Wednesday, 21 March 2018

Snipp: The Next Weed-Related Stock To Skyrocket

We have gone on an incredible winning streak with cannabis stocks in Canada:
  • In July, we picked Isodiol International (ISOLF) (ISOL.CN) in our articles Isodiol: 10x Undervalued Cannabis Stock Inks Deals With Canopy and Isodiol: A Profitable Cannabis Company. ISOL moved up nearly ten times since then, hitting a high of $2.14 in Canada from $0.23 and sits at $1.23 today. 
  • In November we picked Global Cannabis Applications, or GCAC, (FUAPF) (APP.CN) in our article A Cannabis and Blockchain Story when FUAPF was sitting at $0.09. GCAC moved up more than eight times in a couple of months with the U.S. symbol hitting a high of $0.77 and sits at $0.22 now.
  • In early February we told people to "Buy WEED When There Is Blood On The Streets", buying Canopy Growth Corporation (TWMJF) (WEED.TO) near the bottom and now it's back up over $33 in Canada.
  • We chose Pascal Biosciences Inc. (BIMUF) (PAS.CN) as one of our strongest buys yet in "Pascal Biosciences: The Cannabis Immunotherapy for Cancer?". We think that the market is greatly underestimating the impact of the company's recent discovery and think it could trade up to $2.00 in the not-too-distant future. The stock has done well this week with the CEO heavily participating in the recent secondary financing to the tune of 387,594 units or a $155,000 investment. Pascal has not yet announced a strategic partner, but we think this will happen and could be a positive catalyst in the near-term. 
  • In "Cannabis is on the Rise Again" we chose Newstrike Resources Ltd. Warrants (HIP.WT.CN) and that has finally taken off, trading over $0.20 in Canada. The stock has dropped back down to $1.19, so that has closed part of the value gap. We took a bit of profits to allocate more to Pascal and our next pick. 
Our streak of good luck and good trades in this hot sector has garnered us some attention and we expect that to continue with our latest pick. We noticed that we are getting thousands of hits from cannabis-related message boards and Facebook investor groups. We are up to 510 followers. If you like our picks make sure to follow our blog by clicking the follow button on the top of the left hand panel. 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.

Snipp Interactive Inc. (SNIPF) (SPN.CN) broke through a new 52-week high on Wednesday and ended the day at $0.15, up 20% in Canada. While the stock has already gone up 50% in two days, we think that it has a lot more to go and is on the verge of skyrocketing. $0.50 in Canada in a short time frame is not out of the question as we have seen first hand how crazy hot these weed-related stocks can get.

Our excitement over Snipp can be divided into four parts:

  • A brilliant business plan to market cannabis that we believe has been overlooked by the investment community and the advertising industry. Snipp has the expertise in related regulated industries and has already attracted several companies after just releasing its platform. 
  • A strategic investment made by WeedMD, which has already signed up as a paying client.
  • Vastly improved financial performance of its existing operations. 
  • A very reasonable valuation and market cap of around $30 million 

We believe that all of these factors will be conducive to a huge run once the market becomes familiar with the story.

Snipp has been up upon announcing the Launch of the Cannabis Marketing Resource Center with the likes of Aphria and WeedMD already having become members:

 "TORONTO, March 20, 2018 (GLOBE NEWSWIRE) -- Snipp Interactive Inc. ("Snipp" or the “Company”) (OTCQB:SNIPF) (TSX-V:SPN), a global provider of digital marketing promotions, rebates and loyalty solutions, today announced that it has received broad interest from a variety of Cannabis companies from across the spectrum of the industry including industry leaders like Aphria Inc., WeedMD Inc. and others. Over ten companies have signed up for the center since the launch just last week.  

The Company recently launched the Cannabis Resource Marketing Centre (“CMRC”), which brings together all of the accumulated knowledge that Snipp has acquired in designing and launching marketing programs in regulated industries, namely:

Alcohol – Beer, Wine, Spirits
Pharmaceuticals – Over the Counter (OTC) and Prescription Drugs
Tobacco – Cigars, Cigarettes, Tobacco
Arms & Ammunition – Small Arms, Guns, Bullets
3-Tier Tax Systems – Manufacturer to Distributor to Retailer
The goal of the CMRC is to help Cannabis marketers hit the ground running and take advantage of the deep expertise and flexible technology platforms engineered by Snipp for these regulated industries, thereby enabling cannabis-related companies to easily launch sophisticated solutions that are legally-compliant.  To sign up and qualify, the company has made available a simple application process that can be accessed at www.snipp.com/CMRC.

