288
It needs to be stressed that the concepts of our case study strategies persist and it is up to you to update them accordingly. Our industry leading “new kids on the block” strategy has rewarded investors with a stellar ROI but although the companies change because one cannot always be “new”, the premise remains. Perhaps some in that strategy have simply transitioned to the growing revenues and low market cap strategy.
Investors of Nuuvera (NUU??) were well rewarded when Aphria announced a friendly cash and stock M&A. M&A in the Canadian industry has been a constant them of our content and we predicted 2018 will be like no other year and already we have seen APH+NUU as well as ACB+CMED. As an aside, my article this month included how to identify arbitrage opportunities such as existed (and still may exist) between CMED and ACB. Such an opportunity to date has not existed between APH and NUU.
What about tracking licenses? For example, Beleave Inc (CSE:BE) announced on January 31 that it has its sales license inspection on February 8th. We have commented on incidents such as this before where a company posts news but it takes weeks for the market to react.
In past content, we have referenced how Private Placements are often where the money is to be made. How often has the share price of a company you hold or are watching went south due to a private placement but you sure wish that you were in it? And from there, a Private Placement in a company pre-listing is often said to be where the real money is to be made. Naturally, if the company does not secure a listing then it just may be where the real money is lost as well. True Leaf Medicine (CSE:MJ; OTC:TRLFF) is no stranger to these pages.
My first article in the USA edition nearly two years ago discussed how I felt that the animal sector holds tremendous potential and MJ has been discussed ever since. MJ not only announced a recent Private Placement but it was effected through Crowd-Funding with a low minimum investment and without the requirement to be an Accredited Investor. We provided the information last issue on how to participate. With that in mind, I hope you enjoy this month’s case studies including the one on Private Placements.