Although there is a certain level of immediate attraction to investment opportunities in emerging industries such as the cannabis or psychedelic sectors, we believe that investors must be selective when doing so.
When it comes to investing in emerging industries (or any industry), we believe the most important part of any company is the management team. Earlier this year, we met with the management team behind Safe Supply Streaming Co. (SPLY: CSE) and have been impressed with how the team has been able to execute since then.
Earlier this month, Safe Supply listed on the Canadian Securities Exchange and we want our readers to be aware of this opportunity for the following reasons:
- Safe Supply is working to gain a first mover advantage on several markets that have massive growth prospects and a huge total addressable market (TAM)
- The company is led by a management team that has diverse expertise and a proven track record of success in emerging industries
- Safe Supply has been executing on a multi-faceted growth strategy and we are bullish on the long-term opportunity for the business
- Going forward, we believe the company is well positioned to record impressive growth and expect the strength of the balance sheet to play an important role in its success
- We consider Safe Supply to be a business that has major potential catalysts for growth
What Is Safe Supply?
We consider Safe Supply to be a unique opportunity and are favorable on the direction the management team is bringing the business. Safe Supply is the world’s first company investing in
the burgeoning safe supply ecosystem and the third wave of drug policy reform.
Drug policy reform started with cannabis and then moved onto psychedelics. We believe these two industries were the first and second waves of drug policy reform. Going forward, we believe additional drugs will be legalized or decriminalized and expect the third wave of drug policy reform to have a major impact on the global economy.
The mission of the company is simple and quite honorable… to save lives, to build a better world, and to help bring a responsible end to the drug war. Through a series of investments and acquisitions, the business has advanced over the last year and we believe the company has the resources and the leaders that are needed to execute on this mission.
According to the World Health Organization, drug overdoses were responsible for the death of more than 600,000 people in 2019. The level of death and destruction has not gone unnoticed and several countries are re-evaluating their respective approach to drug criminalization. We see this as a step in the right direction and expect more countries to jump on the bandwagon over the next decade.
A Growth Story To Be Aware Of
During the last year, the Safe Supply leadership team has analyzed thousands of investment opportunities and we believe the team has taken a thoughtful and methodical approach to this process. We are bullish on the growth prospects that are associated with the company’s portfolio of assets and expect the team to make additional investments and acquisitions soon.
Currently, Safe Supply’s investment portfolio is comprised of CannaLabs and Safe Supply Licensing Co. We want to provide more information on these assets and believe our readers should be aware of these:
- CannaLabs – the portfolio company is focused on providing stringent testing and analytics in Canada. Through CannaLabs, Safe Supply can accomplish one of its primary objectives which is to guarantee safety for drug consumers
- Safe Supply Licensing Co. – the entity is in the advanced stages of obtaining a Dealer’s License under the CDSA. We expect the issuance of the license to be a milestone as it will allow the company to import and test controlled substances
The opportunity for Safe Supply is massive. As more countries and jurisdictions approve legislation to decriminalize and to legalize different psychoactive compounds, new opportunities will emerge and we believe the company is perfectly positioned to capitalize on this. Some of these new opportunities for Safe Supply include:
- Production – as drug policy reform programs advance, governments will need access to trusted sources of compounds for each program
- Import/Export – Safe Supply plans to invest in companies that are importing and exporting the materials that are needed for drug policy programs
- Testing and Analytics – companies will need to conduct tests and analyze purity to ensure product safety
- Therapeutic Applications – going forward, the advancement of new drug policies will lead to the creation of new products and applications
- Clinics and Distribution – The advancement of new drug policies will require new distribution pathways and clinical infrastructure
The company’s strategy is to invest in and to incubate businesses across the safe supply ecosystem to create a tightly woven fabric of synergies that generate short-term revenues for Safe Supply while also maximizing value accretion as its portfolio companies grow and evolve.
Why Are We Bullish On Safe Supply?
A core reason for our bullish thesis on Safe Supply is related to the strength of the management team. Due to the management team’s experience, the company has relationships with governments and regulatory bodies throughout the world. This has allowed the team to work closely with decision makers in various governments and we consider this to be an attractive part of the story.
Another reason for our bullish view on the business is related to the first mover advantage that is associated with it. Safe Supply is one of the first companies to be actively deploying capital into the third wave of drug reform and has be especially focused on emerging opportunities for the coca plant and on working on ending the fentanyl crisis.
