Saturday, 9 December 2017

Burcon: Tax Loss Turnaround Stock Like GLBR With Potential Cannabis Deal At Play

As every year ends, stocks that have done poorly get sold down even more as investors sell their losers in time to be eligible for a tax loss credit against their winners. These stocks tend to reverse from their oversold condition in January. What we have noticed is a trend that certain poor performers spike before year end now as more and more people have caught onto the trend and want in on the trading spike.

One great example of this past week was Global Brokerage, Inc. (GLBR). On November 13th a restructuring deal was struck that included the intention for the company to "initiate the steps to deregister its common stock under the Securities Exchange Act of 1934". Naturally, the stock went on a steep decline from $1.31 that day to $0.25 on December 6th. From that point on, the stock spiked as high as $1.44 in two days, higher than the November 13th close before the intent to deregister the stock was announced. After hours on December 8th, the stock tanked from $1.12 close to $0.76 upon further confirmation that GLBR plans to deregister the common stock with the last day of trading being December 28th. We expect GLBR to drop significantly on Monday after this news, but there are other trading opportunities out there that don't have plans to de-list. One such opportunity is Burcon Nutrascience Corporation (BUR).

Burcon has dropped from $2.00 at the start of the year to as low as $0.40 as the company's cash balance is getting low. It looks like it will need to finance in Q1 2018, but BUR is still in way better shape than GLBR which saw a dead cat bounce of over 400% from its low in two days. BUR's trading on Friday had an extremely similar pattern to GLBR on Thursday which spiked in the morning, faded, and then had a big recovery at the end of the day. BUR closed up 50% to $0.72, the same price that GLBR closed at on Thursday. BUR looks like a prime target to continue its dead cat bounce on Monday.

But there is also a chance that this wasn't a dead cat bounce, but a move based on news to come. Burcon is a food science company. Its most intriguing application is to hemp, which has lower concentrations of THC and higher concentrations of cannabidiol (CBD). This is a note in the company's latest financial statements:









"During the quarter, Burcon continued work to further the development of a new plant-based protein process, as well as limited research work on protein extraction from various plant sources to explore potential new commercial and patenting opportunities. Burcon’s extraction and purification technologies are versatile and may be adapted to process a range of oilseed and non-oilseed meals to produce specialty proteins, such as flax and hemp. The demand for plant-based proteins continues to grow and Burcon believes there may be niche market opportunities for its specialty protein ingredients. Burcon intends to explore these opportunities in the near future."

For those who have followed our picks recently, we have had some very good success picking stocks trading in Canada that are in the Cannabis realm without being growers themselves. In July we picked Isodiol International (LAGBF) (ISOL.CN) in our articles Isodiol: 10x Undervalued Cannabis Stock Inks Deals With Canopy and Isodiol: A Profitable Cannabis Company. ISOL has moved up nearly ten times since then, hitting a high of $2.14 in Canada from $0.23. In November we picked Global Cannabis Applications Corp. (FUAPF) (APP.CN) in our article A Cannabis and Blockchain Story. That stock has more than doubled in a month and we think it has a lot more room to go. An update on GCAC, we see that the CannaLife app is up to 100-500 installs on the Google Play store. This has grown from 10-50 from when we last checked at the end of November. Slow and steady increase in users for now, but we expect a huge increase in the user growth early in 2018.

Another very successful stock on the fringes of the weed world has been Radient Technologies (RDDTF) (RTI.V). Like Burcon - which also trades in Canada under the symbol BU - Radient is a food and plant extraction technology company that has signed a joint venture with Aurora Cannabis (ACBFF) (ACB.TO), both of which think the expansion into the hemp market will be lucrative:

"Radient also commends the positive developments under the Proposals for the expansion of hemp production and the extraction of CBD from hemp, for which the high-throughput capability of Radient's platform is a strong fit. With its cornerstone customer and partner, Aurora Cannabis Inc. (TSX:ACB) ("Aurora"), and Aurora's investment in Hempco Food and Fiber, Radient's accelerated entry into this valuable market segment is possible."

We think that BU will continue to run hard on Monday, similar to what GLBR did on Friday. But we also cannot discount that this company will develop technology applicable to the cannabis industry and have a more sustained push like Radient. BUR has developed valuable plant-based protein extraction technologies but had failed to capitalize on them so far outside of a licensing agreement with Archer Daniels Midland Company. It's about time that BUR jump on the cannabis bandwagon and find a producer that wants to improve its process and differentiate its product like what Aurora has done by teaming up with Radient. We don't know for sure if this will happen with Burcon, it is just a guess. But what we do know is that this company needs something to boost its business, and Friday's spike is indicative of a sudden increase in interest in the stock.

If you like our picks make sure to follow our blog by clicking the follow button on the top of the left hand panel. We are up to 365 followers despite not giving out a lot of alerts, a fact that we think is indicative of a diligent and prudent stock picking history. If you would like to share this blog, make sure to use the URL "nasdaqnewsreports.blogspot.mx" as certain spam filters on social media don't let you post blogspot.com addresses.

Disclosure: We are long BUR

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