Midas Letter

Harvest Health & Recreation Inc (CNSX:HARV) (OTCMKTS:HRVSF) CEO Steve Wright details the company’s operations and provides an update on Harvest’s acquisition of Falcon International Corp. Harvest has 32 licenses for a variety of cultivation methods across the US and is the third largest cannabis grower in the country. As a company, Harvest is vertically integrated and has 25 production licenses and 85 retail licenses in multiple jurisdictions. In February, Harvest made a deal to buy Falcon International Corp, a purchase that is important to Harvest’s California footprint and strengthens key verticals like distribution and brand development. Wright is eager to see the passage of the STATES Act and believes it will act as a catalyst for institutional capital to enter the cannabis space in the US.

Fraser Toms:  Joining me now is Steve White, who’s the CEO of Harvest Health and Recreation Inc. They trade on the CSE under the symbol HARV. Steve, how’s it going.

Steve White:  Very good. Thanks for having me.

Fraser Toms:  Great. Well, thanks for coming on. Yeah, we haven’t had you guys on before, so we’re going to give people a little bit of an idea of what Harvest Health and Recreation is all about. The first thing that jumped out at me is, there was a, you guys have been ranked as the third largest cultivator in the US of cannabis.

Steve White:  I did see that. That was a publication that measured people’s cumulative square footage. Not sure if it’s accurate or not, but that was the conclusion that they came to.

Fraser Toms:  Yeah, that’s fine. B

C21 Investments Inc (CNSX:CXXI) CEO Robert Cheney has nothing but praise for the company’s recent market performance. He credits the company’s tight share structure for C21 Investments’ recent success. Cheney highlights the company’s profitable Nevada platform, where C21 Investments is one of the leading cultivators, processors, and retailers. Its Sparks dispensary is number one in the state, and the dispensary has generated $32 million in revenue. C21 Investments reaches 100,000 customers each month in Oregon and is opening a second production facility in Bend. While the company is looking at acquisitions in medical states like New York, New Jersey, and Arizona, expanding into the California market remains its priority.

James West:   Rob Cheney joins me now via Skype. He’s the CEO of C21 Investments, and he’s in Portland, Oregon today. The company trades on the CSE under the symbol CXXI. Rob, welcome back.

Rob Cheney:   Thanks for having me back. I really enjoyed the first session with Ben and Ed, and it’s very kind of you to have me back.

James West:   Yeah, well, we’re always happy to have a company back that performed so well since our last conversation! Rob, you put out a press release suggesting that the stock that the stock for no effort on your part, but the company has a very tight share structure and is really making some solid moves and putting out a good flow of news. And you seem to be focused as a US-based multi-state operator that is vertically integrated, but you’ve also got some international moves.

So, start with an overview of what is the company’s sort of philosophy and ambition in this space?

Rob Cheney:   Well, we are focused very much on our US operations. We are a consumer packaged good

Tetra Bio-Pharma Inc (CVE:TBP) (OTCMKTS:TBPMF) (FRA:JAM1) CEO Guy Chamberland discusses the company’s hemp protein drinks. Currently, Tetra Bio-Pharma is producing hemp-based drinks without CBD, which have been approved by Health Canada. However, once CBD is legal, Tetra intends to offer infused-hemp protein beverages. Chamberland reveals the company is positioning its beverages in stores ahead of legalization as a way of leveraging the company’s scientific expertise to generate profit while working on other health and wellness formulations. Tetra Bio-Pharma is currently developing and bringing to market pain relief products based on cannabis and cannabinoid research.

Narrator: Tetra Bio-Pharma is a biopharmaceutical company focused on cannabinoid-based drug discovery and development aimed at drugs and treatments to patients and their health care providers.

The company has several subsidiaries that are engaged in the development of biopharmaceuticals and natural health products containing cannabis and other medicinal plant-based elements.

Tetra Bio-Pharma is listed on the TSX Venture and trades under the ticker symbol TBP.

James West:   [laughter] I guess we’ll be speaking to him

The Green Organic Dutchman Holdings Ltd (TSE:TGOD) (OTCMKTS:TGODF) (FRA:O1GA) CEO Brian Athaide shares details of the company’s 2019 plans. TGOD plans to offer medical cannabis in Canada this quarter and will be operating in the Canadian recreational space by the end of the year. TGOD is also making a serious push in the Jamaican market and Athaide reveals the company’s next three stores in the country will all be located in tourist destinations. This allows TGOD to sell its products at a premium in addition to its plans to capitalize on cannabis tourism. TGOD is expanding its Jamaican production and intends to sell TGOD-branded products produced in Jamaica to the emerging Mexican market.

Narrator: The Green Organic Dutchman Holdings Ltd. is a publicly traded organic cannabis company with operations focused on medical cannabis markets in Canada, Europe, the Caribbean and Latin America, as well as the Canadian adult use market.

TGOD has a plant capacity of 219,000 kilograms and is building over 1 million square feet of cultivation and processing facilities across Ontario, Quebec, Jamaica and Denmark.

The Green Organic Dutchman Holdings Limited is listed on the TSX under the ticker symbol TGOD.

James West:   Brian Atha

SOL Global Investments Corp (CNSX:SOL) (OTCMKTS:SOLCF) (FRA:9SB) CEO Brady Cobb describes the company  as the “smart money in cannabis.” SOL Global has strategic partnerships and investments in the legal US cannabis space and works with governments in the creation of cannabis regulations. SOL Global was an active participant in the passage of the Farm Bill and Cobb indicates the STATES Act will be a catalyst in similar ways. Cobb discusses the company’s recent investment in Blühen Botanicals LLC, a significant player in the hemp space, as part of SOL Global’s goal of earning EUGMP certification and eventually supplying products to the European market.