“We are extremely excited to see so many quality companies like Aphria Inc. sign up to our CMRC and learn from the tactics that their counterparts in the Alcohol, Tobacco and Pharma companies have used for decades to drive awareness, trial, market share and retention. To succeed in what is going to be a highly competitive future, it is vital for companies in the Cannabis space to adopt and build on these best practices and not re-invent the wheel”, said Atul Sabharwal, CEO of Snipp. “Given our rich history in and knowledge acquired supporting multiple leading companies in historically regulated industries like Alcohol and Pharma, I am sure companies signing up for the CMRC will see immediate value in their membership and begin exploring deeper relationships with Snipp to enable their marketing objectives. Today we service multiple leaders including many Fortune 500 brands in Alcohol, Tobacco and Pharma because of our secure, flexible and scalable technology platform that enables a multitude of program types, to solve a diverse set of problems for these clients. We welcome qualified companies to join and explore our resource center and engage with us in a deeper conversation to help drive their business objectives.”

We think that this is a brilliant business plan set up by Snipp and that it has the expertise needed in regulated industries like alcohol and tobacco as well as pharmaceuticals to will help set up marketing programs for the growers and distributors of medical or recreational cannabis. Whatever Snipp is offering, it is enticing enough to have had over ten companies sign up in a week. We expect that to grow and for Snipp to take every opportunity to announce a big company signing up for the program like it already has with Aphria. If you are a bull in the cannabis industry, there is no question that you should take a look into Snipp as well. There are many LPs out there, but only a handful of agencies that can set up appropriate marketing campaigns for them. The industry will need both. We expect this process to be relatively turnkey as well. A template that will work for one grower or distributor will work quite well for all of them.

One thing that we expected for Pascal but hasn't happened yet is a strategic partnership. While Snipp performed strongly over the past couple of days, it really took off and became of interest to us when WeedMD announced a strategic investment in Snipp in early trading on Wednesday:


"TORONTO, March 21, 2018 (GLOBE NEWSWIRE) -- WeedMD Inc. (TSX-V:WMD) (OTC:WDDMF) (FSE:4WE) (“WeedMD” or the “Company”), a federally-licensed producer and distributor of medical cannabis, is pleased to announce that it has made a strategic investment in Snipp Interactive Inc. (TSX-V:SPN) (“Snipp”), a global loyalty and promotions company focused on disruptive engagement platforms for consumers. The companies have also entered into an agreement whereby WeedMD will appoint Snipp as its technology vendor of record to design and deploy custom marketing solutions for direct sales, retail sales, referral/sourcing programs, distributor programs and other programs.

“As we move into new markets, it’s important to provide informed and engaging online experiences to consumers. By utilizing Snipp’s proprietary solutions to develop and implement new marketing and sales programs, we plan to deepen our relationship with current and future customers,” said Bruce Dawson-Scully, CEO of WeedMD. “We are excited to roll out these campaigns to expand market awareness, enhance communication touch points, and further engage our consumers.”

WeedMD is also proud to announce its participation in Snipp’s recently launched Cannabis Resource Marketing Centre (“CMRC”), which brings together all of the accumulated knowledge Snipp has acquired in designing and launching marketing programs in regulated industries, including alcohol, pharmaceuticals and tobacco. The goal of the CMRC is to help cannabis marketers hit the ground running and take advantage of the deep expertise and flexible technology platforms engineered by Snipp for regulated industries. See www.snipp.com/CMRC for more detail.

“We are looking forward to working with the team at WeedMD as we provide strategic support and launch our industry-leading, technology-based solutions to advance and accelerate their marketing and sales programs,” said Atul Sabharwal, CEO of Snipp. “Snipp is committed to positioning WeedMD as not only a market leader, but as a pioneer in leveraging emerging technologies as they build their business to drive engagement and loyalty. Our focus will initially be to help raise market awareness along with acquisition and retention of medical patients, and eventually for retailers as the adult use market emerges.”

