We are still waiting on Oroco Resources to share the assay results from the first hole that was drilled in Brasiles. In the meanwhile, Josh Pelletier had done a presentation in January 2022 discussing the porphyry copper resource of Santo Tomas and early findings at Brasiles. Now we already know a lot about the Santo…

Oroco today announced drill results for 4 more holes they drilled in the North Zone. The results are amazingly good. They again prove the historical copper resource and one of the holes shows that the resource extends outside of the historical gradeshell. The best hole was N008, it showed a massive 328 m thickness of…

A fascinating interview w/ Hirsh Jain of Ananda Strategy. He covers the CA cannabis market and does a really superb job laying out the legislative changes that are about to have a major impact on the CA market. plus he does a really good job talking about Glass House and its potential and challenges.

The permits for Romanera drilling are now in. This is huge news for the IBW land package as it drastically derisks the IBW package. The issuance of notice from the Andalusia department means the permits will be had in 30 days. Once we have the permits then drilling on Romanera will start in Feb ’22.…

Voxtur announced that it has closed the Benutech acquisition. This acquisition is a huge deal for Voxtur because the data that Benutech has is a huge game changer for Voxtur. The data enables lot of services that Voxtur wants to provide, mainly an alternative to title insurance. Also, not many companies have the dataset that…

Glass House Group announced the acquisition of PLUS. This is a top gummies brand and a top 5 edibles brand in California. This a great buy. GHG management has said that in the GHG owned retail stores, the company sells its branded product multiple times more than to non-GHG owned retail stores. Now you add…

h/t MicroCapExplosions, A new GSE research report shows the high closing costs for first-time and low-income homebuyers. The report states: Within the low-income first-time homebuyer population, 21% of Black homebuyers and 19% of white Hispanic homebuyers paid closing costs equal to or greater than their down payment, compared with 6% and 14% of Asian and…

Glass House Group announced a $100M debt deal. This is huge news for the company. This financing deal takes out the major concern around closing the SoCal greenhouse asset purchase. Also this gives the company access to cash that it can use to acquire assets in California on cheap valuations. The deal is non dilutive.…

MIND Technology finally has something to announce with the US Navy. This is not the order that I’ve been waiting for but this is great sign that the Navy is interested in MIND’s sonar technology. We don’t know how this will impact revenue, it is unlikely to be a material impact in the short term.…

Finally we see the drilling results from the Santo Tomas property. This in itself is a major accomplishment. We have waited 2 decades to get these results. So just seeing these assay results is a major accomplishment for the management team. The results were really good. There is lot of discussion that the results were…