Appearance On The Planet MicroCap Podcast
The 2025 Turnaround in Canadian Cannabis
I probably sound like a broken record at this point, but Robert Kraft invited me on the Planet MicroCap podcast to chat about the opportunity in Canadian cannabis stocks, and I couldn't resist!
We covered:
The industry recovery after a 5-year downturn
The supply-side rationalization and rising wholesale prices
Excise tax remains a structural challenge
Export markets are gaining importance
Vertical integration is emerging as a key competitive advantage
Mispricings persist due to a handful of underperforming legacy LPs
Some red flags to look out for
A discussion about the current M&A landscape in Canadian microcaps
I hope you’ll enjoy it!
You can also listen to it on Apple and Spotify.
If you have any feedback or questions, please drop a comment!
Disclaimer
This publication is for informational purposes only. Nothing produced under the Stocks & Stones brand should be construed as investment advice or recommendations. Mathieu Martin, the author, is employed as a Portfolio Manager with Rivemont Investments. This publication only represents Mathieu Martin’s own opinions and not those of Rivemont. Rivemont may own positions and transact on any securities mentioned in this publication at any time without prior notice. Always do your own research and consult a professional before making investment decisions.
If you’d like to invest in small public companies, check out this post.
Great podcast!