Q: Can you give your analysis on this Canadian animal health care supplier? Microcap but kind of interesting. Thx
5i Research Answer:
WOLF is tiny at $25M market cap, but very cheap on valuation. It has not been listed too long (2021); It has done very well since its IPI but since its peak price has declined more than 50%. It has about $6M cash currently. Its sales are rising nicely, it is profitable and has positive cash flow. Insiders own 13%. In the last quarter sales rose 12.%% and profit rose 8.3%. We agree it is interesting, but needs to be considered risky. We like its balance sheet, growth, and profitability. The sector is also attractive. It is hard to endorse on its size alone, but otherwise reads fairly well.