"Bubble ready to burst"  - I find the BNN article not well researched. Two problems with the contention that licensed producers will not be able to compete with blackmarket.
First - "blackmarket pot will always be cheaper" - I disagree.  Depending upon quality, pot currently costs $9 to $15 a gram from your local dealer (higher quantity, yes, brings lower price). Organigram is currently selling medical marijuana for $6 to $9 per gram.  Aphria advertises to be the lowest cost producer - producing well under $3 a gram.  It will all depend upon the level of tax the levels of government want to add to the selling price.
Second - blackmarket quality weed is always questionable - you have no idea what chemicals have been added in the growth process.    Licensed producers will be rigorously tested.  A good analogy would be "Why would you buy moonshine alcohol and risk poisoning yourself when you can get quality alcohol around the corner?".
So - I do disagree with this guy's analysis.