Originally posted on Smart Money Gains The Cannabis industry is rapidly expanding and is growing at a compound annual growth rate of over 30%. The cannabis market is driven by various factors such as the growing medicinal application of cannabis and the increasing legalization around the world. This space is constantly evolving and it offers tremendous opportunities for investors. Investing in early-stage companies has the potential to yield many multiples of capital invested. The World’s first Cannabis ETF Purchasing an ETF that includes a broad selection of cannabis stocks has proved to be an effective way to diversify. The HMMJ Index is designed to provide exposure to the performance of a basket of North American publicly listed life sciences companies with significant business in the Cannabis industry. HMMJ is the World’s First Cannabis ETF and has close to $1 Billion in assets. The fund managers analyze many factors when making a selection and only select companies that meet a strict criteria. This ETF does quarterly rebalance to ensure the composition of fund reflects the changing leadership and drivers of growth within the industry. The most recent announcement on the North American Marijuana Index shows that WRLD.U is included.  This means that this company’s stock should see increased interest as well as buying. About WRLD.U ICC International Cannabis, through its subsidiaries, has operating assets and is developing a platform for cultivation, extraction, formulation and distribution across the globe. The company deployed a growth by acquisition strategy over the last year and has been able to expand its operations to 16 licences, spanning 12 countries and four continents. ICC International Cannabis recently closed on $45M financing in order to develop their new assets and begin production of cannabis across more jurisdictions. WRLD.U has a 750,000-kilo cannabis production capacity and they are planning on capitalizing on the growing European medical Cannabis demand shipping their products through their network of 39,100 pharmacies. The company is close to completing a very significant transaction with Wayland Group that will make International Cannabis the company with the most impressive European foothold. Equipped with experienced cross-functional teams, healthy treasuries, and the most robust licence and asset portfolio in the industry, WRLD.U shows significant promise. Bottom Line It is certainly becoming evident that smart money is slowly pouring into this stock. ICC International Cannabis is developing into a leading international cannabis player. WRLD.U is undervalued at current levels and investors are presented with an opportunity to buy shares at a discount. HMMJ has added 1.79M shares to their position according to their latest filings. Once the WRLD.U and WAYL deal closes and an additional 300M shares are issued the company’s company’s cap will move materially higher. Therefore we expect another big bump to the number of shares the ETF will hold in its next quarterly rebalance in June. Front running the fund before the next rebalance is a good strategy for enterprising investors that want to build a position in this promising company. Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. www.samso.com.au If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au. About Samso

Rooster Talk Episode 2 In this episode of Rooster Talk, we talk to Simon Mitchell from Southern Gold Limited (ASX: SAU).  Simon tells us about what is happening in their strategy and shares his thoughts on keeping engaged and preparing for the recovery.  The recent raising of AUD4M is a great success story in the current financial environment. Rooster Talk is a new product that Samso and Samso Media are adding to the different tools for Investor engagement. In a time like the current COVID 19 pandemic, life in the business world needs to be supported. The idea behind this is to keep supporting the mineral industry and keep the flow of information out in the general public. Everyone is doing it tough. A short chat to industry leaders about what they are doing and what their story is about. Let’s support each other and get to that light at the end of the tunnel ASAP. This is not another way to make money, this is all complimentary for the industry.  Hoping to get support and keep news flow happening. PODCAST Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. www.samso.com.au If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au. About Samso

Rooster Talk Episode 3 with Vincent Algar, Australian Vanadium Limited (ASX: AVL) This episode has Samso talking to Vincent Algar about how his company is managing through these tough times.  Vincent reassures the investing community that things are progressing with caution but it is progressing. PODCAST Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. www.samso.com.au If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au. About Samso

Rooster Talk Episode 4 with Ivy Chen, Principal Consultant, CSA Global In this session of Rooster Talk, I am talking to Ivy Chen who is the Principal Consultant in CSA Global. Ivy comes with a wealth of knowledge in this industry and has worked for a good time with the Australian Securities & Investments Commission (ASIC). Ivy and I have had many conversations over the years about the whole issue or corporate compliance and continuous disclosure of companies in the ASX. I have found her to be a person with very practical advice to the complicated and important issue within the ASX listing rules. This is a very candid and informative conversation which was great fun. PODCAST Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. www.samso.com.au If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au. About Samso

Coffee with Samso Episode 34 with Rick Rule, CEO, Senior Managing Director, Sprott Inc.; President & CEO, Sprott U.S. Holdings This was a highly-anticipated session - I was eager to sit down with renowned industry commentator Rick Rule to sound him out on gold, equities and gold exploration. Unfortunately, circumstances meant we couldn’t meet, but I’m very grateful to Rick for allowing us to talk over Zoom. I was interested to know his views on Australian gold exploration projects and what part small-cap companies play in Sprott Management Investment strategies. Rick has dedicated his long and focused career to many aspects of natural resources securities investing and leads a highly-skilled team of earth science and finance professionals with a worldwide reputation for resources investment management. Sprott U.S. Holdings Inc. is a holding company made up of three separate and distinct companies: Sprott Global Resource Investment; Sprott Asset Management USA Inc.; and Resource Capital Investment Corporation, that make up the U.S. Subsidiaries of Sprott Inc. They’re active in securities brokerage, segregated account money management and investment partnership management involving both equity and debt instruments, across the entire spectrum of the natural resources industry, with expertise in sectors including agriculture, alternative energy, forestry, oil and gas, mining and water. Rick is a frequent speaker at industry conferences; often interviewed for radio, television, print and online media outlets concerning natural resources investment and industry topics; and frequently quoted by prominent natural resources-oriented newsletters and advisories. He’s also particularly active in private placement markets, having originated and participated in hundreds of debt and equity transactions with private, pre-public and public companies. Rick’s insights included: We absolutely love green fields projects, it’s really a question of who the people are My experience has been that small mines have all the risks of big mines, but small mines could never make you big money What I like about uranium is that it’s still essential and has to go up if there’s going to be electricity in the developed world Making money in renewable energy involves a very cynical sense of public perception Watch the interview here or see the video above. PODCAST Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. www.samso.com.au If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au. About Samso

