What podcasts say about Ryan Irvine

Every statement, with the speaker, the exact quote and the moment it was said.

What Ryan Irvine has said on podcasts

17 statements · 14 positive · 2 negative · 1 mixed

on Canadian chartered banks’ cannabis lendingPositiveOct 10, 2026· Planet MicroCap Podcast | MicroCap Investing Strategies
Canadian chartered banks are increasing cannabis-sector lending facilities.
“a number of the Canadian charters are actively stepping up in these facilities”
Listen at 4:33
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon Murray
on Canadian microcap companiesNegativeOct 10, 2026· Planet MicroCap Podcast | MicroCap Investing Strategies
Some Canadian microcaps remain overlooked despite material business improvements.
“some of these names despite pretty material improvements in the underlying business they're still ignored”
Listen at 16:11
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon Murray
on Ryan Irvine’s cannabis holdingsPositiveOct 10, 2026· Planet MicroCap Podcast | MicroCap Investing Strategies
Tariffs do not materially affect Ryan’s cannabis holdings.
“tariffs is a non-issue for that business”
Listen at 25:16
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon Murray
on AI-assisted investment screeningPositiveOct 10, 2026· Planet MicroCap Podcast | MicroCap Investing Strategies
AI can help identify companies whose stock performance lags operating improvement.
“using AI to, okay, here's a list of companies. What's happening with the stock price versus revenue growth and EBITDA?”
Listen at 41:57
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon Murray
on Rubicon OrganicsPositiveOct 10, 2026· Planet MicroCap Podcast | MicroCap Investing Strategies
Rubicon Organics’ second facility should begin generating revenue within several quarters.
“they're carrying all the operating costs in GNA of two facilities while having zero revenue. So that's coming on stream in the next couple of quarters.”
Listen at 50:04
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon Murray
on Bill C-39PositiveOct 6, 2026· KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building Strategies
Bill C-39 is expected to advance through Canada’s legislative process.
“We expect it to move forward.”
Listen at 4:08
Open the episode · Stock Talk Podcast Episode 352
on Bill C-39 effects on mining companiesPositiveOct 6, 2026· KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building Strategies
Bill C-39 would likely benefit mining companies advancing projects.
“Mining companies likely with projects looking to move forward.”
Listen at 4:53
Open the episode · Stock Talk Podcast Episode 352
on Bill C-39 effects on energy and midstream companiesPositiveOct 6, 2026· KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building Strategies
Bill C-39 would likely benefit energy, midstream, and LNG projects.
“Energy and midstream companies, including some of the LNG projects that are looking to move forward.”
Listen at 4:57
Open the episode · Stock Talk Podcast Episode 352
on Bill C-39 effects on nuclear and uranium companiesPositiveOct 6, 2026· KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building Strategies
Bill C-39 could potentially benefit nuclear and uranium companies.
“And potentially nuclear and uranium based companies.”
Listen at 5:03
Open the episode · Stock Talk Podcast Episode 352
on Infrastructure-exposed businessesPositiveOct 6, 2026· KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building Strategies
Investors should favor solid infrastructure-exposed businesses regardless of project outcomes.
“we'll be looking for existing, good, solid businesses that have infrastructure exposure.”
Listen at 8:40
Open the episode · Stock Talk Podcast Episode 352
on Infrastructure-related companiesNegativeOct 6, 2026· KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building Strategies
Investors should avoid indiscriminately buying infrastructure companies after sector surges.
“you probably don't want to be just buying all infrastructure related companies now as well”
Listen at 9:23
Open the episode · Stock Talk Podcast Episode 352
on Hammond Power capacity utilizationPositiveOct 6, 2026· KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building Strategies
Hammond Power’s capacity utilization is projected to reach about 90% by 2028.
“By 2028, utilization is projected to be about 90%”
Listen at 15:41
Open the episode · Stock Talk Podcast Episode 352
on Hammond PowerPositiveOct 6, 2026· KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building Strategies
Hammond Power’s multi-year business outlook remains strong.
“The multi-year outlook for Hammond Power remains strong.”
Listen at 19:54
Open the episode · Stock Talk Podcast Episode 352
on Hammond Power valuationMixedOct 6, 2026· KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building Strategies
Hammond Power’s valuation is elevated near term but more reasonable over the medium term.
“Valuations near term are elevated midterm. They're more reasonable.”
Listen at 20:31
Open the episode · Stock Talk Podcast Episode 352
on Hammond Power revenuePositiveOct 6, 2026· KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building Strategies
Hammond Power revenue could reach approximately $1.7–$1.8 billion within three years.
“we could get to 1.7, 1.8 by, you know, the next three years, two, three years, depending on how they execute.”
Listen at 21:33
Open the episode · Stock Talk Podcast Episode 352
on Electrification- or nuclear-exposed companiesPositiveOct 6, 2026· KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building Strategies
Electrification- or nuclear-exposed companies may receive valuation multiple expansion.
“they may get a multiple re-rating.”
Listen at 25:06
Open the episode · Stock Talk Podcast Episode 352
on Per-share earnings and cash flow growthPositiveOct 6, 2026· KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building Strategies
Companies should grow earnings or cash flow per share, not merely revenue.
“Not just top line growth. You got to grow the bottom line.”
Listen at 25:48
Open the episode · Stock Talk Podcast Episode 352

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.