginning to really hop. Packaging manufacturers. Testing companies. Those that support the core of production and processing and distribution - but aren't it. Lifestyle publications and information sources and bong makers and nutrient companies and on and on. TheCannalysts are ‘ancillary’ if I was to guess. At WeCann™…

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On the Road Again

In the aftermath of ‎WeCann™2018, I find myself a little tired, but also fired up 'tween the ears. Over the last while, our crew (and poor Blue) has had to suffer listening to my musings about cannabis being 'disruptive'. Kinda like how Uber and AirBnB are in their respective space. Cannabis ain't a technology tho. It's just a plant, right? Yeah. I've a favorite line I repeat to anyone unlucky enough to have asked my opinion. That cannabis lies at the intersection of many, many commercial roads. Recreational. CPG. Pharma. Ancillary. Health and Wellness. Pet care. And several more. That it'll dislodge and disrupt…

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