Narrator:     SOL Global Investments, Corp. is an international investment company with a focus on cannabis and cannabis-related companies in legal US states.

The company is also focused on the hemp and CBD marketplaces, and the emerging European cannabis and hemp marketplaces, with investments and partnerships across cultivation, distribution and retail.

SOL Global has a research and development program with the University of Miami, which is focused on using proprietary cannabinoid therapy to treat concussions and head trauma.

SOL Global Investments Corp. is listed on the CSE and trades under the ticker symbol SOL.

James West:   I’m joined now b

Canntab Therapeutics Ltd (CNSX:PILL) (OTCMKTS:CTABF) (FRA:TBF1) is a research and development company focused on its product line of CBD and THC solid oral dose delivery systems. CFO Richard Goldstein reveals the company is still waiting on Health Canada approval before its immediate release, modified release, and extended release oral dose products can be sold in Canada. Goldstein indicates approval will come with the legalization of edibles in the fall but emphasizes Canntab hopes to have Health Canada’s authorization before that date. Once Canntab gets the green light, it can begin exporting its products to Mexico, where the company has an existing distribution channel. Canntab recently announced a 5-year hemp supply agreement with FSD Pharma Inc (CNSX:HUGE) (OTCMKTS:FSDDF) (FRA:OK9) and World Class Extractions, which ensures Canntab a substantial supply of CBD oil over the course of the deal.

James West:   I’m joined now by Richard Goldstein, CFO of Canntab Therapeutics, trading on the CSE under the symbol PILL. Richard, welcome back.

Richard Goldstein: Thank you.

Albert Mining Inc (CVE:AIIM) (OTCMKTS:MJXFF) (FRA:L7C2) is a pure project generator using AI and existing industry data to locate potential discoveries. Director André Larente describes the company’s technology platform and its pivot to an asset ownership model. Albert Mining uses legacy data sets and its proprietary software to analyze mining data using AI. This proven technology has already led to 27 discoveries of resources such as silver, gold, nickel, zinc, and lead. Using this technology to pinpoint deposits reduces project territory sites by 95 percent. Initially, Albert Mining operated as a service company. Analyzing customer data, Albert Mining would then supply those customers with data targets. In what Larente calls a “rebirth of the company,” Albert Mining now earns an ownership percentage of the evaluated assets. As a result, the company’s profitability is significantly higher than it was under its the previous service model.

James West:   André Larente joins me now. He’s a Director of Albert Mining Exploration and Services, trading on the TSX Venture under the symbol AIIM. André, welcome to the show.

André Larente: Thank you very much, James.

Arena Minerals Inc (CVE:AN) (OTCMKTS:AMRZF) (FRA:23R) is a lithium company operating in Argentina. CEO Will Randall provides an introduction to the company and explains its unique extraction process. Arena Minerals extracts lithium from salt water brines and there are only 4 active brine producing projects in the world. Arena’s process lowers operating expenses by 30 to 70 percent and results in battery-grade carbonate with higher margins. Arena has developed its own reagent from high calcium brine. The company’s Antofalla Project has the potentially to be Argentina’s largest lithium resource.

James West:   Will Randall joins me now. He’s the CEO of Arena Minerals, trading on the TSX Venture under the symbol AN. Will, welcome back.

Will Randall: Thanks for having me.

James West:   Will, this company, this project, Arena Minerals, is in the lithium space, but it has quite a different approach to what most lithium companies take, and why don’t you start with an overview of what that difference in approach is?

Will Randall: Yeah, I mean, I guess we can sort of lead into that with a little bit of the history. Argentina over the last, say, 10 years, has been really good at establishing a world-class resource; the n

Horizons ETFs Management (TSE:HMMJ) (OTCMKTS:HMLSF) SVP Mark Noble likes the trajectory of recent financial reporting in the Canadian cannabis space. Noble believes earnings are moving in the right direction because the reporting shows investors that adult use cannabis sales are real and that companies are meeting targets. Which is great news for holders of Horizons Marijuana Life Sciences Index ETF (TSE:HMMJ). Noble credits OrganiGram Holdings Inc (CVE:OGI) (OTCMKTS:OGRMF) (FRA:0OG) with initiating the current run for cannabis stocks. OrganiGram was the first to report calendar Q4 2018 revenue and the company “knocked it out of the park.” He suggests Canopy Growth Corp’s (TSE:WEED) (NYSE:CGC) (FRA:11L1) recent deal with retailer Alimentation Couche-Tard Inc (TSE:ATD.A) (TSE:ATD.B</

OrganiGram Holdings Inc (CVE:OGI) (OTCMKTS:OGRMF) (FRA:0OG) CEO Greg Engel  shares details of the company’s decision to covert its remaining debentures (due in 2020) into common shares at a rate of $5.42 per share. Engel acknowledges that the move will add 18 million shares to the company’s existing volume, but notes there has been considerable demand for OrganiGram shares this year. Engel addresses the 50 percent recreational market share enjoyed by Aurora Cannabis Inc (TSE:ACB) (NYSE:ACB) (FRA:21P) and Canopy Growth Corp (TSE:WEED) (NYSE:CGC) (FRA:11L1). Engel reminds viewers that OrganiGram produced more cannabis in that quarter than both companies. OrganiGram recently announced a supply agreement with Quebec, making it one of only three LPs that have supply agreements with all 10 provinces.

James West:   Hey, everybody. Greg Engel joins me now, CEO of Organigram Holdings, trading on the TSX Venture under the symbol OGI. Greg, welcome back.

Greg Engel:   Thanks for having me again, James.