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  5. PNG: With tariffs coming in the very near future do you think that i should reduce my exposure in PNG. [Kraken Robotics Inc.]
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Investment Q&A

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Q: With tariffs coming in the very near future do you think that i should reduce my exposure in PNG.I currently have a 5% position and have done very well.
My plan would be to buy back the shares on the dip and reinstate my 5% position.

Thanks for your Reply
Asked by Tony on July 28, 2025
5i Research Answer:

We can't personalize answers, but we would prefer to own PNG in a position size that can be kept for a decent period of time (3 years+). We would be fine trimming to manage risk exposure: it remains a volatile and riskier-than-average stock. But we like its prospects, and it is very difficult to successfully time an exit and re-entry. One big contract would move the stock, and there is no guarantee of any dip that would allow a successful sell/re-buy. We still see it as a solid small cap growth company.