For more than a decade, Safe Supply’s leadership team has been actively investing in companies that are levered to the drug reform waves. During this time, the leadership team has created more than $10 billion of value for shareholders and we find this to be significant. We believe the collective experience of Safe Supply’s leadership is exceptional and not something typically found in emerging businesses.
Earlier this month, Safe Supply commenced trading on the Canadian Stock Exchange under the symbol “SPLY” and we want our readers to be closely following the opportunity. From owning high-quality assets to having a world-class leadership team, we believe the business has the traits that are needed for it to be successful.
If you are interested in learning more about Safe Supply, please send an email to support@technical420.comwith the subject “Safe Supply” to be added to our distribution list.
Company Relationship Disclosure
OTB is responsible for the OTB opinions provided in this disclosure except all sources or information provided by other parties were not verified or authenticated and OTB does not undertake to confirm or substantiate or be responsible for such information provided by other parties.
Any Content posted regarding a Profiled Issuer is not a solicitation or recommendation to buy, sell or hold securities. We cannot and do not assess, verify or guarantee the adequacy, accuracy or completeness of any information, the suitability or profitability of any particular investment, or the potential value of any investment or informational source. All information should be independently verified. We are not responsible for errors or omissions in our publications, and any opinions expressed are subject to change, without notice. We do not, nor are we under any obligation to undertake due diligence or investigation or authenticate and verify whatsoever regarding Profiled Issuers or any Content posted in relation thereto and we do not receive any verification from the Profiled Issuer regarding the Content we disseminate. Similarly, while we endeavor to facilitate the provision of quality information, we are not responsible for any loss or damages caused or alleged to have been caused by its use nor verify or authenticate or update such information.
Pursuant to an agreement between Spotlight Media and Safe Supply Streaming we have been hired for a period of 180 days beginning October 9, 2023 and ending April 9, 2024 to publicly disseminate information about Safe Supply Streaming including on the Website and other media including Facebook and Twitter. We are being paid $3,500 per month by Safe Supply Streaming and were paid “ZERO” shares of unrestricted or restricted common shares. We plan to sell the “ZERO” shares of Safe Supply Streaming that we hold during the time the Website and/or Facebook and Twitter Information recommends that investors or visitors to the website purchase without further notice to you. We may buy or sell additional shares of Safe Supply Streaming in the open market at any time, including before, during or after the Website and Information, provide public dissemination of favorable Information.
This article contains forward-looking statements within the meaning of applicable securities laws. All statements that are not historical facts, including without limitation, statements regarding future estimates, plans, programs, forecasts, projections, objectives, assumptions, expectations or beliefs regarding future performance are “forward-looking statements”. Forward-looking statements can be identified by the use of words such as “expects”, “does not expect”, “is expected”, “believes”, “intends”, “anticipates”, “does not anticipate”, “believes” or variations of these words, expressions or statements, that certain actions, events or results “may”, “could”, “would”, “might” or “will be” taken, will occur or will be realized. Such forward-looking statements involve risks, uncertainties and other known and unknown factors that could cause actual results, events or developments to differ materially from the results, events or developments expected and expressed or implied in such forward-looking statements. These risks and uncertainties include, but are not limited to, dependence on obtaining and maintaining regulatory approvals, including the acquisition and renewal of federal, provincial, state, municipal, local or other licenses, and any inability to obtain all necessary government authorizations, licenses and permits to operate and expand the Company’s facilities; regulatory or policy changes such as changes in applicable laws and regulations, including federal, state and provincial legalization, due to fluctuations in public opinion, industry perception of integrative mental health, including the use of psychedelic-assisted therapy, delays or inefficiencies or any other reason; any other factor or development likely to hamper the growth of the market; the Company’s limited operating and profitability track record; dependence on management; the Company’s need for additional financing and the effects of financial market conditions and other factors on the availability of capital; competition, including that of more established and better funded competitors; the impact of the Russia-Ukraine conflict on the global economy; the continued impact of the COVID-19 pandemic; and the need to build and maintain alliances and partnerships, including with research and development companies, customers and suppliers. These factors should be carefully considered, and readers are cautioned not to place undue reliance on forward-looking statements. Despite the Company’s efforts to identify the main risk factors that could cause actual measures, events or results to differ materially from those described in forward-looking statements, other risk factors may cause measures, events or developments to materially differ from those anticipated, estimated or intended. There can be no assurance that forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in forward-looking statements. The Company does not undertake to revise forward-looking statements, even if new information becomes available as a result of future events, new facts or any other reason, except as required by applicable laws