Under the terms of the strategic partnership, WeedMD will invest $250,000 into Snipp on the same terms and condition as their recently announced financing at $0.10 per share. As part of the agreement, WeedMD, will have the right to nominate one member to the Snipp advisory board."

The first thing that we would like to point out is that WeedMD, a $191 million market cap LP, thought that this deal was important enough to announce it on its own news feed. Usually it's the smaller company that likes to announce a deal with a larger name to get some exposure, but both companies released a statement on this agreement.

Second, we would like to point out this wording in the news release: "The companies have also entered into an agreement whereby WeedMD will appoint Snipp as its technology vendor of record to design and deploy custom marketing solutions for direct sales, retail sales, referral/sourcing programs, distributor programs and other programs." Signing up for CMRC is free - any eligible applicant can do that. But what this shows is that WeedMD has already become a paying customer, referring to Snipp as its technology vendor. CMRC has been around for a week and Snipp has already started generating revenue.

This revenue will be on top of Snipp's vastly improved financials. Take a look at the Q3 2017 financial release:


  • EBITDA turned positive in Q3 2017 and improved by 101% compared to Q3 2016, an EBITDA improvement of $1,191,708. Q3 2017 EBITDA was positive at $14.4k vs a Q3 2016 EBITDA loss of $1.2MM
  • Q3 2017 Net Income was US $-0.6MM, a 65% improvement from Q3 2016 Net Income of US $-1.8MM
  • Revenue for Q3 2017 was $3.7MM and for the nine months ended September 30, 2017 was $9.0MM compared to revenue for Q3 2016 of $3.3MM and for the nine months ended September 30, 2016 of $8.2MM.
  • Gross margins improved 8% from 61% in Q3 2016 to 69% in Q3 2017.
  • The Company continued to focus on cost improvements from its integration efforts, resulting in the following Q3 2017 cost savings compared to Q3 2016:
    • Salaries and compensation expenses decreased by approximately US $425k or 16%;
    • General and administrative expenses decreased by approximately US $90k or 26%;
    • Campaign infrastructure expenses decreased by approximately US $151k or 12%;
    • Professional fees decreased by approximately US $41k or 87%;
    • Marketing and investor relations expenses decreased by approximately US $33k or 69%;
    • Travel expenses decreased by approximately US $57k or 78%;
  • The following are cost savings recognized in the nine months ended September 30, 2017 compared to the nine months ended September 30, 2016:
    • Salaries and compensation expenses decreased by approximately US $2.1MM or 23%;
    • General and administrative expenses decreased by approximately US $195k or 19%;
    • Campaign infrastructure expenses decreased by approximately US $122k or 5%;
    • Professional fees decreased by approximately US $82k or 30%;
    • Marketing and investor relations expenses decreased by approximately US $118k or 60%;
    • Travel expenses decreased by approximately US $228k or 81%;
  • The Company’s Bookings Backlog (programs that have been sold, but whose revenues have not yet been recognized) stood at $5.5MM at September 30, 2017, a 22% improvement from the same point last year. Bookings backlog at September 30, 2016 was $4.5MM.

Revenue increased, EBITDA turned slightly positive and backlog has grown, indicative of more revenue growth to come. At the start of 2018, the company announced that "Snipp Crosses US$4MM of Bookings in Q4 2017, Largest Quarter of Sales in 2017 With 150+% Growth Compared to Q4 2016".

With a market cap of around $30 million Canadian and a revenue run-rate that is $3-$4 million U.S. and growing, the revenue multiple on Snipp is only around 2. Compared to cannabis companies this is extremely cheap. Snipp will now have exposure to the weed industry and its investors but is trading at a very low multiple compared to them. This will undoubtedly be used to promote Snipp's value once the story gets out. We have gotten in early before the hype really makes this stock take off and suggest that readers take a look into Snipp too while it's cheap. We can't tell you when to sell, but we believe that early buyers will have plenty of opportunities to sell at big profits in the near future.

Disclosure: We are long stocks listed in this report.

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