Rooster Talk Episode 5 with Paul Werndly, Medical Naturopath In this session of Rooster Talk, Samso is talking to Paul Werndly about how to help ourselves while we are dealing with COVID-19.  A view from a Medical Naturopath on understanding the issues and what we can do while we are doing Social Distancing. We are hoping to do this as a weekly segment.  Let us all try our best to be healthy while doing the right thing in self-isolating. PODCAST Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. www.samso.com.au If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au. About Samso

Rooster Talk Episode 6 with Andy Jiang Andy Jiang and I crossed paths about 10 years ago. I wanted to reach out to him to get his views on Tourism and the Airline industry as he has extensive experience in this sector. He was with Tourism Australia for 5 years and has since been working as a consultant within the same sector. Andy shares some great insight into what is happening now and the post-COVID-19 period. Andy Jiang is an independent consultant who enjoys developing new ideas and framing new perspectives to help businesses think differently. Prior to having his own adventure, Andy ran the China operation at Tourism Australia, responsible for growing China to become the largest inbound visitor market for Australia. Before that, Andy ran Deloitte’s China business unit in Australia, responsible for attracting strategic investments for energy, resources and agriculture projects. A Shanghai native from Texas, Andy is fluent in Mandarin, has a CFA designation, received MBA from INSEAD and loves trading foreign currency. PODCAST Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. www.samso.com.au If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au. About Samso

Rooster Talk Episode 7 with Shaun Yeap, Sedap Place In this episode of Rooster Talk, I am talking to Shaun Yeap.  Shaun runs a Malaysian restaurant that is finding it tough like all of his counterparts in the food and beverage industry.  Shaun talks to us about the challenges he is facing and how he is taking action to change the strategy of his business.  He is optimistic about the path forward as he sees this as a time to innovate and create opportunities that were not present in the “old days”.  The business plan has changed and by innovating and taking on new ways as opportunities, Shaun is creating news ways to keep moving forward in a new frontier. Great conversation and it is good to see young entrepreneurs making changes to meet a new market. PODCAST Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. www.samso.com.au If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au. About Samso

Rooster Talk Episode 9 with Mike Ghasemi, Digital & Chief Analyst, Mike Ghasemi Research Mike Ghasemi operates a research business that looks at the digitalisation of industries. The application of technology to help streamline the Retail, Tourism and Hospitality industry. Mike speaks at conferences all over the world and has a vast experience on these topics, which are more relevant today than one would realise. Mike shares with me on rooster Talk his views on the Retail transformation. PODCAST Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. www.samso.com.au If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au. About Samso

Rooster Talk Episode 10 with George Bauk, Managing Director, Northern Minerals Limited (ASX:NTU) The REE market has always been one that is hard to analyse. The market is complicated and the cost of getting a project to production is difficult. The implication of Chinese dominance has made market pundits aware wary of investing. This implied issue of a China Monopoly of this sector has made it difficult for many companies. Northern Minerals Limited (ASX; NTU) is one of these companies but NTU is different. They are already in a pilot production stage and the changing world market due to COVID-19 may swing favour to the company. George Bauk talks to us about what is happening with the company and the path forward. PODCAST Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. www.samso.com.au If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au. About Samso

Rooster Talk Episode 11 with Rene Sterk, Director and Principal Geologist, RSC Mining & Mineral Exploration. Rene Sterk has built RSC Mining & Mineral Exploration into an international consulting practise that is highly sought after in the mineral exploration and mining space. I have known Rene since 2009 and have followed his work over the years. While building Samso, I have come and respected the way Rene has established RSC as a major consultancy business in the mineral resource industry. Hence I was very keen to get him to speak about what is happening in the industry. Something about RSC and Rene: RSC carries out resource evaluation, training and technical geology consulting throughout Africa, Asia, Europe and Oceania in a variety of geological settings and commodities. I am a Fellow and Chartered Professional with the Australian Institute of Mining & Metallurgy and a Member and Registered Professional Geologist with the Australian Institute of Geoscientists, and hold a Master’s Degree in Structural Geology and Tectonics. I established RSC in 2008, employing up to 75 technical staff around the globe, and specialise in exploration management for gold and base metals, with a strong added skill set in resource modelling, grade control, reconciliation, QA/QC and successful sampling. PODCAST Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. www.samso.com.au If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au. About Samso

Rooster Talk Episode 13 with Mohamed Mughal, Founder and CEO, First Forte Consultancy Mohamed Mughal is one of my associates that I work with all over the world. Mo works in Dubai. He shares with us his thoughts on what is happening in Dubai and the investment strategies of the region. The founders of First Forte have extensive investment banking and financial market experience in the international capital markets of North America, Europe and Africa and will introduce its selected clients to a targeted group of qualified investors in Europe, the Middle East, South Africa and South Asia region which includes Sovereign Wealth Funds, Public Pension Funds, Corporate Pension Funds, Foundations, Endowments, Financial Institutions and Family Offices. PODCAST Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. www.samso.com.au If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au. About Samso