Excerpt Source: https://equity.guru/2018/01/04/weedpocalypse-not-keep-calm-quadron-qcc-c/
Case study: Quadron Cannatech Corp
Go back and look at QCC above again. This is a company I’ve featured before. I really dig their tech.
Quadron designs, builds and sells extraction and processing equipment for the cannabis market. They primarily sell to the Canadian market, but recently announced their first U.S. sale as well.
I had a fantastic conversation with Rosy Mondin, the CEO this afternoon. She was gracious enough to let me bend her ear about today’s developments and where she sees her company fit in.
“Being based in Canada gives us the opportunity to breathe under the certainty of national regulation, we are ready to take advantage of the blossoming Canadian market now, and when things settle down a little in the U.S. we’ll be ready to exoand our presence.”
“Basically, we get a head-start on our U.S. competiton. As they fight out this mess, we’re happily servicing our customers and building units.” – Rosy Mondin, CEO – Quadron Cannatech
Quadron is the kind of company in a great position. It’s Canadian pedigree and client list insulates it from the volatility of the storm in the U.S. but it also has a lot of room to grow once things calm down.
During our call, she also intimated strongly there would be some major announcements in 2018. When pressed she clammed up. I smell R&D money though and I may have heard her mutter something about diversification.
But I like Uncle Sam
U.S. companies can be sexy propositions. With an immense market and an economic engine that puts everyone else to shame, it’s hard not to see $$ when thinking about them. The comparable risk is also higher.
Because the forces push-pulling at this issue aren’t going to go away soon, U.S. companies will continue to give you intermittent heart palpitations in this market. If you can stand the heat, the potential for even bigger bargains is right there.
If you just can’t handle the occasional 20 percent swing, look a little closer at the fish swimming in our northern ponds. They have the potential to survive and thrive, and could be headed south too, one day.