I have been in isolation with the tax filing deadlines coming upon us (I’m a CPA running a tax practice). The event at Silicon Valley Bank is something I heard about the last couple of days but I just didn’t have the time to read much about it. I finally got around to reading into…

It has been a long wait but it is time to get excited. EMO is about to come out w/ its maiden 43-101 report. Get ready cause it will be a game changer. The IBW project has been written off by many as inferior to the AZN legal case, but IBW is $1B+ worth asset.…

The company released 17 drill results today. Let that sink in. Results from 17 holes were released in one PR. The size of the drill program has been something that many folks don’t understand. The company has 15 drills turning on 2 deposits. 15 DRILLS. It is absurd how large these deposits are and how…

California is the biggest cannabis market in US and maybe even the world. It is also the toughest cannabis market in the entire world. It is likely the market whose product is in most demand. And it is the market that has the worst flower price. For the last 1.5-2 years, the California cannabis flower…

Emerita finally got news on its AZN court date. The court date is set for March 3, 2025. We are just wrapping up 2022, so this 2025 date is a little over 2 years out. I didn’t expect the date to be so far into the future. Even the management team didn’t expect this: “We…

It was only a few days ago I mentioned that I closed out my Twitter account. Well, I reopened the account again today, thank Glass House for it. Aaron Edelheit of Mindset Capital did a talk with Glass House Group’s management team on Twitter Spaces. The call is about the Q3 numbers and more importantly…

David Gower just did a quick call to give an update on what is going on. There is lot of interest and conversations around IBW deposits. Lot of meetings done so far and the company is going to mining conventions to present the results of the IBW drilling. The most important stuff was AZN related.…

I have been purposefully quiet on Oroco. But I feel like I need to give credit to what is being done by one man, so I decided to share my thoughts: Oroco is really all about Richard Lock delivering. His execution has been really good. A management that puts out a clear timeline and then…

Now that I’ve listened to the conference call and thought a bit more about the quarterly update, here are things that I take away: Positives: Negatives: My take is the company is executing exceptionally well. They just turned on the biggest greenhouse cannabis production in all of US and after a few hiccups the operations…

Glass House just reported their quarterly numbers and they were monumental. The execution is splendid. The company is proving that they can grow cannabis at a large scale, a quality product, and at a super cheap production price. The cost of production dropped in Q3 to $134/pound. There is no way you can invest in…