Q: Dear 5i team.
Please provide updated analysis of recent earnings and outlook for FY22/23.
Interested in any views on the departure of the CEO. I missed the conf call so also curious if there was any update on the battle with investor agitators?
Looks to me like things might be turning the corner given covid being more and more in the rear view mirror. I know they depend on commercial (re)construction which have been postponed/delayed last couple of years.
Thanks for your insights.
Q: Dear 5i team.
Please provide updated commentary on DRT last qtr results.
Also, can you comment on the increasing %shorts, and the recent activist investor action to replace 6 Board members. Seems like a flurry of activity for a small company to attract this kind of attention.
Thanks for your insights.
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POET Technologies Inc. (PTK)
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DIRTT Environmental Solutions Ltd. (DRT)
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Blackline Safety Corp. (BLN)
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VersaBank (VB)
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Drone Delivery Canada Corp. (FLT)
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The Lovesac Company (LOVE)
Q: Hello,
What are your current 'best ideas' in the micro to small cap space, 5 in Canada and 5 in the US for a 5 year hold that have a market cap of at or below $1 billion market cap, are founder-led, have high insider ownership and high forecasted annual revenue growth (greater than 20%/yr)? Thank you.